Reston Wealth Management
Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDX, SPYG, FENI, SPAB, SPMD, and represent 67.02% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FENI (+$38M), SPAB (+$7.2M), SCHZ, BSV, BND, SMLF, VLO, FNDA, MUB, SCHE.
- Started 3 new stock positions in BSV, VLO, FENI.
- Reduced shares in these 10 stocks: SPDW (-$27M), SCHF (-$8.3M), SPYG, SPMD, FNDX, SPYV, SCHM, IVV, SPY, SCZ.
- Sold out of its positions in ADP, HD, ITOT, IVV, MA.
- Reston Wealth Management was a net buyer of stock by $3.4M.
- Reston Wealth Management has $326M in assets under management (AUM), dropping by -0.13%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 62 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 19.9 | $65M | -2% | 2.3M | 27.85 |
|
| Spdr Series Trust State Street Spd (SPYG) | 19.3 | $63M | -3% | 643k | 97.91 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 11.7 | $38M | NEW | 1.0M | 37.20 |
|
| Spdr Series Trust State Street Spd (SPAB) | 9.9 | $32M | +28% | 1.3M | 25.62 |
|
| Spdr Series Trust State Street Spd (SPMD) | 6.2 | $20M | -10% | 342k | 59.22 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.2 | $20M | 266k | 75.49 |
|
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| Spdr Index Shs Fds State Street Spd (SPDW) | 4.6 | $15M | -64% | 331k | 45.65 |
|
| Spdr Series Trust State Street Spd (SPYV) | 3.6 | $12M | -6% | 208k | 56.58 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.0 | $9.8M | +25% | 422k | 23.22 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.9 | $6.2M | 191k | 32.43 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $5.7M | -10% | 185k | 30.96 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $2.9M | +15% | 39k | 73.64 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $2.4M | -8% | 31k | 78.41 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $2.2M | -79% | 88k | 24.75 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.1M | 72k | 29.13 |
|
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| Microsoft Corporation (MSFT) | 0.6 | $2.1M | -2% | 5.6k | 370.18 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.9M | -3% | 11k | 174.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.9M | -2% | 6.6k | 286.87 |
|
| Apple (AAPL) | 0.5 | $1.7M | -6% | 6.8k | 253.77 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.5 | $1.7M | -9% | 36k | 46.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.5M | 5.1k | 287.55 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $980k | 2.3k | 426.45 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $972k | 10k | 97.13 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $849k | 2.9k | 294.13 |
|
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| Amazon (AMZN) | 0.3 | $838k | -3% | 4.0k | 208.27 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $813k | 884.00 | 920.03 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $801k | -23% | 1.2k | 650.31 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $740k | NEW | 9.4k | 78.41 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $693k | 2.1k | 327.09 |
|
|
| Broadcom (AVGO) | 0.2 | $666k | -3% | 2.2k | 309.48 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $633k | +7% | 19k | 32.95 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $597k | -2% | 6.1k | 97.23 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $557k | -6% | 2.7k | 205.82 |
|
| Tesla Motors (TSLA) | 0.2 | $545k | 1.5k | 371.65 |
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| Applied Materials (AMAT) | 0.1 | $480k | 1.4k | 341.79 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $472k | -4% | 984.00 | 479.20 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $467k | 468.00 | 996.88 |
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| Arista Networks Com Shs (ANET) | 0.1 | $429k | 3.5k | 122.78 |
|
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| Lockheed Martin Corporation (LMT) | 0.1 | $388k | -3% | 643.00 | 603.98 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $384k | 2.3k | 169.65 |
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| UGI Corporation (UGI) | 0.1 | $383k | 11k | 36.42 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $367k | -5% | 1.5k | 244.11 |
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| Morgan Stanley Com New (MS) | 0.1 | $359k | 2.2k | 164.59 |
|
|
| Coca-Cola Company (KO) | 0.1 | $346k | -2% | 4.5k | 76.06 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $332k | +19% | 3.1k | 106.16 |
|
| Johnson & Johnson (JNJ) | 0.1 | $332k | -2% | 1.4k | 244.49 |
|
| Abbvie (ABBV) | 0.1 | $322k | -14% | 1.5k | 217.56 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $314k | -18% | 460.00 | 682.86 |
|
| Meta Platforms Cl A (META) | 0.1 | $312k | -5% | 545.00 | 571.94 |
|
| Cisco Systems (CSCO) | 0.1 | $297k | 3.8k | 77.59 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $297k | 6.9k | 43.06 |
|
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| Caterpillar (CAT) | 0.1 | $294k | -4% | 415.00 | 708.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $287k | 2.3k | 124.30 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $279k | -5% | 982.00 | 283.70 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $266k | 578.00 | 460.93 |
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| McKesson Corporation (MCK) | 0.1 | $248k | 287.00 | 865.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $238k | +4% | 704.00 | 338.14 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $223k | 701.00 | 318.07 |
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| Visa Com Cl A (V) | 0.1 | $208k | 686.00 | 302.41 |
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| Bank of America Corporation (BAC) | 0.1 | $207k | 4.2k | 48.75 |
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| Valero Energy Corporation (VLO) | 0.1 | $203k | NEW | 821.00 | 247.17 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $202k | -3% | 1.7k | 118.62 |
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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 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
- Reston Wealth Management 2022 Q4 filed Feb. 14, 2023
- Reston Wealth Management 2022 Q3 filed Nov. 14, 2022