Q3 2026 13F · SEC CIK 1767617

Reston Wealth Management LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $368.9M
Reported positions: 71
Top holdings a year, 3 yrs: +16.6%
Assets under management: $589.9M

Reston Wealth Management LLC is a wealth manager that reported 71 positions worth $368.9M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were State Street Spdr Portfolio S&p 500 Grow (SPYG, 20.3%), Schwab Strategic Tr (FNDX, 20.1%), Fidelity Covington Trust (FENI, 12.4%). 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 71 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SPYGState Street Spdr Portfolio S&p 500 Grow	20.3%	19.6%	608,809	-0.6%	$74.9M
FNDXSchwab Strategic Tr	20.1%	19.8%	2,355,179	-0.5%	$74.1M
FENIFidelity Covington Trust	12.4%	11.9%	1,146,477	+4.5%	$45.8M
SPABSpdr Series Trust	8.7%	9.3%	1,314,132	-2.4%	$32.0M
SMLFIshares Tr	5.9%	6.4%	258,441	-2.4%	$21.6M
SPMDSpdr Series Trust	5.8%	6.3%	338,331	-1.8%	$21.3M
SPDWSpdr Index Shs Fds	4.0%	4.5%	292,958	-11.7%	$14.7M
SPYVState Street Spdr Portfolio S&p 500 Valu	3.3%	3.4%	200,805	-4.0%	$12.3M
SCHZSchwab Strategic Tr	3.0%	2.8%	492,794	+8.3%	$10.9M
FNDASchwab Strategic Tr	2.0%	2.0%	206,110	+5.4%	$7.2M
SCHMSchwab Strategic Tr	1.8%	1.9%	200,514	+5.6%	$6.8M
MSFTMicrosoft Corp	0.8%	0.6%	5,790	-1.4%	$3.0M
SCZIshares Tr	0.8%	0.7%	34,213	+5.7%	$2.9M
SCHGSchwab Strategic Tr	0.7%	0.6%	69,378	-2.5%	$2.5M
SCHFSchwab Strategic Tr	0.7%	0.7%	90,642	-6.2%	$2.5M
NVDANvidia Corporation	0.6%	0.5%	9,853	-1.4%	$2.3M
AAPLApple Inc	0.6%	0.5%	6,404	-4.1%	$2.1M
GOOGAlphabet Inc	0.6%	0.6%	6,193	-0.1%	$2.1M
BNDVanguard Bd Index Fds	0.6%	0.7%	29,669	-11.2%	$2.1M
RPGInvesco Exchange Traded Fd T	0.5%	0.6%	33,673	-1.0%	$2.0M
GOOGLAlphabet Inc	0.5%	0.5%	5,178	+2.4%	$1.8M
LLYEli Lilly & Co	0.4%	0.4%	1,188	+8.8%	$1.4M
IWFIshares Tr	0.3%	0.3%	10,283	+4.7%	$1.3M
EFAIshares Tr	0.3%	0.3%	11,072	+6.1%	$1.2M
AMZNAmazon Com Inc	0.3%	0.3%	4,291	+5.4%	$1.1M
JPMJpmorgan Chase & Co	0.3%	0.3%	2,995	+3.3%	$991K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	1,084	+0.2%	$827K
MARMarriott Intl Inc New	0.2%	0.2%	2,127	+0.1%	$756K
AVGOBroadcom Inc	0.2%	0.2%	2,103	-0.8%	$739K
ANETArista Networks Inc	0.2%	0.2%	3,574	+0.4%	$728K
AMATApplied Matls Inc	0.2%	0.3%	1,398	-0.3%	$715K
IWRIshares Tr	0.2%	0.2%	6,168	+0.3%	$658K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,280	-4.3%	$637K
SCHESchwab Strategic Tr	0.2%	0.2%	17,424	-7.8%	$635K
MPCMarathon Petroleum	0.2%	0.1%	1,500	-0.3%	$593K
ABBVAbbvie Inc	0.2%	0.1%	2,187	+46.8%	$572K
TSLATesla Inc	0.1%	0.2%	1,446	+0.6%	$513K
XOMExxonmobil Holdings Corp	0.1%	—	2,921	—	$475K
CSCOCisco Sys Inc	0.1%	0.1%	4,250	+10.4%	$457K
METAMeta Platforms Inc	0.1%	—	605	—	$439K
BSVVanguard Bd Index Fds	0.1%	0.1%	5,640	-18.7%	$431K
VXFVanguard Index Fds	0.1%	0.1%	1,835	-10.1%	$425K
MSMorgan Stanley	0.1%	0.1%	2,189	-0.0%	$412K
COSTCostco Wholesale Corporation	0.1%	0.1%	445	-2.2%	$405K
MUMicron Technology Inc	0.1%	0.1%	379	-15.4%	$404K
KOCoca Cola Co	0.1%	0.1%	4,613	+0.3%	$397K
GEGe Aerospace	0.1%	0.1%	1,234	-0.2%	$385K
AGGIshares Tr	0.1%	—	4,057	—	$384K
JNJJohnson & Johnson	0.1%	0.1%	1,364	-0.9%	$361K
CATCaterpillar Inc	0.1%	0.1%	421	+0.0%	$341K

What Reston Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

ABBV Abbvie Inc+46.8% shares
CSCO Cisco Sys Inc+10.4% shares
LLY Eli Lilly & Co+8.8% shares
SCHZ Schwab Strategic Tr+8.3% shares
EFA Ishares Tr+6.1% shares
SCZ Ishares Tr+5.7% shares
SCHM Schwab Strategic Tr+5.6% shares
AMZN Amazon Com Inc+5.4% shares

Reduced

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$368.9M	71
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

Questions about Reston Wealth Management LLC's portfolio

What stocks does Reston Wealth Management LLC own?

Reston Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 71 positions worth $368.9M. The largest are State Street Spdr Portfolio S&p 500 Grow (SPYG) at 20.3%, Schwab Strategic Tr (FNDX) at 20.1%, Fidelity Covington Trust (FENI) at 12.4%, Spdr Series Trust (SPAB) at 8.7% and Ishares Tr (SMLF) at 5.9%.

What did Reston Wealth Management LLC buy last quarter?

In Q3 2026, Reston Wealth Management LLC added Abbvie Inc (ABBV) (+46.8% shares), Cisco Sys Inc (CSCO) (+10.4% shares) and Eli Lilly & Co (LLY) (+8.8% shares), compared with its Q2 2026 filing.

What did Reston Wealth Management LLC sell last quarter?

In Q3 2026, Reston Wealth Management LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Bank of Amer Corp (BAC), cut from its top 50 Ishares Tr (MUB), Vanguard Bd Index Fds (BSV) (-18.7% shares), Micron Technology Inc (MU) (-15.4% shares) and Spdr Index Shs Fds (SPDW) (-11.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $368.9M.