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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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