REICON WEALTH ADVISORS, LLC - Portfolio overview

REICON WEALTH ADVISORS, LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 43.37%
2. EQWL - INVESCO EXCHANGE TRADED FD T, 30.67%
3. RSP - INVESCO EXCHANGE TRADED FD T, 6.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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