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Reicon Wealth Advisors

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

Top 5 stock holdings are SPY, EQWL, RSP, VOO, VCIT, and represent 84.23% of Reicon Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EQWL (+$11M), CAT, AAPL, MCD, IGIB, MLPA, KO, VXUS, IGEB, VOO.
Started 19 new stock positions in IJH, QUS, MCD, VXUS, CAT, MLPA, MBS, IGEB, JSI, AGZ. IGV, CARY, SPLV, FSEP, KO, AAPL, IGIB, GFEB, SHY.
Reduced shares in these 10 stocks: SPY (-$12M), RSP, VCIT, TLT, SDVY, BIL, JPIE, FBND, QQQ, SRLN.
Sold out of its positions in GOOG, GOOGL, FBND, QQQ, SRLN, VV.
Reicon Wealth Advisors was a net seller of stock by $-1.7M.
Reicon Wealth Advisors has $132M in assets under management (AUM), dropping by -4.59%.
Central Index Key (CIK): 0001888847

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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 71 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	44.0	$58M	-16%	89k	650.34	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	30.3	$40M	+38%	347k	115.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.2	$8.1M	-13%	43k	191.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$2.7M	+9%	4.6k	597.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$2.2M	-31%	26k	82.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$2.1M		4.3k	479.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$1.8M	+3%	18k	99.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.7	$885k	+10%	20k	45.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$880k	+6%	1.3k	653.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$782k	-21%	16k	50.61	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$769k	-28%	17k	46.07	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$758k	-11%	15k	51.93	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$674k	-35%	17k	39.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$602k		7.6k	79.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$554k		1.5k	370.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$451k		5.8k	78.41	View chart
Home Depot (HD)	0.3	$426k	+25%	1.3k	328.90	View chart
Caterpillar (CAT)	0.3	$425k	NEW	600.00	708.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$419k	+17%	7.4k	56.68	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$377k	+71%	16k	23.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$371k	+28%	1.3k	294.04	View chart
Microsoft Corporation (MSFT)	0.3	$367k	+124%	991.00	370.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.3	$364k	-15%	3.1k	115.95	View chart
Apple (AAPL)	0.3	$359k	NEW	1.4k	253.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$356k		4.8k	73.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.3	$340k	+20%	9.2k	37.02	View chart
McDonald's Corporation (MCD)	0.3	$335k	NEW	1.1k	310.79	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$305k	+45%	2.3k	131.25	View chart
Goldman Sachs (GS)	0.2	$300k	+2%	354.00	845.99	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$293k	NEW	5.5k	53.22	View chart
Ares Capital Corporation (ARCC)	0.2	$290k	+36%	16k	18.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.2	$267k	+10%	2.4k	109.47	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.2	$265k	-15%	5.7k	46.49	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$261k	NEW	4.9k	53.87	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$260k	-21%	5.2k	50.37	View chart
Coca-Cola Company (KO)	0.2	$259k	NEW	3.4k	76.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$251k	NEW	3.3k	77.11	View chart
Amazon (AMZN)	0.2	$250k	+22%	1.2k	208.32	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.2	$242k	+33%	17k	13.96	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$242k	NEW	5.4k	45.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$217k	-68%	2.5k	86.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$209k	-21%	6.9k	30.32	View chart
Morgan Stanley Com New (MS)	0.2	$202k	-35%	1.2k	164.59	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$185k	+37%	3.0k	61.32	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$182k	-30%	9.6k	18.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$160k	-12%	500.00	320.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$155k		4.0k	38.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$152k		3.7k	40.78	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$152k	-68%	1.7k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$150k	NEW	3.7k	41.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$149k		600.00	248.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$140k	+54%	3.6k	38.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$134k	+21%	3.5k	38.11	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$122k	+14%	2.4k	51.84	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$119k		2.0k	59.55	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$100k	NEW	4.8k	20.77	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$77k	NEW	450.00	171.64	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.0	$65k	NEW	7.5k	8.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$49k	NEW	970.00	50.33	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.0	$46k	NEW	900.00	51.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$34k	NEW	500.00	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$29k	+555%	236.00	124.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$25k	NEW	339.00	73.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$25k	+882%	344.00	71.39	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$14k	NEW	180.00	80.05	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$14k		300.00	47.53	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$11k	-33%	241.00	46.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$4.1k	NEW	50.00	82.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$4.1k		43.00	95.44	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$3.9k	NEW	36.00	109.72	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$3.3k		28.00	118.61	View chart

Past Filings by Reicon Wealth Advisors

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

Reicon Wealth Advisors 2026 Q1 filed May 8, 2026
Reicon Wealth Advisors 2025 Q4 filed Jan. 30, 2026

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