Reston Wealth Management LLC Top Holdings and 13F Report (2025) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $247.36 million in total holdings as of March 31, 2025.Reston Wealth Management LLC owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.17% of the portfolio was purchased this quarter.About 8.11% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 50 new stocks and bought additional shares in 26 stocks.Reston Wealth Management LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab Fundamental U.S. Large Company Index ETF $51,385,525SPDR Portfolio S&P 500 Growth ETF $51,122,992SPDR Portfolio Developed World ex-US ETF $28,667,361SPDR Portfolio Aggregate Bond ETF $23,567,829SPDR Portfolio S&P 400 Mid Cap ETF $18,321,709 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $265,031 Holding742718109 - Procter & Gamble $217,693 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 89,935 shares (about $2.12M)SPDR S&P 500 ETF Trust 1,363 shares (about $762.61K)Schwab International Equity ETF 27,640 shares (about $546.72K)SPDR Portfolio Developed World ex-US ETF 8,595 shares (about $312.94K)Schwab U.S. Mid-Cap ETF 11,168 shares (about $292.60K) Largest Sales this Quarter iShares National Muni Bond ETF 68,265 shares (about $7.20M)SPDR Portfolio Aggregate Bond ETF 164,199 shares (about $4.19M)SPDR Portfolio S&P 500 Growth ETF 42,586 shares (about $3.42M)SPDR Portfolio S&P 500 Value ETF 24,608 shares (about $1.26M)Schwab U.S. Aggregate Bond ETF 30,607 shares (about $708.86K) 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 PortfolioSectorFNDXSchwab Fundamental U.S. Large Company Index ETF$51,385,525$2,123,365 ▲4.3%2,176,43120.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$51,122,992$3,422,639 ▼-6.3%636,09520.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$28,667,361$312,944 ▲1.1%787,34911.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$23,567,829$4,193,643 ▼-15.1%922,7819.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$18,321,709$43,759 ▼-0.2%357,9867.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$15,758,377$247,708 ▲1.6%253,5136.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$11,633,974$1,256,733 ▼-9.7%227,8044.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$6,385,119$708,858 ▼-10.0%275,6962.6%ETFSCHFSchwab International Equity ETF$6,088,327$546,720 ▲9.9%307,8022.5%ETFSCHMSchwab U.S. Mid-Cap ETF$4,401,048$292,601 ▲7.1%167,9791.8%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$3,899,619$258,287 ▲7.1%142,3741.6%ETFBNDVanguard Total Bond Market ETF$2,819,283$32,685 ▼-1.1%38,3841.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,885,842$116,452 ▼-5.8%29,6840.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,736,784$387,947 ▼-18.3%69,3600.7%ETFMUBiShares National Muni Bond ETF$1,700,292$7,197,720 ▼-80.9%16,1260.7%ETFRPGInvesco S&P 500 Pure Growth ETF$1,662,408$19,163 ▼-1.1%43,4620.7%ETFMSFTMicrosoft$1,507,923$13,889 ▲0.9%4,0170.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,096,640$762,612 ▲228.3%1,9600.4%FinanceAAPLApple$1,025,396$70,418 ▲7.4%4,6160.4%Computer and TechnologyGOOGAlphabet$975,388$40,778 ▼-4.0%6,2430.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$827,152$1,083 ▲0.1%2,2910.3%ETFEFAiShares MSCI EAFE ETF$669,273$11,851 ▼-1.7%8,1890.3%FinanceGOOGLAlphabet$661,723$16,547 ▲2.6%4,2790.3%Computer and TechnologyNVDANVIDIA$647,207$47,901 ▲8.0%5,9720.3%Computer and TechnologyJPMJPMorgan Chase & Co.$560,928$35,809 ▼-6.0%2,2870.2%FinanceSCHESchwab Emerging Markets Equity ETF$555,132$294,095 ▼-34.6%20,1350.2%ETFLLYEli Lilly and Company$538,267$12,383 ▲2.4%6520.2%MedicalIWRiShares Russell Mid-Cap ETF$532,057$9,954 ▼-1.8%6,2540.2%ETFAMZNAmazon.com$528,352$68,303 ▼-11.4%2,7770.2%Retail/WholesaleMARMarriott International$507,405$13,817 ▲2.8%2,1300.2%Consumer DiscretionaryVXFVanguard Extended Market ETF$492,925$204,955 ▼-29.4%2,8620.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$465,257$1,342 ▲0.3%3,8130.2%ETFBRK.BBerkshire Hathaway$445,237$31,955 ▼-6.7%8360.2%FinanceUGIUGI$386,702$5,027 ▲1.3%11,6930.2%UtilitiesABBVAbbVie$329,514$37,497 ▲12.8%1,5730.1%MedicalNOCNorthrop Grumman$320,006$47,617 ▼-13.0%6250.1%AerospaceKOCoca-Cola$315,480$27,931 ▲9.7%4,4050.1%Consumer StaplesARISTA NETWORKS INC$285,204$37,268 ▲15.0%3,6810.1%COM SHSADPAutomatic Data Processing$275,894$14,971 ▲5.7%9030.1%Business ServicesXOMExxon Mobil$265,031$265,031 ▲New Holding2,2280.1%EnergyPSEPInnovator U.S. Equity Power Buffer ETF - September$264,6450.0%6,8900.1%ETFCOSTCostco Wholesale$258,338$7,570 ▲3.0%2730.1%Retail/WholesaleTSLATesla$257,087$11,144 ▲4.5%9920.1%Auto/Tires/TrucksRTXRTX$239,885$114,048 ▼-32.2%1,8110.1%AerospaceLMTLockheed Martin$238,119$10,275 ▲4.5%5330.1%AerospacePGProcter & Gamble$217,693$217,693 ▲New Holding1,2770.1%Consumer StaplesMPCMarathon Petroleum$213,794$1,166 ▲0.5%1,4670.1%EnergyISRGIntuitive Surgical$210,985$4,457 ▲2.2%4260.1%MedicalBGTBlackRock Floating Rate Income Trust$207,246$5,825 ▲2.9%16,6860.1%Financial ServicesTOTLSPDR Doubleline Total Return Tactical ETF$0$1,406,946 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$207,262 ▼-100.0%00.0%ETFOEFiShares S&P 100 ETF$0$200,889 ▼-100.0%00.0%ETFShowing 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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