REICON WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, REICON WEALTH ADVISORS, LLC held in its portfolio 55 assets valued at $138,125,358 (i.e. $138.13M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($73.19M), INVESCO EXCHANGE TRADED FD T ($29.68M), and INVESCO EXCHANGE TRADED FD T ($9.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
REICON WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 107326 | 73187651 | TR UNIT |
| INVESCO EXCHANGE TRADED FD T | 251204 | 29682231 | S&P 100 EQL WIGH |
| INVESCO EXCHANGE TRADED FD T | 49053 | 9396501 | S&P500 EQL WGT |
| VANGUARD SCOTTSDALE FDS | 38154 | 3195398 | INT-TERM CORP |
| VANGUARD INDEX FDS | 4160 | 2608887 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 4313 | 2167929 | CL B NEW |
| ISHARES TR | 17606 | 1758487 | CORE US AGGBD ET |
| J P MORGAN EXCHANGE TRADED F | 23488 | 1087260 | INCOME ETF |
| FIRST TR EXCHANGE-TRADED FD | 26387 | 1011155 | SMID RISNG ETF |
| J P MORGAN EXCHANGE TRADED F | 19592 | 991159 | ULTRA SHRT ETF |
| BLACKROCK ETF TRUST II | 16532 | 872394 | ISHARES FLEXIBLE |
| ISHARES TR | 1269 | 869433 | CORE S&P500 ETF |
| INVESCO EXCHANGE TRADED FD T | 17771 | 808778 | S&P500 EQL TEC |
| ISHARES TR | 7961 | 693881 | 20 YR TR BD ETF |
| VANGUARD SCOTTSDALE FDS | 7595 | 605549 | SHRT TRM CORP BD |
| FIRST TR EXCHNG TRADED FD VI | 15340 | 599002 | FT VEST US EQT |
| ISHARES TR | 1495 | 578341 | RUSSELL 3000 ETF |
| SPDR SERIES TRUST | 5244 | 479197 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 5750 | 453158 | SHORT TRM BOND |
| INVESCO EXCH TRADED FD TR II | 3706 | 433491 | S&P 500 HB ETF |
| J P MORGAN EXCHANGE TRADED F | 6280 | 359467 | EQUITY PREMIUM |
| VANGUARD BD INDEX FDS | 4840 | 358499 | TOTAL BND MRKT |
| HOME DEPOT INC | 1027 | 353398 | COM |
| MORGAN STANLEY | 1900 | 337329 | COM NEW |
| JANUS DETROIT STR TR | 6570 | 332311 | HENDRSON AAA CL |
| ISHARES TR | 6761 | 318646 | BB RAT CORP BD |
| JPMORGAN CHASE & CO. | 986 | 317547 | COM |
| GOLDMAN SACHS GROUP INC | 344 | 302376 | COM |
| INVESCO EXCH TRADED FD TR II | 13814 | 274622 | CEF INM COMPSI |
| ISHARES TR | 8735 | 270436 | PFD AND INCM SEC |
| BLACKSTONE SECD LENDING FD | 9274 | 244184 | COMMON STOCK |
| FIDELITY MERRIMACK STR TR | 5200 | 239408 | TOTAL BD ETF |
| ARES CAPITAL CORP | 11809 | 238898 | COM |
| AMAZON COM INC | 983 | 226968 | COM |
| INVESCO QQQ TR | 366 | 224902 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 1601 | 215047 | BUYBACK ACHIEV |
| MICROSOFT CORP | 442 | 213760 | COM |
| MORGAN STANLEY DIRECT LENDIN | 12969 | 213729 | COM SHS |
| SSGA ACTIVE ETF TR | 5169 | 213325 | STATE STREET BLA |
| FIRST TR EXCHNG TRADED FD VI | 5244 | 204444 | FT VEST U.S EQT |
| VANGUARD INDEX FDS | 570 | 191104 | TOTAL STK MKT |
| INVESCO EXCHANGE TRADED FD T | 2206 | 175565 | S&P500 EQL ENR |
| ISHARES TR | 600 | 147696 | RUSSELL 2000 ETF |
| J P MORGAN EXCHANGE TRADED F | 2198 | 138870 | US QUALTY FCTR |
| ALPHABET INC | 395 | 123951 | CAP STK CL C |
| VANGUARD SCOTTSDALE FDS | 2000 | 119860 | INTER TERM TREAS |
| BLACKROCK ETF TRUST II | 2060 | 106594 | ISHARES AAA CLO |
| ALPHABET INC | 335 | 104855 | CAP STK CL A |
| VANGUARD INDEX FDS | 102 | 32110 | LARGE CAP ETF |
| VANGUARD SCOTTSDALE FDS | 360 | 16949 | MTG-BKD SECS ETF |
| INVESCO EXCHANGE TRADED FD T | 300 | 14076 | RAFI US 1000 ETF |
| ISHARES TR | 36 | 4326 | CORE S&P SCP ETF |
| ISHARES TR | 43 | 4135 | 7-10 YR TRSY BD |
| ISHARES TR | 28 | 3342 | 3 7 YR TREAS BD |
| INVESCO EXCHANGE TRADED FD T | 35 | 2747 | S&P500 EQL FIN |
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