Sponsored

The Analysis of RESTON WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, RESTON WEALTH MANAGEMENT LLC holds 65 types of securities in its portfolio with a total value $371.0M. In the most recent quarter, they have increased their positions in FENI (+67.5K shares, valued at $2.7M), SPAB (+83.0K shares, valued at $2.1M), FNDX (+36.4K shares, valued at $1.1M); decreased their positions in SPYG (-30.7K shares, valued at $3.7M), BND (-5.8K shares, valued at $429.4K), BSV (-2.5K shares, valued at $194.8K); initiated new positions in MU (+448 shares, valued at $517.4K), GEV (+233 shares, valued at $273.9K), AMD (+415 shares, valued at $241.1K).

1M P&L

+1.3M+0.34%

3M P&L

+15.1M+4.24%

HY P&L

+34.3M+10.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A344.3M

94.3%

2Internet Content & Information4.0M

1.1%

3Semiconductors3.1M

0.8%

Top Industries by Stock Count

1N/A26 stocks

47.3%

2Semiconductors4 stocks

7.3%

3Aerospace & Defense3 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR2.4M shares1.56%2026-06-302026-07-23

SPYG SPDR SERIES TRUST612.2K shares-4.78%2026-06-302026-07-23

FENI FIDELITY COVINGTON TRUST1.1M shares6.55%2026-06-302026-07-23

SPAB SPDR SERIES TRUST1.3M shares6.57%2026-06-302026-07-23

SMLF ISHARES TR264.9K shares-0.53%2026-06-302026-07-23

SPMD SPDR SERIES TRUST344.6K shares0.74%2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS331.8K shares0.36%2026-06-302026-07-23

SPYV SPDR SERIES TRUST209.2K shares0.49%2026-06-302026-07-23

Sponsored

SCHZ SCHWAB STRATEGIC TR454.9K shares7.78%2026-06-302026-07-23

FNDA SCHWAB STRATEGIC TR195.6K shares2.38%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR189.8K shares2.52%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR96.7K shares10.07%2026-06-302026-07-23

SCZ ISHARES TR32.4K shares4.65%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS33.4K shares-14.90%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR71.2K shares-0.65%2026-06-302026-07-23

GOOG ALPHABET INC6.2K shares-6.33%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP5.9K shares4.28%2026-06-302026-07-23

RPG INVESCO EXCHANGE TRADED FD T34.0K shares-4.69%2026-06-302026-07-23

NVDA NVIDIA CORPORATION10.0K shares-8.31%2026-06-302026-07-23

AAPL APPLE INC6.7K shares-2.22%2026-06-302026-07-23

GOOGL ALPHABET INC5.1K shares-1.17%2026-06-302026-07-23

LLY ELI LILLY & CO1.1K shares23.53%2026-06-302026-07-23

IWF ISHARES TR9.8K shares327.28%2026-06-302026-07-23

EFA ISHARES TR10.4K shares4.27%2026-06-302026-07-23

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.4K shares-0.21%2026-06-302026-07-23

AMZN AMAZON COM INC4.1K shares1.19%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.9K shares0.42%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares-12.18%2026-06-302026-07-23

BROADCOM INC BROADCOM INC2.1K shares-1.49%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW2.1K shares0.28%2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR18.9K shares-1.54%2026-06-302026-07-23

IWR ISHARES TR6.2K shares0.24%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares35.87%2026-06-302026-07-23

ANET ARISTA NETWORKS INC3.6K shares1.77%2026-06-302026-07-23

TSLA TESLA INC1.4K shares-2.04%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS6.9K shares-26.48%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC448 sharesnew addition2026-06-302026-07-23

VXF VANGUARD INDEX FDS2.0K shares-24.59%2026-06-302026-07-23

GE GE AEROSPACE1.2K shares25.87%2026-06-302026-07-23

MS MORGAN STANLEY2.2K shares0.41%2026-06-302026-07-23

Sponsored

CISCO SYS INC CISCO SYS INC3.9K shares0.65%2026-06-302026-07-23

CAT CATERPILLAR INC421 shares1.45%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION455 shares-2.78%2026-06-302026-07-23

MPC MARATHON PETE CORP1.5K shares0.20%2026-06-302026-07-23

ABBVIE INC ABBVIE INC1.5K shares0.61%2026-06-302026-07-23

KO COCA COLA CO4.6K shares1.06%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares17.26%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON1.4K shares1.40%2026-06-302026-07-23

Sponsored

BAC BANK OF AMER CORP6.1K shares43.80%2026-06-302026-07-23

MUB ISHARES TR3.2K shares0.67%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP646 shares0.47%2026-06-302026-07-23

PSEP INNOVATOR ETFS TRUST6.9K shares0.00%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC651 shares-7.53%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC543 shares-0.37%2026-06-302026-07-23

UGI UGI CORP NEW8.1K shares-23.22%2026-06-302026-07-23

GEV GE VERNOVA INC233 sharesnew addition2026-06-302026-07-23

Sponsored

WMT WALMART INC2.3K shares1.43%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC415 sharesnew addition2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP461 shares0.22%2026-06-302026-07-23

ITOT ISHARES TR1.3K sharesnew addition2026-06-302026-07-23

MCK MCKESSON CORP286 shares-0.35%2026-06-302026-07-23

VLO VALERO ENERGY CORP823 shares0.24%2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC539 shares-6.75%2026-06-302026-07-23

TCAF T ROWE PRICE EXCHANGE-TRADED5.1K sharesnew addition2026-06-302026-07-23

Sponsored

VISA INC VISA INC606 shares-11.66%2026-06-302026-07-23

FNDX

SCHWAB STRATEGIC TR

1.56%

Shares2.4M

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

-4.78%

Shares612.2K

Event2026-06-30

Filed2026-07-23

FENI

FIDELITY COVINGTON TRUST

6.55%

Shares1.1M

Event2026-06-30

Filed2026-07-23

SPAB

SPDR SERIES TRUST

6.57%

Shares1.3M

Event2026-06-30

Filed2026-07-23

SMLF

ISHARES TR

-0.53%

Shares264.9K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

0.74%

Shares344.6K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

0.36%

Shares331.8K

Event2026-06-30

Filed2026-07-23

SPYV

SPDR SERIES TRUST

0.49%

Shares209.2K

Event2026-06-30

Filed2026-07-23

SCHZ

SCHWAB STRATEGIC TR

7.78%

Shares454.9K

Event2026-06-30

Filed2026-07-23

FNDA

SCHWAB STRATEGIC TR

2.38%

Shares195.6K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

2.52%

Shares189.8K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

10.07%

Shares96.7K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

4.65%

Shares32.4K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

-14.90%

Shares33.4K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

-0.65%

Shares71.2K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-6.33%

Shares6.2K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

4.28%

Shares5.9K

Event2026-06-30

Filed2026-07-23

RPG

INVESCO EXCHANGE TRADED FD T

-4.69%

Shares34.0K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-8.31%

Shares10.0K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-2.22%

Shares6.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-1.17%

Shares5.1K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

23.53%

Shares1.1K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

327.28%

Shares9.8K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

4.27%

Shares10.4K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

1.19%

Shares4.1K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

0.42%

Shares2.9K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-12.18%

Shares1.1K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-1.49%

Shares2.1K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

0.28%

Shares2.1K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

-1.54%

Shares18.9K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

0.24%

Shares6.2K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

35.87%

Shares1.3K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

1.77%

Shares3.6K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-2.04%

Shares1.4K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

-26.48%

Shares6.9K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

New

Shares448

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

-24.59%

Shares2.0K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

25.87%

Shares1.2K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

0.41%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

0.65%

Shares3.9K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

1.45%

Shares421

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-2.78%

Shares455

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

0.61%

Shares1.5K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

1.06%

Shares4.6K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

17.26%

Shares2.7K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

1.40%

Shares1.4K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

43.80%

Shares6.1K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

0.67%

Shares3.2K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.47%

Shares646

Event2026-06-30

Filed2026-07-23

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.53%

Shares651

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

-0.37%

Shares543

Event2026-06-30

Filed2026-07-23

UGI

UGI CORP NEW

-23.22%

Shares8.1K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

New

Shares233

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

1.43%

Shares2.3K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares415

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

0.22%

Shares461

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

-0.35%

Shares286

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

0.24%

Shares823

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

-6.75%

Shares539

Event2026-06-30

Filed2026-07-23

TCAF

T ROWE PRICE EXCHANGE-TRADED

New

Shares5.1K

Event2026-06-30

Filed2026-07-23

VISA INC

-11.66%

Shares606

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available