Reston Wealth Management
Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, FNDX, SPDW, SPAB, SPMD, and represent 68.79% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPDW, FNDX, NVDA, SPAB, AAPL, MSFT, IVV, META, SPMD, ISRG.
- Started 12 new stock positions in CAT, V, HD, JNJ, XOM, META, ISRG, BAC, TSM, WMT. MA, IVV.
- Reduced shares in these 10 stocks: SPYG, ITOT, IJH, SPY, SCHE, SCHG, UGI, RPG, SHOP, FNDA.
- Sold out of its position in IJH.
- Reston Wealth Management was a net buyer of stock by $9.8M.
- Reston Wealth Management has $327M in assets under management (AUM), dropping by 5.54%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 64 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 21.8 | $71M | 669k | 106.70 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 19.8 | $65M | 2.4M | 27.21 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 12.6 | $41M | +2% | 929k | 44.41 |
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| Spdr Series Trust State Street Spd (SPAB) | 7.7 | $25M | +2% | 981k | 25.75 |
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| Spdr Series Trust State Street Spd (SPMD) | 6.8 | $22M | 384k | 57.91 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.0 | $20M | 262k | 74.88 |
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| Spdr Series Trust State Street Spd (SPYV) | 3.9 | $13M | 222k | 56.81 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $10M | 425k | 24.04 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.4 | $7.8M | 335k | 23.37 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $6.2M | +2% | 207k | 30.07 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.8 | $5.9M | 187k | 31.51 |
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| Microsoft Corporation (MSFT) | 0.9 | $2.8M | +22% | 5.8k | 483.62 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $2.6M | 34k | 77.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $2.5M | +12% | 34k | 74.07 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $2.3M | -2% | 71k | 32.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.1M | +7% | 6.8k | 313.80 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.1M | +52% | 11k | 186.50 |
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| Apple (AAPL) | 0.6 | $2.0M | +38% | 7.3k | 271.86 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.6 | $1.8M | 39k | 46.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.6M | +22% | 5.2k | 312.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.1M | -7% | 1.6k | 681.92 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.1M | 2.3k | 473.34 |
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| Eli Lilly & Co. (LLY) | 0.3 | $965k | +29% | 898.00 | 1074.38 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $962k | +2% | 10k | 96.03 |
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| Amazon (AMZN) | 0.3 | $959k | +43% | 4.2k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $941k | +19% | 2.9k | 322.20 |
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| Broadcom (AVGO) | 0.2 | $772k | +59% | 2.2k | 346.10 |
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| Marriott Intl Cl A (MAR) | 0.2 | $660k | 2.1k | 310.25 |
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| Tesla Motors (TSLA) | 0.2 | $653k | +29% | 1.5k | 449.60 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $608k | 6.3k | 96.27 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $603k | 2.9k | 209.11 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $583k | -11% | 18k | 32.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $517k | +43% | 1.0k | 502.67 |
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| Arista Networks Com Shs (ANET) | 0.1 | $463k | +5% | 3.5k | 131.03 |
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| Costco Wholesale Corporation (COST) | 0.1 | $411k | +30% | 476.00 | 862.36 |
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| Abbvie (ABBV) | 0.1 | $397k | +18% | 1.7k | 228.51 |
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| UGI Corporation (UGI) | 0.1 | $393k | -10% | 11k | 37.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $389k | NEW | 568.00 | 684.34 |
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| Morgan Stanley Com New (MS) | 0.1 | $387k | +24% | 2.2k | 177.56 |
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| Meta Platforms Cl A (META) | 0.1 | $379k | NEW | 574.00 | 660.54 |
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| Applied Materials (AMAT) | 0.1 | $361k | +4% | 1.4k | 257.03 |
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| Coca-Cola Company (KO) | 0.1 | $325k | +10% | 4.6k | 69.91 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $325k | NEW | 573.00 | 566.29 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $322k | +3% | 665.00 | 483.74 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $321k | +5% | 563.00 | 570.19 |
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| Ge Aerospace Com New (GE) | 0.1 | $321k | +25% | 1.0k | 308.07 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $301k | 6.9k | 43.72 |
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| Cisco Systems (CSCO) | 0.1 | $295k | +30% | 3.8k | 77.04 |
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| Johnson & Johnson (JNJ) | 0.1 | $287k | NEW | 1.4k | 206.89 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $282k | 1.8k | 160.97 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $280k | 2.6k | 107.10 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $269k | NEW | 2.2k | 120.33 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $258k | +14% | 1.6k | 162.65 |
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| Wal-Mart Stores (WMT) | 0.1 | $258k | NEW | 2.3k | 111.43 |
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| Caterpillar (CAT) | 0.1 | $248k | NEW | 433.00 | 573.11 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $240k | 699.00 | 342.97 |
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| Visa Com Cl A (V) | 0.1 | $238k | NEW | 679.00 | 350.87 |
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| McKesson Corporation (MCK) | 0.1 | $235k | +2% | 286.00 | 820.29 |
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| Bank of America Corporation (BAC) | 0.1 | $233k | NEW | 4.2k | 55.00 |
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| Automatic Data Processing (ADP) | 0.1 | $229k | +5% | 892.00 | 257.23 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $227k | NEW | 398.00 | 570.88 |
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| Home Depot (HD) | 0.1 | $214k | NEW | 621.00 | 344.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $204k | NEW | 672.00 | 303.89 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $200k | -61% | 1.3k | 148.70 |
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Past Filings by Reston Wealth Management
SEC 13F filings are viewable for Reston Wealth Management going back to 2018
- Reston Wealth Management 2025 Q4 filed Feb. 12, 2026
- Reston Wealth Management 2025 Q3 filed Oct. 21, 2025
- Reston Wealth Management 2025 Q2 filed Aug. 6, 2025
- Reston Wealth Management 2025 Q1 filed April 24, 2025
- Reston Wealth Management 2024 Q4 filed Jan. 23, 2025
- Reston Wealth Management 2024 Q3 filed Oct. 28, 2024
- Reston Wealth Management 2024 Q2 filed July 30, 2024
- Reston Wealth Management 2024 Q1 filed May 9, 2024
- Reston Wealth Management 2023 Q4 filed Jan. 24, 2024
- Reston Wealth Management 2023 Q3 filed Oct. 20, 2023
- Reston Wealth Management 2023 Q2 filed Aug. 7, 2023
- Reston Wealth Management 2023 Q1 filed May 8, 2023
- Reston Wealth Management 2022 Q4 restated filed March 2, 2023
- Reston Wealth Management 2022 Q4 filed Feb. 14, 2023
- Reston Wealth Management 2022 Q3 filed Nov. 14, 2022
- Reston Wealth Management 2022 Q2 filed July 28, 2022