Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $309.71 million in total holdings as of March 31, 2025.Reston Wealth Management LLC owns shares of 53 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.06% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 54 new stocks and bought additional shares in 30 stocks.Reston Wealth Management LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $70,527,402Schwab Fundamental U.S. Large Company ETF $61,707,745SPDR Portfolio Developed World ex-US ETF $38,706,793SPDR Portfolio Aggregate Bond ETF $24,628,227SPDR Portfolio S&P 400 Mid Cap ETF $21,619,654 Largest New Holdings this Quarter 82509L107 - SHOPIFY INC $265,863 Holding17275R102 - Cisco Systems $200,642 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 56,618 shares (about $1.49M)Schwab International Equity ETF 47,099 shares (about $1.10M)Schwab U.S. Aggregate Bond ETF 39,701 shares (about $931.78K)Schwab U.S. Mid-Cap ETF 19,490 shares (about $577.68K)SPDR Portfolio Aggregate Bond ETF 22,154 shares (about $572.68K) Largest Sales this Quarter Vanguard Total Bond Market ETF 7,205 shares (about $535.83K)SPDR Portfolio Developed World ex-US ETF 2,657 shares (about $113.69K)SPDR S&P 500 ETF Trust 169 shares (about $112.57K)iShares National Muni Bond ETF 928 shares (about $98.83K)iShares U.S. Small Cap Equity Factor ETF 874 shares (about $64.98K) 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$70,527,402$169,829 ▲0.2%674,83922.8%ETFFNDXSchwab Fundamental U.S. Large Company ETF$61,707,745$1,489,053 ▲2.5%2,346,30219.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$38,706,793$113,693 ▼-0.3%904,57612.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$24,628,227$572,681 ▲2.4%952,7368.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$21,619,654$6,634 ▲0.0%378,0327.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$19,309,868$64,982 ▼-0.3%259,7166.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,248,598$2,103 ▼0.0%221,3744.0%ETFSCHFSchwab International Equity ETF$9,756,992$1,096,464 ▲12.7%419,1153.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$7,726,920$931,784 ▲13.7%329,2252.5%ETFSCHMSchwab U.S. Mid-Cap ETF$6,001,786$577,685 ▲10.7%202,4891.9%ETFFNDASchwab Fundamental U.S. Small Company ETF$5,843,759$520,342 ▲9.8%187,5401.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,578,361$217,504 ▲9.2%33,6070.8%ETFMSFTMicrosoft$2,442,314$25,899 ▲1.1%4,7150.8%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$2,324,973$41,930 ▼-1.8%72,8600.8%ETFBNDVanguard Total Bond Market ETF$2,243,798$535,831 ▼-19.3%30,1710.7%ETFRPGInvesco S&P 500 Pure Growth ETF$1,880,287$33,070 ▼-1.7%39,4020.6%ETFGOOGAlphabet$1,544,058$16,317 ▼-1.0%6,3400.5%Computer and TechnologyNVDANVIDIA$1,385,501$139,184 ▲11.2%7,4260.4%Computer and TechnologyAAPLApple$1,350,280$16,551 ▼-1.2%5,3030.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,163,641$112,567 ▼-8.8%1,7470.4%FinanceIWFiShares Russell 1000 Growth ETF$1,075,019$937 ▲0.1%2,2950.3%ETFGOOGLAlphabet$1,029,107$12,885 ▲1.3%4,2330.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$916,7330.0%9,8180.3%FinanceJPMJPMorgan Chase & Co.$768,120$3,785 ▲0.5%2,4350.2%FinanceSCHESchwab Emerging Markets Equity ETF$674,325$13,081 ▲2.0%20,2080.2%ETFAMZNAmazon.com$637,412$4,172 ▲0.7%2,9030.2%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$607,431$1,835 ▲0.3%6,2910.2%ETFVXFVanguard Extended Market ETF$602,353$1,675 ▲0.3%2,8770.2%ETFMARMarriott International$544,848$521 ▲0.1%2,0920.2%Consumer DiscretionaryLLYEli Lilly and Company$529,211$9,913 ▼-1.8%6940.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$513,218$1,456 ▲0.3%3,5240.2%ETFTSLATesla$499,246$12,892 ▲2.7%1,1230.2%Auto/Tires/TrucksARISTA NETWORKS INC$488,7110.0%3,3540.2%COM SHSAVGOBroadcom$459,787$8,246 ▲1.8%1,3940.1%Computer and TechnologyUGIUGI$389,224$166 ▼0.0%11,7020.1%UtilitiesBRK.BBerkshire Hathaway$359,962$48,766 ▼-11.9%7160.1%FinanceABBVAbbVie$340,643$11,347 ▲3.4%1,4710.1%MedicalCOSTCostco Wholesale$336,670$4,625 ▲1.4%3640.1%Retail/WholesaleNOCNorthrop Grumman$325,377$15,233 ▼-4.5%5340.1%AerospaceLMTLockheed Martin$319,566$50,931 ▲19.0%6400.1%AerospacePSEPInnovator U.S. Equity Power Buffer ETF - September$295,9260.0%6,8900.1%ETFMSMorgan Stanley$278,277$15,734 ▲6.0%1,7510.1%FinanceKOCocaCola$278,208$15,917 ▼-5.4%4,1950.1%Consumer StaplesMUBiShares National Muni Bond ETF$276,037$98,828 ▼-26.4%2,5920.1%ETFAMATApplied Materials$275,785$15,356 ▼-5.3%1,3470.1%Computer and TechnologyMPCMarathon Petroleum$266,373$37,200 ▼-12.3%1,3820.1%EnergySHOPIFY INC$265,863$265,863 ▲New Holding1,7890.1%CL A SUB VTG SHSGEGE Aerospace$249,835$4,510 ▲1.8%8310.1%AerospaceADPAutomatic Data Processing$247,421$2,642 ▲1.1%8430.1%Computer and TechnologyOEFiShares S&P 100 ETF$232,985$666 ▲0.3%7000.1%ETFIJHiShares Core S&P Mid-Cap ETF$219,061$718 ▲0.3%3,3570.1%ETFMCKMcKesson$216,007$15,429 ▼-6.7%2800.1%MedicalCSCOCisco Systems$200,642$200,642 ▲New Holding2,9330.1%Computer and TechnologyISRGIntuitive Surgical$0$250,512 ▼-100.0%00.0%MedicalRCLRoyal Caribbean Cruises$0$222,329 ▼-100.0%00.0%Consumer DiscretionaryBACBank of America$0$203,902 ▼-100.0%00.0%FinanceShowing 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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