Reicon Wealth Advisors

Reicon Wealth Advisors as of Dec. 31, 2025

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