REICON WEALTH ADVISORS, LLC

Q2 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    93

  • Value ($000)

    $162,317

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$65.65M
40 %

87,915

EQWL

INVESCO EXCHANGE TRADED FD T

S&P 100 EQL WIGH
$45.11M
28 %

349,630

RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$9.1M
6 %

42,793

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$4.17M
3 %

6,067

AGG

ISHARES TR

CORE US AGGBD ET
$3.41M
2 %

34,495

VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$2.7M
2 %

32,682

VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$2.28M
1 %

28,838

BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$2.17M
1 %

4,344

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$2.17M
1 %

2,900

call
IVV

ISHARES TR

CORE S&P500 ETF
$2.13M
1 %

2,847

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