REICON WEALTH ADVISORS, LLC
Q2 2026 13F Holdings
- Locationatlanta, GA
- Num holdings
93
- Value ($000)
$162,317
- Date Filed 07/29/2026
- Form type13F-HR
- CIK 0001888847
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $65.65M | 40 % | 87,915 | ||
INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $45.11M | 28 % | 349,630 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $9.1M | 6 % | 42,793 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.17M | 3 % | 6,067 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $3.41M | 2 % | 34,495 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $2.7M | 2 % | 32,682 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $2.28M | 1 % | 28,838 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.17M | 1 % | 4,344 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $2.17M | 1 % | 2,900 | call | |
ISHARES TR | CORE S&P500 ETF | 464287200 | $2.13M | 1 % | 2,847 |
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