REICON WEALTH ADVISORS, LLC
Q4 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
59
- Value ($000)
$138,125
- Date Filed01/30/2026
- Form type13F-HR
- CIK0001888847
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $71.82M | 52 % | 105,326 | ||
INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $29.68M | 22 % | 251,204 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $9.4M | 7 % | 49,053 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $3.2M | 2 % | 38,154 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $2.61M | 2 % | 4,160 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.17M | 2 % | 4,313 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $1.76M | 1 % | 17,606 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.36M | 1 % | 2,000 | call | |
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $1.09M | 1 % | 23,488 | ||
FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $1.01M | 1 % | 26,387 |
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