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CIK: 0001767617
Total reported value
$371.0M
$371.0M
53 檔
58.5%
As reported in its official Q3 2025 Form 13F filing, Reston Wealth Management LLC's tracked investment portfolio stood at $371.0M with 53 total positions.
In Q3 2025, Reston Wealth Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 26 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 | 22.77% | +0.36% | +0.24% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 19.92% | -0.05% | +2.47% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.50% | -0.11% | -0.29% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.95% | -0.66% | +2.38% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.98% | +0.07% | +0.03% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.23% | +0.20% | -0.34% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.95% | -0.18% | -0.02% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.15% | +0.05% | +12.66% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.49% | -0.16% | +13.71% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.94% | +0.13% | +10.65% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.89% | +0.11% | +9.77% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.83% | -0.02% | +9.21% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.05% | +1.07% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | +0.01% | -1.77% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | -0.23% | -19.28% | |
| 16 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.61% | +0.08% | -1.73% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.01% | -1.05% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.04% | +11.17% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.44% | -0.01% | -1.21% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.03% | -8.82% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.03% | +0.09% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.04% | +1.27% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +0.50% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.22% | -0.01% | +1.98% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | +0.66% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.20% | — | +0.30% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.19% | -0.03% | +0.28% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.18% | — | +0.10% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.10% | -1.84% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | +0.06% | NEW | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.01% | +2.65% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.16% | +0.03% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.02% | +1.83% | |
| 35 | UGI | Ugi CORP | Stock-Utilities | 0.13% | -0.04% | -0.04% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | +0.04% | -11.93% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | +3.45% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.03% | +1.39% | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.11% | -0.04% | -4.47% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.03% | +18.96% | |
| 41 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.10% | — | — | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.09% | +0.01% | +5.99% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | -0.01% | -5.41% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.09% | -0.01% | -26.36% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.09% | +0.12% | -5.27% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | -0.01% | -12.25% | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.09% | -0.06% | EXIT | |
| 48 | GE | General Electric | Stock-Industrials | 0.08% | +0.03% | +1.84% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.08% | — | +1.08% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.08% | -0.07% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.1% | +0.24% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.9% | -0.29% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.7% | +12.66% | Add |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.3% | +9.77% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +11.17% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +1.07% | Add |
| 7 | SCHM | Schwab US Mid Cap ETF | +0.2% | +10.65% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -1.05% | Add |
| 9 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +9.21% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.27% | Trim |
| 11 | TSLA | Tesla Inc | +0.1% | +2.65% | Add |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | -1.77% | Add |
| 13 | ANET | Arista Networks Inc | 0% | — | Trim |
| 14 | AAPL | Apple Inc | 0% | -1.21% | Add |
| 15 | EFA | Ishares Msci Eafe ETF | 0% | — | Add |
| 16 | IWF | Ishares Russell 1000 Growth | 0% | +0.09% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +0.50% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +1.39% | Add |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | +1.98% | Add |
| 20 | AMZN | Amazon.com Inc | — | +0.66% | Add |
| 21 | LMT | Lockheed Martin CORP | — | +18.96% | Add |
| 22 | MPC | Marathon Petroleum CORP | — | -12.25% | Trim |
| 23 | VXF | Vanguard Extended Market ETF | 0% | +0.28% | Add |
| 24 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.30% | Add |
| 25 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.28% | Trim |
| 26 | RPG | Invesco S&p 500 Pure Growth | -0.1% | -1.73% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.93% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -8.82% | Trim |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +13.71% | Add |
| 30 | SMLF | Ishares US Smallcap Equity F | -0.1% | -0.34% | Add |
| 31 | BND | Vanguard Total Bond Market | -0.4% | -19.28% | Trim |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.4% | +0.03% | Add |
| 33 | MUB | Ishares National Muni Bond E | -0.6% | -26.36% | Trim |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.8% | -0.02% | Trim |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.9% | +2.47% | Add |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | -1.6% | +2.38% | Add |
| 37 | AVGO | Broadcom Inc | — | NEW | New buy |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 40 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 41 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 42 | GE | General Electric | — | NEW | New buy |
| 43 | RTX | Rtx CORP | — | EXIT | Sold out |
| 44 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 45 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 47 | MCK | Mckesson CORP | — | NEW | New buy |
| 48 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 49 | BGT | Blackrock Fltng Rt Inc Tr | — | EXIT | Sold out |
| 50 | CSCO | Cisco Systems Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 53 disclosed positions in Q3 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 58.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $459.8K
Top Position Liquidated / Trimmed
XOM
前期市值: $265.0K
During Q3 2025, Reston Wealth Management LLC's top holdings by market value included SPYG (22.8%)、FNDX (19.9%)、SPDW (12.5%). The largest single position, SPYG, represented 22.8% of total portfolio value.
In Q3 2025, Reston Wealth Management LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 5 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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