REICON WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 131,779
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 72 | 131,779 | 13F-HR | REICON WEALTH ADVISORS, LLC |
| Q4 2025 | 1/30/2026 | 59 | 138,125 | 13F-HR | REICON WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.496 K
(1.1% of total reported value)
· QoQ Δ:
+132
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.769 K | 6.0% | 0 | 118.8 K | -118.8 K |
| ETFs | 122.1 K | 93.7% | 112.4 K | 0 | 112.4 K |
| Debt | 455 | 0.3% | 2 | 0 | 2 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
131,779
Holdings
72
QoQ value change ($000)
-6,346
(-4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.