REICON WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 162,317
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 93 | 162,317 | 13F-HR | REICON WEALTH ADVISORS, LLC |
| 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):
2.166 K
(1.3% of total reported value)
· QoQ Δ:
+670
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.85 K | 6.8% | 3.077 K | 0 | 3.077 K |
| ETFs | 148.9 K | 92.9% | 26.8 K | 0 | 26.8 K |
| Debt | 452 | 0.3% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
162,317
Holdings
93
QoQ value change ($000)
30,538
(23.2%)
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.