Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $326.44 million in total holdings as of March 31, 2025.Reston Wealth Management LLC owns shares of 62 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 15.17% of the portfolio was purchased this quarter.About 14.13% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 64 new stocks and bought additional shares in 18 stocks.Reston Wealth Management LLC sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab Fundamental U.S. Large Company ETF $64,879,079SPDR Portfolio S&P 500 Growth ETF $62,951,641FIDELITY COVINGTON TRUST $38,318,631SPDR Portfolio Aggregate Bond ETF $32,371,189SPDR Portfolio S&P 400 Mid Cap ETF $20,258,585 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $38,318,631 Holding921937827 - Vanguard Short-Term Bond ETF $740,190 Holding91913Y100 - Valero Energy $202,929 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 1,030,071 shares (about $38.32M)SPDR Portfolio Aggregate Bond ETF 282,760 shares (about $7.24M)Schwab U.S. Aggregate Bond ETF 86,590 shares (about $2.01M)Vanguard Short-Term Bond ETF 9,440 shares (about $740.19K)Vanguard Total Bond Market ETF 5,390 shares (about $396.92K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 597,823 shares (about $27.29M)Schwab International Equity ETF 337,175 shares (about $8.35M)SPDR Portfolio S&P 500 Growth ETF 25,580 shares (about $2.50M)SPDR Portfolio S&P 400 Mid Cap ETF 41,862 shares (about $2.48M)Schwab Fundamental U.S. Large Company ETF 51,204 shares (about $1.43M) 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 PortfolioSectorFNDXSchwab Fundamental U.S. Large Company ETF$64,879,079$1,426,031 ▼-2.2%2,329,59019.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$62,951,641$2,504,538 ▼-3.8%642,95419.3%ETFFIDELITY COVINGTON TRUST$38,318,631$38,318,631 ▲New Holding1,030,07111.7%ENHANCED INTLSPABSPDR Portfolio Aggregate Bond ETF$32,371,189$7,244,314 ▲28.8%1,263,5129.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$20,258,585$2,479,070 ▼-10.9%342,0906.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$20,102,054$337,817 ▲1.7%266,2886.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,093,502$27,290,646 ▼-64.4%330,6354.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$11,778,296$771,750 ▼-6.1%208,1713.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$9,799,003$2,010,620 ▲25.8%422,0073.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$6,196,524$119,342 ▲2.0%191,0741.9%ETFSCHMSchwab U.S. Mid-Cap ETF$5,733,456$671,956 ▼-10.5%185,1891.8%ETFBNDVanguard Total Bond Market ETF$2,891,100$396,919 ▲15.9%39,2600.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,425,180$238,919 ▼-9.0%30,9290.7%ETFSCHFSchwab International Equity ETF$2,173,748$8,345,100 ▼-79.3%87,8280.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,087,425$22,517 ▲1.1%71,6590.6%ETFMSFTMicrosoft$2,083,734$52,936 ▼-2.5%5,6290.6%Computer and TechnologyNVDANVIDIA$1,901,267$78,129 ▼-3.9%10,9020.6%Computer and TechnologyGOOGAlphabet$1,899,351$47,333 ▼-2.4%6,6210.6%Computer and TechnologyAAPLApple$1,733,782$124,095 ▼-6.7%6,8320.5%Computer and TechnologyRPGInvesco S&P 500 Pure Growth ETF$1,667,602$167,190 ▼-9.1%35,6780.5%ETFGOOGLAlphabet$1,471,981$13,515 ▼-0.9%5,1190.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$979,972$853 ▲0.1%2,2980.3%ETFEFAiShares MSCI EAFE ETF$972,272$874 ▼-0.1%10,0100.3%FinanceJPMJPMorgan Chase & Co.$848,860$10,000 ▼-1.2%2,8860.3%FinanceAMZNAmazon.com$838,078$26,867 ▼-3.1%4,0240.3%Retail/WholesaleLLYEli Lilly and Company$813,306$12,880 ▼-1.6%8840.2%MedicalSPYSPDR S&P 500 ETF Trust$801,187$250,371 ▼-23.8%1,2320.2%FinanceBSVVanguard Short-Term Bond ETF$740,190$740,190 ▲New Holding9,4400.2%ETFMARMarriott International$693,100$2,944 ▼-0.4%2,1190.2%Consumer DiscretionaryAVGOBroadcom$665,690$24,139 ▼-3.5%2,1510.2%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$632,607$45,636 ▲7.8%19,1990.2%ETFIWRiShares Russell Mid-Cap ETF$596,479$17,501 ▼-2.9%6,1350.2%ETFVXFVanguard Extended Market ETF$557,370$36,431 ▼-6.1%2,7080.2%ETFTSLATesla$545,211$5,575 ▲1.0%1,4670.2%Auto/Tires/TrucksAMATApplied Materials$480,213$342 ▲0.1%1,4050.1%Computer and TechnologyBRK.BBerkshire Hathaway$471,533$21,085 ▼-4.3%9840.1%FinanceCOSTCostco Wholesale$466,541$7,975 ▼-1.7%4680.1%Retail/WholesaleARISTA NETWORKS INC$429,362$4,297 ▼-1.0%3,4970.1%COM SHSLMTLockheed Martin$388,360$13,288 ▼-3.3%6430.1%AerospaceXOMExxonMobil$384,264$4,920 ▲1.3%2,2650.1%EnergyUGIUGI$382,8110.0%10,5110.1%UtilitiesMPCMarathon Petroleum$366,652$20,261 ▼-5.2%1,5020.1%EnergyMSMorgan Stanley$358,971$329 ▲0.1%2,1810.1%FinanceKOCocaCola$345,980$7,454 ▼-2.1%4,5490.1%Consumer StaplesMUBiShares National Muni Bond ETF$332,292$54,356 ▲19.6%3,1300.1%ETFJNJJohnson & Johnson$332,013$7,090 ▼-2.1%1,3580.1%MedicalABBVAbbVie$322,200$55,694 ▼-14.7%1,4810.1%MedicalNOCNorthrop Grumman$314,114$70,334 ▼-18.3%4600.1%AerospaceMETAMeta Platforms$311,708$16,586 ▼-5.1%5450.1%Computer and TechnologyCSCOCisco Systems$296,766$698 ▼-0.2%3,8250.1%Computer and TechnologyPSEPInnovator U.S. Equity Power Buffer ETF - September$296,6830.0%6,8900.1%ETFCATCaterpillar$293,998$12,752 ▼-4.2%4150.1%IndustrialsWALMART INC$287,018$249 ▼-0.1%2,3090.1%COMGEGE Aerospace$278,592$17,022 ▼-5.8%9820.1%AerospaceISRGIntuitive Surgical$266,419$2,305 ▲0.9%5780.1%MedicalMCKMcKesson$248,378$865 ▲0.3%2870.1%MedicalTSMTaiwan Semiconductor Manufacturing$238,049$10,820 ▲4.8%7040.1%Computer and TechnologyOEFiShares S&P 100 ETF$222,970$636 ▲0.3%7010.1%ETFVVisa$207,451$2,117 ▲1.0%6860.1%Business ServicesBACBank of America$206,694$195 ▼-0.1%4,2400.1%FinanceVLOValero Energy$202,929$202,929 ▲New Holding8210.1%EnergySHOPIFY INC$201,535$6,524 ▼-3.1%1,6990.1%CL A SUB VTG SHSIVViShares Core S&P 500 ETF$0$388,704 ▼-100.0%00.0%ETFADPAutomatic Data Processing$0$229,449 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$227,210 ▼-100.0%00.0%Business ServicesHDHome Depot$0$213,639 ▼-100.0%00.0%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$0$200,148 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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