Reston Wealth Management

Reston Wealth Management as of March 31, 2026

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 2.3M 27.85
Spdr Series Trust State Street Spd (SPYG) 19.3 $63M 643k 97.91
Fidelity Covington Trust Enhanced Intl (FENI) 11.7 $38M 1.0M 37.20
Spdr Series Trust State Street Spd (SPAB) 9.9 $32M 1.3M 25.62
Spdr Series Trust State Street Spd (SPMD) 6.2 $20M 342k 59.22
Ishares Tr Us Sml Cap Eqt (SMLF) 6.2 $20M 266k 75.49
Spdr Index Shs Fds State Street Spd (SPDW) 4.6 $15M 331k 45.65
Spdr Series Trust State Street Spd (SPYV) 3.6 $12M 208k 56.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.0 $9.8M 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 185k 30.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.9M 39k 73.64
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $2.4M 31k 78.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $2.2M 88k 24.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $2.1M 72k 29.13
Microsoft Corporation (MSFT) 0.6 $2.1M 5.6k 370.18
NVIDIA Corporation (NVDA) 0.6 $1.9M 11k 174.40
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.9M 6.6k 286.87
Apple (AAPL) 0.5 $1.7M 6.8k 253.77
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.5 $1.7M 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
Amazon (AMZN) 0.3 $838k 4.0k 208.27
Eli Lilly & Co. (LLY) 0.2 $813k 884.00 920.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $801k 1.2k 650.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $740k 9.4k 78.41
Marriott Intl Cl A (MAR) 0.2 $693k 2.1k 327.09
Broadcom (AVGO) 0.2 $666k 2.2k 309.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $633k 19k 32.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $597k 6.1k 97.23
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $557k 2.7k 205.82
Tesla Motors (TSLA) 0.2 $545k 1.5k 371.65
Applied Materials (AMAT) 0.1 $480k 1.4k 341.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $472k 984.00 479.20
Costco Wholesale Corporation (COST) 0.1 $467k 468.00 996.88
Arista Networks Com Shs (ANET) 0.1 $429k 3.5k 122.78
Lockheed Martin Corporation (LMT) 0.1 $388k 643.00 603.98
Exxon Mobil Corporation (XOM) 0.1 $384k 2.3k 169.65
UGI Corporation (UGI) 0.1 $383k 11k 36.42
Marathon Petroleum Corp (MPC) 0.1 $367k 1.5k 244.11
Morgan Stanley Com New (MS) 0.1 $359k 2.2k 164.59
Coca-Cola Company (KO) 0.1 $346k 4.5k 76.06
Ishares Tr National Mun Etf (MUB) 0.1 $332k 3.1k 106.16
Johnson & Johnson (JNJ) 0.1 $332k 1.4k 244.49
Abbvie (ABBV) 0.1 $322k 1.5k 217.56
Northrop Grumman Corporation (NOC) 0.1 $314k 460.00 682.86
Meta Platforms Cl A (META) 0.1 $312k 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
Caterpillar (CAT) 0.1 $294k 415.00 708.43
Wal-Mart Stores (WMT) 0.1 $287k 2.3k 124.30
Ge Aerospace Com New (GE) 0.1 $279k 982.00 283.70
Intuitive Surgical Com New (ISRG) 0.1 $266k 578.00 460.93
McKesson Corporation (MCK) 0.1 $248k 287.00 865.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $238k 704.00 338.14
Ishares Tr S&p 100 Etf (OEF) 0.1 $223k 701.00 318.07
Visa Com Cl A (V) 0.1 $208k 686.00 302.41
Bank of America Corporation (BAC) 0.1 $207k 4.2k 48.75
Valero Energy Corporation (VLO) 0.1 $203k 821.00 247.17
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $202k 1.7k 118.62