REICON WEALTH ADVISORS, LLC: 13F holdings
CIK 18888472026Q2
| Positions | 92 |
|---|
| Reported value | $162.3m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 92 (+21 vs prior quarter) |
|---|
| Reported value | $162.3m (+23.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 87,915 | $65.7m | 40.4% |
| EQWL INVESCO EXCHANGE TRADED FD T | 349,630 | $45.1m | 27.8% |
| RSP INVESCO EXCHANGE TRADED FD T | 42,793 | $9.1m | 5.6% |
| VOO VANGUARD INDEX FDS | 6,067 | $4.2m | 2.6% |
| AGG ISHARES TR | 34,495 | $3.4m | 2.1% |
| VCIT VANGUARD SCOTTSDALE FDS | 32,682 | $2.7m | 1.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 28,838 | $2.3m | 1.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 4,344 | $2.2m | 1.3% |
| IVV ISHARES TR | 2,847 | $2.1m | 1.3% |
| IGIB ISHARES TR | 37,843 | $2.0m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1888847")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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