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CIK: 0001767617
Total reported value
$371.0M
$371.0M
62 檔
59.0%
In Q1 2026, Reston Wealth Management LLC's U.S. equity holdings reached a combined market value of $371.0M, distributed across 62 disclosed stock positions.
In Q1 2026, Reston Wealth Management LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 19.87% | -0.05% | -2.15% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 19.28% | +0.36% | -3.83% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 11.74% | +0.13% | — | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.92% | -0.66% | +28.83% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.21% | +0.07% | -10.90% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.16% | +0.20% | +1.71% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.62% | -0.11% | -64.39% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.61% | -0.18% | -6.15% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.00% | -0.16% | +25.82% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.90% | +0.11% | +1.96% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.76% | +0.13% | -10.49% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.23% | +15.91% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.74% | -0.02% | -8.97% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.67% | +0.05% | -79.33% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.64% | +0.01% | +1.09% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.05% | -2.48% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.04% | -3.95% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.01% | -2.43% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.53% | -0.01% | -6.68% | |
| 20 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.51% | +0.08% | -9.11% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.04% | -0.91% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.03% | +0.09% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | -0.09% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -1.16% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | -3.11% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.10% | -1.56% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | -0.03% | -23.81% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | -0.08% | — | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.21% | — | -0.42% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.02% | -3.50% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | -0.01% | +7.77% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | — | -2.85% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.17% | -0.03% | -6.14% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.01% | +1.03% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.15% | +0.12% | +0.07% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | +0.04% | -4.28% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.03% | -1.68% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.13% | +0.03% | -0.99% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.12% | -0.03% | -3.31% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.02% | +1.30% | |
| 41 | UGI | Ugi CORP | Stock-Utilities | 0.12% | -0.04% | — | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.11% | -0.01% | -5.24% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.11% | +0.01% | +0.09% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | -0.01% | -2.11% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.10% | -0.01% | +19.56% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.01% | -2.09% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | -14.74% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.10% | -0.04% | -18.29% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | -5.05% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | +0.03% | -0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | +2.2% | +28.83% | Add |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | +0.6% | +25.82% | Add |
| 3 | SMLF | Ishares US Smallcap Equity F | +0.2% | +1.71% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.1% | +15.91% | Add |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +1.96% | Add |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | -2.15% | Trim |
| 7 | AMAT | Applied Materials Inc | 0% | +0.07% | Add |
| 8 | XOM | Exxon Mobil CORP | 0% | +1.30% | Add |
| 9 | MPC | Marathon Petroleum CORP | 0% | -5.24% | Trim |
| 10 | LMT | Lockheed Martin CORP | 0% | -3.31% | Trim |
| 11 | COST | Costco Wholesale CORP | 0% | -1.68% | Trim |
| 12 | MUB | Ishares National Muni Bond E | 0% | +19.56% | Add |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +7.77% | Add |
| 14 | CAT | Caterpillar Inc | 0% | -4.16% | Trim |
| 15 | JNJ | Johnson & Johnson | 0% | -2.09% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.76% | Add |
| 17 | MAR | Marriott International -cl A | 0% | -0.42% | Trim |
| 18 | WMT | Walmart Inc | 0% | -0.09% | Trim |
| 19 | KO | Coca-cola Co/the | 0% | -2.11% | Trim |
| 20 | MCK | Mckesson CORP | 0% | +0.35% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | -0.09% | Trim |
| 22 | OEF | Ishares S&p 100 ETF | — | +0.29% | Add |
| 23 | UGI | Ugi CORP | — | — | Unchanged |
| 24 | NOC | Northrop Grumman CORP | — | -18.29% | Trim |
| 25 | PSEP | Innovator U.s. Equity Power | — | — | Unchanged |
| 26 | CSCO | Cisco Systems Inc | — | -0.23% | Trim |
| 27 | VXF | Vanguard Extended Market ETF | 0% | -6.14% | Trim |
| 28 | GE | General Electric | 0% | -5.76% | Trim |
| 29 | ANET | Arista Networks Inc | 0% | -0.99% | Trim |
| 30 | V | Visa Inc-class A Shares | 0% | +1.03% | Add |
| 31 | MS | Morgan Stanley | 0% | +0.09% | Add |
| 32 | BAC | Bank Of America CORP | 0% | -0.09% | Trim |
| 33 | IWR | Ishares Russell Mid-cap ETF | 0% | -2.85% | Trim |
| 34 | ABBV | Abbvie Inc | 0% | -14.74% | Trim |
| 35 | META | Meta Platforms Inc-class A | 0% | -5.05% | Trim |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +0.87% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.28% | Trim |
| 38 | AMZN | Amazon.com Inc | 0% | -3.11% | Trim |
| 39 | TSLA | Tesla Inc | 0% | +1.03% | Add |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | +0.09% | Add |
| 41 | JPM | Jpmorgan Chase & Co | 0% | -1.16% | Trim |
| 42 | SHOP | Shopify Inc - Class A | 0% | -3.14% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | -0.91% | Trim |
| 44 | AVGO | Broadcom Inc | 0% | -3.50% | Trim |
| 45 | RPG | Invesco S&p 500 Pure Growth | -0.1% | -9.11% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.1% | -1.56% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | -2.43% | Trim |
| 48 | SCHG | Schwab US Large-cap Growth | -0.1% | +1.09% | Add |
| 49 | NVDA | Nvidia CORP | -0.1% | -3.95% | Trim |
| 50 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -8.97% | Trim |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 62 disclosed positions in Q1 2026.
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, FENI) accounted for 59.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FENI
市值: $38.3M
Top Position Liquidated / Trimmed
IVV
前期市值: $388.7K
During Q1 2026, Reston Wealth Management LLC's top holdings by market value included FNDX (19.9%)、SPYG (19.3%)、FENI (11.7%). The largest single position, FNDX, represented 19.9% of total portfolio value.
In Q1 2026, Reston Wealth Management LLC made 65 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 39 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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