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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001888847

REICON WEALTH ADVISORS, LLC

ATLANTA, GA · File #028-26034

Latest AUM
$138.1M
Positions
59
Top-10 Concentration
90.0%
Filings
1

Sector Allocation

Financials
30.9%$42.7M
Technology
0.1%$213,760

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY105,326$71.8M52.10%
2INVESCO EXCHANGE TRADED FD TIVZ251,204$29.7M21.53%
3INVESCO EXCHANGE TRADED FD TIVZ49,053$9.4M6.82%
4VANGUARD SCOTTSDALE FDS92206C87038,154$3.2M2.32%
5VANGUARD INDEX FDS9229083634,160$2.6M1.89%
6BERKSHIRE HATHAWAY INC DELBRK-A4,313$2.2M1.57%
7ISHARES TR46428722617,606$1.8M1.28%
8SPDR S&P 500 ETF TRSPY2,000$1.4M0.99%
9J P MORGAN EXCHANGE TRADED F46641Q15923,488$1.1M0.79%
10FIRST TR EXCHANGE-TRADED FD33741X10226,387$1.0M0.73%
11J P MORGAN EXCHANGE TRADED F46641Q83719,592$991,1590.72%
12BLACKROCK ETF TRUST IIBLK16,532$872,3940.63%
13ISHARES TR4642872001,269$869,4330.63%
14INVESCO EXCHANGE TRADED FD TIVZ17,771$808,7780.59%
15ISHARES TR4642874327,961$693,8810.50%
16VANGUARD SCOTTSDALE FDS92206C4097,595$605,5490.44%
17ISHARES TR4642876891,495$578,3410.42%
18SPDR SERIES TRUST78468R6635,244$479,1970.35%
19VANGUARD BD INDEX FDS9219378275,750$453,1580.33%
20INVESCO EXCH TRADED FD TR IIIVZ3,706$433,4910.31%