Reston Wealth Management LLC 13F Holdings · Q2 2026
Reston Wealth Management LLC reported 65 securities worth $370.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FNDX (19.83%), SPYG (19.64%), FENI (11.87%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $73.6M | 19.83% | 2.4M | Added |
| 2 | SPYG | SPDR SERIES TRUST | $72.8M | 19.64% | 612,211 | Trimmed |
| 3 | FENI | FIDELITY COVINGTON TRUST | $44.0M | 11.87% | 1.1M | Added |
| 4 | SPAB | SPDR SERIES TRUST | $34.4M | 9.26% | 1.3M | Added |
| 5 | SMLF | ISHARES TR | $23.6M | 6.36% | 264,869 | Trimmed |
| 6 | SPMD | SPDR SERIES TRUST | $23.3M | 6.28% | 344,616 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $16.7M | 4.51% | 331,834 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $12.7M | 3.43% | 209,182 | Added |
| 9 | SCHZ | SCHWAB STRATEGIC TR | $10.5M | 2.84% | 454,858 | Added |
| 10 | FNDA | SCHWAB STRATEGIC TR | $7.4M | 2.01% | 195,627 | Added |
| 11 | SCHM | SCHWAB STRATEGIC TR | $7.0M | 1.89% | 189,848 | Added |
| 12 | SCHF | SCHWAB STRATEGIC TR | $2.7M | 0.72% | 96,670 | Added |
| 13 | SCZ | ISHARES TR | $2.7M | 0.72% | 32,366 | Added |
| 14 | BND | VANGUARD BD INDEX FDS | $2.5M | 0.66% | 33,411 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $2.4M | 0.65% | 71,191 | Trimmed |
| 16 | GOOG | ALPHABET INC | $2.2M | 0.59% | 6,202 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 0.59% | 5,870 | Added |
| 18 | RPG | INVESCO EXCHANGE TRADED FD T | $2.2M | 0.59% | 34,003 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $2.0M | 0.54% | 9,996 | Trimmed |
| 20 | AAPL | APPLE INC | $1.9M | 0.52% | 6,680 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $1.8M | 0.49% | 5,059 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $1.3M | 0.35% | 1,092 | Added |
| 23 | IWF | ISHARES TR | $1.2M | 0.33% | 9,819 | Added |
| 24 | EFA | ISHARES TR | $1.1M | 0.29% | 10,437 | Added |
| 25 | AMAT | APPLIED MATLS INC | $1.0M | 0.27% | 1,402 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR