Long-term investor
Icon Wealth Advisors, LLC @iconwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963212).
Record
- Tracked since 2025-06-30 (471 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days +1.2% · 6 months +2.1% · 1 year +2.7% · all +2.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 11.7% · long · since 2025-06-30
- 09290C103 · 4.1% · long · since 2025-06-30
- 46434V613 · 4.0% · long · since 2025-06-30
- 464287309 · 3.9% · long · since 2025-06-30
- 464287408 · 3.2% · long · since 2025-06-30
- 46434G103 · 2.6% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- 464288885 · 2.3% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- 09290C780 · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 464288877 · 1.7% · long · since 2025-06-30