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

Currently, RESTON WEALTH MANAGEMENT LLC holds 62 types of securities in its portfolio with a total value $326.4M. In the most recent quarter, they have increased their positions in FENI (+1.0M shares, valued at $38.3M), SPAB (+282.8K shares, valued at $7.2M), SCHZ (+86.6K shares, valued at $2.0M); decreased their positions in SPDW (-597.8K shares, valued at $27.3M), SCHF (-337.2K shares, valued at $8.3M), SPYG (-25.6K shares, valued at $2.5M); initiated new positions in FENI (+1.0M shares, valued at $38.3M), BSV (+9.4K shares, valued at $740.2K), VLO (+821 shares, valued at $202.9K).

1M P&L

+8.9M+2.59%

3M P&L

+12.4M+3.65%

HY P&L

+32.8M+10.22%

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/A303.2M

94.9%

2Semiconductors2.1M

0.7%

3Software - Infrastructure2.1M

0.7%

Top Industries by Stock Count

1N/A25 stocks

45.5%

2Drug Manufacturers - General3 stocks

5.5%

3Banks - Diversified2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR2.3M shares-2.15%2026-03-312026-04-13

SPYG SPDR SERIES TRUST643.0K shares-3.83%2026-03-312026-04-13

FENI FIDELITY COVINGTON TRUST1.0M sharesnew addition2026-03-312026-04-13

SPAB SPDR SERIES TRUST1.3M shares28.83%2026-03-312026-04-13

SPMD SPDR SERIES TRUST342.1K shares-10.90%2026-03-312026-04-13

SMLF ISHARES TR266.3K shares1.71%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS330.6K shares-64.39%2026-03-312026-04-13

SPYV SPDR SERIES TRUST208.2K shares-6.15%2026-03-312026-04-13

Sponsored

SCHZ SCHWAB STRATEGIC TR422.0K shares25.82%2026-03-312026-04-13

FNDA SCHWAB STRATEGIC TR191.1K shares1.96%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR185.2K shares-10.49%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS39.3K shares15.91%2026-03-312026-04-13

SCZ ISHARES TR30.9K shares-8.97%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR87.8K shares-79.33%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR71.7K shares1.09%2026-03-312026-04-13

MSFT MICROSOFT CORP5.6K shares-2.48%2026-03-312026-04-13

Sponsored

NVDA NVIDIA CORPORATION10.9K shares-3.95%2026-03-312026-04-13

ALPHABET INC ALPHABET INC6.6K shares-2.43%2026-03-312026-04-13

AAPL APPLE INC6.8K shares-6.68%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.7K shares-9.11%2026-03-312026-04-13

ALPHABET INC ALPHABET INC5.1K shares-0.91%2026-03-312026-04-13

IWF ISHARES TR2.3K shares0.09%2026-03-312026-04-13

EFA ISHARES TR10.0K shares-0.09%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO.2.9K shares-1.16%2026-03-312026-04-13

Sponsored

AMZN AMAZON COM INC4.0K shares-3.11%2026-03-312026-04-13

LLY ELI LILLY & CO884 shares-1.56%2026-03-312026-04-13

SPY SPDR S&P 500 ETF TR1.2K shares-23.81%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS9.4K sharesnew addition2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW2.1K shares-0.42%2026-03-312026-04-13

BROADCOM INC BROADCOM INC2.2K shares-3.50%2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR19.2K shares7.77%2026-03-312026-04-13

IWR ISHARES TR6.1K shares-2.85%2026-03-312026-04-13

Sponsored

VXF VANGUARD INDEX FDS2.7K shares-6.14%2026-03-312026-04-13

TSLA TESLA INC1.5K shares1.03%2026-03-312026-04-13

AMAT APPLIED MATLS INC1.4K shares0.07%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL984 shares-4.28%2026-03-312026-04-13

COST COSTCO WHSL CORP NEW468 shares-1.68%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K shares-0.99%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP643 shares-3.31%2026-03-312026-04-13

XOM EXXON MOBIL CORP2.3K shares1.30%2026-03-312026-04-13

Sponsored

UGI UGI CORP NEW10.5K shares0.00%2026-03-312026-04-13

MPC MARATHON PETE CORP1.5K shares-5.24%2026-03-312026-04-13

MS MORGAN STANLEY2.2K shares0.09%2026-03-312026-04-13

KO COCA COLA CO4.5K shares-2.11%2026-03-312026-04-13

MUB ISHARES TR3.1K shares19.56%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON1.4K shares-2.09%2026-03-312026-04-13

ABBV ABBVIE INC1.5K shares-14.74%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP460 shares-18.29%2026-03-312026-04-13

Sponsored

META META PLATFORMS INC545 shares-5.05%2026-03-312026-04-13

CSCO CISCO SYS INC3.8K shares-0.23%2026-03-312026-04-13

PSEP INNOVATOR ETFS TRUST6.9K shares0.00%2026-03-312026-04-13

CAT CATERPILLAR INC415 shares-4.16%2026-03-312026-04-13

WMT WALMART INC2.3K shares-0.09%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE982 shares-5.76%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC578 shares0.87%2026-03-312026-04-13

MCK MCKESSON CORP287 shares0.35%2026-03-312026-04-13

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD704 shares4.76%2026-03-312026-04-13

OEF ISHARES TR701 shares0.29%2026-03-312026-04-13

V VISA INC686 shares1.03%2026-03-312026-04-13

BAC BANK AMERICA CORP4.2K shares-0.09%2026-03-312026-04-13

VLO VALERO ENERGY CORP821 sharesnew addition2026-03-312026-04-13

SHOP SHOPIFY INC1.7K shares-3.14%2026-03-312026-04-13

FNDX

SCHWAB STRATEGIC TR

-2.15%

Shares2.3M

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

-3.83%

Shares643.0K

Event2026-03-31

Filed2026-04-13

FENI

FIDELITY COVINGTON TRUST

New

Shares1.0M

Event2026-03-31

Filed2026-04-13

SPAB

SPDR SERIES TRUST

28.83%

Shares1.3M

Event2026-03-31

Filed2026-04-13

SPMD

SPDR SERIES TRUST

-10.90%

Shares342.1K

Event2026-03-31

Filed2026-04-13

SMLF

ISHARES TR

1.71%

Shares266.3K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

-64.39%

Shares330.6K

Event2026-03-31

Filed2026-04-13

SPYV

SPDR SERIES TRUST

-6.15%

Shares208.2K

Event2026-03-31

Filed2026-04-13

SCHZ

SCHWAB STRATEGIC TR

25.82%

Shares422.0K

Event2026-03-31

Filed2026-04-13

FNDA

SCHWAB STRATEGIC TR

1.96%

Shares191.1K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

-10.49%

Shares185.2K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

15.91%

Shares39.3K

Event2026-03-31

Filed2026-04-13

SCZ

ISHARES TR

-8.97%

Shares30.9K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

-79.33%

Shares87.8K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

1.09%

Shares71.7K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-2.48%

Shares5.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-3.95%

Shares10.9K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-2.43%

Shares6.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-6.68%

Shares6.8K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

-9.11%

Shares35.7K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-0.91%

Shares5.1K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

-0.09%

Shares10.0K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO.

-1.16%

Shares2.9K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-3.11%

Shares4.0K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

-1.56%

Shares884

Event2026-03-31

Filed2026-04-13

SPY

SPDR S&P 500 ETF TR

-23.81%

Shares1.2K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

New

Shares9.4K

Event2026-03-31

Filed2026-04-13

MAR

MARRIOTT INTL INC NEW

-0.42%

Shares2.1K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-3.50%

Shares2.2K

Event2026-03-31

Filed2026-04-13

SCHE

SCHWAB STRATEGIC TR

7.77%

Shares19.2K

Event2026-03-31

Filed2026-04-13

IWR

ISHARES TR

-2.85%

Shares6.1K

Event2026-03-31

Filed2026-04-13

VXF

VANGUARD INDEX FDS

-6.14%

Shares2.7K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

1.03%

Shares1.5K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-4.28%

Shares984

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHSL CORP NEW

-1.68%

Shares468

Event2026-03-31

Filed2026-04-13

ARISTA NETWORKS INC

-0.99%

Shares3.5K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-3.31%

Shares643

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

1.30%

Shares2.3K

Event2026-03-31

Filed2026-04-13

UGI

UGI CORP NEW

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-13

MPC

MARATHON PETE CORP

-5.24%

Shares1.5K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-2.11%

Shares4.5K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

19.56%

Shares3.1K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-2.09%

Shares1.4K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-14.74%

Shares1.5K

Event2026-03-31

Filed2026-04-13

NOC

NORTHROP GRUMMAN CORP

-18.29%

Shares460

Event2026-03-31

Filed2026-04-13