Reston Wealth Management

Reston Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 64 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYG) 21.8 $71M 669k 106.70
Schwab Strategic Tr Fundamental Us L (FNDX) 19.8 $65M 2.4M 27.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.6 $41M 929k 44.41
Spdr Series Trust State Street Spd (SPAB) 7.7 $25M 981k 25.75
Spdr Series Trust State Street Spd (SPMD) 6.8 $22M 384k 57.91
Ishares Tr Us Sml Cap Eqt (SMLF) 6.0 $20M 262k 74.88
Spdr Series Trust State Street Spd (SPYV) 3.9 $13M 222k 56.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $10M 425k 24.04
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $7.8M 335k 23.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $6.2M 207k 30.07
Schwab Strategic Tr Fundamental Us S (FNDA) 1.8 $5.9M 187k 31.51
Microsoft Corporation (MSFT) 0.9 $2.8M 5.8k 483.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.6M 34k 77.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.5M 34k 74.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $2.3M 71k 32.62
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.1M 6.8k 313.80
NVIDIA Corporation (NVDA) 0.6 $2.1M 11k 186.50
Apple (AAPL) 0.6 $2.0M 7.3k 271.86
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.6 $1.8M 39k 46.67
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.6M 5.2k 312.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.1M 1.6k 681.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 2.3k 473.34
Eli Lilly & Co. (LLY) 0.3 $965k 898.00 1074.38
Ishares Tr Msci Eafe Etf (EFA) 0.3 $962k 10k 96.03
Amazon (AMZN) 0.3 $959k 4.2k 230.82
JPMorgan Chase & Co. (JPM) 0.3 $941k 2.9k 322.20
Broadcom (AVGO) 0.2 $772k 2.2k 346.10
Marriott Intl Cl A (MAR) 0.2 $660k 2.1k 310.25
Tesla Motors (TSLA) 0.2 $653k 1.5k 449.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $608k 6.3k 96.27
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $603k 2.9k 209.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $583k 18k 32.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $517k 1.0k 502.67
Arista Networks Com Shs (ANET) 0.1 $463k 3.5k 131.03
Costco Wholesale Corporation (COST) 0.1 $411k 476.00 862.36
Abbvie (ABBV) 0.1 $397k 1.7k 228.51
UGI Corporation (UGI) 0.1 $393k 11k 37.43
Ishares Tr Core S&p500 Etf (IVV) 0.1 $389k 568.00 684.34
Morgan Stanley Com New (MS) 0.1 $387k 2.2k 177.56
Meta Platforms Cl A (META) 0.1 $379k 574.00 660.54
Applied Materials (AMAT) 0.1 $361k 1.4k 257.03
Coca-Cola Company (KO) 0.1 $325k 4.6k 69.91
Intuitive Surgical Com New (ISRG) 0.1 $325k 573.00 566.29
Lockheed Martin Corporation (LMT) 0.1 $322k 665.00 483.74
Northrop Grumman Corporation (NOC) 0.1 $321k 563.00 570.19
Ge Aerospace Com New (GE) 0.1 $321k 1.0k 308.07
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $301k 6.9k 43.72
Cisco Systems (CSCO) 0.1 $295k 3.8k 77.04
Johnson & Johnson (JNJ) 0.1 $287k 1.4k 206.89
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $282k 1.8k 160.97
Ishares Tr National Mun Etf (MUB) 0.1 $280k 2.6k 107.10
Exxon Mobil Corporation (XOM) 0.1 $269k 2.2k 120.33
Marathon Petroleum Corp (MPC) 0.1 $258k 1.6k 162.65
Wal-Mart Stores (WMT) 0.1 $258k 2.3k 111.43
Caterpillar (CAT) 0.1 $248k 433.00 573.11
Ishares Tr S&p 100 Etf (OEF) 0.1 $240k 699.00 342.97
Visa Com Cl A (V) 0.1 $238k 679.00 350.87
McKesson Corporation (MCK) 0.1 $235k 286.00 820.29
Bank of America Corporation (BAC) 0.1 $233k 4.2k 55.00
Automatic Data Processing (ADP) 0.1 $229k 892.00 257.23
Mastercard Incorporated Cl A (MA) 0.1 $227k 398.00 570.88
Home Depot (HD) 0.1 $214k 621.00 344.02
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $204k 672.00 303.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $200k 1.3k 148.70