StockDriftsStockDriftsTop 50 Icon Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 8.72% | 187.8K | $134.3M | +29.00%(+42.22K) | $462.53(+62.49%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 4.12% | 492.9K | $63.5M | +13.99%(+60.50K) | $87.91(+58.02%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 4.09% | 992.6K | $63.0M | -5.18%(-54.18K) | $46.79(+43.58%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 3.95% | 275.4K | $60.8M | -3.58%(-10.23K) | $193.36(+16.44%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.48% | 696.6K | $53.6M | -5.93%(-43.95K) | $55.02(+49.55%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 3.13% | 636.6K | $48.2M | +2.65%(+16.42K) | $53.67(+46.03%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 3.07% | 1.03M | $47.3M | +11.32%(+104.37K) | $45.57(+0.88%) | 2026-03-31 | |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 2.19% | 290.6K | $33.8M | +226.48%(+201.56K) | $105.00(+14.97%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.14% | 157.7K | $33.0M | -11.73%(-20.95K) | $73.78(+219.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.08% | 75.6K | $32.1M | -17.19%(-15.70K) | $307.27(+33.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.32% | +41.69% |
| Top 20 Holdings Unweighted | +13.26% | +45.28% |
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