Filed: 4/13/2026ACC: 0001705819-26-000024
📋 What this filing means
RESTON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $326.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$326.44M
Total AUM (reported)
7.64M
Total Shares
Allocation by class
STATE STREET SPD$142.45M43.6%
FUNDAMENTAL US L$64.88M19.9%
ENHANCED INTL$38.32M11.7%
US SML CAP EQT$20.10M6.2%
COM$14.75M4.5%
US AGGREGATE B$9.80M3.0%
FUNDAMENTAL US S$6.20M1.9%
Portfolio Concentration
Top 3$166.15M50.9%
4–10$115.60M35.4%
11–25$29.71M9.1%
Rest$14.98M4.6%
Top 3 weight
50.9%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 7.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
SCHWAB STRATEGIC TR
SOLEShares2.33M
TypeSH
Market value$64.88M
19.87%
Sole
0.00
Shared
0.00
None
2.33M
SPDR SERIES TRUST
SOLEShares642.95K
TypeSH
Market value$62.95M
19.28%
Sole
0.00
Shared
0.00
None
642.95K
FIDELITY COVINGTON TRUST
SOLEShares1.03M
TypeSH
Market value$38.32M
11.74%
Sole
0.00
Shared
0.00
None
1.03M
SPDR SERIES TRUST
SOLEShares1.26M
TypeSH
Market value$32.37M
9.92%
Sole
0.00
Shared
0.00
None
1.26M
SPDR SERIES TRUST
SOLEShares342.09K
TypeSH
Market value$20.26M
6.21%
Sole
0.00
Shared
0.00
None
342.09K
ISHARES TR
SOLEShares266.29K
TypeSH
Market value$20.10M
6.16%
Sole
0.00
Shared
0.00
None
266.29K
SPDR INDEX SHS FDS
SOLEShares330.63K
TypeSH
Market value$15.09M
4.62%
Sole
0.00
Shared
0.00
None
330.63K
SPDR SERIES TRUST
SOLEShares208.17K
TypeSH
Market value$11.78M
3.61%
Sole
0.00
Shared
0.00
None
208.17K
SCHWAB STRATEGIC TR
SOLEShares422.01K
TypeSH
Market value$9.80M
3.00%
Sole
0.00
Shared
0.00
None
422.01K
SCHWAB STRATEGIC TR
SOLEShares191.07K
TypeSH
Market value$6.20M
1.90%
Sole
0.00
Shared
0.00
None
191.07K
SCHWAB STRATEGIC TR
SOLEShares185.19K
TypeSH
Market value$5.73M
1.76%
Sole
0.00
Shared
0.00
None
185.19K
VANGUARD BD INDEX FDS
SOLEShares39.26K
TypeSH
Market value$2.89M
0.89%
Sole
0.00
Shared
0.00
None
39.26K
ISHARES TR
SOLEShares30.93K
TypeSH
Market value$2.43M
0.74%
Sole
0.00
Shared
0.00
None
30.93K
SCHWAB STRATEGIC TR
SOLEShares87.83K
TypeSH
Market value$2.17M
0.67%
Sole
0.00
Shared
0.00
None
87.83K
SCHWAB STRATEGIC TR
SOLEShares71.66K
TypeSH
Market value$2.09M
0.64%
Sole
0.00
Shared
0.00
None
71.66K
MICROSOFT CORP
SOLEShares5.63K
TypeSH
Market value$2.08M
0.64%
Sole
0.00
Shared
0.00
None
5.63K
NVIDIA CORPORATION
SOLEShares10.90K
TypeSH
Market value$1.90M
0.58%
Sole
0.00
Shared
0.00
None
10.90K
ALPHABET INC
SOLEShares6.62K
TypeSH
Market value$1.90M
0.58%
Sole
0.00
Shared
0.00
None
6.62K
APPLE INC
SOLEShares6.83K
TypeSH
Market value$1.73M
0.53%
Sole
0.00
Shared
0.00
None
6.83K
INVESCO EXCHANGE TRADED FD T
SOLEShares35.68K
TypeSH
Market value$1.67M
0.51%
Sole
0.00
Shared
0.00
None
35.68K
ALPHABET INC
SOLEShares5.12K
TypeSH
Market value$1.47M
0.45%
Sole
0.00
Shared
0.00
None
5.12K
ISHARES TR
SOLEShares2.30K
TypeSH
Market value$980.0K
0.30%
Sole
0.00
Shared
0.00
None
2.30K
ISHARES TR
SOLEShares10.01K
TypeSH
Market value$972.3K
0.30%
Sole
0.00
Shared
0.00
None
10.01K
JPMORGAN CHASE & CO.
SOLEShares2.89K
TypeSH
Market value$848.9K
0.26%
Sole
0.00
Shared
0.00
None
2.89K
AMAZON COM INC
SOLEShares4.02K
TypeSH
Market value$838.1K
0.26%
Sole
0.00
Shared
0.00
None
4.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 2.33M | SH | $64.88M 19.87% | 0.00 | 0.00 | 2.33M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 642.95K | SH | $62.95M 19.28% | 0.00 | 0.00 | 642.95K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 1.03M | SH | $38.32M 11.74% | 0.00 | 0.00 | 1.03M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.26M | SH | $32.37M 9.92% | 0.00 | 0.00 | 1.26M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 342.09K | SH | $20.26M 6.21% | 0.00 | 0.00 | 342.09K |
ISHARES TRSOLE | US SML CAP EQT | 266.29K | SH | $20.10M 6.16% | 0.00 | 0.00 | 266.29K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 330.63K | SH | $15.09M 4.62% | 0.00 | 0.00 | 330.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 208.17K | SH | $11.78M 3.61% | 0.00 | 0.00 | 208.17K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 422.01K | SH | $9.80M 3.00% | 0.00 | 0.00 | 422.01K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 191.07K | SH | $6.20M 1.90% | 0.00 | 0.00 | 191.07K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 185.19K | SH | $5.73M 1.76% | 0.00 | 0.00 | 185.19K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 39.26K | SH | $2.89M 0.89% | 0.00 | 0.00 | 39.26K |
ISHARES TRSOLE | EAFE SML CP ETF | 30.93K | SH | $2.43M 0.74% | 0.00 | 0.00 | 30.93K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 87.83K | SH | $2.17M 0.67% | 0.00 | 0.00 | 87.83K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 71.66K | SH | $2.09M 0.64% | 0.00 | 0.00 | 71.66K |
MICROSOFT CORPSOLE | COM | 5.63K | SH | $2.08M 0.64% | 0.00 | 0.00 | 5.63K |
NVIDIA CORPORATIONSOLE | COM | 10.90K | SH | $1.90M 0.58% | 0.00 | 0.00 | 10.90K |
ALPHABET INCSOLE | CAP STK CL C | 6.62K | SH | $1.90M 0.58% | 0.00 | 0.00 | 6.62K |
APPLE INCSOLE | COM | 6.83K | SH | $1.73M 0.53% | 0.00 | 0.00 | 6.83K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 PUR GWT | 35.68K | SH | $1.67M 0.51% | 0.00 | 0.00 | 35.68K |
ALPHABET INCSOLE | CAP STK CL A | 5.12K | SH | $1.47M 0.45% | 0.00 | 0.00 | 5.12K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.30K | SH | $980.0K 0.30% | 0.00 | 0.00 | 2.30K |
ISHARES TRSOLE | MSCI EAFE ETF | 10.01K | SH | $972.3K 0.30% | 0.00 | 0.00 | 10.01K |
JPMORGAN CHASE & CO.SOLE | COM | 2.89K | SH | $848.9K 0.26% | 0.00 | 0.00 | 2.89K |
AMAZON COM INCSOLE | COM | 4.02K | SH | $838.1K 0.26% | 0.00 | 0.00 | 4.02K |
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