Reston Wealth Management
Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDX, SPYG, SPDW, SPAB, SPMD, and represent 69.97% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FNDX, SPY, SCHF, SPDW, SCHM, XOM, FNDA, SMLF, PG, AAPL.
- Started 2 new stock positions in PG, XOM.
- Reduced shares in these 10 stocks: MUB (-$7.2M), SPAB, SPYG, TOTL, SPYV, SCHZ, SCHG, SCHE, IJH, VXF.
- Sold out of its positions in OEF, IJH, TOTL.
- Reston Wealth Management was a net seller of stock by $-15M.
- Reston Wealth Management has $247M in assets under management (AUM), dropping by -8.03%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 20.8 | $51M | +4% | 2.2M | 23.61 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 20.7 | $51M | -6% | 636k | 80.37 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 11.6 | $29M | 787k | 36.41 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 9.5 | $24M | -15% | 923k | 25.54 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 7.4 | $18M | 358k | 51.18 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.4 | $16M | 254k | 62.16 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.7 | $12M | -9% | 228k | 51.07 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.6 | $6.4M | -9% | 276k | 23.16 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.5 | $6.1M | +9% | 308k | 19.78 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $4.4M | +7% | 168k | 26.20 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.6 | $3.9M | +7% | 142k | 27.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $2.8M | 38k | 73.45 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $1.9M | -5% | 30k | 63.53 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.7M | -18% | 69k | 25.04 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $1.7M | -80% | 16k | 105.44 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.7 | $1.7M | 44k | 38.25 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $1.5M | 4.0k | 375.39 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.1M | +228% | 2.0k | 559.51 |
|
| Apple (AAPL) | 0.4 | $1.0M | +7% | 4.6k | 222.14 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $975k | -4% | 6.2k | 156.24 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $827k | 2.3k | 361.04 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $669k | 8.2k | 81.73 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $662k | +2% | 4.3k | 154.64 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $647k | +7% | 6.0k | 108.37 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $561k | -6% | 2.3k | 245.27 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $555k | -34% | 20k | 27.57 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $538k | +2% | 652.00 | 825.56 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $532k | 6.3k | 85.07 |
|
|
| Amazon (AMZN) | 0.2 | $528k | -11% | 2.8k | 190.26 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $507k | +2% | 2.1k | 238.22 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $493k | -29% | 2.9k | 172.23 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $465k | 3.8k | 122.02 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $445k | -6% | 836.00 | 532.58 |
|
| UGI Corporation (UGI) | 0.2 | $387k | 12k | 33.07 |
|
|
| Abbvie (ABBV) | 0.1 | $330k | +12% | 1.6k | 209.48 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $320k | -12% | 625.00 | 512.01 |
|
| Coca-Cola Company (KO) | 0.1 | $316k | +9% | 4.4k | 71.62 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $285k | +15% | 3.7k | 77.48 |
|
| Automatic Data Processing (ADP) | 0.1 | $276k | +5% | 903.00 | 305.53 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $265k | NEW | 2.2k | 118.95 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $265k | 6.9k | 38.41 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $258k | +3% | 273.00 | 946.29 |
|
| Tesla Motors (TSLA) | 0.1 | $257k | +4% | 992.00 | 259.16 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $240k | -32% | 1.8k | 132.46 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $238k | +4% | 533.00 | 446.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $218k | NEW | 1.3k | 170.47 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $214k | 1.5k | 145.74 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $211k | +2% | 426.00 | 495.27 |
|
| BlackRock Floating Rate Income Trust (BGT) | 0.1 | $207k | +2% | 17k | 12.42 |
|
Past Filings by Reston Wealth Management
SEC 13F filings are viewable for Reston Wealth Management going back to 2018
- 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
- Reston Wealth Management 2022 Q3 filed Nov. 14, 2022
- Reston Wealth Management 2022 Q2 filed July 28, 2022
- Reston Wealth Management 2022 Q1 filed May 4, 2022
- Reston Wealth Management 2021 Q4 filed Feb. 9, 2022
- Reston Wealth Management 2021 Q3 filed Oct. 19, 2021