ICW Investment Advisors LLC has reported a total of $280.98 million in holdings as of September 30, 2026, according to its latest 13F-HR filing. This significant update reflects the firm’s investment strategies and portfolio adjustments, which are crucial for understanding its position in the financial advisory industry.

The filing, submitted on October 27, 2026, highlights the firm's continued focus on major sectors, particularly technology and consumer goods. Notable investments include substantial stakes in leading companies such as Apple Inc. and Amazon, indicating a strategic preference for sectors that are expected to drive growth in the coming years.

Background

ICW Investment Advisors LLC is a financial advisory firm based in Scottsdale, Arizona. The company was incorporated in Delaware and operates under the Central Index Key (CIK) number 0001794820. The firm primarily engages in investment advisory services, and its recent filings include various forms, with the latest being the 13F-HR submitted on October 27, 2026. The firm’s fiscal year ends on December 31.

What the Filing Says

The filing states, "Total value of holdings reported is $280,975,754," with a total of 143 entries listed. This figure represents the firm’s investments across various sectors, showcasing its diversified portfolio.

Impact

This report may affect various stakeholders, including investors, analysts, and competitors within the financial advisory sector. By revealing its investment choices, ICW Investment Advisors provides insights into market trends and potential future movements within the investment landscape.

What's Next

The filing does not say what happens next.