Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $285.32 million in total holdings as of March 31, 2025.Reston Wealth Management LLC owns shares of 54 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.77% of the portfolio was purchased this quarter.About 1.07% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 49 new stocks and bought additional shares in 30 stocks.Reston Wealth Management LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $64,170,788Schwab Fundamental U.S. Large Company ETF $56,188,849SPDR Portfolio Developed World ex-US ETF $36,733,879SPDR Portfolio Aggregate Bond ETF $23,822,888SPDR Portfolio S&P 400 Mid Cap ETF $20,551,049 Largest New Holdings this Quarter 11135F101 - Broadcom $377,298 Holding038222105 - Applied Materials $260,326 Holding617446448 - Morgan Stanley $232,634 HoldingV7780T103 - Royal Caribbean Cruises $222,329 Holding58155Q103 - McKesson $220,153 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 119,884 shares (about $4.85M)SPDR Portfolio S&P 500 Growth ETF 37,119 shares (about $3.54M)Schwab Fundamental U.S. Large Company ETF 113,253 shares (about $2.78M)Schwab International Equity ETF 64,214 shares (about $1.42M)SPDR Portfolio S&P 400 Mid Cap ETF 19,930 shares (about $1.08M) Largest Sales this Quarter iShares National Muni Bond ETF 12,606 shares (about $1.32M)SPDR Portfolio S&P 500 Value ETF 6,392 shares (about $334.56K)Invesco S&P 500 Pure Growth ETF 3,367 shares (about $154.11K)Vanguard Total Bond Market ETF 1,008 shares (about $74.22K)iShares Core S&P Total U.S. Stock Market ETF 299 shares (about $40.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofReston Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$64,170,788$3,538,185 ▲5.8%673,21422.5%ETFFNDXSchwab Fundamental U.S. Large Company ETF$56,188,849$2,779,229 ▲5.2%2,289,68419.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$36,733,879$4,854,105 ▲15.2%907,23312.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$23,822,888$199,706 ▲0.8%930,5828.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$20,551,049$1,083,792 ▲5.6%377,9167.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$17,707,097$480,882 ▲2.8%260,5906.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$11,588,689$334,557 ▼-2.8%221,4124.1%ETFSCHFSchwab International Equity ETF$8,221,549$1,419,129 ▲20.9%372,0162.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$6,728,533$321,362 ▲5.0%289,5242.4%ETFSCHMSchwab U.S. Mid-Cap ETF$5,133,117$421,311 ▲8.9%182,9991.8%ETFFNDASchwab Fundamental U.S. Small Company ETF$4,894,594$815,579 ▲20.0%170,8411.7%ETFBNDVanguard Total Bond Market ETF$2,751,962$74,218 ▼-2.6%37,3761.0%ETFMSFTMicrosoft$2,320,474$322,330 ▲16.1%4,6650.8%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$2,236,515$79,076 ▲3.7%30,7720.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,166,617$140,617 ▲6.9%74,1740.8%ETFRPGInvesco S&P 500 Pure Growth ETF$1,835,132$154,106 ▼-7.7%40,0950.6%ETFSPYSPDR S&P 500 ETF Trust$1,184,084$27,192 ▼-2.2%1,9160.4%FinanceGOOGAlphabet$1,136,609$29,094 ▲2.6%6,4070.4%Computer and TechnologyAAPLApple$1,101,441$154,300 ▲16.3%5,3680.4%Computer and TechnologyNVDANVIDIA$1,055,376$111,857 ▲11.9%6,6800.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$973,528$849 ▲0.1%2,2930.3%ETFEFAiShares MSCI EAFE ETF$877,657$145,621 ▲19.9%9,8180.3%FinanceGOOGLAlphabet$736,604$17,446 ▼-2.3%4,1800.3%Computer and TechnologyJPMJPMorgan Chase & Co.$702,573$39,435 ▲5.9%2,4230.2%FinanceAMZNAmazon.com$632,721$23,475 ▲3.9%2,8840.2%Retail/WholesaleSCHESchwab Emerging Markets Equity ETF$597,240$9,614 ▼-1.6%19,8160.2%ETFIWRiShares Russell Mid-Cap ETF$576,804$1,655 ▲0.3%6,2720.2%ETFMARMarriott International$571,026$10,929 ▼-1.9%2,0900.2%Consumer DiscretionaryVXFVanguard Extended Market ETF$552,970$1,349 ▲0.2%2,8690.2%ETFLLYEli Lilly and Company$550,977$42,862 ▲8.4%7070.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$474,480$40,373 ▼-7.8%3,5140.2%ETFUGIUGI$426,385$510 ▲0.1%11,7070.1%UtilitiesBRK.BBerkshire Hathaway$394,931$11,173 ▼-2.8%8130.1%FinanceAVGOBroadcom$377,298$377,298 ▲New Holding1,3690.1%Computer and TechnologyMUBiShares National Muni Bond ETF$367,790$1,317,148 ▼-78.2%3,5200.1%ETFCOSTCostco Wholesale$355,813$85,237 ▲31.5%3590.1%Retail/WholesaleTSLATesla$347,520$32,401 ▲10.3%1,0940.1%Auto/Tires/TrucksARISTA NETWORKS INC$343,148$33,455 ▼-8.9%3,3540.1%COM SHSKOCocaCola$313,756$2,122 ▲0.7%4,4350.1%Consumer StaplesPSEPInnovator U.S. Equity Power Buffer ETF - September$281,7320.0%6,8900.1%ETFNOCNorthrop Grumman$279,489$32,999 ▼-10.6%5590.1%AerospaceABBVAbbVie$263,859$28,019 ▼-9.6%1,4220.1%MedicalMPCMarathon Petroleum$261,651$17,942 ▲7.4%1,5750.1%EnergyAMATApplied Materials$260,326$260,326 ▲New Holding1,4220.1%Computer and TechnologyADPAutomatic Data Processing$257,206$21,280 ▼-7.6%8340.1%Computer and TechnologyISRGIntuitive Surgical$250,512$19,019 ▲8.2%4610.1%MedicalLMTLockheed Martin$249,067$2,315 ▲0.9%5380.1%AerospaceMSMorgan Stanley$232,634$232,634 ▲New Holding1,6520.1%FinanceRCLRoyal Caribbean Cruises$222,329$222,329 ▲New Holding7100.1%Consumer DiscretionaryMCKMcKesson$220,153$220,153 ▲New Holding3000.1%MedicalOEFiShares S&P 100 ETF$212,581$212,581 ▲New Holding6980.1%ETFGEGE Aerospace$210,037$210,037 ▲New Holding8160.1%AerospaceIJHiShares Core S&P Mid-Cap ETF$207,517$207,517 ▲New Holding3,3460.1%ETFBACBank of America$203,902$203,902 ▲New Holding4,3090.1%FinanceXOMExxon Mobil$0$265,031 ▼-100.0%00.0%EnergyRTXRTX$0$239,885 ▼-100.0%00.0%AerospacePGProcter & Gamble$0$217,693 ▼-100.0%00.0%Consumer StaplesBGTBlackRock Floating Rate Income Trust$0$207,246 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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