RESTON WEALTH MANAGEMENT LLC

CIK

1767617

Location

Reston, VA

Portfolio Value

Micro $20,478,435

Diversification

Diversified

Filing Date

Global Rank

#7,352 / 8,232 ▲ 140

Top Industry

Semiconductors 14.3%

3Y Alpha vs SPY

+1.1%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.1%

SPY

+76.3%

Annualised alpha

+1.1%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

−2.0 pts

Top 5

39.3%

−2.6 pts

Top 10

57.9%

−2.7 pts

HHI

474

Diversified−39

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$8,030,450	9
Financial Services	10.2%	$2,093,440	5
Consumer Cyclical	10.1%	$2,076,496	3
Healthcare	9.7%	$1,981,937	5
Communication Services	8.7%	$1,783,829	2
Industrials	6.2%	$1,275,124	4
Consumer Defensive	5.4%	$1,099,242	3
Energy	4.7%	$953,889	3
Unclassified	3.9%	$801,218	1
Utilities	1.9%	$382,810	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+32	704	$237,916
XOM	Exxon Mobil Corp	+29	2,265	$384,279
TSLA	Tesla, Inc.	+15	1,467	$545,357
V	Visa Inc.	+7	686	$207,336
ISRG	Intuitive Surgical Inc	+5	578	$266,452
MS	Morgan Stanley	+2	2,181	$358,927
MCK	Mckesson Corp	+1	287	$248,358
AMAT	Applied Materials Inc /De	+1	1,405	$480,214
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−489	6,832	$1,733,893
NVDA	Nvidia Corp	−448	10,902	$1,901,308
SPY	Spdr S&P 500 ETF Trust	−385	1,232	$801,218
ABBV	AbbVie Inc.	−256	1,481	$322,102
MSFT	Microsoft Corp	−143	5,629	$2,083,686
AMZN	Amazon Com Inc	−129	4,024	$838,078
NOC	Northrop Grumman Corp /De/	−103	460	$313,830
KO	Coca Cola Co	−98	4,549	$345,951
MPC	Marathon Petroleum Corp	−83	1,502	$366,758
AVGO	Broadcom Inc.	−78	2,151	$665,756
GE	General Electric Co	−60	982	$278,662
SHOP	Shopify Inc.	−55	1,699	$201,535
GOOGL	Alphabet Inc.	−47	5,119	$1,472,019
BRK-B	Berkshire Hathaway Inc	−44	984	$471,532
ANET	Arista Networks, Inc.	−35	3,497	$429,361
JPM	Jpmorgan Chase & Co	−34	2,886	$848,945
META	Meta Platforms, Inc.	−29	545	$311,810
JNJ	Johnson & Johnson	−29	1,358	$331,949
LMT	Lockheed Martin Corp	−22	643	$388,622
CAT	Caterpillar Inc	−18	415	$294,010
LLY	ELI LILLY & Co	−14	884	$813,076
CSCO	Cisco Systems, Inc.	−9	3,825	$296,781
MAR	Marriott International Inc /Md/	−9	2,119	$693,061
COST	Costco Wholesale Corp /New	−8	468	$466,329
BAC	Bank Of America Corp /De/	−4	4,240	$206,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VLO	Valero Energy Corp/Tx	821	$202,852
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	892	$229,449
MA	Mastercard Inc	398	$227,210
HD	Home Depot, Inc.	621	$213,686
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $20,478,435 total · as of Mar 31, 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
SHOP	Shopify Inc. Technology	Reduced	1,699	-55	$201,535	−28.6%	0.98%
VLO	Valero Energy Corp/Tx Energy	NEW	821	NEW	$202,852	NEW	0.99%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,240	-4	$206,700	−11.4%	1.01%
V	Visa Inc. Financial Services	Added	686	+7	$207,336	−12.9%	1.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	704	+32	$237,916	+16.5%	1.16%
MCK	Mckesson Corp Healthcare	Added	287	+1	$248,358	+5.9%	1.21%
ISRG	Intuitive Surgical Inc Healthcare	Added	578	+5	$266,452	−17.9%	1.30%
GE	General Electric Co Industrials	Reduced	982	-60	$278,662	−13.2%	1.36%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,309	-2	$286,962	+11.5%	1.40%
CAT	Caterpillar Inc Industrials	Reduced	415	-18	$294,010	+18.5%	1.44%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,825	-9	$296,781	+0.5%	1.45%
META	Meta Platforms, Inc. Communication Services	Reduced	545	-29	$311,810	−17.7%	1.52%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	460	-103	$313,830	−2.2%	1.53%
ABBV	AbbVie Inc. Healthcare	Reduced	1,481	-256	$322,102	−18.8%	1.57%
JNJ	Johnson & Johnson Healthcare	Reduced	1,358	-29	$331,949	+15.6%	1.62%
KO	Coca Cola Co Consumer Defensive	Reduced	4,549	-98	$345,951	+6.5%	1.69%
MS	Morgan Stanley Financial Services	Added	2,181	+2	$358,927	−7.2%	1.75%
MPC	Marathon Petroleum Corp Energy	Reduced	1,502	-83	$366,758	+42.3%	1.79%
UGI	Ugi Corp /Pa/ Utilities	Held	10,511	0	$382,810	−2.7%	1.87%
XOM	Exxon Mobil Corp Energy	Added	2,265	+29	$384,279	+42.8%	1.88%
LMT	Lockheed Martin Corp Industrials	Reduced	643	-22	$388,622	+20.8%	1.90%
ANET	Arista Networks, Inc. Technology	Reduced	3,497	-35	$429,361	−7.2%	2.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	468	-8	$466,329	+13.6%	2.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	984	-44	$471,532	−8.7%	2.30%
AMAT	Applied Materials Inc /De Technology	Added	1,405	+1	$480,214	+33.1%	2.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,467	+15	$545,357	−16.5%	2.66%
AVGO	Broadcom Inc. Technology	Reduced	2,151	-78	$665,756	−13.7%	3.25%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	2,119	-9	$693,061	+5.0%	3.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,232	-385	$801,218	−27.3%	3.91%
LLY	ELI LILLY & Co Healthcare	Reduced	884	-14	$813,076	−15.7%	3.97%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,024	-129	$838,078	−12.6%	4.09%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,886	-34	$848,945	−9.8%	4.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,119	-47	$1,472,019	−9.0%	7.19%
AAPL	Apple Inc. Technology	Reduced	6,832	-489	$1,733,893	−12.9%	8.47%
NVDA	Nvidia Corp Technology	Reduced	10,902	-448	$1,901,308	−10.2%	9.28%
MSFT	Microsoft Corp Technology	Reduced	5,629	-143	$2,083,686	−25.4%	10.18%