Reston Wealth Management

Reston Wealth Management as of June 30, 2025

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 54 positions in its portfolio as reported in the June 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) 22.5 $64M 673k 95.32
Schwab Strategic Tr Fundamental Us L (FNDX) 19.7 $56M 2.3M 24.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.9 $37M 907k 40.49
Spdr Series Trust Portfolio Agrgte (SPAB) 8.3 $24M 931k 25.60
Spdr Series Trust Portfolio S&p400 (SPMD) 7.2 $21M 378k 54.38
Ishares Tr Us Sml Cap Eqt (SMLF) 6.2 $18M 261k 67.95
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.1 $12M 221k 52.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $8.2M 372k 22.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $6.7M 290k 23.24
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.8 $5.1M 183k 28.05
Schwab Strategic Tr Fundamental Us S (FNDA) 1.7 $4.9M 171k 28.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $2.8M 37k 73.63
Microsoft Corporation (MSFT) 0.8 $2.3M 4.7k 497.42
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.2M 31k 72.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.2M 74k 29.21
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.6 $1.8M 40k 45.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.2M 1.9k 618.00
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 6.4k 177.40
Apple (AAPL) 0.4 $1.1M 5.4k 205.19
NVIDIA Corporation (NVDA) 0.4 $1.1M 6.7k 157.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $974k 2.3k 424.57
Ishares Tr Msci Eafe Etf (EFA) 0.3 $878k 9.8k 89.39
Alphabet Cap Stk Cl A (GOOGL) 0.3 $737k 4.2k 176.22
JPMorgan Chase & Co. (JPM) 0.2 $703k 2.4k 289.96
Amazon (AMZN) 0.2 $633k 2.9k 219.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $597k 20k 30.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $577k 6.3k 91.96
Marriott Intl Cl A (MAR) 0.2 $571k 2.1k 273.22
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $553k 2.9k 192.74
Eli Lilly & Co. (LLY) 0.2 $551k 707.00 779.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $475k 3.5k 135.03
UGI Corporation (UGI) 0.1 $426k 12k 36.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $395k 813.00 485.77
Broadcom (AVGO) 0.1 $377k 1.4k 275.60
Ishares Tr National Mun Etf (MUB) 0.1 $368k 3.5k 104.49
Costco Wholesale Corporation (COST) 0.1 $356k 359.00 991.12
Tesla Motors (TSLA) 0.1 $348k 1.1k 317.66
Arista Networks Com Shs (ANET) 0.1 $343k 3.4k 102.31
Coca-Cola Company (KO) 0.1 $314k 4.4k 70.75
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $282k 6.9k 40.89
Northrop Grumman Corporation (NOC) 0.1 $280k 559.00 499.98
Abbvie (ABBV) 0.1 $264k 1.4k 185.55
Marathon Petroleum Corp (MPC) 0.1 $262k 1.6k 166.13
Applied Materials (AMAT) 0.1 $260k 1.4k 183.07
Automatic Data Processing (ADP) 0.1 $257k 834.00 308.40
Intuitive Surgical Com New (ISRG) 0.1 $251k 461.00 543.41
Lockheed Martin Corporation (LMT) 0.1 $249k 538.00 462.95
Morgan Stanley Com New (MS) 0.1 $233k 1.7k 140.82
Royal Caribbean Cruises (RCL) 0.1 $222k 710.00 313.14
McKesson Corporation (MCK) 0.1 $220k 300.00 733.84
Ishares Tr S&p 100 Etf (OEF) 0.1 $213k 698.00 304.56
Ge Aerospace Com New (GE) 0.1 $210k 816.00 257.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $208k 3.3k 62.02
Bank of America Corporation (BAC) 0.1 $204k 4.3k 47.32