The Analysis of RESTON WEALTH MANAGEMENT LLC's Holdings


Currently, RESTON WEALTH MANAGEMENT LLC holds 64 types of securities in its portfolio with a total value $326.9M. In the most recent quarter, they have increased their positions in SPDW (+23.9K shares, valued at $1.1M), FNDX (+34.5K shares, valued at $938.5K), NVDA (+3.9K shares, valued at $731.8K); decreased their positions in SPYG (-6.3K shares, valued at $672.7K), ITOT (-2.2K shares, valued at $323.9K), SPY (-130 shares, valued at $88.6K); initiated new positions in IVV (+568 shares, valued at $388.7K), META (+574 shares, valued at $379.2K), ISRG (+573 shares, valued at $324.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST668.5K shares-0.93%2025-12-312026-02-12history
FNDX SCHWAB STRATEGIC TR2.4M shares1.47%2025-12-312026-02-12history
SPDW SPDR INDEX SHS FDS928.5K shares2.64%2025-12-312026-02-12history
SPAB SPDR SERIES TRUST980.8K shares2.94%2025-12-312026-02-12history
SPMD SPDR SERIES TRUST384.0K shares1.57%2025-12-312026-02-12history
SMLF ISHARES TR261.8K shares0.81%2025-12-312026-02-12history
SPYV SPDR SERIES TRUST221.8K shares0.20%2025-12-312026-02-12history
SCHF SCHWAB STRATEGIC TR425.0K shares1.40%2025-12-312026-02-12history
Sponsored
SCHZ SCHWAB STRATEGIC TR335.4K shares1.88%2025-12-312026-02-12history
SCHM SCHWAB STRATEGIC TR206.9K shares2.17%2025-12-312026-02-12history
FNDA SCHWAB STRATEGIC TR187.4K shares-0.08%2025-12-312026-02-12history
MSFT MICROSOFT CORP5.8K shares22.42%2025-12-312026-02-12history
SCZ ISHARES TR34.0K shares1.10%2025-12-312026-02-12history
BND VANGUARD BD INDEX FDS33.9K shares12.26%2025-12-312026-02-12history
SCHG SCHWAB STRATEGIC TR70.9K shares-2.71%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC6.8K shares7.03%2025-12-312026-02-12history
Sponsored
NVDA NVIDIA CORPORATION11.3K shares52.84%2025-12-312026-02-12history
AAPL APPLE INC7.3K shares38.05%2025-12-312026-02-12history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T39.3K shares-0.37%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC5.2K shares22.04%2025-12-312026-02-12history
SPY SPDR S&P 500 ETF TR1.6K shares-7.44%2025-12-312026-02-12history
IWF ISHARES TR2.3K shares0.04%2025-12-312026-02-12history
LLY ELI LILLY & CO898 shares29.39%2025-12-312026-02-12history
EFA ISHARES TR10.0K shares2.05%2025-12-312026-02-12history
Sponsored
AMZN AMAZON COM INC4.2K shares43.06%2025-12-312026-02-12history
JPM JPMORGAN CHASE & CO.2.9K shares19.92%2025-12-312026-02-12history
BROADCOM INC BROADCOM INC2.2K shares59.90%2025-12-312026-02-12history
MAR MARRIOTT INTL INC NEW2.1K shares1.72%2025-12-312026-02-12history
TSLA TESLA INC1.5K shares29.30%2025-12-312026-02-12history
IWR ISHARES TR6.3K shares0.38%2025-12-312026-02-12history
VXF VANGUARD INDEX FDS2.9K shares0.28%2025-12-312026-02-12history
SCHE SCHWAB STRATEGIC TR17.8K shares-11.85%2025-12-312026-02-12history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares43.58%2025-12-312026-02-12history
ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K shares5.31%2025-12-312026-02-12history
COST COSTCO WHSL CORP NEW476 shares30.77%2025-12-312026-02-12history
ABBV ABBVIE INC1.7K shares18.08%2025-12-312026-02-12history
UGI UGI CORP NEW10.5K shares-10.18%2025-12-312026-02-12history
IVV ISHARES TR568 sharesnew addition2025-12-312026-02-12history
MS MORGAN STANLEY2.2K shares24.44%2025-12-312026-02-12history
META META PLATFORMS INC574 sharesnew addition2025-12-312026-02-12history
Sponsored
AMAT APPLIED MATLS INC1.4K shares4.23%2025-12-312026-02-12history
KO COCA COLA CO4.6K shares10.77%2025-12-312026-02-12history
ISRG INTUITIVE SURGICAL INC573 sharesnew addition2025-12-312026-02-12history
LMT LOCKHEED MARTIN CORP665 shares3.91%2025-12-312026-02-12history
NOC NORTHROP GRUMMAN CORP563 shares5.43%2025-12-312026-02-12history
GE AEROSPACE GE AEROSPACE1.0K shares25.39%2025-12-312026-02-12history
PSEP INNOVATOR ETFS TRUST6.9K shares0.00%2025-12-312026-02-12history
CSCO CISCO SYS INC3.8K shares30.72%2025-12-312026-02-12history
Sponsored
JNJ JOHNSON & JOHNSON1.4K sharesnew addition2025-12-312026-02-12history
SHOP SHOPIFY INC1.8K shares-1.96%2025-12-312026-02-12history
MUB ISHARES TR2.6K shares1.00%2025-12-312026-02-12history
XOM EXXON MOBIL CORP2.2K sharesnew addition2025-12-312026-02-12history
MPC MARATHON PETE CORP1.6K shares14.69%2025-12-312026-02-12history
WMT WALMART INC2.3K sharesnew addition2025-12-312026-02-12history
CAT CATERPILLAR INC433 sharesnew addition2025-12-312026-02-12history
OEF ISHARES TR699 shares-0.14%2025-12-312026-02-12history
Sponsored
V VISA INC679 sharesnew addition2025-12-312026-02-12history
MCK MCKESSON CORP286 shares2.14%2025-12-312026-02-12history
BAC BANK AMERICA CORP4.2K sharesnew addition2025-12-312026-02-12history
ADP AUTOMATIC DATA PROCESSING IN892 shares5.81%2025-12-312026-02-12history
MA MASTERCARD INCORPORATED398 sharesnew addition2025-12-312026-02-12history
HD HOME DEPOT INC621 sharesnew addition2025-12-312026-02-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD672 sharesnew addition2025-12-312026-02-12history
ITOT ISHARES TR1.3K shares-61.80%2025-12-312026-02-12history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available