DOSSIER · 13F-HR · Q1 2026

REICON WEALTH ADVISORS, LLC

$132M in tracked AUM across 72 positions as of Q1 2026.

RW
CIK 0001888847 · last filed Mar 31, 2026
Total AUM
$132M
as of Q1 2026
Holdings
72
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

REICON WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$58M89K44.0%
02
EQWL
INVESCO EXCHANGE TRADED FD T
$40M347K30.3%
03
RSP
INVESCO EXCHANGE TRADED FD T
$8M42K6.2%
04
VOO
VANGUARD INDEX FDS
$3M5K2.1%
05
VCIT
VANGUARD SCOTTSDALE FDS
$2M26K1.6%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$2M4K1.6%
07
AGG
ISHARES TR
$2M18K1.4%
08
RSPT
INVESCO EXCHANGE TRADED FD T
$885K20K0.7%
09
IVV
ISHARES TR
$880K1K0.7%
10
JPST
J P MORGAN EXCHANGE TRADED F
$782K15K0.6%

Filing history

2026Q1Mar 31
$132M 4.6%
72 positionsView →
2025Q4Dec 31
$138M
59 positionsView →