Icon Wealth Advisors, LLC
RIA/Wealth
Icon Wealth Advisors, LLC is a RIA/Wealth based in Houston, TX led by Mark Baker Mcadams, reporting $2.3B in AUM as of Q3 2025 with 48% ETF concentration.
FounderMark Baker Mcadams
- Portfolio Value
- $1.4B
- Positions
- 512
- Top Holding
- IVV at 6.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Icon Wealth Advisors, LLC's portfolio (35.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $94.9M | 6.56% | -$980.5K Sold | — 141.9K shares | |
ETF ETF | $60.0M | 4.14% | +$10.5M Bought | — 1.0M shares | |
ETF ETF | $50.2M | 3.47% | -$876.3K Sold | — 416.2K shares | |
Software - Infrastructure Technology | $47.7M | 3.30% | -$1.3M Sold | 0.00% 92.1K shares | |
Information Technology Services Technology | $44.9M | 3.10% | -$525.3K Sold | 0.03% 182.0K shares | |
ETF ETF | $44.8M | 3.10% | -$8.9M Sold | — 959.1K shares | |
ETF ETF | $44.4M | 3.07% | -$5.3M Sold | — 654.1K shares | |
ETF ETF | $44.2M | 3.05% | -$6.8M Sold | — 227.3K shares | |
ETF ETF | $42.0M | 2.91% | +$2.3M Bought | — 203.6K shares | |
ETF ETF | $39.7M | 2.75% | +$9.6M Bought | — 603.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Icon Wealth Advisors, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Icon Wealth Advisors, LLC
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