Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $370.99 million in total holdings as of March 31, 2025.Reston Wealth Management LLC owns shares of 65 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.96% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 62 new stocks and bought additional shares in 36 stocks.Reston Wealth Management LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab Fundamental U.S. Large Company ETF $73,583,665SPDR Portfolio S&P 500 Growth ETF $72,847,033FIDELITY COVINGTON TRUST $44,046,135SPDR Portfolio Aggregate Bond ETF $34,363,249iShares U.S. Small Cap Equity Factor ETF $23,610,403 Largest New Holdings this Quarter 595112103 - Micron Technology $517,432 Holding36828A101 - GE VERNOVA INC $273,917 Holding007903107 - Advanced Micro Devices $241,078 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $220,923 Holding87283Q867 - T. Rowe Price Capital Appreciation Equity ETF $209,770 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 67,515 shares (about $2.71M)SPDR Portfolio Aggregate Bond ETF 83,010 shares (about $2.12M)Schwab Fundamental U.S. Large Company ETF 36,444 shares (about $1.13M)iShares Russell 1000 Growth ETF 7,521 shares (about $933.85K)Schwab U.S. Aggregate Bond ETF 32,851 shares (about $759.84K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 30,743 shares (about $3.66M)Vanguard Total Bond Market ETF 5,849 shares (about $429.37K)Vanguard Short-Term Bond ETF 2,500 shares (about $194.77K)NVIDIA 906 shares (about $181.29K)Vanguard Extended Market ETF 666 shares (about $164.00K) 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$73,583,665$1,133,409 â–²1.6%2,366,03419.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$72,847,033$3,658,112 â–¼-4.8%612,21119.6%ETFFIDELITY COVINGTON TRUST$44,046,135$2,709,377 â–²6.6%1,097,58611.9%ENHANCED INTLSPABSPDR Portfolio Aggregate Bond ETF$34,363,249$2,118,416 â–²6.6%1,346,5229.3%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$23,610,403$126,490 â–¼-0.5%264,8696.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$23,282,264$170,657 â–²0.7%344,6166.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$16,721,107$60,418 â–²0.4%331,8344.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,716,188$61,459 â–²0.5%209,1823.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,520,866$759,844 â–²7.8%454,8582.8%ETFFNDASchwab Fundamental U.S. Small Company ETF$7,445,571$173,287 â–²2.4%195,6272.0%ETFSCHMSchwab U.S. Mid-Cap ETF$6,999,679$171,777 â–²2.5%189,8481.9%ETFSCHFSchwab International Equity ETF$2,677,764$244,924 â–²10.1%96,6700.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,662,750$118,222 â–²4.6%32,3660.7%ETFBNDVanguard Total Bond Market ETF$2,452,666$429,369 â–¼-14.9%33,4110.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,409,117$15,837 â–¼-0.7%71,1910.6%ETFGOOGAlphabet$2,191,462$148,053 â–¼-6.3%6,2020.6%Computer and TechnologyMSFTMicrosoft$2,189,497$89,892 â–²4.3%5,8700.6%Computer and TechnologyRPGInvesco S&P 500 Pure Growth ETF$2,171,094$106,949 â–¼-4.7%34,0030.6%ETFNVDANVIDIA$2,000,193$181,290 â–¼-8.3%9,9960.5%Computer and TechnologyAAPLApple$1,932,913$43,982 â–¼-2.2%6,6800.5%Computer and TechnologyGOOGLAlphabet$1,807,857$21,441 â–¼-1.2%5,0590.5%Computer and TechnologyLLYEli Lilly and Company$1,309,234$249,378 â–²23.5%1,0920.4%MedicalIWFiShares Russell 1000 Growth ETF$1,219,185$933,852 â–²327.3%9,8190.3%ETFEFAiShares MSCI EAFE ETF$1,084,221$44,358 â–²4.3%10,4370.3%FinanceAMATApplied Materials$1,013,358$2,168 â–¼-0.2%1,4020.3%Computer and TechnologyAMZNAmazon.com$970,520$11,440 â–²1.2%4,0720.3%Retail/WholesaleJPMJPMorgan Chase & Co.$948,683$3,928 â–²0.4%2,8980.3%FinanceSPYSPDR S&P 500 ETF Trust$807,761$111,982 â–¼-12.2%1,0820.2%FinanceAVGOBroadcom$800,485$12,088 â–¼-1.5%2,1190.2%Computer and TechnologyMARMarriott International$787,585$2,224 â–²0.3%2,1250.2%Consumer DiscretionarySCHESchwab Emerging Markets Equity ETF$685,435$10,733 â–¼-1.5%18,9030.2%ETFIWRiShares Russell Mid-Cap ETF$678,477$1,655 â–²0.2%6,1500.2%ETFBRK.BBerkshire Hathaway$669,021$176,638 â–²35.9%1,3370.2%FinanceARISTA NETWORKS INC$604,603$10,533 â–²1.8%3,5590.2%COM SHSTSLATesla$604,402$12,618 â–¼-2.0%1,4370.2%Auto/Tires/TrucksBSVVanguard Short-Term Bond ETF$540,695$194,775 â–¼-26.5%6,9400.1%ETFMUMicron Technology$517,432$517,432 â–²New Holding4480.1%Computer and TechnologyVXFVanguard Extended Market ETF$502,831$163,999 â–¼-24.6%2,0420.1%ETFGEGE Aerospace$461,804$94,901 â–²25.9%1,2360.1%AerospaceMSMorgan Stanley$457,737$1,881 â–²0.4%2,1900.1%FinanceCSCOCisco Systems$452,230$2,937 â–²0.7%3,8500.1%Computer and TechnologyCATCaterpillar$448,009$6,385 â–²1.4%4210.1%IndustrialsCOSTCostco Wholesale$426,064$12,173 â–¼-2.8%4550.1%Retail/WholesaleMPCMarathon Petroleum$384,714$767 â–²0.2%1,5050.1%EnergyABBVAbbVie$375,043$2,265 â–²0.6%1,4900.1%MedicalKOCocaCola$373,591$3,901 â–²1.1%4,5970.1%Consumer StaplesXOMExxonMobil$363,161$53,462 â–²17.3%2,6560.1%EnergyJNJJohnson & Johnson$349,699$4,825 â–²1.4%1,3770.1%MedicalBACBank of America$347,405$105,811 â–²43.8%6,0970.1%FinanceMUBiShares National Muni Bond ETF$339,137$2,260 â–²0.7%3,1510.1%ETFLMTLockheed Martin$329,029$1,528 â–²0.5%6460.1%AerospacePSEPInnovator U.S. Equity Power Buffer ETF - September$317,2850.0%6,8900.1%ETFTSMTaiwan Semiconductor Manufacturing$310,775$25,301 â–¼-7.5%6510.1%Computer and TechnologyMETAMeta Platforms$306,034$1,127 â–¼-0.4%5430.1%Computer and TechnologyUGIUGI$278,730$84,310 â–¼-23.2%8,0700.1%UtilitiesGE VERNOVA INC$273,917$273,917 â–²New Holding2330.1%COMWALMART INC$265,214$3,737 â–²1.4%2,3420.1%COMAMDAdvanced Micro Devices$241,078$241,078 â–²New Holding4150.1%Computer and TechnologyNOCNorthrop Grumman$235,035$510 â–²0.2%4610.1%AerospaceITOTiShares Core S&P Total U.S. Stock Market ETF$220,923$220,923 â–²New Holding1,3450.1%ETFMCKMcKesson$216,198$756 â–¼-0.3%2860.1%MedicalVLOValero Energy$214,456$521 â–²0.2%8230.1%EnergyISRGIntuitive Surgical$214,350$15,510 â–¼-6.7%5390.1%MedicalTCAFT. Rowe Price Capital Appreciation Equity ETF$209,770$209,770 â–²New Holding5,1040.1%ETFVVisa$207,850$27,439 â–¼-11.7%6060.1%Business ServicesOEFiShares S&P 100 ETF$0$222,970 â–¼-100.0%00.0%ETFSHOPIFY INC$0$201,535 â–¼-100.0%00.0%CL A SUB VTG SHSShowing 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. 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