Reston Wealth Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Reston Wealth Management LLC reported 54 stock positions worth $285.3 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 22.5% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 19.7%) and Ste STR SPDR PT DW Eu ETF (SPDW, 12.9%). Compared with Q1 2025, it opened 9 new positions, sold out of 4, added to 30 and reduced 14. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +6%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Reston, VA
- CIK
- 0001767617
- Portfolio Value
- $285.3M (Q2 2025)
- SEC Filing
- 0001767617-25-000004 ↗ filed Aug 6, 2025
Holdings Value
Holdings 54 stocks · $285.3M
| SPYG SS SPDR P S&P 500 Growth ETF | 22.49% | 673,214 | $64.2M | Add +5.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 19.69% | 2,289,684 | $56.2M | Add +5.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 12.87% | 907,233 | $36.7M | Add +15.2% |
| SPAB SS SPDR P Agg Bond ETF | 8.35% | 930,582 | $23.8M | Add +0.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 7.20% | 377,916 | $20.6M | Add +5.6% |
| SMLF iShares US Smallcap Equity F | 6.21% | 260,590 | $17.7M | Add +2.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.06% | 221,412 | $11.6M | Reduce -2.8% |
| SCHF Schwab Intl Equity ETF | 2.88% | 372,016 | $8.2M | Add +20.9% |
| SCHZ Schwab US Aggregate Bond ETF | 2.36% | 289,524 | $6.7M | Add +5.0% |
| SCHM Schwab US Mid Cap ETF | 1.80% | 182,999 | $5.1M | Add +8.9% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.72% | 170,841 | $4.9M | Add +20.0% |
| BND Vanguard Total Bond Market | 0.96% | 37,376 | $2.8M | Reduce -2.6% |
| MSFT Microsoft Corp. | 0.81% | 4,665 | $2.3M | Add +16.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.78% | 30,772 | $2.2M | Add +3.7% |
| SCHG Schwab US Large-Cap Growth | 0.76% | 74,174 | $2.2M | Add +6.9% |
| RPG Invesco S&P 500 Pure Growth | 0.64% | 40,095 | $1.8M | Reduce -7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 1,916 | $1.2M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 0.40% | 6,407 | $1.1M | Add +2.6% |
| AAPL Apple Inc. | 0.39% | 5,368 | $1.1M | Add +16.3% |
| NVDA Nvidia Corp. | 0.37% | 6,680 | $1.1M | Add +11.9% |
| IWF iShares Russell 1000 Growth | 0.34% | 2,293 | $974K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.31% | 9,818 | $878K | Add +19.9% |
| GOOGL Alphabet Inc. Class A | 0.26% | 4,180 | $737K | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.25% | 2,423 | $703K | Add +6.0% |
| AMZN Amazon.com Inc. | 0.22% | 2,884 | $633K | Add +3.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.21% | 19,816 | $597K | Reduce -1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 6,272 | $577K | Add +0.3% |
| MAR Marriott International Class A | 0.20% | 2,090 | $571K | Reduce -1.9% |
| VXF Vanguard Extended Market ETF | 0.19% | 2,869 | $553K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.19% | 707 | $551K | Add +8.4% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 3,514 | $474K | Reduce -7.8% |
| UGI Ugi Corp. | 0.15% | 11,707 | $426K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 813 | $395K | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.13% | 1,369 | $377K | New |
| MUB iShares National Muni Bond E | 0.13% | 3,520 | $368K | Reduce -78.2% |
| COST Costco Wholesale Corp. | 0.12% | 359 | $356K | Add +31.5% |
| TSLA Tesla Inc. | 0.12% | 1,094 | $348K | Add +10.3% |
| ANET Arista Networks Inc. | 0.12% | 3,354 | $343K | Reduce -8.9% |
| KO The Coca-Cola Co. | 0.11% | 4,435 | $314K | Add +0.7% |
| PSEP Innovator U.S. Equity Power | 0.10% | 6,890 | $282K | No change |
| NOC Northrop Grumman Corp. | 0.10% | 559 | $279K | Reduce -10.6% |
| ABBV Abbvie Inc. | 0.09% | 1,422 | $264K | Reduce -9.6% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,575 | $262K | Add +7.4% |
| AMAT Applied Materials Inc. | 0.09% | 1,422 | $260K | New |
| ADP Automatic Data Processing | 0.09% | 834 | $257K | Reduce -7.6% |
| ISRG Intuitive Surgical Inc. | 0.09% | 461 | $251K | Add +8.2% |
| LMT Lockheed Martin Corp. | 0.09% | 538 | $249K | Add +0.9% |
| MS Morgan Stanley | 0.08% | 1,652 | $233K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.08% | 710 | $222K | New |
| MCK McKesson Corp. | 0.08% | 300 | $220K | New |
| OEF iShares S&P 100 ETF | 0.07% | 698 | $213K | New |
| GE General Electric filed as GE AEROSPACE | 0.07% | 816 | $210K | New |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,346 | $208K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 4,309 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.8% | 4.06% | −0.64 |
| MUB iShares National Muni Bond E | Reduce -78.2% | 0.13% | −0.56 |
| BND Vanguard Total Bond Market | Reduce -2.6% | 0.96% | −0.18 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.11 |
| RTX RTX Corp. | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.09 |
| BGT BlackRock Fltng RT Inc. TR | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.14% | −0.04 |
| ABBV Abbvie Inc. | Reduce -9.6% | 0.09% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -10.6% | 0.10% | −0.03 |
| RPG Invesco S&P 500 Pure Growth | Reduce -7.8% | 0.64% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.41% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -7.8% | 0.17% | −0.02 |
| ADP Automatic Data Processing | Reduce -7.6% | 0.09% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.6% | 0.21% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 0.26% | −0.01 |
| MAR Marriott International Class A | Reduce -1.9% | 0.20% | −0.01 |
| ANET Arista Networks Inc. | Reduce -8.9% | 0.12% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.8% | 22.49% | +1.82 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +15.2% | 12.87% | +1.29 |
| SCHF Schwab Intl Equity ETF | Add +20.9% | 2.88% | +0.42 |
| MSFT Microsoft Corp. | Add +16.1% | 0.81% | +0.20 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +20.0% | 1.72% | +0.14 |
| AVGO Broadcom Inc. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +11.9% | 0.37% | +0.11 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| MS Morgan Stanley | New | 0.08% | +0.08 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.08% | +0.08 |
| MCK McKesson Corp. | New | 0.08% | +0.08 |
| OEF iShares S&P 100 ETF | New | 0.07% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +6.9% | 0.76% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +19.9% | 0.31% | +0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Add +3.7% | 0.78% | +0.02 |
| COST Costco Wholesale Corp. | Add +31.5% | 0.12% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +8.9% | 1.80% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +6.0% | 0.25% | +0.02 |
| TSLA Tesla Inc. | Add +10.3% | 0.12% | +0.02 |
| AMZN Amazon.com Inc. | Add +3.9% | 0.22% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.34% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +7.4% | 0.09% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.40% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +8.2% | 0.09% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.19% | −0.01 |
| UGI Ugi Corp. | Add +0.1% | 0.15% | −0.01 |
| LMT Lockheed Martin Corp. | Add +0.9% | 0.09% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 0.20% | −0.01 |
| KO The Coca-Cola Co. | Add +0.7% | 0.11% | −0.02 |
| LLY Eli Lilly & Co. | Add +8.4% | 0.19% | −0.02 |
| AAPL Apple Inc. | Add +16.3% | 0.39% | −0.03 |
| SMLF iShares US Smallcap Equity F | Add +2.8% | 6.21% | −0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +5.6% | 7.20% | −0.20 |
| SCHZ Schwab US Aggregate Bond ETF | Add +5.0% | 2.36% | −0.22 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +5.2% | 19.69% | −1.08 |
| SPAB SS SPDR P Agg Bond ETF | Add +0.8% | 8.35% | −1.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $371.0M | FNDX, SPYG, FENI, SPAB, SMLF |
| Q1 2026 | 62 | $326.4M | FNDX, SPYG, FENI, SPAB, SPMD |
| Q4 2025 | 64 | $326.9M | SPYG, FNDX, SPDW, SPAB, SPMD |
| Q3 2025 | 53 | $309.7M | SPYG, FNDX, SPDW, SPAB, SPMD |
| Q2 2025 | 54 | $285.3M | SPYG, FNDX, SPDW, SPAB, SPMD |
| Q1 2025 | 49 | $247.4M | FNDX, SPYG, SPDW, SPAB, SPMD |
| Q4 2024 | 50 | $269.0M | SPYG, FNDX, SPAB, SPDW, SPMD |
| Q3 2024 | 447 | $276.3M | SPYG, FNDX, SPDW, SPAB, SPMD |
| Q2 2024 | 53 | $250.1M | SPYG, FNDX, SPAB, SPDW, SPMD |
| Q1 2024 | 52 | $246.3M | SPYG, FNDX, SPAB, SPDW, SPMD |