REICON WEALTH ADVISORS, LLC

CIK

1888847

Location

ATLANTA, GA

Portfolio Value

Micro $725,443

Diversification

Highly concentrated

Filing Date

Global Rank

#6,494 / 8,588 ▼ 158

Top Industry

Insurance - Diversified 33.1%

3Y Alpha vs SPY

-1.3%

Period ended 3 months ago

Filed May 8, 2026 · 40d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.8%

SPY

+11.2%

Annualised alpha

-1.3%

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, 2025

Top 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	Positions
Unclassified	90.2%	$57,995,370	1
Financial Services	6.0%	$3,858,027	7
Consumer Cyclical	1.6%	$1,010,643	3
Technology	1.1%	$725,443	2
Industrials	0.7%	$425,076	1
Consumer Defensive	0.4%	$258,722	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
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.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−18,149	89,177	$57,995,370
MS	Morgan Stanley	−670	1,230	$202,421
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	600	$425,076
AAPL	Apple Inc.	1,413	$358,605
MCD	Mcdonalds Corp	1,077	$334,720
KO	Coca Cola Co	3,402	$258,722
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	366	$224,837
GOOGL	Alphabet Inc.	335	$104,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $725,443 total · Technology only · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
MSFT	Microsoft Corp Technology	Added	991	+549	$366,838	+71.6%	50.57%
AAPL	Apple Inc. Technology	NEW	1,413	NEW	$358,605	NEW	49.43%