Filed: 8/6/2025ACC: 0001767617-25-000004
📋 What this filing means
RESTON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $285.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$285.32M
Total AUM (reported)
6.99M
Total Shares
Allocation by class
PRTFLO S&P500 GW$64.17M22.5%
FUNDAMENTAL US L$56.19M19.7%
PORTFOLIO DEVLPD$36.73M12.9%
PORTFOLIO AGRGTE$23.82M8.3%
PORTFOLIO S&P400$20.55M7.2%
US SML CAP EQT$17.71M6.2%
PRTFLO S&P500 VL$11.59M4.1%
Portfolio Concentration
Top 3$157.09M55.1%
4–10$93.75M32.9%
11–25$24.61M8.6%
Rest$9.86M3.5%
Top 3 weight
55.1%
Top 10 weight
87.9%
Voting Authority Distribution
Total shares with voting rights: 6.99M
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
6.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:
SPDR SERIES TRUST
SOLEShares673.21K
TypeSH
Market value$64.17M
22.49%
Sole
0.00
Shared
0.00
None
673.21K
SCHWAB STRATEGIC TR
SOLEShares2.29M
TypeSH
Market value$56.19M
19.69%
Sole
0.00
Shared
0.00
None
2.29M
SPDR INDEX SHS FDS
SOLEShares907.23K
TypeSH
Market value$36.73M
12.87%
Sole
0.00
Shared
0.00
None
907.23K
SPDR SERIES TRUST
SOLEShares930.58K
TypeSH
Market value$23.82M
8.35%
Sole
0.00
Shared
0.00
None
930.58K
SPDR SERIES TRUST
SOLEShares377.92K
TypeSH
Market value$20.55M
7.20%
Sole
0.00
Shared
0.00
None
377.92K
ISHARES TR
SOLEShares260.59K
TypeSH
Market value$17.71M
6.21%
Sole
0.00
Shared
0.00
None
260.59K
SPDR SERIES TRUST
SOLEShares221.41K
TypeSH
Market value$11.59M
4.06%
Sole
0.00
Shared
0.00
None
221.41K
SCHWAB STRATEGIC TR
SOLEShares372.02K
TypeSH
Market value$8.22M
2.88%
Sole
0.00
Shared
0.00
None
372.02K
SCHWAB STRATEGIC TR
SOLEShares289.52K
TypeSH
Market value$6.73M
2.36%
Sole
0.00
Shared
0.00
None
289.52K
SCHWAB STRATEGIC TR
SOLEShares183K
TypeSH
Market value$5.13M
1.80%
Sole
0.00
Shared
0.00
None
183K
SCHWAB STRATEGIC TR
SOLEShares170.84K
TypeSH
Market value$4.89M
1.72%
Sole
0.00
Shared
0.00
None
170.84K
VANGUARD BD INDEX FDS
SOLEShares37.38K
TypeSH
Market value$2.75M
0.96%
Sole
0.00
Shared
0.00
None
37.38K
MICROSOFT CORP
SOLEShares4.67K
TypeSH
Market value$2.32M
0.81%
Sole
0.00
Shared
0.00
None
4.67K
ISHARES TR
SOLEShares30.77K
TypeSH
Market value$2.24M
0.78%
Sole
0.00
Shared
0.00
None
30.77K
SCHWAB STRATEGIC TR
SOLEShares74.17K
TypeSH
Market value$2.17M
0.76%
Sole
0.00
Shared
0.00
None
74.17K
INVESCO EXCHANGE TRADED FD T
SOLEShares40.09K
TypeSH
Market value$1.84M
0.64%
Sole
0.00
Shared
0.00
None
40.09K
SPDR S&P 500 ETF TR
SOLEShares1.92K
TypeSH
Market value$1.18M
0.42%
Sole
0.00
Shared
0.00
None
1.92K
ALPHABET INC
SOLEShares6.41K
TypeSH
Market value$1.14M
0.40%
Sole
0.00
Shared
0.00
None
6.41K
APPLE INC
SOLEShares5.37K
TypeSH
Market value$1.10M
0.39%
Sole
0.00
Shared
0.00
None
5.37K
NVIDIA CORPORATION
SOLEShares6.68K
TypeSH
Market value$1.06M
0.37%
Sole
0.00
Shared
0.00
None
6.68K
ISHARES TR
SOLEShares2.29K
TypeSH
Market value$973.5K
0.34%
Sole
0.00
Shared
0.00
None
2.29K
ISHARES TR
SOLEShares9.82K
TypeSH
Market value$877.7K
0.31%
Sole
0.00
Shared
0.00
None
9.82K
ALPHABET INC
SOLEShares4.18K
TypeSH
Market value$736.6K
0.26%
Sole
0.00
Shared
0.00
None
4.18K
JPMORGAN CHASE & CO.
SOLEShares2.42K
TypeSH
Market value$702.6K
0.25%
Sole
0.00
Shared
0.00
None
2.42K
AMAZON COM INC
SOLEShares2.88K
TypeSH
Market value$632.7K
0.22%
Sole
0.00
Shared
0.00
None
2.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 673.21K | SH | $64.17M 22.49% | 0.00 | 0.00 | 673.21K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 2.29M | SH | $56.19M 19.69% | 0.00 | 0.00 | 2.29M |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 907.23K | SH | $36.73M 12.87% | 0.00 | 0.00 | 907.23K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 930.58K | SH | $23.82M 8.35% | 0.00 | 0.00 | 930.58K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 377.92K | SH | $20.55M 7.20% | 0.00 | 0.00 | 377.92K |
ISHARES TRSOLE | US SML CAP EQT | 260.59K | SH | $17.71M 6.21% | 0.00 | 0.00 | 260.59K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 221.41K | SH | $11.59M 4.06% | 0.00 | 0.00 | 221.41K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 372.02K | SH | $8.22M 2.88% | 0.00 | 0.00 | 372.02K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 289.52K | SH | $6.73M 2.36% | 0.00 | 0.00 | 289.52K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 183K | SH | $5.13M 1.80% | 0.00 | 0.00 | 183K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 170.84K | SH | $4.89M 1.72% | 0.00 | 0.00 | 170.84K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 37.38K | SH | $2.75M 0.96% | 0.00 | 0.00 | 37.38K |
MICROSOFT CORPSOLE | COM | 4.67K | SH | $2.32M 0.81% | 0.00 | 0.00 | 4.67K |
ISHARES TRSOLE | EAFE SML CP ETF | 30.77K | SH | $2.24M 0.78% | 0.00 | 0.00 | 30.77K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 74.17K | SH | $2.17M 0.76% | 0.00 | 0.00 | 74.17K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 PUR GWT | 40.09K | SH | $1.84M 0.64% | 0.00 | 0.00 | 40.09K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.92K | SH | $1.18M 0.42% | 0.00 | 0.00 | 1.92K |
ALPHABET INCSOLE | CAP STK CL C | 6.41K | SH | $1.14M 0.40% | 0.00 | 0.00 | 6.41K |
APPLE INCSOLE | COM | 5.37K | SH | $1.10M 0.39% | 0.00 | 0.00 | 5.37K |
NVIDIA CORPORATIONSOLE | COM | 6.68K | SH | $1.06M 0.37% | 0.00 | 0.00 | 6.68K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.29K | SH | $973.5K 0.34% | 0.00 | 0.00 | 2.29K |
ISHARES TRSOLE | MSCI EAFE ETF | 9.82K | SH | $877.7K 0.31% | 0.00 | 0.00 | 9.82K |
ALPHABET INCSOLE | CAP STK CL A | 4.18K | SH | $736.6K 0.26% | 0.00 | 0.00 | 4.18K |
JPMORGAN CHASE & CO.SOLE | COM | 2.42K | SH | $702.6K 0.25% | 0.00 | 0.00 | 2.42K |
AMAZON COM INCSOLE | COM | 2.88K | SH | $632.7K 0.22% | 0.00 | 0.00 | 2.88K |
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