Reston Wealth Management LLC Portfolio Holdings

Reston Wealth Management LLC

  • $285 Million
  • Q2 2025

Reston Wealth Management LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $285 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $64.2M, Schwab Fundamental U S Large C with a value of $56.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.7M, Spdr Portfolio Aggregate Bond with a value of $23.8M, and Spdr Portfolio with a value of $20.6M.

Examining the 13F form we can see an increase of $37.8M in the current position value, from $247M to 285M.

Below you can find more details about Reston Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $285 Million
ETFs: $271 Million
Technology: $5.11 Million
Communication Services: $1.87 Million
Consumer Cyclical: $1.77 Million
Financial Services: $1.53 Million
Healthcare: $1.28 Million
Industrials: $995,000
Consumer Defensive: $668,000
Other: $687,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.2 Million 22.54% of portfolio
673,214
Q2 2025 Added 5.84%
$0
$56.2 Million 19.74% of portfolio
2,289,684
Q2 2025 Added 5.2%
$0
$36.7 Million 12.91% of portfolio
907,233
Q2 2025 Added 15.23%
$0
$23.8 Million 8.37% of portfolio
930,582
Q2 2025 Added 0.85%
$0
$20.6 Million 7.22% of portfolio
377,916
Q2 2025 Added 5.57%
$0
$17.7 Million 6.22% of portfolio
260,590
Q2 2025 Added 2.79%
$0
$11.6 Million 4.07% of portfolio
221,412
Q2 2025 Reduced 2.81%
$0
$8.22 Million 2.89% of portfolio
372,016
Q2 2025 Added 20.86%
$0
$6.73 Million 2.36% of portfolio
289,524
Q2 2025 Added 5.02%
$0
$5.13 Million 1.8% of portfolio
182,999
Q2 2025 Added 8.94%
$0
$4.89 Million 1.72% of portfolio
170,841
Q2 2025 Added 19.99%
$0
$2.75 Million 0.97% of portfolio
37,376
Q2 2025 Reduced 2.63%
$3.93T
$2.32 Million 0.82% of portfolio
4,665
Q2 2025 Added 16.13%
$0
$2.24 Million 0.79% of portfolio
30,772
Q2 2025 Added 3.67%
$0
$2.17 Million 0.76% of portfolio
74,174
Q2 2025 Added 6.94%
$0
$1.84 Million 0.64% of portfolio
40,095
Q2 2025 Reduced 7.75%
$1.19T
$1.14 Million 0.4% of portfolio
6,407
Q2 2025 Added 2.63%
$3.26T
$1.1 Million 0.39% of portfolio
5,368
Q2 2025 Added 16.29%
$444B
$1.06 Million 0.37% of portfolio
6,680
Q2 2025 Added 11.86%
$0
$973,000 0.34% of portfolio
2,293
Q2 2025 Added 0.09%
$0
$877,000 0.31% of portfolio
9,818
Q2 2025 Added 19.89%
$1.16T
$736,000 0.26% of portfolio
4,180
Q2 2025 Reduced 2.31%
$855B
$702,000 0.25% of portfolio
2,423
Q2 2025 Added 5.95%
$2.18T
$632,000 0.22% of portfolio
2,884
Q2 2025 Added 3.85%
$0
$597,000 0.21% of portfolio
19,816
Q2 2025 Reduced 1.58%
$0
$576,000 0.2% of portfolio
6,272
Q2 2025 Added 0.29%
$84.3B
$571,000 0.2% of portfolio
2,090
Q2 2025 Reduced 1.88%
$728B
$551,000 0.19% of portfolio
707
Q2 2025 Added 8.44%
$0
$552,000 0.19% of portfolio
2,869
Q2 2025 Added 0.24%
$0
$474,000 0.17% of portfolio
3,514
Q2 2025 Reduced 7.84%
$7.61B
$426,000 0.15% of portfolio
11,707
Q2 2025 Added 0.12%
$611B
$394,000 0.14% of portfolio
813
Q2 2025 Reduced 2.75%
$0
$367,000 0.13% of portfolio
3,520
Q2 2025 Reduced 78.17%
$119B
$377,000 0.13% of portfolio
1,369
Q2 2025 New
$975B
$347,000 0.12% of portfolio
1,094
Q2 2025 Added 10.28%
$418B
$355,000 0.12% of portfolio
359
Q2 2025 Added 31.5%
$299B
$313,000 0.11% of portfolio
4,435
Q2 2025 Added 0.68%
$90.8B
$279,000 0.1% of portfolio
559
Q2 2025 Reduced 10.56%
$169B
$250,000 0.09% of portfolio
461
Q2 2025 Added 8.22%
$351B
$263,000 0.09% of portfolio
1,422
Q2 2025 Reduced 9.6%
$154B
$260,000 0.09% of portfolio
1,422
Q2 2025 New
$124B
$257,000 0.09% of portfolio
834
Q2 2025 Reduced 7.64%
$112B
$249,000 0.09% of portfolio
538
Q2 2025 Added 0.94%
$84.2B
$261,000 0.09% of portfolio
1,575
Q2 2025 Added 7.36%
$79.4B
$222,000 0.08% of portfolio
710
Q2 2025 New
$102B
$219,000 0.08% of portfolio
300
Q2 2025 New
$238B
$232,000 0.08% of portfolio
1,652
Q2 2025 New
$0
$207,000 0.07% of portfolio
3,346
Q2 2025 New
$297B
$210,000 0.07% of portfolio
816
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $285 Million
  • Prior Value $247 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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