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REICON WEALTH ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    72

  • Value ($000)

    $131,779

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0001888847
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$56.5M
43 %

86,877

E
EQWL

INVESCO EXCHANGE TRADED FD T

S&P 100 EQL WIGH
46137V449
$39.96M
30 %

346,724

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$8.15M
6 %

42,458

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$2.72M
2 %

4,558

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$2.17M
2 %

26,187

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.08M
2 %

4,333

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$1.8M
1 %

18,152

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$1.5M
1 %

2,300

call
R
RSPT

INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC
46137V282
$885.04K
1 %

19,555

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$880.11K
1 %

1,347

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