Q2 2026 13F · SEC CIK 1767617

Reston Wealth Management LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $371.0M
Reported positions: 65
Top holdings a year, 3 yrs: +16.6%
Assets under management: $589.9M

Reston Wealth Management LLC is a wealth manager that reported 65 positions worth $371.0M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Schwab Strategic Tr (FNDX, 19.8%), Spdr Series Trust (SPYG, 19.6%), Fidelity Enhanced International ETF (FENI, 11.9%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Reston Wealth Management LLC holdings largest 50 of 65 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Reston Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FNDXSchwab Strategic Tr	19.8%	19.9%	2,366,034	+1.6%	$73.6M
SPYGSpdr Series Trust	19.6%	19.3%	612,211	-4.8%	$72.8M
FENIFidelity Enhanced International ETF	11.9%	11.7%	1,097,586	+6.6%	$44.0M
SPABSpdr Series Trust	9.3%	9.9%	1,346,522	+6.6%	$34.4M
SMLFIshares Tr	6.4%	6.2%	264,869	-0.5%	$23.6M
SPMDSpdr Series Trust	6.3%	6.2%	344,616	+0.7%	$23.3M
SPDWSPDR Portfolio Developed World	4.5%	4.6%	331,834	+0.4%	$16.7M
SPYVSpdr Series Trust	3.4%	3.6%	209,182	+0.5%	$12.7M
SCHZSchwab Strategic Tr	2.8%	3.0%	454,858	+7.8%	$10.5M
FNDASchwab Strategic Tr	2.0%	1.9%	195,627	+2.4%	$7.4M
SCHMSchwab Strategic Tr	1.9%	1.8%	189,848	+2.5%	$7.0M
SCHFSchwab Intl Equity	0.7%	0.7%	96,670	+10.1%	$2.7M
SCZIshares Msci Eafe Small Cap	0.7%	0.7%	32,366	+4.6%	$2.7M
BNDVanguard Total Bond Market ETF	0.7%	0.9%	33,411	-14.9%	$2.5M
SCHGSchwab U.s. Large-Cap Growth ETF	0.6%	0.6%	71,191	-0.7%	$2.4M
GOOGAlphabet Inc	0.6%	0.6%	6,202	-6.3%	$2.2M
MSFTMicrosoft Corp	0.6%	0.6%	5,870	+4.3%	$2.2M
RPGInvesco Exchange Traded Fd T	0.6%	0.5%	34,003	-4.7%	$2.2M
NVDANvidia Corporation Com	0.5%	0.6%	9,996	-8.3%	$2.0M
AAPLApple Inc	0.5%	0.5%	6,680	-2.2%	$1.9M
GOOGLAlphabet Inc	0.5%	0.5%	5,059	-1.2%	$1.8M
LLYLilly Eli & Co	0.4%	0.2%	1,092	+23.5%	$1.3M
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	9,819	+327.3%	$1.2M
EFAiShs MSCI EAFE	0.3%	0.3%	10,437	+4.3%	$1.1M
AMATApplied Matls Inc	0.3%	0.1%	1,402	-0.2%	$1.0M
AMZNAmazon Com Inc Com	0.3%	0.3%	4,072	+1.2%	$971K
JPMJpmorgan Chase & Co	0.3%	0.3%	2,898	+0.4%	$949K
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	1,082	-12.2%	$808K
AVGOBroadcom Inc	0.2%	0.2%	2,119	-1.5%	$800K
MARMarriott Intl Inc New Cl A	0.2%	0.2%	2,125	+0.3%	$788K
SCHESchwab Strategic Tr	0.2%	0.2%	18,903	-1.5%	$685K
IWRIshares Russell Midcap ETF	0.2%	0.2%	6,150	+0.2%	$678K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.1%	1,337	+35.9%	$669K
ANETArista Networks Inc	0.2%	0.1%	3,559	+1.8%	$605K
TSLATesla Inc Com	0.2%	0.2%	1,437	-2.0%	$604K
BSVVanguard Bd Index Fds Vanguard Short Ter	0.1%	0.2%	6,940	-26.5%	$541K
MUMicron Technology Inc	0.1%	—	448	—	$517K
VXFVanguard Index Fds	0.1%	0.2%	2,042	-24.6%	$503K
GEGe Aerospace	0.1%	—	1,236	—	$462K
MSMorgan Stanley Com New	0.1%	0.1%	2,190	+0.4%	$458K
CSCOCisco Sys Inc	0.1%	0.1%	3,850	+0.7%	$452K
CATCaterpillar Inc Com	0.1%	—	421	—	$448K
COSTCostco Whsl Corp New	0.1%	0.1%	455	-2.8%	$426K
MPCMarathon Petroleum Corporation	0.1%	0.1%	1,505	+0.2%	$385K
ABBVAbbvie Inc	0.1%	0.1%	1,490	+0.6%	$375K
KOCoca Cola Co	0.1%	0.1%	4,597	+1.1%	$374K
XOMExxon Mobil Corp	0.1%	0.1%	2,656	+17.3%	$363K
JNJJohnson & Johnson	0.1%	0.1%	1,377	+1.4%	$350K
BACBank of Amer Corp	0.1%	—	6,097	—	$347K
MUBIshares National Muni Bond ETF	0.1%	0.1%	3,151	+0.7%	$339K

What Reston Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+327.3% shares
BRK-B Berkshire Hathaway Inc Del+35.9% shares
LLY Lilly Eli & Co+23.5% shares
XOM Exxon Mobil Corp+17.3% shares
SCHF Schwab Intl Equity+10.1% shares
SCHZ Schwab Strategic Tr+7.8% shares
SPAB Spdr Series Trust+6.6% shares
FENI Fidelity Enhanced International ETF+6.6% shares

Reduced

BSV Vanguard Bd Index Fds Vanguard Short Ter-26.5% shares
VXF Vanguard Index Fds-24.6% shares
BND Vanguard Total Bond Market ETF-14.9% shares
SPY Spdr S&p 500 ETF Tr-12.2% shares
NVDA Nvidia Corporation Com-8.3% shares
GOOG Alphabet Inc-6.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.7% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +7.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$371.0M	65
Q1 2026	$326.4M	62
Q4 2025	$326.9M	64
Q3 2025	$309.7M	53
Q2 2025	$285.3M	54
Q1 2025	$247.4M	49
Q4 2024	$269.0M	50
Q3 2024	$276.3M	454
Q2 2024	$250.1M	53
Q1 2024	$246.3M	52
Q4 2023	$218.5M	49
Q3 2023	$198.0M	52

Questions about Reston Wealth Management LLC's portfolio

What stocks does Reston Wealth Management LLC own?

Reston Wealth Management LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 65 positions worth $371.0M. The largest are Schwab Strategic Tr (FNDX) at 19.8%, Spdr Series Trust (SPYG) at 19.6%, Fidelity Enhanced International ETF (FENI) at 11.9%, Spdr Series Trust (SPAB) at 9.3% and Ishares Tr (SMLF) at 6.4%.

What did Reston Wealth Management LLC buy last quarter?

In Q2 2026, Reston Wealth Management LLC added Ishares Russell 1000 Growth ETF (IWF) (+327.3% shares), Berkshire Hathaway Inc Del (BRK-B) (+35.9% shares) and Lilly Eli & Co (LLY) (+23.5% shares), compared with its Q1 2026 filing.

What did Reston Wealth Management LLC sell last quarter?

In Q2 2026, Reston Wealth Management LLC cut from its top 50 Lockheed Martin Corp Com (LMT), cut from its top 50 Ugi Corp New (UGI), cut from its top 50 Northrop Grumman Corp (NOC), cut from its top 50 Meta Platforms Inc Class A (META), Vanguard Bd Index Fds Vanguard Short Ter (BSV) (-26.5% shares), Vanguard Index Fds (VXF) (-24.6% shares) and Vanguard Total Bond Market ETF (BND) (-14.9% shares), compared with its Q1 2026 filing.

How has Reston Wealth Management LLC's portfolio performed?

A portfolio copying Reston Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.7% against +20.1%. Over 5 years: +7.9% a year against +11.6%.

When is Reston Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Reston Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Reston Wealth Management LLC manage?

Reston Wealth Management LLC reported $589.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $371.0M.