Institutions / Reston Wealth Management LLC
Reston Wealth Management LLC
CIK 1767617 · Institution · as of Dec 31, 2025
Portfolio value
$326.86M
Positions
64
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 64 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $71.33M | 21.8% |
| Schwab Strategic Tr | $64.78M | 19.8% |
| SPDR Index Shs Fds | $41.23M | 12.6% |
| SPDR Series Trust | $25.25M | 7.7% |
| SPDR Series Trust | $22.23M | 6.8% |
| iShares Tr | $19.60M | 6.0% |
| SPDR Series Trust | $12.60M | 3.9% |
| Schwab Strategic Tr | $10.22M | 3.1% |
| Schwab Strategic Tr | $7.84M | 2.4% |
| Schwab Strategic Tr | $6.22M | 1.9% |
| Schwab Strategic Tr | $5.90M | 1.8% |
| Microsoft Corp | $2.79M | 0.9% |
| iShares Tr | $2.63M | 0.8% |
| Vanguard Bd Index Fds | $2.51M | 0.8% |
| Schwab Strategic Tr | $2.31M | 0.7% |
| Alphabet Inc. | $2.13M | 0.7% |
| NVIDIA Corp | $2.12M | 0.6% |
| Apple Inc. | $1.99M | 0.6% |
| Invesco Exchange Traded Fd T | $1.83M | 0.6% |
| Alphabet Inc. | $1.62M | 0.5% |
| SPDR S&P 500 ETF Tr | $1.10M | 0.3% |
| iShares Tr | $1.09M | 0.3% |
| ELI LILLY & Co | $964.8K | 0.3% |
| iShares Tr | $962.1K | 0.3% |
| Amazon.com Inc | $958.6K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.