Reston Wealth Management LLC holds a concentrated book of 65 stocks worth $371.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is Schwab FNDMNTL US LRG Co ETF at 20% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767617/holdings"
Use Arkolith to show RESTON WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Reston Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Reston Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 65 | $582.5B |
| JPMORGAN CHASE & CO | 80 / 65 | $548.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 65 | $82.8B |
| LPL Financial LLC | 80 / 65 | $74.9B |
| BANK OF MONTREAL /CAN/ | 80 / 65 | $71.5B |
| Creative Planning | 80 / 65 | $51.3B |
| Rockefeller Capital Management L.P. | 80 / 65 | $19.3B |
| OSAIC HOLDINGS, INC. | 80 / 65 | $16.4B |
Ranked by how many of Reston Wealth Management LLC's top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR FUNDAMENTAL US L | $73.6M | 2.37M | 19.8% | ▲+1.6% Added · +36K sh | |
| 2 | SPDR Series Trust ST STR P500GRW | $72.8M | 612.2K | 19.6% | ▼−4.8% Reduced · −31K sh | |
| 3 | Fidelity Covington Trust ENHANCED INTL | $44.0M | 1.10M | 11.9% | ▲+6.5% Added · +68K sh | |
| 4 | SPDR Series Trust ST STR AGGRE ETF | $34.4M | 1.35M | 9.3% | ▲+6.6% Added · +83K sh | |
| 5 | Ishares TR US SML CAP EQT | $23.6M | 264.9K | 6.4% | ▼−0.5% Reduced · −1K sh | |
| 6 | SPDR Series Trust ST STR P400MID | $23.3M | 344.6K | 6.3% | ▲+0.7% Added · +3K sh | |
| 7 | SPDR Index SHS FDS ST STR PO EX ETF | $16.7M | 331.8K | 4.5% | ▲+0.4% Added · +1K sh | |
| 8 | SPDR Series Trust ST STR P500VAL | $12.7M | 209.2K | 3.4% | ▲+0.5% Added · +1K sh | |
| 9 | Schwab Strategic TR US AGGREGATE B | $10.5M | 454.9K | 2.8% | ▲+7.8% Added · +33K sh | |
| 10 | Schwab Strategic TR FUNDAMENTAL US S | $7.4M | 195.6K | 2.0% | ▲+2.4% Added · +5K sh | |
| 11 | Schwab Strategic TR US MID-CAP ETF | $7.0M | 189.8K | 1.9% | ▲+2.5% Added · +5K sh | |
| 12 | Schwab Strategic TR INTL EQTY ETF | $2.7M | 96.7K | 0.7% | ▲+10% Added · +9K sh | |
| 13 | Ishares TR EAFE SML CP ETF | $2.7M | 32.4K | 0.7% | ▲+4.6% Added · +1K sh | |
| 14 | Vanguard BD Index FDS TOTAL BND MRKT | $2.5M | 33.4K | 0.7% | ▼−15% Reduced · −6K sh | |
| 15 | Schwab Strategic TR US LCAP GR ETF | $2.4M | 71.2K | 0.6% | ▼−0.7% Reduced · −468 sh | |
| 16 | Alphabet Inc CAP STK CL C | $2.2M | 6.2K | 0.6% | ▼−6.3% Reduced · −419 sh | |
| 17 | Microsoft Corp COM | $2.2M | 5.9K | 0.6% | ▲+4.3% Added · +241 sh | |
| 18 | Invesco Exchange Traded FD T S&P500 PUR GWT | $2.2M | 34.0K | 0.6% | ▼−4.7% Reduced · −2K sh | |
| 19 | Nvidia Corporation COM | $2.0M | 10.0K | 0.5% | ▼−8.3% Reduced · −906 sh | |
| 20 | Apple Inc COM | $1.9M | 6.7K | 0.5% | ▼−2.2% Reduced · −152 sh | |
| 21 | Alphabet Inc CAP STK CL A | $1.8M | 5.1K | 0.5% | ▼−1.2% Reduced · −60 sh | |
| 22 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.4% | ▲+24% Added · +208 sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $1.2M | 9.8K | 0.3% | ▲+327% Added · +8K sh | |
| 24 | Ishares TR MSCI EAFE ETF | $1.1M | 10.4K | 0.3% | ▲+4.3% Added · +427 sh | |
| 25 | Applied Matls Inc COM | $1.0M | 1.4K | 0.3% | ▼−0.2% Reduced · −3 sh | |
| 26 | Amazon Com Inc COM | $971K | 4.1K | 0.3% | ▲+1.2% Added · +48 sh | |
| 27 | JPMorgan Chase & Co COM | $949K | 2.9K | 0.3% | ▲+0.4% Added · +12 sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $808K | 1.1K | 0.2% | ▼−12% Reduced · −150 sh | |
| 29 | Broadcom Inc COM | $800K | 2.1K | 0.2% | ▼−1.5% Reduced · −32 sh | |
| 30 | Marriott Intl Inc New CL A | $788K | 2.1K | 0.2% | ▲+0.3% Added · +6 sh | |
| 31 | Schwab Strategic TR EMRG MKTEQ ETF | $685K | 18.9K | 0.2% | ▼−1.5% Reduced · −296 sh | |
| 32 | Ishares TR RUS MID CAP ETF | $678K | 6.2K | 0.2% | ▲+0.2% Added · +15 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $669K | 1.3K | 0.2% | ▲+36% Added · +353 sh | |
| 34 | Arista Networks Inc COM SHS | $605K | 3.6K | 0.2% | ▲+1.8% Added · +62 sh | |
| 35 | Tesla Inc COM | $604K | 1.4K | 0.2% | ▼−2.0% Reduced · −30 sh | |
| 36 | Vanguard BD Index FDS SHORT TRM BOND | $541K | 6.9K | 0.1% | ▼−26% Reduced · −3K sh | |
| 37 | Micron Technology Inc COM | $517K | 448 | 0.1% | ▲New New position | |
| 38 | Vanguard Index FDS EXTEND MKT ETF | $503K | 2.0K | 0.1% | ▼−25% Reduced · −666 sh | |
| 39 | Ge Aerospace COM NEW | $462K | 1.2K | 0.1% | ▲+26% Added · +254 sh | |
| 40 | Morgan Stanley COM NEW | $458K | 2.2K | 0.1% | ▲+0.4% Added · +9 sh | |
| 41 | Cisco Sys Inc COM | $452K | 3.9K | 0.1% | ▲+0.7% Added · +25 sh | |
| 42 | Caterpillar Inc COM | $448K | 421 | 0.1% | ▲+1.4% Added · +6 sh | |
| 43 | Costco Wholesale Corporation COM | $426K | 455 | 0.1% | ▼−2.8% Reduced · −13 sh | |
| 44 | Marathon Pete Corp COM | $385K | 1.5K | 0.1% | ▲+0.2% Added · +3 sh | |
| 45 | Abbvie Inc COM | $375K | 1.5K | 0.1% | ▲+0.6% Added · +9 sh | |
| 46 | Coca Cola Co COM | $374K | 4.6K | 0.1% | ▲+1.1% Added · +48 sh | |
| 47 | Exxon Mobil Corp COM | $363K | 2.7K | 0.1% | ▲+17% Added · +391 sh | |
| 48 | Johnson & Johnson COM | $350K | 1.4K | 0.1% | ▲+1.4% Added · +19 sh | |
| 49 | Bank Of Amer Corp COM | $347K | 6.1K | 0.1% | ▲+44% Added · +2K sh | |
| 50 | Ishares TR NATIONAL MUN ETF | $339K | 3.2K | 0.1% | ▲+0.7% Added · +21 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 65 | $371.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 62 | $326.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 64 | $326.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 53 | $309.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 54 | $285.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 49 | $247.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 50 | $269.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 454 | $276.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.