StockDriftsStockDriftsTop 50 Reicon Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 40.99% | 87.9K | $65.7M | +1.19%(+1.04K) | $674.23(+14.73%) | 2026-06-30 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 28.17% | 349.6K | $45.1M | +0.84%(+2.91K) | $116.53(+15.27%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.69% | 42.8K | $9.1M | +0.79%(+335) | $190.71(+15.79%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.6% | 6.1K | $4.2M | +33.11%(+1.51K) | $622.69(+14.19%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.13% | 34.5K | $3.4M | +90.03%(+16.34K) | $99.56(-2.15%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.69% | 32.7K | $2.7M | +24.80%(+6.50K) | $83.64(-2.88%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.42% | 28.8K | $2.3M | +279.70%(+21.24K) | $79.24(-0.88%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.36% | 4.3K | $2.2M | +0.25%(+11) | $493.87(+5.97%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.33% | 2.8K | $2.1M | +111.36%(+1.50K) | $684.69(+13.53%) | 2026-06-30 | |
| IGIB | ISHARES TR | 1.26% | 37.8K | $2.0M | +587.43%(+32.34K) | $53.12(-1.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.13% |
Reicon Wealth Advisors LLC reports $162.32M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SPY (41.0%), EQWL (28.2%) and RSP (5.7%). The top 20 holdings account for 91.74% of reported assets. Its disclosed equity book has returned +8.90% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reicon Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1888847). View Reicon Wealth Advisors LLC’s 13F filings on SEC