Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $368.92 million in total holdings as of March 31, 2025.Reston Wealth Management LLC owns shares of 71 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 1.78% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 65 new stocks and bought additional shares in 27 stocks.Reston Wealth Management LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $74,932,270Schwab Fundamental U.S. Large Company ETF $74,117,494FIDELITY COVINGTON TRUST $45,755,912SPDR Portfolio Aggregate Bond ETF $32,012,245iShares U.S. Small Cap Equity Factor ETF $21,595,325 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $475,453 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $383,526 Holding166764100 - Chevron $256,029 Holding82509L107 - SHOPIFY INC $241,136 Holding464287200 - iShares Core S&P 500 ETF $240,508 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 48,891 shares (about $1.95M)Schwab U.S. Aggregate Bond ETF 37,936 shares (about $838.39K)EXXONMOBIL HOLDINGS CORP 2,921 shares (about $475.45K)iShares Core U.S. Aggregate Bond ETF 4,057 shares (about $383.53K)Schwab Fundamental U.S. Small Company ETF 10,483 shares (about $366.90K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 38,876 shares (about $1.95M)SPDR Portfolio Aggregate Bond ETF 32,390 shares (about $789.02K)iShares U.S. Small Cap Equity Factor ETF 6,428 shares (about $537.12K)SPDR Portfolio S&P 500 Value ETF 8,377 shares (about $512.09K)SPDR Portfolio S&P 500 Growth ETF 3,402 shares (about $418.72K) 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$74,932,270$418,718 ▼-0.6%608,80920.3%ETFFNDXSchwab Fundamental U.S. Large Company ETF$74,117,494$341,607 ▼-0.5%2,355,17920.1%ETFFIDELITY COVINGTON TRUST$45,755,912$1,951,240 ▲4.5%1,146,47712.4%ENHANCED INTLSPABSPDR Portfolio Aggregate Bond ETF$32,012,245$789,020 ▼-2.4%1,314,1328.7%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$21,595,325$537,124 ▼-2.4%258,4415.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$21,328,381$396,206 ▼-1.8%338,3315.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$14,709,409$1,951,962 ▼-11.7%292,9584.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,275,193$512,085 ▼-4.0%200,8053.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,890,741$838,385 ▲8.3%492,7943.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$7,213,837$366,904 ▲5.4%206,1102.0%ETFSCHMSchwab U.S. Mid-Cap ETF$6,821,471$362,857 ▲5.6%200,5141.8%ETFMSFTMicrosoft$2,969,488$41,029 ▼-1.4%5,7900.8%TechnologySCZiShares MSCI EAFE Small-Cap ETF$2,888,230$155,922 ▲5.7%34,2130.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,492,748$65,141 ▼-2.5%69,3780.7%ETFSCHFSchwab International Equity ETF$2,489,936$165,589 ▼-6.2%90,6420.7%ETFNVDANVIDIA$2,250,334$32,660 ▼-1.4%9,8530.6%TechnologyAAPLApple$2,132,701$91,915 ▼-4.1%6,4040.6%TechnologyGOOGAlphabet$2,110,044$3,066 ▼-0.1%6,1930.6%Communication ServicesBNDVanguard Total Bond Market ETF$2,081,247$262,497 ▼-11.2%29,6690.6%ETFRPGInvesco S&P 500 Pure Growth ETF$1,965,508$19,262 ▼-1.0%33,6730.5%ETFGOOGLAlphabet$1,781,540$40,943 ▲2.4%5,1780.5%Communication ServicesLLYEli Lilly and Company$1,374,465$111,068 ▲8.8%1,1880.4%HealthcareIWFiShares Russell 1000 Growth ETF$1,288,025$58,120 ▲4.7%10,2830.3%ETFEFAiShares MSCI EAFE ETF$1,150,295$65,972 ▲6.1%11,0720.3%ETFAMZNAmazon.com$1,069,103$54,564 ▲5.4%4,2910.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$990,810$32,090 ▲3.3%2,9950.3%FinanceSPYSPDR S&P 500 ETF Trust$826,840$1,526 ▲0.2%1,0840.2%ETFMARMarriott International$756,343$711 ▲0.1%2,1270.2%Consumer DiscretionaryAVGOBroadcom$738,562$5,619 ▼-0.8%2,1030.2%TechnologyARISTA NETWORKS INC$727,631$3,054 ▲0.4%3,5740.2%COM SHSAMATApplied Materials$715,040$2,046 ▼-0.3%1,3980.2%TechnologyIWRiShares Russell Mid-Cap ETF$658,139$1,921 ▲0.3%6,1680.2%ETFBRK.BBerkshire Hathaway$637,376$28,383 ▼-4.3%1,2800.2%FinanceSCHESchwab Emerging Markets Equity ETF$635,105$53,910 ▼-7.8%17,4240.2%ETFMPCMarathon Petroleum$593,320$1,978 ▼-0.3%1,5000.2%EnergyABBVAbbVie$572,224$182,369 ▲46.8%2,1870.2%HealthcareTSLATesla$513,055$3,193 ▲0.6%1,4460.1%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$475,453$475,453 ▲New Holding2,9210.1%COM SHSCSCOCisco Systems$457,456$43,055 ▲10.4%4,2500.1%TechnologyMETAMeta Platforms$438,518$44,939 ▲11.4%6050.1%Communication ServicesBSVVanguard Short-Term Bond ETF$430,896$99,320 ▼-18.7%5,6400.1%ETFVXFVanguard Extended Market ETF$425,018$47,945 ▼-10.1%1,8350.1%ETFMSMorgan Stanley$411,738$188 ▼0.0%2,1890.1%FinanceCOSTCostco Wholesale$404,754$9,096 ▼-2.2%4450.1%Consumer StaplesMUMicron Technology$404,041$73,559 ▼-15.4%3790.1%TechnologyKOCoca-Cola$397,122$1,377 ▲0.3%4,6130.1%Consumer StaplesGEGE Aerospace$385,223$624 ▼-0.2%1,2340.1%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$383,526$383,526 ▲New Holding4,0570.1%ETFJNJJohnson & Johnson$361,203$3,443 ▼-0.9%1,3640.1%HealthcareCATCaterpillar$340,9500.0%4210.1%IndustrialsBACBank of America$334,139$2,286 ▲0.7%6,1390.1%FinancePSEPInnovator U.S. Equity Power Buffer ETF - September$322,8650.0%6,8900.1%ETFLMTLockheed Martin$321,819$7,129 ▼-2.2%6320.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$319,699$22,803 ▲7.7%7010.1%TechnologyVLOValero Energy$319,206$387 ▲0.1%8240.1%EnergyMUBiShares National Muni Bond ETF$301,366$17,186 ▼-5.4%2,9810.1%ETFUGIUGI$287,8480.0%8,0700.1%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$286,424$62,837 ▲28.1%1,7230.1%ETFWALMART INC$285,494$42,091 ▲17.3%2,7470.1%COMCVXChevron$256,029$256,029 ▲New Holding1,2540.1%EnergyAMDAdvanced Micro Devices$247,763$6,118 ▼-2.4%4050.1%TechnologyMCKMcKesson$244,4010.0%2860.1%HealthcareSHOPIFY INC$241,136$241,136 ▲New Holding1,6260.1%CL A SUB VTG SHSIVViShares Core S&P 500 ETF$240,508$240,508 ▲New Holding3140.1%ETFISRGIntuitive Surgical$224,460$5,286 ▲2.4%5520.1%HealthcareMAMastercard$223,324$223,324 ▲New Holding4050.1%FinanceVVisa$221,899$4,309 ▲2.0%6180.1%FinanceADPAutomatic Data Processing$219,547$219,547 ▲New Holding8510.1%IndustrialsGE VERNOVA INC$218,814$2,854 ▼-1.3%2300.1%COMBBVABanco Bilbao Vizcaya Argentaria$212,389$212,389 ▲New Holding7,6210.1%FinanceNOCNorthrop Grumman$210,133$12,560 ▼-5.6%4350.1%IndustrialsXOMExxonMobil$0$363,161 ▼-100.0%00.0%EnergyTCAFT. Rowe Price Capital Appreciation Equity ETF$0$209,770 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
