Holdings
Icon Wealth Advisors, LLC
As of Jun 30, 2026, Icon Wealth Advisors, LLC reported 269 positions worth US$645M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 135K | US$39M | +24,844 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 100K | US$35.8M | +9,744 | Jun 30, 2026 |
| Nvidia Corporation | 167K | US$33.5M | +9,554 | Jun 30, 2026 |
| Microsoft Corp. | 81,234 | US$30.3M | +5,628 | Jun 30, 2026 |
| Amazon.com, Inc. | 100K | US$23.9M | +12,884 | Jun 30, 2026 |
| Chevron Corporation | 120K | US$19.8M | +3,959 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 39,608 | US$13M | +5,184 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 344K | US$12.6M | −58,905 | Jun 30, 2026 |
| Select Water Solutions, Inc. | 630K | US$12.6M | no change | Jun 30, 2026 |
| Broadcom Inc. | 32,693 | US$12.3M | +3,996 | Jun 30, 2026 |