Institutions / Reicon Wealth Advisors, LLC
Reicon Wealth Advisors, LLC
CIK 1888847 · Institution · as of Dec 31, 2025
Portfolio value
$136.76M
Positions
58
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 58 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $71.82M | 52.5% |
| Invesco Exchange Traded Fd T | $29.68M | 21.7% |
| Invesco Exchange Traded Fd T | $9.40M | 6.9% |
| Vanguard Scottsdale Fds | $3.20M | 2.3% |
| Vanguard Index Fds | $2.61M | 1.9% |
| Warren E. Buffett | $2.17M | 1.6% |
| iShares Tr | $1.76M | 1.3% |
| J P Morgan Exchange Traded F | $1.09M | 0.8% |
| First Tr Exchange-Traded Fd | $1.01M | 0.7% |
| J P Morgan Exchange Traded F | $991.2K | 0.7% |
| BlackRock ETF Trust II | $872.4K | 0.6% |
| iShares Tr | $869.4K | 0.6% |
| Invesco Exchange Traded Fd T | $808.8K | 0.6% |
| iShares MSCI UAE ETF | $693.9K | 0.5% |
| Vanguard Scottsdale Fds | $605.5K | 0.4% |
| iShares Tr | $578.3K | 0.4% |
| SPDR Series Trust | $479.2K | 0.4% |
| Vanguard Bd Index Fds | $453.2K | 0.3% |
| Invesco Exch Traded Fd Tr II | $433.5K | 0.3% |
| J P Morgan Exchange Traded F | $359.5K | 0.3% |
| Vanguard Bd Index Fds | $358.5K | 0.3% |
| Home Depot, Inc. | $353.4K | 0.3% |
| Morgan Stanley | $337.3K | 0.2% |
| Janus Detroit Str Tr | $332.3K | 0.2% |
| BlackRock Fund Advisors | $318.6K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.