REICON Wealth Advisors, LLC has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. The firm reported a total value of $184,009,859 in securities. This filing is significant as it provides insights into REICON's investment strategy and its positions in various companies.
REICON Wealth Advisors is based in Atlanta, Georgia, and specializes in wealth management services. The firm operates under the Central Index Key (CIK) number 0001888847. The latest filing follows a series of 13F-HR submissions, with the most recent prior report filed on July 29, 2026.
According to the filing, the firm holds significant positions in several well-known companies. Notably, REICON has invested in Alphabet Inc., Amazon.com Inc., and Apple Inc. The firm reported holding 868 shares of Alphabet's Class C stock valued at $295,762 and 1,585 shares of Amazon valued at $394,980. Additionally, it holds 1,560 shares of Apple valued at $519,511.
The filing also includes investments in various exchange-traded funds (ETFs) and mutual funds. For instance, REICON has invested in the iShares Core S&P 500 ETF and the iShares Russell 2000 ETF, reflecting a diversified approach to its portfolio management.
This update may impact clients and potential investors looking for insights into REICON's investment strategies. The firm's focus on major tech companies and diversified funds may resonate with clients seeking growth opportunities in the current market environment.
As for what’s next, the filing does not specify any upcoming actions or changes in strategy. However, the firm is expected to continue monitoring its investments and making adjustments as necessary in future filings.
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