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CIK: 0001767617
Total reported value
$371.0M
$371.0M
54 檔
54.3%
At the close of Q2 2025, Reston Wealth Management LLC disclosed equity holdings valued at approximately $371.0M, spread across 54 reported holdings.
In Q2 2025, Reston Wealth Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 22.49% | +0.36% | +5.84% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 19.69% | -0.05% | +5.20% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.87% | -0.11% | +15.23% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 8.35% | -0.66% | +0.85% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.20% | +0.07% | +5.57% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.21% | +0.20% | +2.79% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.06% | -0.18% | -2.81% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.88% | +0.05% | +20.86% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.36% | -0.16% | +5.02% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.80% | +0.13% | +8.94% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.72% | +0.11% | +19.99% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 0.96% | -0.23% | -2.63% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.05% | +16.13% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.78% | -0.02% | +3.67% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.76% | +0.01% | +6.94% | |
| 16 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.64% | +0.08% | -7.75% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.03% | -2.24% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.01% | +2.63% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.39% | -0.01% | +16.29% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.04% | +11.86% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.03% | +0.09% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | -0.01% | +19.89% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.04% | -2.31% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +5.95% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +3.85% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.21% | -0.01% | -1.58% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.20% | — | +0.29% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.20% | — | -1.88% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.19% | -0.03% | +0.24% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.10% | +8.44% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | +0.06% | NEW | |
| 32 | UGI | Ugi CORP | Stock-Utilities | 0.15% | -0.04% | +0.12% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | +0.04% | -2.75% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.02% | — | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | -78.17% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.03% | +31.50% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | -0.01% | +10.28% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.12% | +0.03% | -8.88% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | -0.01% | +0.68% | |
| 40 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.10% | — | — | |
| 41 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.10% | -0.04% | -10.56% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | -9.60% | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | -0.01% | +7.36% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.09% | +0.12% | — | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.09% | — | -7.64% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.09% | -0.02% | +8.22% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.09% | -0.03% | +0.94% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.08% | +0.01% | — | |
| 49 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.08% | — | — | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.08% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.8% | +5.84% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1.3% | +15.23% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.4% | +20.86% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | +16.13% | Add |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +19.99% | Add |
| 6 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.1% | +11.86% | Add |
| 8 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 9 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | New buy |
| 11 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 12 | OEF | Ishares S&p 100 ETF | +0.1% | NEW | New buy |
| 13 | GE | General Electric | +0.1% | NEW | New buy |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 15 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 16 | SCHG | Schwab US Large-cap Growth | +0.1% | +6.94% | Add |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | +19.89% | Add |
| 18 | SCHM | Schwab US Mid Cap ETF | 0% | +8.94% | Add |
| 19 | SCZ | Ishares Msci Eafe Small-cap | 0% | +3.67% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +5.95% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | +31.50% | Add |
| 22 | TSLA | Tesla Inc | 0% | +10.28% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +2.63% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | +0.09% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +3.85% | Add |
| 26 | ANET | Arista Networks Inc | — | -8.88% | Trim |
| 27 | MPC | Marathon Petroleum CORP | — | +7.36% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -2.31% | Trim |
| 29 | MAR | Marriott International -cl A | 0% | -1.88% | Trim |
| 30 | VXF | Vanguard Extended Market ETF | 0% | +0.24% | Add |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -1.58% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.24% | Trim |
| 33 | AAPL | Apple Inc | 0% | +16.29% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.29% | Add |
| 35 | RPG | Invesco S&p 500 Pure Growth | 0% | -7.75% | Trim |
| 36 | NOC | Northrop Grumman CORP | 0% | -10.56% | Trim |
| 37 | ABBV | Abbvie Inc | 0% | -9.60% | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.75% | Trim |
| 39 | BGT | Blackrock Fltng Rt Inc Tr | -0.1% | EXIT | Sold out |
| 40 | PG | Procter & Gamble Co/the | -0.1% | EXIT | Sold out |
| 41 | RTX | Rtx CORP | -0.1% | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 43 | SMLF | Ishares US Smallcap Equity F | -0.2% | +2.79% | Add |
| 44 | BND | Vanguard Total Bond Market | -0.2% | -2.63% | Trim |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | +5.57% | Add |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | +5.02% | Add |
| 47 | MUB | Ishares National Muni Bond E | -0.6% | -78.17% | Trim |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.6% | -2.81% | Trim |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | -1.1% | +5.20% | Add |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | -1.2% | +0.85% | Add |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 54 disclosed positions in Q2 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 SPYG, FNDX, SPDW) accounted for 54.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $377.3K
Top Position Liquidated / Trimmed
XOM
前期市值: $265.0K
During Q2 2025, Reston Wealth Management LLC's top holdings by market value included SPYG (22.5%)、FNDX (19.7%)、SPDW (12.9%). The largest single position, SPYG, represented 22.5% of total portfolio value.
In Q2 2025, Reston Wealth Management LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 4 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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