RESTON WEALTH MANAGEMENT LLC
CIK: 0001767617SEC EDGAR →
Portfolio Value
$326.9M
Holdings
64
As of
Q4 2025
New Positions
64
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 668,534 | $71.3M | 21.82% |
| 2 | SCHWAB STRATEGIC TR | 2,380,794 | $64.8M | 19.82% |
| 3 | SPDR INDEX SHS FDS | 928,458 | $41.2M | 12.61% |
| 4 | SPDR SERIES TRUST | 980,752 | $25.3M | 7.73% |
| 5 | SPDR SERIES TRUST | 383,952 | $22.2M | 6.80% |
| 6 | ISHARES TR | 261,813 | $19.6M | 6.00% |
| 7 | SPDR SERIES TRUST | 221,811 | $12.6M | 3.86% |
| 8 | SCHWAB STRATEGIC TR | 425,003 | $10.2M | 3.13% |
| 9 | SCHWAB STRATEGIC TR | 335,417 | $7.8M | 2.40% |
| 10 | SCHWAB STRATEGIC TR | 206,893 | $6.2M | 1.90% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (64)
$71.3M · 669K shares
$64.8M · 2.4M shares
$41.2M · 928K shares
$25.3M · 981K shares
$22.2M · 384K shares
$19.6M · 262K shares
$12.6M · 222K shares
$10.2M · 425K shares
$7.8M · 335K shares
$6.2M · 207K shares
$5.9M · 187K shares
$2.8M · 6K shares
$2.6M · 34K shares
$2.5M · 34K shares
$2.3M · 71K shares
$2.1M · 7K shares
$2.1M · 11K shares
$2.0M · 7K shares
$1.8M · 39K shares
$1.6M · 5K shares
$1.1M · 2K shares
$1.1M · 2K shares
$964K · 898 shares
$962K · 10K shares
$958K · 4K shares
$940K · 3K shares
$771K · 2K shares
$660K · 2K shares
$652K · 1K shares
$607K · 6K shares
$603K · 3K shares
$583K · 18K shares
$516K · 1K shares
$462K · 4K shares
$410K · 476 shares
$396K · 2K shares
$393K · 11K shares
$388K · 568 shares
$386K · 2K shares
$379K · 574 shares
$360K · 1K shares
$324K · 573 shares
$324K · 5K shares
$321K · 563 shares
$321K · 665 shares
$321K · 1K shares
$301K · 7K shares
$295K · 4K shares
$286K · 1K shares
$282K · 2K shares
$280K · 3K shares
$269K · 2K shares
$257K · 2K shares
$257K · 2K shares
$248K · 433 shares
$239K · 699 shares
$238K · 679 shares
$234K · 286 shares
$233K · 4K shares
$229K · 892 shares
$227K · 398 shares
$213K · 621 shares
$204K · 672 shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $304.5M | 93.2% |
| Technology | 9 | $9.3M | 2.8% |
| Communication Services | 3 | $4.1M | 1.3% |
| Consumer Cyclical | 4 | $2.5M | 0.8% |
| Healthcare | 5 | $2.2M | 0.7% |
| Industrials | 5 | $1.4M | 0.4% |
| Consumer Defensive | 3 | $991K | 0.3% |
| Unknown | 2 | $902K | 0.3% |
| Energy | 2 | $526K | 0.2% |
| Utilities | 1 | $393K | 0.1% |