REICON WEALTH ADVISORS, LLC

CIK 0001888847 · Q1 2026

13F Equity AUM

$131.8M

-4.6% QoQ

Positions

+13 QoQ

AUM Rank

#9,023

Top 73%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 84.2%Top 10: 89.1%Top 20: 93.2%

SPY44.0%

EQWL30.3%

RSP6.2%

VOO2.1%

VCIT1.6%

BRK/B1.6%

AGG1.4%

RSPT0.7%

IVV0.7%

JPST0.6%

Others (61)10.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services98.2%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 71Median: 0.20%Avg: 1.41%

0–0.5%

58(9.2%)

0.5–1%

6(3.6%)

1–3%

4(6.7%)

3–5%

0(0.0%)

5%+

3(80.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 63Unique: 8vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BANK OF AMERICA CORP /DE/

1.3%

1.1%

1.5%

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New19Increased24Decreased17Exited6

New Positions

CAT0.3%

+600

AAPL0.3%

+1K

MCD0.3%

+1K

IGIB0.2%

+6K

MLPA0.2%

+5K

KO0.2%

+3K

VXUS0.2%

+3K

IGEB0.2%

+5K

GFEB0.1%

+4K

CARY0.1%

+5K

Increased

EQWL30.3%

+96K(+38%)

BXSL0.3%

+7K(+71%)

MSDL0.2%

+4K(+34%)

ARCC0.2%

+4K(+36%)

RSPT0.7%

+2K(+10%)

GDEC0.3%

+2K(+21%)

GOCT0.1%

+1K(+54%)

JEPI0.3%

+1K(+18%)

JQUA0.1%

+826(+38%)

PKW0.2%

+724(+45%)

Decreased

SPY44.0%

-18,149(-17%)

VCIT1.6%

-11,967(-31%)

SDVY0.5%

-9,300(-35%)

JPIE0.6%

-6,791(-29%)

RSP6.2%

-6,595(-13%)

TLT0.2%

-5,456(-69%)

PCEF0.1%

-4,171(-30%)

JPST0.6%

-4,142(-21%)

BIL0.1%

-3,588(-68%)

BINC0.6%

-1,943(-12%)

Exited

-5,200

-366

-5,169

-395

-335

-102

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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