Reston Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Reston Wealth Management Llc disclosed 71 stock positions valued at approximately $368.92M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, SCHWAB STRATEGIC TR, and FIDELITY COVINGTON TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $368.92M
Holdings by Sector
Reston Wealth Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 20.31% | 608,809 | -3,402 | -0.56% | $74,932,270 |
| SCHWAB STRATEGIC TR | FNDX | Other | 20.09% | 2,355,179 | -10,855 | -0.46% | $74,117,494 |
| FIDELITY COVINGTON TRUST | FENI | Other | 12.40% | 1,146,477 | +48,891 | +4.45% | $45,755,912 |
| SPDR SERIES TRUST | SPAB | Other | 8.68% | 1,314,132 | -32,390 | -2.41% | $32,012,245 |
| ISHARES TR | SMLF | Other | 5.85% | 258,441 | -6,428 | -2.43% | $21,595,325 |
| SPDR SERIES TRUST | SPMD | Other | 5.78% | 338,331 | -6,285 | -1.82% | $21,328,381 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.99% | 292,958 | -38,876 | -11.72% | $14,709,409 |
| SPDR SERIES TRUST | SPYV | Other | 3.33% | 200,805 | -8,377 | -4.00% | $12,275,193 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.95% | 492,794 | +37,936 | +8.34% | $10,890,741 |
| SCHWAB STRATEGIC TR | FNDA | Other | 1.96% | 206,110 | +10,483 | +5.36% | $7,213,837 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.85% | 200,514 | +10,666 | +5.62% | $6,821,471 |
| MICROSOFT CORP | MSFT | Technology | 0.80% | 5,790 | -80 | -1.36% | $2,969,488 |
| ISHARES TR | SCZ | Other | 0.78% | 34,213 | +1,847 | +5.71% | $2,888,230 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.68% | 69,378 | -1,813 | -2.55% | $2,492,748 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.67% | 90,642 | -6,028 | -6.24% | $2,489,936 |
| NVIDIA CORPORATION | NVDA | Technology | 0.61% | 9,853 | -143 | -1.43% | $2,250,334 |
| APPLE INC | AAPL | Technology | 0.58% | 6,404 | -276 | -4.13% | $2,132,701 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 6,193 | -9 | -0.15% | $2,110,044 |
| VANGUARD BD INDEX FDS | BND | Other | 0.56% | 29,669 | -3,742 | -11.20% | $2,081,247 |
| INVESCO EXCHANGE TRADED FD T | RPG | Other | 0.53% | 33,673 | -330 | -0.97% | $1,965,508 |
| ALPHABET INC | GOOGL | Communication Services | 0.48% | 5,178 | +119 | +2.35% | $1,781,540 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 1,188 | +96 | +8.79% | $1,374,465 |
| ISHARES TR | IWF | Other | 0.35% | 10,283 | +464 | +4.73% | $1,288,025 |
| ISHARES TR | EFA | Other | 0.31% | 11,072 | +635 | +6.08% | $1,150,295 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.29% | 4,291 | +219 | +5.38% | $1,069,103 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 2,995 | +97 | +3.35% | $990,810 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 1,084 | +2 | +0.18% | $826,840 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.21% | 2,127 | +2 | +0.09% | $756,343 |
| BROADCOM INC | AVGO | Technology | 0.20% | 2,103 | -16 | -0.76% | $738,562 |
| ARISTA NETWORKS INC | ANET | Technology | 0.20% | 3,574 | +15 | +0.42% | $727,631 |
Showing 30 of 71 holdings in the latest reporting period.