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Portfolio (Quarterly) Guide ↗

REICON WEALTH ADVISORS, LLC

· CIK 0001888847
13F Portfolio $132M AUM 72 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 24 Added 17 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FBND FIDELITY MERRIMACK STR TR 5,200 $239K 0.17% SOLD
2 QQQ INVESCO QQQ TR Financial Services 366 $225K 0.16% SOLD
3 SRLN SSGA ACTIVE ETF TR 5,169 $213K 0.15% SOLD
4 GOOG ALPHABET INC Communication Services 395 $124K 0.09% SOLD
5 GOOGL ALPHABET INC Communication Services 335 $105K 0.08% SOLD
6 VV VANGUARD INDEX FDS 102 $32K 0.02% SOLD
Sector Allocation
Financial Services 96.0%
Consumer Cyclical 1.7%
Technology 1.2%
Industrials 0.7%
Consumer Defensive 0.4%