RESTON WEALTH MANAGEMENT LLC
Sector Allocation
- Other92.2%$342.2M
- Technology4.1%$15.4M
- Financials1.3%$4.8M
- Consumer Discretionary0.6%$2.4M
- Healthcare0.6%$2.2M
- Industrials0.4%$1.5M
- Consumer Staples0.3%$1.3M
- Energy0.3%$962,331
- Utilities0.1%$278,730
AUM History
13fpro.ai/research/fund/reston-wealth-management-llc-1767617
Conviction and streaks
Stable · top 10 = 86.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$73.6M
- SPDR$72.8M
- FIDELITY$44.0M
- SPDR$34.4M
- ISHARES$23.6M
- SPDR$23.3M
- SPDR$16.7M
- SPDR$12.7M
- SCHWAB$10.5M
- SCHWAB$7.4M
- SCHWAB$7.0M
- SCHWAB$2.7M
- ISHARES$2.7M
- VANGUARD$2.5M
- SCHWAB$2.4M
GOOG
$2.2MMSFT
$2.2MIVZ
$2.2MNVDA
$2.0MAAPL
$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/reston-wealth-management-llc-1767617
RESTON WEALTH MANAGEMENT LLC 13F holdings — Q2 2026
$371.0M portfolio (+13.7% QoQ) · 65 holdings · Q2 2026 13F · top 10 are 86% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$73.6M
19.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500GRW
$72.8M
19.6% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FIDELITY COVINGTON TRUST - ENHANCED INTL
$44.0M
11.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR AGGRE ETF
$34.4M
9.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - US SML CAP EQT
$23.6M
6.4% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR P400MID
$23.3M
6.3% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR INDEX SHS FDS - ST STR PO EX ETF
$16.7M
4.5% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR P500VAL
$12.7M
3.4% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US AGGREGATE B
$10.5M
2.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - FUNDAMENTAL US S
$7.4M
2.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $73.6M | 19.8% | +2% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500GRW | $72.8M | 19.6% | -5% | — | — | — | — | |
| 3 | FIDELITY COVINGTON TRUST - ENHANCED INTL | $44.0M | 11.9% | +7% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR AGGRE ETF | $34.4M | 9.3% | +7% | — | — | — | — | |
| 5 | ISHARES TR - US SML CAP EQT | $23.6M | 6.4% | -0.5% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR P400MID | $23.3M | 6.3% | +0.7% | — | — | — | — | |
| 7 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $16.7M | 4.5% | +0.4% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR P500VAL | $12.7M | 3.4% | +0.5% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US AGGREGATE B | $10.5M | 2.8% | +8% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $7.4M | 2.0% | +2% | — | — | — | — |
All holdings — RESTON WEALTH MANAGEMENT LLC (Q2 2026)
65 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $7.0M | 1.9% | 190K | +3% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $2.7M | 0.7% | 97K | +10% | — | — | 13F |
| 13 | — | ISHARES TR - EAFE SML CP ETFetf/fund | — | $2.7M | 0.7% | 32K | +5% | — | — | 13F |
| 14 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $2.5M | 0.7% | 33K | -15% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $2.4M | 0.7% | 71K | -0.7% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $2.2M | 0.6% | 6,202 | -6% | 10+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 17 | MICROSOFT CORP | Technology | $2.2M | 0.6% | 5,870 | +4% | 10+ qtrs | 79.8 | 13F | |
| 18 | Invesco Ltd. | Financials | $2.2M | 0.6% | 34K | -5% | 10+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 19 | NVIDIA CORP | Technology | $2.0M | 0.5% | 9,996 | -8% | 10+ qtrsTrimmed 2 qtrs in a row | 86.0 | 13F | |
| 20 | Apple Inc. | Technology | $1.9M | 0.5% | 6,680 | -2% | 10+ qtrsTrimmed 2 qtrs in a row | 75.7 | 13F | |
| 21 | Alphabet Inc. | Technology | $1.8M | 0.5% | 5,059 | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $1.3M | 0.3% | 1,092 | +24% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $1.2M | 0.3% | 9,819 | +327% | — | — | 13F |
| 24 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $1.1M | 0.3% | 10K | +4% | — | — | 13F |
| 25 | APPLIED MATERIALS INC /DE | Technology | $1.0M | 0.3% | 1,402 | -0.2% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMZN | AMAZON COM INC | Consumer Discretionary | $971K | 0.3% | 4,072 | +1% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $949K | 0.3% | 2,898 | +0.4% | |||
| 28 | $SPY | SPDR S&P 500 ETF TRUST | — | $808K | 0.2% | 1,082 | -12% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $800K | 0.2% | 2,119 | -1% | |||
| 30 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $788K | 0.2% | 2,125 | +0.3% | |||
| 31 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $685K | 0.2% | 19K | -2% | |||
| 32 | — | ISHARES TR - RUS MID CAP ETF | — | $678K | 0.2% | 6,150 | +0.2% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $669K | 0.2% | 1,337 | +36% | |||
| 34 | $ANET | Arista Networks, Inc. | Technology | $605K | 0.2% | 3,559 | +2% | |||
| 35 | $TSLA | Tesla, Inc. | Consumer Discretionary | $604K | 0.2% | 1,437 | -2% | |||
| 36 | $META | Meta Platforms, Inc. | Technology | $541K | 0.1% | 6,940 | -26% | |||
| 37 | $MU | MICRON TECHNOLOGY INC | Technology | $517K | 0.1% | 448 | New | |||
| 38 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $503K | 0.1% | 2,042 | -25% | |||
| 39 | $GE | GENERAL ELECTRIC CO | Industrials | $462K | 0.1% | 1,236 | +26% | |||
| 40 | $MS | MORGAN STANLEY | Financials | $458K | 0.1% | 2,190 | +0.4% | |||
| 41 | $CSCO | CISCO SYSTEMS, INC. | Technology | $452K | 0.1% | 3,850 | +0.7% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $448K | 0.1% | 421 | +1% | |||
| 43 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $426K | 0.1% | 455 | -3% | |||
| 44 | $MPC | Marathon Petroleum Corp | Energy | $385K | 0.1% | 1,505 | +0.2% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $375K | 0.1% | 1,490 | +0.6% | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $374K | 0.1% | 4,597 | +1% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $363K | 0.1% | 2,656 | +17% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $350K | 0.1% | 1,377 | +1% | |||
| 49 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $347K | 0.1% | 6,097 | +44% | |||
| 50 | — | ISHARES TR - NATIONAL MUN ETF | — | $339K | 0.1% | 3,151 | +0.7% | |||
| 51 | $LMT | LOCKHEED MARTIN CORP | Industrials | $329K | 0.1% | 646 | +0.5% | |||
| 52 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $317K | 0.1% | 6,890 | — | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $311K | 0.1% | 651 | -8% | |||
| 54 | $META | Meta Platforms, Inc. | Technology | $306K | 0.1% | 543 | -0.4% | |||
| 55 | $UGI | UGI CORP /PA/ | Utilities | $279K | 0.1% | 8,070 | -23% | |||
| 56 | $GEV | GE Vernova Inc. | Industrials | $274K | 0.1% | 233 | New | |||
| 57 | $WMT | Walmart Inc. | Consumer Staples | $265K | 0.1% | 2,342 | +1% | |||
| 58 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $241K | 0.1% | 415 | New | |||
| 59 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $235K | 0.1% | 461 | +0.2% | |||
| 60 | — | ISHARES TR - CORE S&P TTL STK | — | $221K | 0.1% | 1,345 | New | |||
| 61 | $MCK | MCKESSON CORP | Consumer Staples | $216K | 0.1% | 286 | -0.3% | |||
| 62 | $VLO | VALERO ENERGY CORP/TX | Energy | $214K | 0.1% | 823 | +0.2% | |||
| 63 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $214K | 0.1% | 539 | -7% | |||
| 64 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $210K | 0.1% | 5,104 | New | |||
| 65 | $V | VISA INC. | Financials | $208K | 0.1% | 606 | -12% |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 36 added to, 23 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (36)
- FIDELITY COVINGTON TRUST - ENHANCED INTL+7%
now $44.0M
- SPDR SERIES TRUST - ST STR AGGRE ETF+7%
now $34.4M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+2%
now $73.6M
- ISHARES TR - RUS 1000 GRW ETF+327%
now $1.2M
- SCHWAB STRATEGIC TR - US AGGREGATE B+8%
now $10.5M
$LLYELI LILLY & Co+24%
now $1.3M · held 10+ qtrs
+30 more in the Excel export
Trimmed (23)
- SPDR SERIES TRUST - ST STR P500GRW-5%
now $72.8M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-15%
now $2.5M
$METAMeta Platforms, Inc.-26%
now $541K · held 3 qtrs
now $2.0M · held 10+ qtrs, 2 trims in a row
- VANGUARD INDEX FDS - EXTEND MKT ETF-25%
now $503K
now $2.2M · held 10+ qtrs, 2 trims in a row
+17 more in the Excel export
Sold out (2)
- ISHARES TRwas $223K
$SHOPSHOPIFY INC.was $202K
held 3 qtrs
Holdings by quarter
Every 13F RESTON WEALTH MANAGEMENT LLC has filed, 30 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of RESTON WEALTH MANAGEMENT's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+5.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 17% over the last 4
Top 10 weight
86%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
84%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RESTON WEALTH MANAGEMENT LLC disclosed 65 positions worth $371.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $MU. The portfolio is most concentrated in Other (92.2% of disclosed assets). All figures are sourced directly from RESTON WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1767617.
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AI-Powered Hedge Fund Analysis: RESTON WEALTH MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For RESTON WEALTH MANAGEMENT LLC (SEC CIK: 1767617), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RESTON WEALTH MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.