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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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