ICW Investment Advisors LLC

CIK 0001794820 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

ICW Investment Advisors LLC reported 144 positions worth $285.7M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AAPL (2.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$285.7M
2026 Q2
Positions
144
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.8%
Est. Net Flow (Q)
2026 Q2
10 / 144 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$8.1M2.84%28,013
2AVGOBROADCOM INCSH$7.0M2.45%18,539
3CASYCASEYS GEN STORES INCSH$6.8M2.39%8,578
4NVDANVIDIA CORPORATIONSH$6.7M2.33%33,241
5MSFTMICROSOFT CORPSH$6.5M2.28%17,429
6GOOGLALPHABET INCSH$6.4M2.23%17,840
7ABBVABBVIE INCSH$6.1M2.14%24,328
8VOOVANGUARD INDEX FDSSH$6.0M2.10%8,751
9VVISA INCSH$5.9M2.06%17,129
10AMZNAMAZON COM INCSH$5.8M2.03%24,310

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ICW Investment Advisors LLC hold as of Q2 2026?

ICW Investment Advisors LLC reported 144 positions worth $285.7M in its Q2 2026 13F filing. Largest positions: AAPL (2.8%), AVGO (2.5%), CASY (2.4%), NVDA (2.3%) and MSFT (2.3%).

What did ICW Investment Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ICW Investment Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.