Reicon Wealth Advisors
Reicon Wealth Advisors reported 92 stocks worth $160M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (41.0%), EQWL (28.2%) and RSP (5.7%). Compared with Q1 2026, the fund opened new positions in PMAY, PJUN and FBND, added to SPY, EQWL and RSP, trimmed IWV, HD and JEPI and sold out of BIL and QUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $65.7M | 41.0% | 88K | +1,038 (+1%) | 3 of 3 | |
| 2 |  EQWL Invesco Exchange Traded FD T | $45.1M | 28.2% | 350K | +2,906 (+1%) | 3 of 3 | |
| 3 |  RSP Invesco Exchange Traded FD T | $9.1M | 5.7% | 43K | +335 (+1%) | 3 of 3 | |
| 4 |  VOO Vanguard S&P 500 ETF | $4.2M | 2.6% | 6,067 | +1,509 (+33%) | 3 of 3 | |
| 5 |  AGG Ishares TR | $3.4M | 2.1% | 34K | +16K (+90%) | 3 of 3 | |
| 6 |  VCIT Vanguard Scottsdale Fds | $2.7M | 1.7% | 33K | +6,495 (+25%) | 3 of 3 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $2.3M | 1.4% | 29K | +21K (+280%) | 3 of 3 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $2.2M | 1.4% | 4,344 | +11 (+0%) | 3 of 3 | |
| 9 |  IVV Ishares TR | $2.1M | 1.3% | 2,847 | +1,500 (+111%) | 3 of 3 | |
| 10 |  IGIB Ishares TR | $2M | 1.3% | 38K | +32K (+587%) | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY Spdr S&P 500 ETF TR | Call | $2.2M | 2,900 | +600 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Reicon Wealth Advisors 13F FAQ
What does Reicon Wealth Advisors own?
Reicon Wealth Advisors reported 92 stocks worth $160M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (41.0%), EQWL (28.2%) and RSP (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Reicon Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 40 added to, 16 trimmed and 2 sold out. New positions include PMAY, PJUN and FBND. It sold all of BIL and QUS.
When will Reicon Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Reicon Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $160M in US stocks ($162M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.