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CIK: 0001767617
Total reported value
$371.0M
$371.0M
49 檔
46.6%
According to the latest 13F quarterly dataset, Reston Wealth Management LLC managed an equity portfolio of $371.0M at the end of Q1 2025, spanning 49 distinct U.S. exchange-listed positions.
In Q1 2025, Reston Wealth Management LLC displayed an active expansion posture, initiating 49 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 20.77% | -0.05% | +4.31% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 20.67% | +0.36% | -6.27% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 11.59% | -0.11% | +1.10% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.53% | -0.66% | -15.11% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.41% | +0.07% | -0.24% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.37% | +0.20% | +1.60% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.70% | -0.18% | -9.75% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.58% | -0.16% | -9.99% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.46% | +0.05% | +9.87% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.78% | +0.13% | +7.12% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.58% | +0.11% | +7.09% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.14% | -0.23% | -1.15% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.76% | -0.02% | -5.82% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | +0.01% | -18.26% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.01% | -80.89% | |
| 16 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.67% | +0.08% | -1.14% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.05% | +0.93% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.03% | +228.31% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.41% | -0.01% | +7.37% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.01% | -4.01% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.03% | +0.13% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.27% | -0.01% | -1.74% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.04% | +2.56% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.04% | +7.99% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | -6.00% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.22% | -0.01% | -34.63% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.10% | +2.35% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.22% | — | -1.84% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -11.45% | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.21% | — | +2.80% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | -0.03% | -29.37% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | +0.06% | NEW | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.04% | -6.70% | |
| 34 | UGI | Ugi CORP | Stock-Utilities | 0.16% | -0.04% | +1.32% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | — | +12.84% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.13% | -0.04% | -12.95% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.01% | +9.71% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.12% | +0.03% | +15.03% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.11% | — | +5.74% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.02% | — | |
| 41 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.11% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.03% | +3.02% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.01% | +4.53% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.10% | — | -32.22% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.03% | +4.51% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | -0.01% | +0.55% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.09% | -0.02% | +2.16% | |
| 49 | BGT | Blackrock Fltng Rt Inc Tr | Stock-Other | 0.08% | — | +2.89% |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 49 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SPYG, SPDW) accounted for 46.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
FNDX
市值: $51.4M
During Q1 2025, Reston Wealth Management LLC's top holdings by market value included FNDX (20.8%)、SPYG (20.7%)、SPDW (11.6%). The largest single position, FNDX, represented 20.8% of total portfolio value.
In Q1 2025, Reston Wealth Management LLC made 49 total portfolio adjustments, initiating 49 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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