Reston Wealth Management

Reston Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 53 positions in its portfolio as reported in the September 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) 22.8 $71M 675k 104.51
Schwab Strategic Tr Fundamental Us L (FNDX) 19.9 $62M 2.3M 26.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.5 $39M 905k 42.79
Spdr Series Trust Portfolio Agrgte (SPAB) 8.0 $25M 953k 25.85
Spdr Series Trust Portfolio S&p400 (SPMD) 7.0 $22M 378k 57.19
Ishares Tr Us Sml Cap Eqt (SMLF) 6.2 $19M 260k 74.35
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.0 $12M 221k 55.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.2 $9.8M 419k 23.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $7.7M 329k 23.47
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $6.0M 203k 29.64
Schwab Strategic Tr Fundamental Us S (FNDA) 1.9 $5.8M 188k 31.16
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.6M 34k 76.72
Microsoft Corporation (MSFT) 0.8 $2.4M 4.7k 517.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.3M 73k 31.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $2.2M 30k 74.37
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.6 $1.9M 39k 47.72
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M 6.3k 243.54
NVIDIA Corporation (NVDA) 0.4 $1.4M 7.4k 186.57
Apple (AAPL) 0.4 $1.4M 5.3k 254.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.2M 1.7k 666.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 2.3k 468.42
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 4.2k 243.12
Ishares Tr Msci Eafe Etf (EFA) 0.3 $917k 9.8k 93.37
JPMorgan Chase & Co. (JPM) 0.2 $768k 2.4k 315.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $674k 20k 33.37
Amazon (AMZN) 0.2 $637k 2.9k 219.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $607k 6.3k 96.56
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $602k 2.9k 209.37
Marriott Intl Cl A (MAR) 0.2 $545k 2.1k 260.44
Eli Lilly & Co. (LLY) 0.2 $529k 694.00 762.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $513k 3.5k 145.64
Tesla Motors (TSLA) 0.2 $499k 1.1k 444.56
Arista Networks Com Shs (ANET) 0.2 $489k 3.4k 145.71
Broadcom (AVGO) 0.1 $460k 1.4k 329.83
UGI Corporation (UGI) 0.1 $389k 12k 33.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $360k 716.00 502.74
Abbvie (ABBV) 0.1 $341k 1.5k 231.57
Costco Wholesale Corporation (COST) 0.1 $337k 364.00 924.92
Northrop Grumman Corporation (NOC) 0.1 $325k 534.00 609.32
Lockheed Martin Corporation (LMT) 0.1 $320k 640.00 499.32
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $296k 6.9k 42.95
Morgan Stanley Com New (MS) 0.1 $278k 1.8k 158.92
Coca-Cola Company (KO) 0.1 $278k 4.2k 66.32
Ishares Tr National Mun Etf (MUB) 0.1 $276k 2.6k 106.50
Applied Materials (AMAT) 0.1 $276k 1.3k 204.74
Marathon Petroleum Corp (MPC) 0.1 $266k 1.4k 192.74
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $266k 1.8k 148.61
Ge Aerospace Com New (GE) 0.1 $250k 831.00 300.64
Automatic Data Processing (ADP) 0.1 $247k 843.00 293.50
Ishares Tr S&p 100 Etf (OEF) 0.1 $233k 700.00 332.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $219k 3.4k 65.25
McKesson Corporation (MCK) 0.1 $216k 280.00 771.45
Cisco Systems (CSCO) 0.1 $201k 2.9k 68.41