Reicon Wealth Advisors, LLC 13F Holdings · Q2 2026
Reicon Wealth Advisors, LLC reported 92 securities worth $162.32M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (41.78%), EQWL (27.79%), RSP (5.61%). Among its top 25 positions this quarter: 1 new, 21 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $67.8M | 41.78% | 90,815 | Added |
| 2 | EQWL | INVESCO EXCHANGE TRADED FD T | $45.1M | 27.79% | 349,630 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $9.1M | 5.61% | 42,793 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $4.2M | 2.57% | 6,067 | Added |
| 5 | AGG | ISHARES TR | $3.4M | 2.10% | 34,495 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $2.7M | 1.66% | 32,682 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 1.40% | 28,838 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.34% | 4,344 | Added |
| 9 | IVV | ISHARES TR | $2.1M | 1.31% | 2,847 | Added |
| 10 | IGIB | ISHARES TR | $2.0M | 1.24% | 37,843 | Added |
| 11 | RSPT | INVESCO EXCHANGE TRADED FD T | $1.5M | 0.90% | 22,612 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $1.1M | 0.68% | 15,005 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $919,250 | 0.57% | 19,962 | Added |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $815,151 | 0.50% | 16,119 | Added |
| 15 | BINC | BLACKROCK ETF TRUST II | $789,811 | 0.49% | 15,090 | Added |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $801,851 | 0.49% | 18,587 | Added |
| 17 | IWV | ISHARES TR | $611,884 | 0.38% | 1,435 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $624,218 | 0.38% | 1,907 | Added |
| 19 | PMAY | INNOVATOR ETFS TRUST | $540,534 | 0.33% | 13,088 | New |
| 20 | SPHB | INVESCO EXCH TRADED FD TR II | $515,781 | 0.32% | 3,315 | Added |
| 21 | BXSL | BLACKSTONE SECD LENDING FD | $473,299 | 0.29% | 19,962 | Added |
| 22 | AAPL | APPLE INC | $459,793 | 0.28% | 1,589 | Added |
| 23 | BSV | VANGUARD BD INDEX FDS | $447,983 | 0.28% | 5,750 | Hold |
| 24 | HD | HOME DEPOT INC | $450,732 | 0.28% | 1,278 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $441,656 | 0.27% | 1,184 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR