Top 50 Icw Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3.37% | 13.5K | $9.5M | +54.47%(+4.77K) | $532.50(+31.32%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.28% | 27.7K | $9.2M | -1.11%(-311) | $93.83(+269.93%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.14% | 17.2K | $8.8M | -1.27%(-222) | $201.33(+163.91%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.65% | 32.6K | $7.4M | -1.93%(-640) | $106.34(+104.95%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.27% | 18.2K | $6.4M | -1.90%(-353) | $71.10(+381.48%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 2.23% | 24.0K | $6.3M | -1.53%(-372) | $92.10(+210.95%) | 2026-09-30 | |
| V | VISA INC | 2.17% | 16.9K | $6.1M | -1.12%(-192) | $195.07(+106.01%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.13% | 17.4K | $6.0M | -2.32%(-413) | $113.05(+183.58%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 2.06% | 10.5K | $5.8M | -0.83%(-88) | $300.79(+102.75%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.97% | 22.2K | $5.5M | -8.53%(-2.07K) | $170.61(+48.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.91% | +8.90% | +53.17% |
| Top 20 Holdings Unweighted | +12.89% | +43.87% | +8.94% | +53.42% |
Icw Investment Advisors LLC reports $280.98M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are VOO (3.4%), AAPL (3.3%) and MSFT (3.1%). The top 20 holdings account for 40.34% of reported assets. Its disclosed equity book has returned +43.91% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Icw Investment Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1794820). View Icw Investment Advisors LLCโs 13F filings on SEC