REICON WEALTH ADVISORS, LLC
CIK: 0001888847SEC EDGAR →
Portfolio Value
$138.1M
Holdings
58
As of
Q4 2025
New Positions
58
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPYCall SPDR S&P 500 ETF TR | 107,326 | $73.2M | 52.99% |
| 2 | INVESCO EXCHANGE TRADED FD T | 251,204 | $29.7M | 21.49% |
| 3 | INVESCO EXCHANGE TRADED FD T | 49,053 | $9.4M | 6.80% |
| 4 | VANGUARD SCOTTSDALE FDS | 38,154 | $3.2M | 2.31% |
| 5 | VANGUARD INDEX FDS | 4,160 | $2.6M | 1.89% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 4,313 | $2.2M | 1.57% |
| 7 | ISHARES TR | 17,606 | $1.8M | 1.27% |
| 8 | J P MORGAN EXCHANGE TRADED F | 23,488 | $1.1M | 0.79% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 26,387 | $1.0M | 0.73% |
| 10 | J P MORGAN EXCHANGE TRADED F | 19,592 | $991K | 0.72% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $134.2M | 97.2% |
| Unknown | 4 | $2.9M | 2.1% |
| Consumer Cyclical | 2 | $579K | 0.4% |
| Communication Services | 2 | $227K | 0.2% |
| Technology | 1 | $213K | 0.2% |