REICON WEALTH ADVISORS, LLC
•CIK: 1888847•Filing: Q4 2025
**REICON WEALTH ADVISORS, LLC** manages $66M across a diversified portfolio of 58 positions. The strategy exhibits significant allocation to equity market exposure, highlighted by the top holding in EQWL at $29.7M. Notable secondary positions include RSP ($9.4M) and VCIT ($3.2M), suggesting a tactical tilt across various asset classes. The portfolio maintains broad market representation with core holdings in VOO ($2.6M) and BRK/B ($2.2M).
Total AUM
$64.9M
+ $1.4M in options
QoQ Performance
N/A
Positions
26
+ 1 option
Top 10 Concentration
80.3%
Latest Filing
Q4 2025
Top Holdings Allocation
EQWL
RSP
EQWL44.8%
RSP14.2%
VCIT4.8%
VOO3.9%
BRK/B3.3%
AGG2.7%
SPY2.1%
JPIE1.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other86.9%
ETF7.3%
Financial4.2%
Consumer0.9%
Technology0.7%