RESTON WEALTH MANAGEMENT LLC

CIK

1767617

Location

Reston, VA

Portfolio Value

Small $370,994,629

Diversification

Highly concentrated

Files via

Natixis Investment Managers, LLC Ethic Inc.

Filing Date

Global Rank

#4,601 / 8,793 ▼ 127 · as of Jun 2026

Top Industry

Internet Content & Information 16.6%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

38.6%

−3.7 pts

Top 5

91.1%

−0.6 pts

Top 10

94.7%

−0.6 pts

HHI

2,510

Highly concentrated−400

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.0%	$345,115,384	11
Technology	2.7%	$10,062,667	10
Communication Services	1.2%	$4,305,152	2
Financial Services	0.7%	$2,630,739	5
Healthcare	0.7%	$2,464,886	5
Consumer Cyclical	0.6%	$2,362,425	3
Industrials	0.5%	$1,747,896	5
Consumer Defensive	0.3%	$1,064,490	3
Energy	0.3%	$962,253	3
Utilities	0.1%	$278,737	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+86,585	3,393,131	$104,322,064
FBCG	Fidelity Blue Chip Growth ETF	+67,515	1,097,586	$44,046,126
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+55,804	2,512,531	$143,208,656
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,646	328,137	$29,815,113
BAC	Bank Of America Corp /De/	+1,857	6,097	$347,407
CWI	State Street SPDR MSCI ACWI ex-US ETF	+1,199	331,834	$16,721,115
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
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−8,349	40,351	$2,993,396
UGI	Ugi Corp /Pa/	−2,441	8,070	$278,737
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,675	34,003	$2,171,091
NVDA	Nvidia Corp	−906	9,996	$2,000,099
—		−666	2,042	$502,760
GOOGL	Alphabet Inc.	−479	11,261	$3,999,286
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

4 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
TACN	T. Rowe Price Active Core International Equity ETF	5,104	$209,774
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SHOP	Shopify Inc.	1,699	$201,535
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $370,994,629 total · filing declares 65 positions · $370,994,639 · 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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	2,512,531	+55,804	$143,208,656	+12.4%	38.60%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	3,393,131	+86,585	$104,322,064	+14.0%	28.12%
FBCG	Fidelity Blue Chip Growth ETF	Added	1,097,586	+67,515	$44,046,126	+14.9%	11.87%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	328,137	+8,646	$29,815,113	—	8.04%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	331,834	+1,199	$16,721,115	+10.8%	4.51%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,261	-479	$3,999,286	+18.6%	1.08%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	40,351	-8,349	$2,993,396	−17.6%	0.81%
MSFT	Microsoft Corp Technology	Added	5,870	+241	$2,189,627	+5.1%	0.59%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	34,003	-1,675	$2,171,091	+30.2%	0.59%
NVDA	Nvidia Corp Technology	Reduced	9,996	-906	$2,000,099	+5.2%	0.54%
AAPL	Apple Inc. Technology	Reduced	6,680	-152	$1,932,924	+11.5%	0.52%
LLY	ELI LILLY & Co Healthcare	Added	1,092	+208	$1,309,777	+61.1%	0.35%
AMAT	Applied Materials Inc /De Technology	Reduced	1,402	-3	$1,013,646	+111.1%	0.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,072	+48	$970,520	+15.8%	0.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,898	+12	$948,602	+11.7%	0.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,082	-150	$808,005	+0.8%	0.22%
AVGO	Broadcom Inc. Technology	Reduced	2,119	-32	$800,452	+20.2%	0.22%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,125	+6	$787,503	+13.6%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,337	+353	$669,021	+41.9%	0.18%
ANET	Arista Networks, Inc. Technology	Added	3,559	+62	$604,602	+40.8%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,437	-30	$604,402	+10.8%	0.16%
MU	Micron Technology Inc Technology	NEW	448	NEW	$517,121	NEW	0.14%
		Reduced	2,042	-666	$502,760	−9.8%	0.14%
GE	General Electric Co Industrials	Added	1,236	+254	$461,930	+65.8%	0.12%
MS	Morgan Stanley Financial Services	Added	2,190	+9	$457,797	+27.5%	0.12%
CSCO	Cisco Systems, Inc. Technology	Added	3,850	+25	$452,221	+52.4%	0.12%
CAT	Caterpillar Inc Industrials	Added	421	+6	$448,322	+52.5%	0.12%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	455	-13	$425,638	−8.7%	0.11%
MPC	Marathon Petroleum Corp Energy	Added	1,505	+3	$384,783	+4.9%	0.10%
ABBV	AbbVie Inc. Healthcare	Added	1,490	+9	$374,943	+16.4%	0.10%
KO	Coca Cola Co Consumer Defensive	Added	4,597	+48	$373,598	+8.0%	0.10%
XOM	ExxonMobil Holdings Corp Energy	Added	2,656	+391	$363,128	−5.5%	0.10%
JNJ	Johnson & Johnson Healthcare	Added	1,377	+19	$349,716	+5.4%	0.09%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,097	+1,857	$347,407	+68.1%	0.09%
LMT	Lockheed Martin Corp Industrials	Added	646	+3	$329,111	−15.3%	0.09%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Held	6,890	0	$317,284	+6.9%	0.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	651	-53	$310,898	+30.7%	0.08%
META	Meta Platforms, Inc. Communication Services	Reduced	543	-2	$305,866	−1.9%	0.08%
UGI	Ugi Corp /Pa/ Utilities	Reduced	8,070	-2,441	$278,737	−27.2%	0.08%
GEV	GE Vernova Inc. Industrials	NEW	233	NEW	$273,742	NEW	0.07%
WMT	Walmart Inc. Consumer Defensive	Added	2,342	+33	$265,254	−7.6%	0.07%
AMD	Advanced Micro Devices Inc Technology	NEW	415	NEW	$241,077	NEW	0.06%
NOC	Northrop Grumman Corp /De/ Industrials	Added	461	+1	$234,791	−25.2%	0.06%
MCK	Mckesson Corp Healthcare	Reduced	286	-1	$216,101	−13.0%	0.06%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	539	-39	$214,349	−19.6%	0.06%
VLO	Valero Energy Corp/Tx Energy	Added	823	+2	$214,342	+5.7%	0.06%
TACN	T. Rowe Price Active Core International Equity ETF	NEW	5,104	NEW	$209,774	NEW	0.06%
V	Visa Inc. Financial Services	Reduced	606	-80	$207,912	+0.3%	0.06%

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.