Reicon Wealth Advisors, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $71.8B, Invesco Exchange Traded Fd Tr with a value of $29.7B, Invesco S&P 500 Equal Weight E with a value of $9.4B, Vanguard Intermediate Term Cor with a value of $3.2B, and Vanguard Index Fds S&P 500 ETF with a value of $2.61B.

Examining the 13F form we can see an increase of $138B in the current position value.

Reicon Wealth Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Reicon Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $130 Billion
Financial Services: $3.61 Billion
Consumer Cyclical: $580 Million
Communication Services: $229 Million
Technology: $214 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $138 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 58 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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