Reston Wealth Management
Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, FNDX, SPAB, SPDW, SPMD, and represent 67.83% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FNDX (+$33M), SCHZ, SCHM, SCHF, FNDA, SCHG, SPDW, Arista Networks, UGI, RTX.
- Started 2 new stock positions in Arista Networks, UGI.
- Reduced shares in these 10 stocks: UNP, JPM, ANET, , ELV, NVDA, , MCD, MELI, PG.
- Sold out of its positions in AFL, AMLP, T, ABT, ANF, ADBE, AMD, AEM, APD, AKAM.
- Reston Wealth Management was a net buyer of stock by $38M.
- Reston Wealth Management has $269M in assets under management (AUM), dropping by -2.65%.
- Central Index Key (CIK): 0001767617
Tip: Access up to 7 years of quarterly data
Positions held by Reston Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 22.2 | $60M | 679k | 87.90 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 18.4 | $49M | +209% | 2.1M | 23.68 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 10.1 | $27M | 1.1M | 24.99 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 9.9 | $27M | +3% | 779k | 34.13 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 7.3 | $20M | 359k | 54.69 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.3 | $17M | 250k | 67.50 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.8 | $13M | 252k | 51.14 |
|
|
| Ishares Tr National Mun Etf (MUB) | 3.3 | $9.0M | +3% | 84k | 106.55 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.6 | $7.0M | +127% | 306k | 22.70 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $5.2M | +124% | 280k | 18.50 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.6 | $4.3M | +233% | 157k | 27.71 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.5 | $3.9M | +123% | 133k | 29.70 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $2.8M | 39k | 71.91 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $2.4M | +352% | 85k | 27.87 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $1.9M | +10% | 32k | 60.75 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.7 | $1.8M | 44k | 41.26 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $1.7M | 4.0k | 421.45 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $1.4M | 36k | 39.39 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.2M | 6.5k | 190.43 |
|
|
| Apple (AAPL) | 0.4 | $1.1M | -3% | 4.3k | 250.39 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $919k | -5% | 2.3k | 401.62 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $820k | +42% | 31k | 26.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $790k | -5% | 4.2k | 189.32 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $770k | 4.1k | 189.97 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $743k | -20% | 5.5k | 134.28 |
|
| Amazon (AMZN) | 0.3 | $688k | +2% | 3.1k | 219.39 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $630k | 8.3k | 75.61 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $583k | -36% | 2.4k | 239.75 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $578k | 2.1k | 278.95 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $563k | 6.4k | 88.40 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $492k | 637.00 | 771.67 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $489k | 3.8k | 128.62 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $406k | +32% | 896.00 | 453.28 |
|
| Tesla Motors (TSLA) | 0.1 | $383k | -12% | 949.00 | 403.84 |
|
| Arista Networks Com Shs | 0.1 | $354k | NEW | 3.2k | 110.53 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $350k | -6% | 597.00 | 586.56 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $337k | -12% | 718.00 | 469.29 |
|
| UGI Corporation (UGI) | 0.1 | $326k | NEW | 12k | 28.23 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $309k | +3888% | 2.7k | 115.72 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $269k | -6% | 6.9k | 39.09 |
|
| Automatic Data Processing (ADP) | 0.1 | $250k | -3% | 854.00 | 292.73 |
|
| Coca-Cola Company (KO) | 0.1 | $250k | 4.0k | 62.26 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $248k | 510.00 | 486.23 |
|
|
| Abbvie (ABBV) | 0.1 | $248k | 1.4k | 177.70 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $243k | -19% | 265.00 | 915.93 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $218k | 417.00 | 521.96 |
|
|
| BlackRock Floating Rate Income Trust (BGT) | 0.1 | $209k | +2% | 16k | 12.86 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $207k | -3% | 3.3k | 62.32 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $204k | 1.5k | 139.45 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $201k | 695.00 | 289.05 |
|
Past Filings by Reston Wealth Management
SEC 13F filings are viewable for Reston Wealth Management going back to 2018
- 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
- Reston Wealth Management 2021 Q4 filed Feb. 9, 2022
- Reston Wealth Management 2021 Q3 filed Oct. 19, 2021
- Reston Wealth Management 2021 Q2 filed Aug. 5, 2021