RESTON WEALTH MANAGEMENT LLC

CIK

1767617

Location

Reston, VA

Portfolio Value

Micro $24,495,898

Diversification

Diversified

Filing Date

Global Rank

#7,636 / 8,517 ▲ 235

Top Industry

Semiconductors 16.3%

3Y Alpha vs SPY

+28.5%

Period ended 47 days ago

Filed Jul 23, 2026 · 24d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+252.0%

SPY

+76.6%

Annualised alpha

+31.2%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.9%

−12.3 pts

Top 5

37.7%

−14.8 pts

Top 10

56.3%

−9.9 pts

HHI

440

Diversified−359

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.1%	$10,062,667	10
Financial Services	10.7%	$2,630,739	5
Healthcare	10.1%	$2,464,886	5
Consumer Cyclical	9.6%	$2,362,425	3
Communication Services	8.6%	$2,113,800	2
Industrials	7.1%	$1,747,896	5
Consumer Defensive	4.3%	$1,064,490	3
Energy	3.9%	$962,253	3
Unclassified	3.3%	$808,005	1
Utilities	1.1%	$278,737	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+1,857	6,097	$347,407
XOM	ExxonMobil Holdings Corp	+391	2,656	$363,128
BRK-B	Berkshire Hathaway Inc	+353	1,337	$669,021
GE	General Electric Co	+254	1,236	$461,930
MSFT	Microsoft Corp	+241	5,870	$2,189,627
LLY	ELI LILLY & Co	+208	1,092	$1,309,777
ANET	Arista Networks, Inc.	+62	3,559	$604,602
AMZN	Amazon Com Inc	+48	4,072	$970,520
KO	Coca Cola Co	+48	4,597	$373,598
WMT	Walmart Inc.	+33	2,342	$265,254
CSCO	Cisco Systems, Inc.	+25	3,850	$452,221
JNJ	Johnson & Johnson	+19	1,377	$349,716
JPM	Jpmorgan Chase & Co	+12	2,898	$948,602
ABBV	AbbVie Inc.	+9	1,490	$374,943
MS	Morgan Stanley	+9	2,190	$457,797
CAT	Caterpillar Inc	+6	421	$448,322
MAR	Marriott International Inc /Md/	+6	2,125	$787,503
MPC	Marathon Petroleum Corp	+3	1,505	$384,783
LMT	Lockheed Martin Corp	+3	646	$329,111
VLO	Valero Energy Corp/Tx	+2	823	$214,342
NOC	Northrop Grumman Corp /De/	+1	461	$234,791
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−6,681	5,059	$1,807,934
UGI	Ugi Corp /Pa/	−2,441	8,070	$278,737
NVDA	Nvidia Corp	−906	9,996	$2,000,099
AAPL	Apple Inc.	−152	6,680	$1,932,924
SPY	Spdr S&P 500 ETF Trust	−150	1,082	$808,005
V	Visa Inc.	−80	606	$207,912
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−53	651	$310,898
ISRG	Intuitive Surgical Inc	−39	539	$214,349
AVGO	Broadcom Inc.	−32	2,119	$800,452
TSLA	Tesla, Inc.	−30	1,437	$604,402
COST	Costco Wholesale Corp /New	−13	455	$425,638
AMAT	Applied Materials Inc /De	−3	1,402	$1,013,646
META	Meta Platforms, Inc.	−2	543	$305,866
MCK	Mckesson Corp	−1	286	$216,101
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	448	$517,121
GEV	GE Vernova Inc.	233	$273,742
AMD	Advanced Micro Devices Inc	415	$241,077
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	191,074	$6,196,529
VXF	Vanguard Extended Market ETF	2,708	$557,306
SHOP	Shopify Inc.	1,699	$201,535
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $24,495,898 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	5,870	+241	$2,189,627	+5.1%	8.94%
NVDA	Nvidia Corp Technology	Reduced	9,996	-906	$2,000,099	+5.2%	8.17%
AAPL	Apple Inc. Technology	Reduced	6,680	-152	$1,932,924	+11.5%	7.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,059	-6,681	$1,807,934	−46.4%	7.38%
LLY	ELI LILLY & Co Healthcare	Added	1,092	+208	$1,309,777	+61.1%	5.35%
AMAT	Applied Materials Inc /De Technology	Reduced	1,402	-3	$1,013,646	+111.1%	4.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,072	+48	$970,520	+15.8%	3.96%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,898	+12	$948,602	+11.7%	3.87%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,082	-150	$808,005	+0.8%	3.30%
AVGO	Broadcom Inc. Technology	Reduced	2,119	-32	$800,452	+20.2%	3.27%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,125	+6	$787,503	+13.6%	3.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,337	+353	$669,021	+41.9%	2.73%
ANET	Arista Networks, Inc. Technology	Added	3,559	+62	$604,602	+40.8%	2.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,437	-30	$604,402	+10.8%	2.47%
MU	Micron Technology Inc Technology	NEW	448	NEW	$517,121	NEW	2.11%
GE	General Electric Co Industrials	Added	1,236	+254	$461,930	+65.8%	1.89%
MS	Morgan Stanley Financial Services	Added	2,190	+9	$457,797	+27.5%	1.87%
CSCO	Cisco Systems, Inc. Technology	Added	3,850	+25	$452,221	+52.4%	1.85%
CAT	Caterpillar Inc Industrials	Added	421	+6	$448,322	+52.5%	1.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	455	-13	$425,638	−8.7%	1.74%
MPC	Marathon Petroleum Corp Energy	Added	1,505	+3	$384,783	+4.9%	1.57%
ABBV	AbbVie Inc. Healthcare	Added	1,490	+9	$374,943	+16.4%	1.53%
KO	Coca Cola Co Consumer Defensive	Added	4,597	+48	$373,598	+8.0%	1.53%
XOM	ExxonMobil Holdings Corp Energy	Added	2,656	+391	$363,128	−5.5%	1.48%
JNJ	Johnson & Johnson Healthcare	Added	1,377	+19	$349,716	+5.4%	1.43%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,097	+1,857	$347,407	+68.1%	1.42%
LMT	Lockheed Martin Corp Industrials	Added	646	+3	$329,111	−15.3%	1.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	651	-53	$310,898	+30.7%	1.27%
META	Meta Platforms, Inc. Communication Services	Reduced	543	-2	$305,866	−1.9%	1.25%
UGI	Ugi Corp /Pa/ Utilities	Reduced	8,070	-2,441	$278,737	−27.2%	1.14%
GEV	GE Vernova Inc. Industrials	NEW	233	NEW	$273,742	NEW	1.12%
WMT	Walmart Inc. Consumer Defensive	Added	2,342	+33	$265,254	−7.6%	1.08%
AMD	Advanced Micro Devices Inc Technology	NEW	415	NEW	$241,077	NEW	0.98%
NOC	Northrop Grumman Corp /De/ Industrials	Added	461	+1	$234,791	−25.2%	0.96%
MCK	Mckesson Corp Healthcare	Reduced	286	-1	$216,101	−13.0%	0.88%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	539	-39	$214,349	−19.6%	0.88%
VLO	Valero Energy Corp/Tx Energy	Added	823	+2	$214,342	+5.7%	0.88%
V	Visa Inc. Financial Services	Reduced	606	-80	$207,912	+0.3%	0.85%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.