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CIK: 0001767617
Total reported value
$371.0M
$371.0M
64 檔
60.6%
The Q4 2025 SEC filing reveals that Reston Wealth Management LLC held a total portfolio value of $371.0M, covering 64 public equity positions.
In Q4 2025, Reston Wealth Management LLC displayed an active expansion posture, initiating 12 new positions and adding to 31 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 | 21.82% | +0.36% | -0.93% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 19.82% | -0.05% | +1.47% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.61% | -0.11% | +2.64% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.73% | -0.66% | +2.94% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.80% | +0.07% | +1.57% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.00% | +0.20% | +0.81% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.86% | -0.18% | +0.20% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.13% | +0.05% | +1.40% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.40% | -0.16% | +1.88% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.90% | +0.13% | +2.17% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.81% | +0.11% | -0.08% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.05% | +22.42% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.81% | -0.02% | +1.10% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 0.77% | -0.23% | +12.26% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.71% | +0.01% | -2.71% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.01% | +7.03% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.04% | +52.84% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.61% | -0.01% | +38.05% | |
| 19 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.56% | +0.08% | -0.37% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.04% | +22.04% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.03% | -7.44% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.03% | +0.04% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.10% | +29.39% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.01% | +2.05% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | +43.06% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | +19.92% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.02% | +59.90% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.20% | — | +1.72% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | -0.01% | +29.30% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | — | +0.38% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.18% | -0.03% | +0.28% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.18% | -0.01% | -11.85% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | +0.04% | +43.58% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.14% | +0.03% | +5.31% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.03% | +30.77% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | — | +18.08% | |
| 37 | UGI | Ugi CORP | Stock-Utilities | 0.12% | -0.04% | -10.18% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.12% | +0.01% | +24.44% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | — | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | +0.12% | +4.23% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.01% | +10.77% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.10% | -0.02% | — | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.03% | +3.91% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.10% | -0.04% | +5.43% | |
| 46 | GE | General Electric | Stock-Industrials | 0.10% | +0.03% | +25.39% | |
| 47 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.09% | — | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | +0.03% | +30.72% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.01% | — | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.09% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.2% | +52.84% | Add |
| 2 | AAPL | Apple Inc | +0.2% | +38.05% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +22.04% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +7.03% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | +29.39% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +2.64% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +59.90% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +43.06% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | +22.42% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +12.26% | Add |
| 11 | JPM | Jpmorgan Chase & Co | 0% | +19.92% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +43.58% | Add |
| 13 | TSLA | Tesla Inc | 0% | +29.30% | Add |
| 14 | MS | Morgan Stanley | 0% | +24.44% | Add |
| 15 | CSCO | Cisco Systems Inc | 0% | +30.72% | Add |
| 16 | MAR | Marriott International -cl A | 0% | +1.72% | Add |
| 17 | AMAT | Applied Materials Inc | 0% | +4.23% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +30.77% | Add |
| 19 | GE | General Electric | 0% | +25.39% | Add |
| 20 | ABBV | Abbvie Inc | 0% | +18.08% | Add |
| 21 | KO | Coca-cola Co/the | 0% | +10.77% | Add |
| 22 | EFA | Ishares Msci Eafe ETF | 0% | +2.05% | Add |
| 23 | SCHF | Schwab Intl Equity ETF | 0% | +1.40% | Add |
| 24 | SCZ | Ishares Msci Eafe Small-cap | 0% | +1.10% | Add |
| 25 | SCHM | Schwab US Mid Cap ETF | 0% | +2.17% | Add |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -11.85% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.44% | Trim |
| 28 | RPG | Invesco S&p 500 Pure Growth | -0.1% | -0.37% | Trim |
| 29 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.1% | -0.08% | Trim |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +0.20% | Add |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +1.88% | Add |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | +1.47% | Add |
| 33 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -61.80% | Trim |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | +1.57% | Add |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | +2.94% | Add |
| 36 | SMLF | Ishares US Smallcap Equity F | -0.2% | +0.81% | Add |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | -1% | -0.93% | Trim |
| 38 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 42 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 43 | WMT | Walmart Inc | — | NEW | New buy |
| 44 | CAT | Caterpillar Inc | — | NEW | New buy |
| 45 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 46 | BAC | Bank Of America CORP | — | NEW | New buy |
| 47 | MA | Mastercard Inc - A | — | NEW | New buy |
| 48 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | Sold out |
| 49 | HD | Home Depot Inc | — | NEW | New buy |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | 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 64 disclosed positions in Q4 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 60.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
IVV
市值: $388.7K
Top Position Liquidated / Trimmed
IJH
前期市值: $219.1K
During Q4 2025, Reston Wealth Management LLC's top holdings by market value included SPYG (21.8%)、FNDX (19.8%)、SPDW (12.6%). The largest single position, SPYG, represented 21.8% of total portfolio value.
In Q4 2025, Reston Wealth Management LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 31 positions, trimming 6 holdings, and fully liquidating 1 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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