REICON WEALTH ADVISORS, LLC
CIK
1888847
Location
ATLANTA, GA
Portfolio Value
Micro
$64,273,281
Diversification
Highly concentrated
Filing Date
Global Rank
#6,145
/ 8,232
▼ 40
Top Industry
Insurance - Diversified
33.1%
3Y Alpha vs SPY
-1.0%
Period ended 2 months ago
Filed May 8, 2026 · 37d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.8%
SPY
+9.1%
Annualised alpha
-1.0%
Max drawdown
−8.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
90.2%
−3.4 pts
Top 5
95.4%
−2.4 pts
Top 10
98.1%
−1.3 pts
HHI
8,156
Highly concentrated−627
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.2% | $57,995,370 |
| Financial Services | 6.0% | $3,858,027 |
| Consumer Cyclical | 1.6% | $1,010,643 |
| Technology | 1.1% | $725,443 |
| Industrials | 0.7% | $425,076 |
| Consumer Defensive | 0.4% | $258,722 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | +6,620 | 15,894 | $376,528 | |
| MSDL | Morgan Stanley Direct Lending Fund | +4,380 | 17,349 | $242,192 | |
| ARCC | Ares Capital Corp | +4,257 | 16,066 | $289,509 | |
| MSFT | Microsoft Corp | +549 | 991 | $366,838 | |
| JPM | Jpmorgan Chase & Co | +277 | 1,263 | $371,524 | |
| HD | Home Depot, Inc. | +267 | 1,294 | $425,583 | |
| AMZN | Amazon Com Inc | +219 | 1,202 | $250,340 | |
| BRK-B | Berkshire Hathaway Inc | +20 | 4,333 | $2,076,373 | |
| GS | Goldman Sachs Group Inc | +10 | 354 | $299,480 | |
| No positions match the current search. | |||||
15 positions ·
$64,273,281 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 89,177 | $57,995,370 | 90.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,333 | $2,076,373 | 3.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,294 | $425,583 | 0.66% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 600 | $425,076 | 0.66% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Added | 15,894 | $376,528 | 0.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,263 | $371,524 | 0.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 991 | $366,838 | 0.57% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 1,413 | $358,605 | 0.56% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 1,077 | $334,720 | 0.52% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 354 | $299,480 | 0.47% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 16,066 | $289,509 | 0.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 3,402 | $258,722 | 0.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,202 | $250,340 | 0.39% | |
| MSDL |
Morgan Stanley Direct Lending Fund
Financial Services
|
Added | 17,349 | $242,192 | 0.38% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,230 | $202,421 | 0.31% |