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, SMLF, and represent 66.97% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FENI, SPAB, FNDX, IWF, SCHZ, MU, GEV, LLY, SCHF, AMD.
- Started 5 new stock positions in AMD, GEV, ITOT, TCAF, MU.
- Reduced shares in these 10 stocks: SPYG, BND, OEF, SHOP, BSV, NVDA, VXF, GOOG, SMLF, SPY.
- Sold out of its positions in OEF, SHOP.
- Reston Wealth Management was a net buyer of stock by $5.2M.
- Reston Wealth Management has $371M in assets under management (AUM), dropping by 13.65%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 65 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 19.8 | $74M | 2.4M | 31.10 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 19.6 | $73M | -4% | 612k | 118.99 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 11.9 | $44M | +6% | 1.1M | 40.13 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 9.3 | $34M | +6% | 1.3M | 25.52 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.4 | $24M | 265k | 89.14 |
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| Spdr Series Trust St Str P400mid (SPMD) | 6.3 | $23M | 345k | 67.56 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 4.5 | $17M | 332k | 50.39 |
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| Spdr Series Trust St Str P500val (SPYV) | 3.4 | $13M | 209k | 60.79 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.8 | $11M | +7% | 455k | 23.13 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 2.0 | $7.4M | +2% | 196k | 38.06 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $7.0M | +2% | 190k | 36.87 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $2.7M | +10% | 97k | 27.70 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $2.7M | +4% | 32k | 82.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $2.5M | -14% | 33k | 73.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.4M | 71k | 33.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.2M | -6% | 6.2k | 353.35 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.2M | +4% | 5.9k | 373.00 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.6 | $2.2M | -4% | 34k | 63.85 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.0M | -8% | 10k | 200.10 |
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| Apple (AAPL) | 0.5 | $1.9M | -2% | 6.7k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.8M | 5.1k | 357.35 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | +23% | 1.1k | 1198.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | +327% | 9.8k | 124.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.1M | +4% | 10k | 103.88 |
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| Applied Materials (AMAT) | 0.3 | $1.0M | 1.4k | 722.79 |
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| Amazon (AMZN) | 0.3 | $971k | 4.1k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $949k | 2.9k | 327.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $808k | -12% | 1.1k | 746.54 |
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| Broadcom (AVGO) | 0.2 | $801k | 2.1k | 377.77 |
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| Marriott Intl Cl A (MAR) | 0.2 | $788k | 2.1k | 370.63 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $685k | 19k | 36.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $679k | 6.2k | 110.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $669k | +35% | 1.3k | 500.39 |
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| Arista Networks Com Shs (ANET) | 0.2 | $605k | 3.6k | 169.88 |
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| Tesla Motors (TSLA) | 0.2 | $604k | -2% | 1.4k | 420.60 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $541k | -26% | 6.9k | 77.91 |
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| Micron Technology (MU) | 0.1 | $517k | NEW | 448.00 | 1154.98 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $503k | -24% | 2.0k | 246.24 |
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| Ge Aerospace Com New (GE) | 0.1 | $462k | +25% | 1.2k | 373.63 |
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| Morgan Stanley Com New (MS) | 0.1 | $458k | 2.2k | 209.01 |
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| Cisco Systems (CSCO) | 0.1 | $452k | 3.9k | 117.46 |
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| Caterpillar (CAT) | 0.1 | $448k | 421.00 | 1064.15 |
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| Costco Wholesale Corporation (COST) | 0.1 | $426k | -2% | 455.00 | 936.40 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $385k | 1.5k | 255.62 |
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| Abbvie (ABBV) | 0.1 | $375k | 1.5k | 251.71 |
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| Coca-Cola Company (KO) | 0.1 | $374k | 4.6k | 81.27 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $363k | +17% | 2.7k | 136.73 |
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| Johnson & Johnson (JNJ) | 0.1 | $350k | 1.4k | 253.96 |
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| Bank of America Corporation (BAC) | 0.1 | $347k | +43% | 6.1k | 56.98 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $339k | 3.2k | 107.63 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $329k | 646.00 | 509.33 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $317k | 6.9k | 46.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $311k | -7% | 651.00 | 477.38 |
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| Meta Platforms Cl A (META) | 0.1 | $306k | 543.00 | 563.60 |
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| UGI Corporation (UGI) | 0.1 | $279k | -23% | 8.1k | 34.54 |
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| Ge Vernova (GEV) | 0.1 | $274k | NEW | 233.00 | 1175.61 |
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| Wal-Mart Stores (WMT) | 0.1 | $265k | 2.3k | 113.24 |
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| Advanced Micro Devices (AMD) | 0.1 | $241k | NEW | 415.00 | 580.91 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $235k | 461.00 | 509.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $221k | NEW | 1.3k | 164.25 |
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| McKesson Corporation (MCK) | 0.1 | $216k | 286.00 | 755.94 |
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| Valero Energy Corporation (VLO) | 0.1 | $215k | 823.00 | 260.58 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $214k | -6% | 539.00 | 397.68 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.1 | $210k | NEW | 5.1k | 41.10 |
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| Visa Com Cl A (V) | 0.1 | $208k | -11% | 606.00 | 342.99 |
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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 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
- Reston Wealth Management 2022 Q4 filed Feb. 14, 2023