Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

RESTON WEALTH MANAGEMENT LLC

Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0002056071-25-000003

Total Value
$247.4M
Positions
49
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (49)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247712,176,431$51.4M20.77%
2SPDR SER TR78464A409636,095$51.1M20.67%
3SPDR INDEX SHS FDS78463X889787,349$28.7M11.59%
4SPDR SER TR78464A649922,781$23.6M9.53%
5SPDR SER TR78464A847357,986$18.3M7.41%
6ISHARES TR46434V290253,513$15.8M6.37%
7SPDR SER TR78464A508227,804$11.6M4.70%
8SCHWAB STRATEGIC TR808524839275,696$6.4M2.58%
9SCHWAB STRATEGIC TR808524805307,802$6.1M2.46%
10SCHWAB STRATEGIC TR808524508167,979$4.4M1.78%
11SCHWAB STRATEGIC TR808524763142,374$3.9M1.58%
12VANGUARD BD INDEX FDS92193783538,384$2.8M1.14%
13ISHARES TR46428827329,684$1.9M0.76%
14SCHWAB STRATEGIC TR80852430069,360$1.7M0.70%
15ISHARES TR46428841416,126$1.7M0.69%
16INVESCO EXCHANGE TRADED FD TIVZ43,462$1.7M0.67%
17MICROSOFT CORPMSFT4,017$1.5M0.61%
18SPDR S&P 500 ETF TRSPY1,960$1.1M0.44%
19APPLE INCAAPL4,616$1.0M0.41%
20ALPHABET INCGOOG6,243$975,3880.39%
21ISHARES TR4642876142,291$827,1520.33%
22ISHARES TR4642874658,189$669,2730.27%
23ALPHABET INCGOOG4,279$661,7230.27%
24NVIDIA CORPORATIONNVDA5,972$647,2070.26%
25JPMORGAN CHASE & CO.VYLD2,287$560,9280.23%
26SCHWAB STRATEGIC TR80852470620,135$555,1320.22%
27ELI LILLY & COLLY652$538,2670.22%
28ISHARES TR4642874996,254$532,0570.22%
29AMAZON COM INCAMZN2,777$528,3520.21%
30MARRIOTT INTL INC NEW5719032022,130$507,4050.21%
31VANGUARD INDEX FDS9229086522,862$492,9250.20%
32ISHARES TR4642871503,813$465,2570.19%
33BERKSHIRE HATHAWAY INC DELBRK-A836$445,2370.18%
34UGI CORP NEW90268110511,693$386,7020.16%
35ABBVIE INCABBV1,573$329,5140.13%
36NORTHROP GRUMMAN CORPNOC625$320,0060.13%
37COCA COLA COKO4,405$315,4800.13%
38ARISTA NETWORKS INCANET3,681$285,2040.12%
39AUTOMATIC DATA PROCESSING INADP903$275,8940.11%
40EXXON MOBIL CORPXOM2,228$265,0310.11%
41INNOVATOR ETFS TRUSTINHD6,890$264,6450.11%
42COSTCO WHSL CORP NEW22160K105273$258,3380.10%
43TESLA INCTSLA992$257,0870.10%
44RTX CORPORATIONRTX1,811$239,8850.10%
45LOCKHEED MARTIN CORPLMT533$238,1190.10%
46PROCTER AND GAMBLE CO7427181091,277$217,6930.09%
47MARATHON PETE CORPMARA1,467$213,7940.09%
48INTUITIVE SURGICAL INCISRG426$210,9850.09%
49BLACKROCK FLOATING RATE INCBLK16,686$207,2460.08%