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Reicon Wealth Advisors

Latest statistics and disclosures from Reicon Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001888847

Tip: Access up to 7 years of quarterly data

Positions held by Reicon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Reicon Wealth Advisors

Reicon Wealth Advisors holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	53.0	$73M	107k	681.92	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	21.5	$30M	251k	118.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.8	$9.4M	49k	191.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$3.2M	38k	83.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$2.6M	4.2k	627.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$2.2M	4.3k	502.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$1.8M	18k	99.88	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.8	$1.1M	24k	46.29	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$1.0M	26k	38.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$991k	20k	50.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$872k	17k	52.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$869k	1.3k	685.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.6	$809k	18k	45.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$694k	8.0k	87.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$606k	7.6k	79.73	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$578k	1.5k	386.85	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$479k	5.2k	91.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$453k	5.8k	78.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.3	$434k	3.7k	116.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$360k	6.3k	57.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$359k	4.8k	74.07	View chart
Home Depot (HD)	0.3	$353k	1.0k	344.11	View chart
Morgan Stanley Com New (MS)	0.2	$337k	1.9k	177.54	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$332k	6.6k	50.58	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.2	$319k	6.8k	47.13	View chart
JPMorgan Chase & Co. (JPM)	0.2	$318k	986.00	322.06	View chart
Goldman Sachs (GS)	0.2	$302k	344.00	879.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$288k	7.6k	37.82	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.2	$275k	14k	19.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$270k	8.7k	30.96	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$244k	9.3k	26.33	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$239k	5.2k	46.04	View chart
Ares Capital Corporation (ARCC)	0.2	$239k	12k	20.23	View chart
Amazon (AMZN)	0.2	$227k	983.00	230.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$225k	366.00	614.49	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$215k	1.6k	134.32	View chart
Microsoft Corporation (MSFT)	0.2	$214k	442.00	483.62	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.2	$214k	13k	16.48	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$213k	5.2k	41.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$191k	570.00	335.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.1	$176k	2.2k	79.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$158k	4.0k	39.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$154k	3.7k	41.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$148k	600.00	246.16	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$139k	2.2k	63.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$124k	395.00	313.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$120k	2.0k	59.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$112k	2.9k	38.74	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$107k	2.1k	51.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$105k	335.00	313.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$92k	2.3k	39.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$32k	102.00	314.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$17k	360.00	47.08	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$14k	300.00	46.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$4.3k	36.00	120.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$4.1k	43.00	96.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$3.3k	28.00	119.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$2.7k	35.00	78.49	View chart

Past Filings by Reicon Wealth Advisors

SEC 13F filings are viewable for Reicon Wealth Advisors going back to 2025

Reicon Wealth Advisors 2025 Q4 filed Jan. 30, 2026

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