Reston Wealth Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Reston Wealth Management LLC reported 53 stock positions worth $309.7 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 22.8% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 19.9%) and Ste STR SPDR PT DW Eu ETF (SPDW, 12.5%). Compared with Q2 2025, it opened 2 new positions, sold out of 3, added to 30 and reduced 18. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +0%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Reston, VA
- CIK
- 0001767617
- Portfolio Value
- $309.7M (Q3 2025)
- SEC Filing
- 0001767617-25-000006 ↗ filed Oct 21, 2025
Holdings Value
Holdings 53 stocks · $309.7M
| SPYG SS SPDR P S&P 500 Growth ETF | 22.77% | 674,839 | $70.5M | Add +0.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 19.92% | 2,346,302 | $61.7M | Add +2.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 12.50% | 904,576 | $38.7M | Reduce -0.3% |
| SPAB SS SPDR P Agg Bond ETF | 7.95% | 952,736 | $24.6M | Add +2.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.98% | 378,032 | $21.6M | Add +0.0% |
| SMLF iShares US Smallcap Equity F | 6.23% | 259,716 | $19.3M | Reduce -0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.95% | 221,374 | $12.2M | Reduce -0.0% |
| SCHF Schwab Intl Equity ETF | 3.15% | 419,115 | $9.8M | Add +12.7% |
| SCHZ Schwab US Aggregate Bond ETF | 2.49% | 329,225 | $7.7M | Add +13.7% |
| SCHM Schwab US Mid Cap ETF | 1.94% | 202,489 | $6.0M | Add +10.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.89% | 187,540 | $5.8M | Add +9.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.83% | 33,607 | $2.6M | Add +9.2% |
| MSFT Microsoft Corp. | 0.79% | 4,715 | $2.4M | Add +1.1% |
| SCHG Schwab US Large-Cap Growth | 0.75% | 72,860 | $2.3M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 0.72% | 30,171 | $2.2M | Reduce -19.3% |
| RPG Invesco S&P 500 Pure Growth | 0.61% | 39,402 | $1.9M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.50% | 6,340 | $1.5M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.45% | 7,426 | $1.4M | Add +11.2% |
| AAPL Apple Inc. | 0.44% | 5,303 | $1.4M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,747 | $1.2M | Reduce -8.8% |
| IWF iShares Russell 1000 Growth | 0.35% | 2,295 | $1.1M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,233 | $1.0M | Add +1.3% |
| EFA iShares MSCI Eafe ETF | 0.30% | 9,818 | $917K | No change |
| JPM JPMorgan Chase & Co. | 0.25% | 2,435 | $768K | Add +0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.22% | 20,208 | $674K | Add +2.0% |
| AMZN Amazon.com Inc. | 0.21% | 2,903 | $637K | Add +0.7% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 6,291 | $607K | Add +0.3% |
| VXF Vanguard Extended Market ETF | 0.19% | 2,877 | $602K | Add +0.3% |
| MAR Marriott International Class A | 0.18% | 2,092 | $545K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.17% | 694 | $529K | Reduce -1.8% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 3,524 | $513K | Add +0.3% |
| TSLA Tesla Inc. | 0.16% | 1,123 | $499K | Add +2.6% |
| ANET Arista Networks Inc. | 0.16% | 3,354 | $489K | No change |
| AVGO Broadcom Inc. | 0.15% | 1,394 | $460K | Add +1.8% |
| UGI Ugi Corp. | 0.13% | 11,702 | $389K | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 716 | $360K | Reduce -11.9% |
| ABBV Abbvie Inc. | 0.11% | 1,471 | $341K | Add +3.5% |
| COST Costco Wholesale Corp. | 0.11% | 364 | $337K | Add +1.4% |
| NOC Northrop Grumman Corp. | 0.11% | 534 | $325K | Reduce -4.5% |
| LMT Lockheed Martin Corp. | 0.10% | 640 | $320K | Add +19.0% |
| PSEP Innovator U.S. Equity Power | 0.10% | 6,890 | $296K | No change |
| MS Morgan Stanley | 0.09% | 1,751 | $278K | Add +6.0% |
| KO The Coca-Cola Co. | 0.09% | 4,195 | $278K | Reduce -5.4% |
| MUB iShares National Muni Bond E | 0.09% | 2,592 | $276K | Reduce -26.4% |
| AMAT Applied Materials Inc. | 0.09% | 1,347 | $276K | Reduce -5.3% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,382 | $266K | Reduce -12.3% |
| SHOP Shopify Inc. Class A | 0.09% | 1,789 | $266K | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 831 | $250K | Add +1.8% |
| ADP Automatic Data Processing | 0.08% | 843 | $247K | Add +1.1% |
| OEF iShares S&P 100 ETF | 0.08% | 700 | $233K | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,357 | $219K | Add +0.3% |
| MCK McKesson Corp. | 0.07% | 280 | $216K | Reduce -6.7% |
| CSCO Cisco Systems Inc. | 0.06% | 2,933 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.3% | 12.50% | −0.38 |
| BND Vanguard Total Bond Market | Reduce -19.3% | 0.72% | −0.24 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.0% | 3.95% | −0.11 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.09 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.08 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -26.4% | 0.09% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.8% | 0.38% | −0.04 |
| RPG Invesco S&P 500 Pure Growth | Reduce -1.7% | 0.61% | −0.04 |
| UGI Ugi Corp. | Reduce -0.0% | 0.13% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.9% | 0.12% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.17% | −0.02 |
| KO The Coca-Cola Co. | Reduce -5.4% | 0.09% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.8% | 0.75% | −0.01 |
| MCK McKesson Corp. | Reduce -6.7% | 0.07% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -12.3% | 0.09% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -5.3% | 0.09% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -4.5% | 0.11% | +0.01 |
| SMLF iShares US Smallcap Equity F | Reduce -0.3% | 6.23% | +0.03 |
| AAPL Apple Inc. | Reduce -1.2% | 0.44% | +0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.50% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.2% | 22.77% | +0.28 |
| SCHF Schwab Intl Equity ETF | Add +12.7% | 3.15% | +0.27 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.5% | 19.92% | +0.23 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +9.8% | 1.89% | +0.17 |
| SCHM Schwab US Mid Cap ETF | Add +10.7% | 1.94% | +0.14 |
| SCHZ Schwab US Aggregate Bond ETF | Add +13.7% | 2.49% | +0.14 |
| SHOP Shopify Inc. Class A | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +11.2% | 0.45% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.33% | +0.07 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Add +9.2% | 0.83% | +0.05 |
| TSLA Tesla Inc. | Add +2.6% | 0.16% | +0.04 |
| ABBV Abbvie Inc. | Add +3.5% | 0.11% | +0.02 |
| AVGO Broadcom Inc. | Add +1.8% | 0.15% | +0.02 |
| LMT Lockheed Martin Corp. | Add +19.0% | 0.10% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.0% | 0.22% | +0.01 |
| MS Morgan Stanley | Add +6.0% | 0.09% | +0.01 |
| GE General Electric | Add +1.8% | 0.08% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.35% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.25% | +0.00 |
| OEF iShares S&P 100 ETF | Add +0.3% | 0.08% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.19% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.17% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.07% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 0.20% | −0.01 |
| ADP Automatic Data Processing | Add +1.1% | 0.08% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.21% | −0.02 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.11% | −0.02 |
| MAR Marriott International Class A | Add +0.1% | 0.18% | −0.02 |
| MSFT Microsoft Corp. | Add +1.1% | 0.79% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.0% | 6.98% | −0.22 |
| SPAB SS SPDR P Agg Bond ETF | Add +2.4% | 7.95% | −0.40 |
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 |