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CIK: 0001888847
Total reported value
$162.3M
$162.3M
58 檔
72.7%
As reported in its official Q4 2025 Form 13F filing, Reicon Wealth Advisors, LLC's tracked investment portfolio stood at $162.3M with 58 total positions.
During Q4 2025, Reicon Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 52.99% | -2.23% | — | |
| 2 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 21.49% | -2.53% | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.80% | -0.57% | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.31% | +0.02% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.89% | +0.50% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.24% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | +0.73% | — | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.79% | -0.01% | — | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.73% | -0.02% | — | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.72% | -0.09% | — | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.63% | -0.08% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.64% | — | |
| 13 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | +0.23% | — | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.50% | -0.14% | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | +0.94% | — | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | -0.04% | — | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | -0.12% | EXIT | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | -0.06% | — | |
| 19 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.31% | +0.04% | — | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.26% | -0.06% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | +0.41% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.04% | — | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.24% | +0.01% | — | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.24% | -0.03% | — | |
| 25 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.23% | +0.02% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.10% | — | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | -0.01% | — | |
| 28 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.21% | -0.06% | — | |
| 29 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.20% | -0.01% | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.20% | -0.02% | — | |
| 31 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.18% | — | — | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.17% | +0.20% | NEW | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 0.17% | -0.03% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.05% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.13% | NEW | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.16% | -0.02% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | — | |
| 38 | MSDL | Morgan Stanley Direct Lendin | Stock-Other | 0.15% | -0.02% | — | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.15% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.03% | — | |
| 41 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.13% | -0.05% | — | |
| 42 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.11% | -0.05% | — | |
| 43 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 0.11% | -0.05% | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | -0.02% | — | |
| 45 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.10% | +0.10% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.17% | NEW | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.09% | +0.09% | — | |
| 48 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 0.08% | -0.04% | — | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.08% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.05% | NEW |
According to official SEC Form 13F filings, Reicon Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $162.3M across 58 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, EQWL, RSP) accounted for 72.7% of total reported equity market value during Q4 2025.
During Q4 2025, Reicon Wealth Advisors, LLC's top holdings by market value included SPY (53.0%)、EQWL (21.5%)、RSP (6.8%). The largest single position, SPY, represented 53.0% of total portfolio value.
In Q4 2025, Reicon Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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