Reston Wealth Management
Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, FNDX, FENI, SPAB, SMLF, and represent 67.34% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FENI, SCHZ, XOM, AGG, FNDA, SCHM, CVX, SHOP, IVV, MA.
- Started 8 new stock positions in CVX, IVV, BBVA, AGG, SHOP, XOM, MA, ADP.
- Reduced shares in these 10 stocks: SPDW, SPAB, SMLF, SPYV, SPYG, SPMD, , FNDX, BND, TCAF.
- Sold out of its positions in Exxon Mobil Corporation, TCAF.
- Reston Wealth Management was a net buyer of stock by $139k.
- Reston Wealth Management has $369M in assets under management (AUM), dropping by -0.56%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 71 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust ST STR P500GRW (SPYG) | 20.3 | $75M | 609k | 123.08 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 20.1 | $74M | 2.4M | 31.47 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 12.4 | $46M | +4% | 1.1M | 39.91 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 8.7 | $32M | -2% | 1.3M | 24.36 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 5.9 | $22M | -2% | 258k | 83.56 |
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| Spdr Series Trust St Str P400mid (SPMD) | 5.8 | $21M | 338k | 63.04 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 4.0 | $15M | -11% | 293k | 50.21 |
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| Spdr Series Trust St Str P500val (SPYV) | 3.3 | $12M | -4% | 201k | 61.13 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.0 | $11M | +8% | 493k | 22.10 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 2.0 | $7.2M | +5% | 206k | 35.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $6.8M | +5% | 201k | 34.02 |
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| Microsoft Corporation (MSFT) | 0.8 | $3.0M | 5.8k | 512.86 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $2.9M | +5% | 34k | 84.42 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $2.5M | -2% | 69k | 35.93 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $2.5M | -6% | 91k | 27.47 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.3M | 9.9k | 228.39 |
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| Apple (AAPL) | 0.6 | $2.1M | -4% | 6.4k | 333.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.1M | 6.2k | 340.71 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $2.1M | -11% | 30k | 70.15 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.5 | $2.0M | 34k | 58.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.8M | +2% | 5.2k | 344.06 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.4M | +8% | 1.2k | 1156.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | +4% | 10k | 125.26 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | +6% | 11k | 103.89 |
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| Amazon (AMZN) | 0.3 | $1.1M | +5% | 4.3k | 249.15 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $991k | +3% | 3.0k | 330.82 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $827k | 1.1k | 762.77 |
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| Marriott Intl Cl A (MAR) | 0.2 | $756k | 2.1k | 355.59 |
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| Broadcom (AVGO) | 0.2 | $739k | 2.1k | 351.19 |
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| Arista Networks Com Shs (ANET) | 0.2 | $728k | 3.6k | 203.59 |
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| Applied Materials (AMAT) | 0.2 | $715k | 1.4k | 511.47 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $658k | 6.2k | 106.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $637k | -4% | 1.3k | 497.95 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $635k | -7% | 17k | 36.45 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $593k | 1.5k | 395.55 |
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| Abbvie (ABBV) | 0.2 | $572k | +46% | 2.2k | 261.65 |
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| Tesla Motors (TSLA) | 0.1 | $513k | 1.4k | 354.81 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $476k | NEW | 2.9k | 162.77 |
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| Cisco Systems (CSCO) | 0.1 | $458k | +10% | 4.3k | 107.64 |
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| Meta Platforms Cl A (META) | 0.1 | $439k | +11% | 605.00 | 724.82 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $431k | -18% | 5.6k | 76.40 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $425k | -10% | 1.8k | 231.62 |
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| Morgan Stanley Com New (MS) | 0.1 | $412k | 2.2k | 188.09 |
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| Costco Wholesale Corporation (COST) | 0.1 | $405k | -2% | 445.00 | 909.56 |
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| Micron Technology (MU) | 0.1 | $404k | -15% | 379.00 | 1066.07 |
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| Coca-Cola Company (KO) | 0.1 | $397k | 4.6k | 86.09 |
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| Ge Aerospace Com New (GE) | 0.1 | $385k | 1.2k | 312.17 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $384k | NEW | 4.1k | 94.53 |
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| Johnson & Johnson (JNJ) | 0.1 | $361k | 1.4k | 264.81 |
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| Caterpillar (CAT) | 0.1 | $341k | 421.00 | 809.86 |
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| Bank of America Corporation (BAC) | 0.1 | $334k | 6.1k | 54.43 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $323k | 6.9k | 46.86 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $322k | -2% | 632.00 | 509.21 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $320k | +7% | 701.00 | 456.06 |
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| Valero Energy Corporation (VLO) | 0.1 | $319k | 824.00 | 387.39 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $301k | -5% | 3.0k | 101.10 |
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| UGI Corporation (UGI) | 0.1 | $288k | 8.1k | 35.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $286k | +28% | 1.7k | 166.24 |
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| Wal-Mart Stores (WMT) | 0.1 | $286k | +17% | 2.7k | 103.93 |
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| Chevron Corporation (CVX) | 0.1 | $256k | NEW | 1.3k | 204.17 |
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| Advanced Micro Devices (AMD) | 0.1 | $248k | -2% | 405.00 | 611.76 |
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| McKesson Corporation (MCK) | 0.1 | $244k | 286.00 | 854.55 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $241k | NEW | 1.6k | 148.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $241k | NEW | 314.00 | 765.95 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $225k | +2% | 552.00 | 406.63 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $223k | NEW | 405.00 | 551.42 |
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| Visa Com Cl A (V) | 0.1 | $222k | 618.00 | 359.06 |
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| Automatic Data Processing (ADP) | 0.1 | $220k | NEW | 851.00 | 257.99 |
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| Ge Vernova (GEV) | 0.1 | $219k | 230.00 | 951.37 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $212k | NEW | 7.6k | 27.87 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $210k | -5% | 435.00 | 483.06 |
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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 2026 Q3 filed Oct. 29, 2026
- Reston Wealth Management 2026 Q2 filed July 23, 2026
- Reston Wealth Management 2026 Q1 filed April 13, 2026
- 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