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 70.13% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FNDX, SCHF, SCHZ, SCHM, SPAB, FNDA, SHOP, SCZ, CSCO, SPYG.
- Started 2 new stock positions in CSCO, SHOP.
- Reduced shares in these 10 stocks: BND, , , BAC, SPDW, SPY, MUB, SMLF, BRK.B, SCHG.
- Sold out of its positions in BAC, ISRG, RCL.
- Reston Wealth Management was a net buyer of stock by $4.5M.
- Reston Wealth Management has $310M in assets under management (AUM), dropping by 8.55%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 22.8 | $71M | 675k | 104.51 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 19.9 | $62M | +2% | 2.3M | 26.30 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 12.5 | $39M | 905k | 42.79 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 8.0 | $25M | +2% | 953k | 25.85 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 7.0 | $22M | 378k | 57.19 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.2 | $19M | 260k | 74.35 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 4.0 | $12M | 221k | 55.33 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.2 | $9.8M | +12% | 419k | 23.28 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.5 | $7.7M | +13% | 329k | 23.47 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $6.0M | +10% | 203k | 29.64 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.9 | $5.8M | +9% | 188k | 31.16 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $2.6M | +9% | 34k | 76.72 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.4M | 4.7k | 517.99 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $2.3M | 73k | 31.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $2.2M | -19% | 30k | 74.37 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.6 | $1.9M | 39k | 47.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | 6.3k | 243.54 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.4M | +11% | 7.4k | 186.57 |
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| Apple (AAPL) | 0.4 | $1.4M | 5.3k | 254.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.2M | -8% | 1.7k | 666.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.1M | 2.3k | 468.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.0M | 4.2k | 243.12 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $917k | 9.8k | 93.37 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $768k | 2.4k | 315.45 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $674k | 20k | 33.37 |
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| Amazon (AMZN) | 0.2 | $637k | 2.9k | 219.57 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $607k | 6.3k | 96.56 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $602k | 2.9k | 209.37 |
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| Marriott Intl Cl A (MAR) | 0.2 | $545k | 2.1k | 260.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $529k | 694.00 | 762.55 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $513k | 3.5k | 145.64 |
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| Tesla Motors (TSLA) | 0.2 | $499k | +2% | 1.1k | 444.56 |
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| Arista Networks Com Shs (ANET) | 0.2 | $489k | 3.4k | 145.71 |
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| Broadcom (AVGO) | 0.1 | $460k | 1.4k | 329.83 |
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| UGI Corporation (UGI) | 0.1 | $389k | 12k | 33.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $360k | -11% | 716.00 | 502.74 |
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| Abbvie (ABBV) | 0.1 | $341k | +3% | 1.5k | 231.57 |
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| Costco Wholesale Corporation (COST) | 0.1 | $337k | 364.00 | 924.92 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $325k | -4% | 534.00 | 609.32 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $320k | +18% | 640.00 | 499.32 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $296k | 6.9k | 42.95 |
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| Morgan Stanley Com New (MS) | 0.1 | $278k | +5% | 1.8k | 158.92 |
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| Coca-Cola Company (KO) | 0.1 | $278k | -5% | 4.2k | 66.32 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $276k | -26% | 2.6k | 106.50 |
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| Applied Materials (AMAT) | 0.1 | $276k | -5% | 1.3k | 204.74 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $266k | -12% | 1.4k | 192.74 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $266k | NEW | 1.8k | 148.61 |
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| Ge Aerospace Com New (GE) | 0.1 | $250k | 831.00 | 300.64 |
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| Automatic Data Processing (ADP) | 0.1 | $247k | 843.00 | 293.50 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $233k | 700.00 | 332.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $219k | 3.4k | 65.25 |
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| McKesson Corporation (MCK) | 0.1 | $216k | -6% | 280.00 | 771.45 |
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| Cisco Systems (CSCO) | 0.1 | $201k | NEW | 2.9k | 68.41 |
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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 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
- Reston Wealth Management 2022 Q1 filed May 4, 2022