Institutional Manager · CIK 0001767617
RESTON WEALTH MANAGEMENT LLC
Reston, VA · File #028-19107
Latest AUM
$326.9M
Positions
64
Top-10 Concentration
87.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202564 pos · $326.9M
- 13F COMBINATION REPORTQ/E Sep 202553 pos · $309.7M
- 13F COMBINATION REPORTQ/E Jun 202554 pos · $285.3M
- 13F COMBINATION REPORTQ/E Mar 202549 pos · $247.4M
- 13F COMBINATION REPORTQ/E Dec 202450 pos · $269.0M
- 13F COMBINATION REPORTQ/E Sep 2024454 pos · $276.3M
- 13F COMBINATION REPORTQ/E Jun 202453 pos · $250.1M
- 13F COMBINATION REPORTQ/E Mar 202452 pos · $246.3M
- 13F COMBINATION REPORTQ/E Dec 202352 pos · $198.0M
- 13F COMBINATION REPORTQ/E Sep 202347 pos · $210.1M
- 13F COMBINATION REPORTQ/E Jun 202344 pos · $191.3M
- 13F COMBINATION REPORT (Amended)Q/E Mar 202347 pos · $181.0M
- 13F COMBINATION REPORTQ/E Mar 202347 pos · $181.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A409 | 668,534 | $71.3M | 22.05% |
| 2 | SCHWAB STRATEGIC TR | 808524771 | 2,380,794 | $64.8M | 20.02% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 928,458 | $41.2M | 12.74% |
| 4 | SPDR SERIES TRUST | 78464A649 | 980,752 | $25.3M | 7.81% |
| 5 | SPDR SERIES TRUST | 78464A847 | 383,952 | $22.2M | 6.87% |
| 6 | ISHARES TR | 46434V290 | 261,813 | $19.6M | 6.06% |
| 7 | SPDR SERIES TRUST | 78464A508 | 221,811 | $12.6M | 3.89% |
| 8 | SCHWAB STRATEGIC TR | 808524805 | 425,003 | $10.2M | 3.16% |
| 9 | SCHWAB STRATEGIC TR | 808524839 | 335,417 | $7.8M | 2.42% |
| 10 | SCHWAB STRATEGIC TR | 808524508 | 206,893 | $6.2M | 1.92% |
| 11 | SCHWAB STRATEGIC TR | 808524763 | 187,394 | $5.9M | 1.83% |
| 12 | MICROSOFT CORP | MSFT | 5,772 | $2.8M | 0.86% |
| 13 | ISHARES TR | 464288273 | 33,976 | $2.6M | 0.81% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 33,870 | $2.5M | 0.78% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 70,886 | $2.3M | 0.71% |
| 16 | ALPHABET INC | GOOG | 6,786 | $2.1M | 0.66% |
| 17 | NVIDIA CORPORATION | NVDA | 11,350 | $2.1M | 0.65% |
| 18 | APPLE INC | AAPL | 7,321 | $2.0M | 0.62% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 39,255 | $1.8M | 0.57% |
| 20 | ALPHABET INC | GOOG | 5,166 | $1.6M | 0.50% |