Holdings
Reicon Wealth Advisors, LLC
As of Jun 30, 2026, Reicon Wealth Advisors, LLC reported 18 positions worth US$8.05M. Largest: Berkshire Hathaway Inc., Jp Morgan Chase & Co. and Blackstone Secured Lending Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 4,344 | US$2.17M | +11 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,907 | US$624K | +644 | Jun 30, 2026 |
| Blackstone Secured Lending Fund | 19,962 | US$473K | +4,068 | Jun 30, 2026 |
| Apple Inc | 1,589 | US$460K | +176 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 1,278 | US$451K | −16 | Jun 30, 2026 |
| Microsoft Corp. | 1,184 | US$442K | +193 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,603 | US$382K | +401 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 354 | US$358K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 994 | US$355K | new | Jun 30, 2026 |
| Coca-cola Company (the) | 4,125 | US$335K | +723 | Jun 30, 2026 |