Reicon Wealth Advisors, LLC reported 93 holdings worth US$162M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Reicon Wealth Advisors, LLC reported 93 holdings worth US$162M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Jp Morgan Chase & Co. and Blackstone Secured Lending Fund. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 93
- Value as reported
- US$162M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 4,344 | US$2.17M | 1.3% |
| Jp Morgan Chase & Co. | 1,907 | US$624K | 0.38% |
| Blackstone Secured Lending Fund | 19,962 | US$473K | 0.29% |
| Apple Inc | 1,589 | US$460K | 0.28% |
| Home Depot, Inc. (the) | 1,278 | US$451K | 0.28% |
| Microsoft Corp. | 1,184 | US$442K | 0.27% |
| Amazon.com, Inc. | 1,603 | US$382K | 0.24% |
| Goldman Sachs Group, Inc. (the) | 354 | US$358K | 0.22% |
| Alphabet Inc (google) Class C | 994 | US$355K | 0.22% |
| Coca-cola Company (the) | 4,125 | US$335K | 0.21% |
| Ares Capital Corporation | 16,264 | US$301K | 0.19% |
| Morgan Stanley Direct Lending Fund | 17,646 | US$267K | 0.16% |
| Morgan Stanley | 1,242 | US$260K | 0.16% |
| Mcdonald's Corporation | 916 | US$248K | 0.15% |
| Caterpillar, Inc. | 230 | US$245K | 0.15% |
| Walmart Inc. | 2,130 | US$241K | 0.15% |
| Nvidia Corporation | 1,097 | US$219K | 0.14% |
| Visa Inc. | 616 | US$211K | 0.13% |