§ 13F · FUND PROFILE
REICON WEALTH ADVISORS, LLC.
AUM · $162M (13F)Positions · 93Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 88K | $66M | — | — |
| 2 | EQWL | INVESCO EXCHANGE TRADED FD T | 350K | $45M | — | — |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 43K | $9M | — | — |
| 4 | VOO | VANGUARD INDEX FDS | 6K | $4M | — | — |
| 5 | AGG | ISHARES TR | 34K | $3M | — | — |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 33K | $3M | — | — |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 29K | $2M | — | — |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2M | — | — |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 3K | $2M | — | — |
| 10 | IVV | ISHARES TR | 3K | $2M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REICON SIGNAL
AC read
REICON WEALTH ADVISORS, LLC is a Other fund managing $162 million in assets. The fund runs a portfolio of 93 positions.
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