Reston Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Reston Wealth Management LLC reported 64 stock positions worth $326.9 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 21.8% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 19.8%) and Ste STR SPDR PT DW Eu ETF (SPDW, 12.6%). Compared with Q3 2025, it opened 12 new positions, sold out of 1, added to 41 and reduced 10. The biggest buy was Nvidia (NVDA, shares +53%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Reston, VA
- CIK
- 0001767617
- Portfolio Value
- $326.9M (Q4 2025)
- SEC Filing
- 0001705819-26-000022 ↗ filed Feb 12, 2026
Holdings Value
Holdings 64 stocks · $326.9M
| SPYG SS SPDR P S&P 500 Growth ETF | 21.82% | 668,534 | $71.3M | Reduce -0.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 19.82% | 2,380,794 | $64.8M | Add +1.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 12.61% | 928,458 | $41.2M | Add +2.6% |
| SPAB SS SPDR P Agg Bond ETF | 7.73% | 980,752 | $25.3M | Add +2.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.80% | 383,952 | $22.2M | Add +1.6% |
| SMLF iShares US Smallcap Equity F | 6.00% | 261,813 | $19.6M | Add +0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.86% | 221,811 | $12.6M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 3.13% | 425,003 | $10.2M | Add +1.4% |
| SCHZ Schwab US Aggregate Bond ETF | 2.40% | 335,417 | $7.8M | Add +1.9% |
| SCHM Schwab US Mid Cap ETF | 1.90% | 206,893 | $6.2M | Add +2.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.81% | 187,394 | $5.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.85% | 5,772 | $2.8M | Add +22.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.81% | 33,976 | $2.6M | Add +1.1% |
| BND Vanguard Total Bond Market | 0.77% | 33,870 | $2.5M | Add +12.3% |
| SCHG Schwab US Large-Cap Growth | 0.71% | 70,886 | $2.3M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.65% | 6,786 | $2.1M | Add +7.0% |
| NVDA Nvidia Corp. | 0.65% | 11,350 | $2.1M | Add +52.8% |
| AAPL Apple Inc. | 0.61% | 7,321 | $2.0M | Add +38.0% |
| RPG Invesco S&P 500 Pure Growth | 0.56% | 39,255 | $1.8M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.49% | 5,166 | $1.6M | Add +22.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,617 | $1.1M | Reduce -7.4% |
| IWF iShares Russell 1000 Growth | 0.33% | 2,296 | $1.1M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.30% | 898 | $965K | Add +29.4% |
| EFA iShares MSCI Eafe ETF | 0.29% | 10,019 | $962K | Add +2.0% |
| AMZN Amazon.com Inc. | 0.29% | 4,153 | $959K | Add +43.1% |
| JPM JPMorgan Chase & Co. | 0.29% | 2,920 | $941K | Add +19.9% |
| AVGO Broadcom Inc. | 0.24% | 2,229 | $771K | Add +59.9% |
| MAR Marriott International Class A | 0.20% | 2,128 | $660K | Add +1.7% |
| TSLA Tesla Inc. | 0.20% | 1,452 | $653K | Add +29.3% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 6,315 | $608K | Add +0.4% |
| VXF Vanguard Extended Market ETF | 0.18% | 2,885 | $603K | Add +0.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.18% | 17,814 | $583K | Reduce -11.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,028 | $517K | Add +43.6% |
| ANET Arista Networks Inc. | 0.14% | 3,532 | $463K | Add +5.3% |
| COST Costco Wholesale Corp. | 0.13% | 476 | $410K | Add +30.8% |
| ABBV Abbvie Inc. | 0.12% | 1,737 | $397K | Add +18.1% |
| UGI Ugi Corp. | 0.12% | 10,511 | $393K | Reduce -10.2% |
| IVV iShares Core S&P 500 ETF | 0.12% | 568 | $389K | New |
| MS Morgan Stanley | 0.12% | 2,179 | $387K | Add +24.4% |
| META Meta Platforms Inc. Class A | 0.12% | 574 | $379K | New |
| AMAT Applied Materials Inc. | 0.11% | 1,404 | $361K | Add +4.2% |
| KO The Coca-Cola Co. | 0.10% | 4,647 | $325K | Add +10.8% |
| ISRG Intuitive Surgical Inc. | 0.10% | 573 | $324K | New |
| LMT Lockheed Martin Corp. | 0.10% | 665 | $322K | Add +3.9% |
| NOC Northrop Grumman Corp. | 0.10% | 563 | $321K | Add +5.4% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,042 | $321K | Add +25.4% |
| PSEP Innovator U.S. Equity Power | 0.09% | 6,890 | $301K | No change |
| CSCO Cisco Systems Inc. | 0.09% | 3,834 | $295K | Add +30.7% |
| JNJ Johnson & Johnson | 0.09% | 1,387 | $287K | New |
| SHOP Shopify Inc. Class A | 0.09% | 1,754 | $282K | Reduce -2.0% |
| MUB iShares National Muni Bond E | 0.09% | 2,618 | $280K | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.08% | 2,236 | $269K | New |
| MPC Marathon Petroleum Corp. | 0.08% | 1,585 | $258K | Add +14.7% |
| WMT Walmart Inc. | 0.08% | 2,311 | $258K | New |
| CAT Caterpillar Inc. | 0.08% | 433 | $248K | New |
| OEF iShares S&P 100 ETF | 0.07% | 699 | $240K | Reduce -0.1% |
| V Visa Inc. Class A | 0.07% | 679 | $238K | New |
| MCK McKesson Corp. | 0.07% | 286 | $235K | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 4,244 | $233K | New |
| ADP Automatic Data Processing | 0.07% | 892 | $229K | Add +5.8% |
| MA Mastercard Inc. Class A | 0.07% | 398 | $227K | New |
| HD Home Depot Inc. | 0.07% | 621 | $214K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 672 | $204K | New |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,346 | $200K | Reduce -61.8% |
Portfolio Sells Q3 2025 → Q4 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 21.82% | −0.95 |
| ITOT iShares Core S&P Total U.S. | Reduce -61.8% | 0.06% | −0.10 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.1% | 1.81% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.07 |
| RPG Invesco S&P 500 Pure Growth | Reduce -0.4% | 0.56% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.7% | 0.71% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -11.8% | 0.18% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.4% | 0.34% | −0.04 |
| UGI Ugi Corp. | Reduce -10.2% | 0.12% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -0.1% | 0.07% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -2.0% | 0.09% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Add +52.8% | 0.65% | +0.20 |
| AAPL Apple Inc. | Add +38.0% | 0.61% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +22.0% | 0.49% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +7.0% | 0.65% | +0.15 |
| LLY Eli Lilly & Co. | Add +29.4% | 0.30% | +0.12 |
| IVV iShares Core S&P 500 ETF | New | 0.12% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.6% | 12.61% | +0.12 |
| META Meta Platforms Inc. Class A | New | 0.12% | +0.12 |
| ISRG Intuitive Surgical Inc. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +59.9% | 0.24% | +0.09 |
| AMZN Amazon.com Inc. | Add +43.1% | 0.29% | +0.09 |
| XOM Exxon Mobil Corp. | New | 0.08% | +0.08 |
| WMT Walmart Inc. | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| V Visa Inc. Class A | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| MA Mastercard Inc. Class A | New | 0.07% | +0.07 |
| HD Home Depot Inc. | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +22.4% | 0.85% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| BND Vanguard Total Bond Market | Add +12.3% | 0.77% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +43.6% | 0.16% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +19.9% | 0.29% | +0.04 |
| TSLA Tesla Inc. | Add +29.3% | 0.20% | +0.04 |
| MS Morgan Stanley | Add +24.4% | 0.12% | +0.03 |
| MAR Marriott International Class A | Add +1.7% | 0.20% | +0.03 |
| CSCO Cisco Systems Inc. | Add +30.7% | 0.09% | +0.03 |
| AMAT Applied Materials Inc. | Add +4.2% | 0.11% | +0.02 |
| GE General Electric | Add +25.4% | 0.10% | +0.02 |
| COST Costco Wholesale Corp. | Add +30.8% | 0.13% | +0.02 |
| ABBV Abbvie Inc. | Add +18.1% | 0.12% | +0.01 |
| KO The Coca-Cola Co. | Add +10.8% | 0.10% | +0.01 |
| MCK McKesson Corp. | Add +2.1% | 0.07% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +2.0% | 0.29% | −0.00 |
| MUB iShares National Muni Bond E | Add +1.0% | 0.09% | −0.00 |
| LMT Lockheed Martin Corp. | Add +3.9% | 0.10% | −0.00 |
| NOC Northrop Grumman Corp. | Add +5.4% | 0.10% | −0.01 |
| MPC Marathon Petroleum Corp. | Add +14.7% | 0.08% | −0.01 |
| ADP Automatic Data Processing | Add +5.8% | 0.07% | −0.01 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.18% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.4% | 0.19% | −0.01 |
| IWF iShares Russell 1000 Growth | Add +0.0% | 0.33% | −0.01 |
| ANET Arista Networks Inc. | Add +5.3% | 0.14% | −0.02 |
| SCHF Schwab Intl Equity ETF | Add +1.4% | 3.13% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +1.1% | 0.81% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Add +2.2% | 1.90% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.9% | 2.40% | −0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.2% | 3.86% | −0.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.5% | 19.82% | −0.10 |
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 |