Sponsored

The Analysis of REICON WEALTH ADVISORS, LLC's Holdings & P&L

Currently, REICON WEALTH ADVISORS, LLC holds 92 types of securities in its portfolio with a total value $160.2M. In the most recent quarter, they have increased their positions in IGIB (+32.3K shares, valued at $1.7M), VCSH (+21.2K shares, valued at $1.7M), N/A (+16.3K shares, valued at $1.6M); decreased their positions in CAT (-370 shares, valued at $394.0K), TLT (-2.1K shares, valued at $183.6K), GSEP (-1.1K shares, valued at $47.1K); initiated new positions in PMAY (+13.1K shares, valued at $540.5K), PJUN (+10.0K shares, valued at $432.1K), FBND (+7.0K shares, valued at $319.7K).

1M P&L

+422.4K+0.47%

3M P&L

+4.0M+4.59%

HY P&L

+7.6M+9.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A80.8M

92.1%

2Insurance - Diversified2.2M

2.5%

3Asset Management740.1K

0.8%

Top Industries by Stock Count

1N/A69 stocks

81.2%

2Internet Content & Information2 stocks

2.4%

3Asset Management2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T87.9K shares1.19%2026-06-302026-07-29

EQWL INVESCO EXCHANGE TRADED FD T349.6K shares0.84%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T42.8K shares0.79%2026-06-302026-07-29

VOO VANGUARD INDEX FDS6.1K shares33.11%2026-06-302026-07-29

ISHARES TR ISHARES TR34.5K shares90.03%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS32.7K shares24.80%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS28.8K shares279.70%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares0.25%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR2.8K shares111.36%2026-06-302026-07-29

IGIB ISHARES TR37.8K shares587.43%2026-06-302026-07-29

RSPT INVESCO EXCHANGE TRADED FD T22.6K shares15.63%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS15.0K shares210.02%2026-06-302026-07-29

JPIE J P MORGAN EXCHANGE TRADED F20.0K shares19.55%2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F16.1K shares4.33%2026-06-302026-07-29

SDVY FIRST TR EXCHANGE TRADED FD18.6K shares8.78%2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II15.1K shares3.43%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares50.99%2026-06-302026-07-29

IWV ISHARES TR1.4K shares-4.01%2026-06-302026-07-29

PMAY INNOVATOR ETFS TRUST13.1K sharesnew addition2026-06-302026-07-29

SPHB INVESCO EXCH TRADED FD TR II3.3K shares5.67%2026-06-302026-07-29

BXSL BLACKSTONE SECD LENDING FD20.0K shares25.59%2026-06-302026-07-29

AAPL APPLE INC1.6K shares12.46%2026-06-302026-07-29

HD HOME DEPOT INC1.3K shares-1.24%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS5.8K shares0.00%2026-06-302026-07-29

Sponsored

MSFT MICROSOFT CORP1.2K shares19.48%2026-06-302026-07-29

PJUN INNOVATOR ETFS TRUST10.0K sharesnew addition2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F7.4K shares-0.19%2026-06-302026-07-29

JQUA J P MORGAN EXCHANGE TRADED F5.4K shares79.20%2026-06-302026-07-29

AMZN AMAZON COM INC1.6K shares33.36%2026-06-302026-07-29

HYBB ISHARES TR7.7K shares35.73%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC354 shares0.00%2026-06-302026-07-29

IGEB ISHARES TR7.8K shares44.69%2026-06-302026-07-29

Sponsored

VXUS VANGUARD STAR FDS4.1K shares25.17%2026-06-302026-07-29

PKW INVESCO EXCHANGE TRADED FD T2.4K shares4.43%2026-06-302026-07-29

KO COCA COLA CO4.1K shares21.25%2026-06-302026-07-29

GDEC FIRST TR EXCHNG TRADED FD VI8.3K shares-9.68%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR7.0K sharesnew addition2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP16.3K shares1.23%2026-06-302026-07-29

VGIT VANGUARD SCOTTSDALE FDS5.0K shares150.00%2026-06-302026-07-29

GOOG ALPHABET INC793 sharesnew addition2026-06-302026-07-29

Sponsored

JAAA JANUS DETROIT STR TR5.4K shares5.71%2026-06-302026-07-29

HYS PIMCO ETF TR2.9K sharesnew addition2026-06-302026-07-29

MSDL MORGAN STANLEY DIRECT LENDIN17.6K shares1.71%2026-06-302026-07-29

MS MORGAN STANLEY1.2K shares0.98%2026-06-302026-07-29

MCD MCDONALDS CORP916 shares-14.95%2026-06-302026-07-29

CAT CATERPILLAR INC230 shares-61.67%2026-06-302026-07-29

MLPA GLOBAL X FDS4.6K shares-5.15%2026-06-302026-07-29

WMT WALMART INC2.1K sharesnew addition2026-06-302026-07-29

Sponsored

RSPG INVESCO EXCHANGE TRADED FD T2.4K shares-1.03%2026-06-302026-07-29

PFF ISHARES TR7.5K shares9.59%2026-06-302026-07-29

NVDA NVIDIA CORPORATION1.1K sharesnew addition2026-06-302026-07-29

PCEF INVESCO EXCH TRADED FD TR II10.6K shares10.16%2026-06-302026-07-29

GAPR FIRST TR EXCHNG TRADED FD VI5.1K sharesnew addition2026-06-302026-07-29

VISA INC VISA INC616 sharesnew addition2026-06-302026-07-29

QQQ INVESCO QQQ TR283 sharesnew addition2026-06-302026-07-29

GOCT FIRST TR EXCHNG TRADED FD VI3.6K shares0.00%2026-06-302026-07-29

Sponsored

IWM ISHARES TR500 shares-16.67%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS399 shares-20.20%2026-06-302026-07-29

GFEB FIRST TR EXCHNG TRADED FD VI3.3K shares-9.82%2026-06-302026-07-29

CLOA BLACKROCK ETF TRUST II2.8K shares18.21%2026-06-302026-07-29

CARY ANGEL OAK FUNDS TRUST6.5K shares35.42%2026-06-302026-07-29

GAUG FIRST TR EXCHNG TRADED FD VI2.9K shares-27.42%2026-06-302026-07-29

GJUL FIRST TR EXCHNG TRADED FD VI2.7K shares-26.87%2026-06-302026-07-29

JSI JANUS DETROIT STR TR2.3K shares155.56%2026-06-302026-07-29

Sponsored

PAVE GLOBAL X FDS1.9K sharesnew addition2026-06-302026-07-29

GSEP FIRST TR EXCHNG TRADED FD VI2.4K shares-32.68%2026-06-302026-07-29

PFEB INNOVATOR ETFS TRUST2.0K sharesnew addition2026-06-302026-07-29

GOOGL ALPHABET INC210 sharesnew addition2026-06-302026-07-29

MBS ANGEL OAK FUNDS TRUST8.4K shares12.20%2026-06-302026-07-29

GMAY FIRST TR EXCHNG TRADED FD VI1.5K sharesnew addition2026-06-302026-07-29

FSEP FIRST TR EXCHNG TRADED FD VI970 shares0.00%2026-06-302026-07-29

GJAN FIRST TR EXCHNG TRADED FD VI862 sharesnew addition2026-06-302026-07-29

Sponsored

IJR ISHARES TR260 shares10.17%2026-06-302026-07-29

IJH ISHARES TR500 shares0.00%2026-06-302026-07-29

TLT ISHARES TR380 shares-84.83%2026-06-302026-07-29

PAPR INNOVATOR ETFS TRUST725 sharesnew addition2026-06-302026-07-29

RSPF INVESCO EXCHANGE TRADED FD T344 shares0.00%2026-06-302026-07-29

IGV ISHARES TR180 shares0.00%2026-06-302026-07-29

PRF INVESCO EXCHANGE TRADED FD T300 shares0.00%2026-06-302026-07-29

PYLD PIMCO ETF TR500 sharesnew addition2026-06-302026-07-29

Sponsored

GJUN FIRST TR EXCHNG TRADED FD VI300 sharesnew addition2026-06-302026-07-29

VMBS VANGUARD SCOTTSDALE FDS241 shares0.00%2026-06-302026-07-29

PDEC INNOVATOR ETFS TRUST236 sharesnew addition2026-06-302026-07-29

FAUG FIRST TR EXCHNG TRADED FD VI167 sharesnew addition2026-06-302026-07-29

SPLV INVESCO EXCH TRADED FD TR II105 shares-69.03%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS51 sharesnew addition2026-06-302026-07-29

SHY ISHARES TR50 shares0.00%2026-06-302026-07-29

IEF ISHARES TR43 shares0.00%2026-06-302026-07-29

Sponsored

AGZ ISHARES TR36 shares0.00%2026-06-302026-07-29

IUSV ISHARES TR30 sharesnew addition2026-06-302026-07-29

IEI ISHARES TR28 shares0.00%2026-06-302026-07-29

VUG VANGUARD INDEX FDS18 sharesnew addition2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T

1.19%

Shares87.9K

Event2026-06-30

Filed2026-07-29

EQWL

INVESCO EXCHANGE TRADED FD T

0.84%

Shares349.6K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.79%

Shares42.8K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

33.11%

Shares6.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

90.03%

Shares34.5K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

24.80%

Shares32.7K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

279.70%

Shares28.8K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.25%

Shares4.3K

Event2026-06-30

Filed2026-07-29

ISHARES TR

111.36%

Shares2.8K

Event2026-06-30

Filed2026-07-29

IGIB

ISHARES TR

587.43%

Shares37.8K

Event2026-06-30

Filed2026-07-29

RSPT

INVESCO EXCHANGE TRADED FD T

15.63%

Shares22.6K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

210.02%

Shares15.0K

Event2026-06-30

Filed2026-07-29

JPIE

J P MORGAN EXCHANGE TRADED F

19.55%

Shares20.0K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

4.33%

Shares16.1K

Event2026-06-30

Filed2026-07-29

SDVY

FIRST TR EXCHANGE TRADED FD

8.78%

Shares18.6K

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

3.43%

Shares15.1K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

50.99%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IWV

ISHARES TR

-4.01%

Shares1.4K

Event2026-06-30

Filed2026-07-29

PMAY

INNOVATOR ETFS TRUST

New

Shares13.1K

Event2026-06-30

Filed2026-07-29

SPHB

INVESCO EXCH TRADED FD TR II

5.67%

Shares3.3K

Event2026-06-30

Filed2026-07-29

BXSL

BLACKSTONE SECD LENDING FD

25.59%

Shares20.0K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

12.46%

Shares1.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-1.24%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

19.48%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PJUN

INNOVATOR ETFS TRUST

New

Shares10.0K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-0.19%

Shares7.4K

Event2026-06-30

Filed2026-07-29

JQUA

J P MORGAN EXCHANGE TRADED F

79.20%

Shares5.4K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

33.36%

Shares1.6K

Event2026-06-30

Filed2026-07-29

HYBB

ISHARES TR

35.73%

Shares7.7K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.00%

Shares354

Event2026-06-30

Filed2026-07-29

IGEB

ISHARES TR

44.69%

Shares7.8K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

25.17%

Shares4.1K

Event2026-06-30

Filed2026-07-29

PKW

INVESCO EXCHANGE TRADED FD T

4.43%

Shares2.4K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

21.25%

Shares4.1K

Event2026-06-30

Filed2026-07-29

GDEC

FIRST TR EXCHNG TRADED FD VI

-9.68%

Shares8.3K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

1.23%

Shares16.3K

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE FDS

150.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

New

Shares793

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

5.71%

Shares5.4K

Event2026-06-30

Filed2026-07-29

HYS

PIMCO ETF TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

MSDL

MORGAN STANLEY DIRECT LENDIN

1.71%

Shares17.6K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

0.98%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-14.95%

Shares916

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-61.67%

Shares230

Event2026-06-30

Filed2026-07-29

MLPA

GLOBAL X FDS

-5.15%

Shares4.6K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

RSPG

INVESCO EXCHANGE TRADED FD T

-1.03%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

9.59%

Shares7.5K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

PCEF

INVESCO EXCH TRADED FD TR II

10.16%

Shares10.6K

Event2026-06-30

Filed2026-07-29

GAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares5.1K

Event2026-06-30

Filed2026-07-29

VISA INC

New

Shares616

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

New

Shares283

Event2026-06-30

Filed2026-07-29

GOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-16.67%

Shares500

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-20.20%

Shares399

Event2026-06-30

Filed2026-07-29

GFEB

FIRST TR EXCHNG TRADED FD VI

-9.82%

Shares3.3K

Event2026-06-30

Filed2026-07-29

CLOA

BLACKROCK ETF TRUST II

18.21%

Shares2.8K

Event2026-06-30

Filed2026-07-29

CARY

ANGEL OAK FUNDS TRUST

35.42%

Shares6.5K

Event2026-06-30

Filed2026-07-29

GAUG

FIRST TR EXCHNG TRADED FD VI

-27.42%

Shares2.9K

Event2026-06-30

Filed2026-07-29

GJUL

FIRST TR EXCHNG TRADED FD VI

-26.87%

Shares2.7K

Event2026-06-30

Filed2026-07-29

JSI

JANUS DETROIT STR TR

155.56%

Shares2.3K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

GSEP

FIRST TR EXCHNG TRADED FD VI

-32.68%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PFEB

INNOVATOR ETFS TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

New

Shares210

Event2026-06-30

Filed2026-07-29

MBS

ANGEL OAK FUNDS TRUST

12.20%

Shares8.4K

Event2026-06-30

Filed2026-07-29

GMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares970

Event2026-06-30

Filed2026-07-29

GJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares862

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

10.17%

Shares260

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR

-84.83%

Shares380

Event2026-06-30

Filed2026-07-29

PAPR

INNOVATOR ETFS TRUST

New

Shares725

Event2026-06-30

Filed2026-07-29

RSPF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares344

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

0.00%

Shares180

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

New

Shares500

Event2026-06-30

Filed2026-07-29

GJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares300

Event2026-06-30

Filed2026-07-29

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares241

Event2026-06-30

Filed2026-07-29

PDEC

INNOVATOR ETFS TRUST

New

Shares236

Event2026-06-30

Filed2026-07-29

FAUG

FIRST TR EXCHNG TRADED FD VI

New

Shares167

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

-69.03%

Shares105

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

New

Shares51

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

0.00%

Shares43

Event2026-06-30

Filed2026-07-29

AGZ

ISHARES TR

0.00%

Shares36

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

New

Shares30

Event2026-06-30

Filed2026-07-29

IEI

ISHARES TR

0.00%

Shares28

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

New

Shares18

Event2026-06-30

Filed2026-07-29

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T2.9K shares26.09%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

26.09%

Shares2.9K

Event2026-06-30

Filed2026-07-29

Put Option Holdings

No put option holdings data available