Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $268.97 million in total holdings as of December 31, 2024.Reston Wealth Management LLC owns shares of 50 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.96% of the portfolio was purchased this quarter.About 4.99% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 454 new stocks and bought additional shares in 29 stocks.Reston Wealth Management LLC sold shares of 17 stocks and completely divested from 406 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $59,656,045Schwab Fundamental U.S. Large Company Index ETF $49,408,233SPDR Portfolio Aggregate Bond ETF $27,163,621SPDR Portfolio Developed World ex-US ETF $26,578,884SPDR Portfolio S&P 400 Mid Cap ETF $19,624,988 Largest New Holdings this Quarter ARISTA NETWORKS INC $353,696 HoldingUGI $325,802 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 1,412,414 shares (about $33.45M)Schwab U.S. Aggregate Bond ETF 171,774 shares (about $3.90M)Schwab U.S. Mid-Cap ETF 109,742 shares (about $3.04M)Schwab International Equity ETF 155,556 shares (about $2.88M)Schwab Fundamental U.S. Small Company Index ETF 73,343 shares (about $2.18M) Largest Sales this Quarter JPMorgan Chase & Co. 1,390 shares (about $333.25K)NVIDIA 1,467 shares (about $196.99K)Costco Wholesale 66 shares (about $60.45K)Tesla 133 shares (about $53.71K)iShares Russell 1000 Growth ETF 128 shares (about $51.41K) 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 PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$59,656,045$232,408 ▲0.4%678,68122.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$49,408,233$33,445,969 ▲209.5%2,086,49618.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$27,163,621$291,958 ▲1.1%1,086,98010.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$26,578,884$931,783 ▲3.6%778,7549.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$19,624,988$237,300 ▲1.2%358,8417.3%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$16,843,110$154,102 ▲0.9%249,5286.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,908,361$11,967 ▲0.1%252,4124.8%ETFMUBiShares National Muni Bond ETF$8,991,846$265,416 ▲3.0%84,3913.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$6,953,069$3,899,265 ▲127.7%306,3032.6%ETFSCHFSchwab International Equity ETF$5,183,003$2,877,789 ▲124.8%280,1621.9%ETFSCHMSchwab U.S. Mid-Cap ETF$4,345,225$3,040,945 ▲233.2%156,8111.6%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$3,948,430$2,178,283 ▲123.1%132,9441.5%ETFBNDVanguard Total Bond Market ETF$2,792,178$28,189 ▲1.0%38,8291.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,364,854$1,841,762 ▲352.1%84,8530.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,914,659$176,661 ▲10.2%31,5170.7%ETFRPGInvesco S&P 500 Pure Growth ETF$1,813,923$23,064 ▼-1.3%43,9630.7%ETFMSFTMicrosoft$1,677,384$13,065 ▼-0.8%3,9800.6%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$1,406,946$5,160 ▲0.4%35,7180.5%ETFGOOGAlphabet$1,238,567$8,379 ▼-0.7%6,5040.5%Computer and TechnologyAAPLApple$1,076,447$39,562 ▼-3.5%4,2990.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$918,905$51,407 ▼-5.3%2,2880.3%ETFSCHESchwab Emerging Markets Equity ETF$820,247$244,647 ▲42.5%30,8020.3%ETFGOOGLAlphabet$789,833$47,140 ▼-5.6%4,1720.3%Computer and TechnologyVXFVanguard Extended Market ETF$769,745$4,369 ▲0.6%4,0520.3%ETFNVDANVIDIA$742,576$196,991 ▼-21.0%5,5300.3%Computer and TechnologyAMZNAmazon.com$688,007$14,699 ▲2.2%3,1360.3%Retail/WholesaleEFAiShares MSCI EAFE ETF$630,120$8,695 ▲1.4%8,3340.2%FinanceJPMJPMorgan Chase & Co.$583,309$333,251 ▼-36.4%2,4330.2%FinanceMARMarriott International$577,987$2,511 ▲0.4%2,0720.2%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$563,223$1,945 ▲0.3%6,3710.2%ETFLLYEli Lilly and Company$491,554$2,315 ▲0.5%6370.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$489,029$1,801 ▲0.4%3,8020.2%ETFBRK.BBerkshire Hathaway$406,139$99,722 ▲32.5%8960.2%FinanceTSLATesla$383,244$53,711 ▼-12.3%9490.1%Auto/Tires/TrucksARISTA NETWORKS INC$353,696$353,696 ▲New Holding3,2000.1%COM SHSSPYSPDR S&P 500 ETF Trust$350,176$22,876 ▼-6.1%5970.1%FinanceNOCNorthrop Grumman$336,950$46,929 ▼-12.2%7180.1%AerospaceUGIUGI$325,802$325,802 ▲New Holding11,5410.1%UtilitiesRTXRTX$309,204$301,451 ▲3,888.1%2,6720.1%AerospacePSEPInnovator U.S. Equity Power Buffer ETF - September$269,298$19,543 ▼-6.8%6,8900.1%ETFADPAutomatic Data Processing$249,991$8,782 ▼-3.4%8540.1%Business ServicesKOCoca-Cola$249,968$4,358 ▼-1.7%4,0150.1%Consumer StaplesLMTLockheed Martin$247,9750.0%5100.1%AerospaceABBVAbbVie$247,711$3,199 ▼-1.3%1,3940.1%MedicalCOSTCostco Wholesale$242,722$60,452 ▼-19.9%2650.1%Retail/WholesaleISRGIntuitive Surgical$217,6570.0%4170.1%MedicalBGTBlackRock Floating Rate Income Trust$208,547$5,684 ▲2.8%16,2170.1%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$207,262$8,537 ▼-4.0%3,3260.1%ETFMPCMarathon Petroleum$203,461$1,255 ▲0.6%1,4590.1%Oils/EnergyOEFiShares S&P 100 ETF$200,889$289 ▲0.1%6950.1%ETFUNPUnion Pacific$0$357,396 ▼-100.0%00.0%TransportationANETArista Networks$0$307,056 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$247,609 ▼-100.0%00.0%Oils/EnergyELVElevance Health$0$206,339 ▼-100.0%00.0%MedicalSLYVSPDR S&P 600 Small CapValue ETF$0$193,843 ▼-100.0%00.0%ETFMCDMcDonald's$0$193,518 ▼-100.0%00.0%Retail/WholesaleMELIMercadoLibre$0$184,676 ▼-100.0%00.0%Retail/WholesalePGProcter & Gamble$0$181,474 ▼-100.0%00.0%Consumer StaplesHDHome Depot$0$168,298 ▼-100.0%00.0%Retail/WholesaleVRTXVertex Pharmaceuticals$0$163,708 ▼-100.0%00.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$0$163,629 ▼-100.0%00.0%FinanceXLEEnergy Select Sector SPDR Fund$0$156,274 ▼-100.0%00.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$0$155,922 ▼-100.0%00.0%ETFPEGPublic Service Enterprise Group$0$155,891 ▼-100.0%00.0%UtilitiesBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$0$154,351 ▼-100.0%00.0%ETFMCKMcKesson$0$148,678 ▼-100.0%00.0%MedicalAMATApplied Materials$0$144,466 ▼-100.0%00.0%Computer and TechnologyBXBlackstone$0$140,467 ▼-100.0%00.0%FinanceAORiShares Core Growth Allocation ETF$0$137,056 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$133,114 ▼-100.0%00.0%ETFMSMorgan Stanley$0$133,097 ▼-100.0%00.0%FinanceSHOPShopify$0$127,984 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$126,712 ▼-100.0%00.0%Computer and TechnologyRCLRoyal Caribbean Cruises$0$125,571 ▼-100.0%00.0%Consumer DiscretionaryCATCaterpillar$0$122,531 ▼-100.0%00.0%Industrial ProductsJNJJohnson & Johnson$0$120,838 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$118,759 ▼-100.0%00.0%MedicalNFLXNetflix$0$117,030 ▼-100.0%00.0%Consumer DiscretionaryCSCOCisco Systems$0$115,098 ▼-100.0%00.0%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$0$111,558 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$111,129 ▼-100.0%00.0%FinanceMAMastercard$0$108,606 ▼-100.0%00.0%Business ServicesGRMNGarmin$0$107,693 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$106,371 ▼-100.0%00.0%AerospaceVLOValero Energy$0$103,927 ▼-100.0%00.0%Oils/EnergyBSEPInnovator U.S. Equity Buffer ETF - September$0$103,539 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$100,060 ▼-100.0%00.0%ManufacturingBACBank of America$0$99,279 ▼-100.0%00.0%FinanceBALLBall$0$99,013 ▼-100.0%00.0%Industrial ProductsGEGeneral Electric$0$98,638 ▼-100.0%00.0%TransportationXLKTechnology Select Sector SPDR Fund$0$94,683 ▼-100.0%00.0%ETFUSEPInnovator U.S. Equity Ultra Buffer ETF - September$0$93,103 ▼-100.0%00.0%ETFSYYSysco$0$92,583 ▼-100.0%00.0%Consumer StaplesCFRCullen/Frost Bankers$0$92,343 ▼-100.0%00.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$90,035 ▼-100.0%00.0%ETFPEPPepsiCo$0$87,481 ▼-100.0%00.0%Consumer StaplesWMTWalmart$0$86,063 ▼-100.0%00.0%Retail/WholesaleCCLCarnival Co. &$0$85,100 ▼-100.0%00.0%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$0$84,604 ▼-100.0%00.0%ETFPFEPfizer$0$82,836 ▼-100.0%00.0%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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