Reicon Wealth Advisors 13F Portfolio Q4 2025

Reicon Wealth Advisors, LLC (CIK: 0001888847) is a financial institution headquartered at 3166 Mathieson Drive, Suite 200, Atlanta, Georgia 30305. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $138,125,358, comprising 59 distinct securities. Over its filing history, it has submitted 1 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Stocks/ETFs

$136.76 M 0.00%

Options

$1.36 M 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change
SPDR S&P 500 ETF Trust ETF-SPY	105,326	$71.82 M	52.00%	▲ 105,326
Invesco S&P 100 Equal Weight ETF ETF-EQWL	251,204	$29.68 M	21.49%	▲ 251,204
Invesco S&P 500 Equal Weight ETF ETF-RSP	49,053	$9.4 M	6.80%	▲ 49,053
Vanguard Intermediate-Term Corporate Bond ETF ETF-VCIT	38,154	$3.2 M	2.31%	▲ 38,154
Vanguard S&P 500 ETF ETF-VOO	4,160	$2.61 M	1.89%	▲ 4,160
Berkshire Hathaway Inc. BRK.B	4,313	$2.17 M	1.57%	▲ 4,313
iShares Core U.S. Aggregate Bond ETF ETF-AGG	17,606	$1.76 M	1.27%	▲ 17,606
JPMorgan Income ETF ETF-JPIE	23,488	$1.09 M	0.79%	▲ 23,488
First Trust SMID Cap Rising Dividend Achievers ETF ETF-SDVY	26,387	$1.01 M	0.73%	▲ 26,387
JPMorgan Ultra-Short Income ETF ETF-JPST	19,592	$991,159	0.72%	▲ 19,592

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Reicon Wealth Advisors, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Reicon Wealth Advisors, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 1 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Reicon Wealth Advisors, LLC Quarterly 13F Statistics

Discover detailed insights into Reicon Wealth Advisors, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Reicon Wealth Advisors, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Reicon Wealth Advisors, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Reicon Wealth Advisors, LLC 13F Filings, Portfolio & Analysis

Reicon Wealth Advisors, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Reicon Wealth Advisors, LLC's Portfolio

Reicon Wealth Advisors, LLC Quarterly 13F Statistics

Reicon Wealth Advisors, LLC's All 13F Filings