Reston Wealth Management LLC Portfolio Holdings

Reston Wealth Management LLC

  • $309 Million
  • Q3 2025

Reston Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $309 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $70.5M, Schwab Fundamental U S Large C with a value of $61.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $38.7M, Spdr Portfolio Aggregate Bond with a value of $24.6M, and Spdr Portfolio with a value of $21.6M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $285M to 309M.

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

Portfolio value $309 Million
ETFs: $293 Million
Technology: $6.38 Million
Communication Services: $2.57 Million
Consumer Cyclical: $1.68 Million
Financial Services: $1.41 Million
Industrials: $1.14 Million
Healthcare: $1.09 Million
Consumer Defensive: $614,000
Other: $655,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.5 Million 22.84% of portfolio
674,839
Q3 2025 Added 0.24%
$0
$61.7 Million 19.98% of portfolio
2,346,302
Q3 2025 Added 2.47%
$0
$38.7 Million 12.53% of portfolio
904,576
Q3 2025 Reduced 0.29%
$0
$24.6 Million 7.97% of portfolio
952,736
Q3 2025 Added 2.38%
$0
$21.6 Million 7.0% of portfolio
378,032
Q3 2025 Added 0.03%
$0
$19.3 Million 6.25% of portfolio
259,716
Q3 2025 Reduced 0.34%
$0
$12.2 Million 3.97% of portfolio
221,374
Q3 2025 Reduced 0.02%
$0
$9.76 Million 3.16% of portfolio
419,115
Q3 2025 Added 12.66%
$0
$7.73 Million 2.5% of portfolio
329,225
Q3 2025 Added 13.71%
$0
$6 Million 1.94% of portfolio
202,489
Q3 2025 Added 10.65%
$0
$5.84 Million 1.89% of portfolio
187,540
Q3 2025 Added 9.77%
$0
$2.58 Million 0.83% of portfolio
33,607
Q3 2025 Added 9.21%
$3.78T
$2.44 Million 0.79% of portfolio
4,715
Q3 2025 Added 1.07%
$0
$2.32 Million 0.75% of portfolio
72,860
Q3 2025 Reduced 1.77%
$0
$2.24 Million 0.73% of portfolio
30,171
Q3 2025 Reduced 19.28%
$0
$1.88 Million 0.61% of portfolio
39,402
Q3 2025 Reduced 1.73%
$465B
$1.39 Million 0.45% of portfolio
7,426
Q3 2025 Added 11.17%
$4.3T
$1.35 Million 0.44% of portfolio
5,303
Q3 2025 Reduced 1.21%
$0
$1.16 Million 0.38% of portfolio
1,747
Q3 2025 Reduced 8.82%
$0
$1.08 Million 0.35% of portfolio
2,295
Q3 2025 Added 0.09%
$1.65T
$1.03 Million 0.33% of portfolio
4,233
Q3 2025 Added 1.27%
$0
$916,000 0.3% of portfolio
9,818
Q2 2025 Added 19.89%
$881B
$768,000 0.25% of portfolio
2,435
Q3 2025 Added 0.5%
$0
$674,000 0.22% of portfolio
20,208
Q3 2025 Added 1.98%
$2.39T
$637,000 0.21% of portfolio
2,903
Q3 2025 Added 0.66%
$0
$607,000 0.2% of portfolio
6,291
Q3 2025 Added 0.3%
$0
$602,000 0.19% of portfolio
2,877
Q3 2025 Added 0.28%
$92.7B
$544,000 0.18% of portfolio
2,092
Q3 2025 Added 0.1%
$971B
$529,000 0.17% of portfolio
694
Q3 2025 Reduced 1.84%
$0
$513,000 0.17% of portfolio
3,524
Q3 2025 Added 0.28%
$1.29T
$499,000 0.16% of portfolio
1,123
Q3 2025 Added 2.65%
$139B
$459,000 0.15% of portfolio
1,394
Q3 2025 Added 1.83%
$7.29B
$389,000 0.13% of portfolio
11,702
Q3 2025 Reduced 0.04%
$662B
$359,000 0.12% of portfolio
716
Q3 2025 Reduced 11.93%
$414B
$340,000 0.11% of portfolio
1,471
Q3 2025 Added 3.45%
$404B
$336,000 0.11% of portfolio
364
Q3 2025 Added 1.39%
$86.7B
$325,000 0.11% of portfolio
534
Q3 2025 Reduced 4.47%
$123B
$319,000 0.1% of portfolio
640
Q3 2025 Added 18.96%
$99.7B
$266,000 0.09% of portfolio
1,382
Q3 2025 Reduced 12.25%
$306B
$278,000 0.09% of portfolio
4,195
Q3 2025 Reduced 5.41%
$174B
$265,000 0.09% of portfolio
1,789
Q3 2025 New
$0
$276,000 0.09% of portfolio
2,592
Q3 2025 Reduced 26.36%
$270B
$278,000 0.09% of portfolio
1,751
Q3 2025 Added 5.99%
$197B
$275,000 0.09% of portfolio
1,347
Q3 2025 Reduced 5.27%
$328B
$249,000 0.08% of portfolio
831
Q3 2025 Added 1.84%
$104B
$247,000 0.08% of portfolio
843
Q3 2025 Added 1.08%
$121B
$216,000 0.07% of portfolio
280
Q3 2025 Reduced 6.67%
$0
$219,000 0.07% of portfolio
3,357
Q3 2025 Added 0.33%
$0
$186,000 0.06% of portfolio
700
Q3 2025 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $309 Million
  • Prior Value $285 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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