Reston Wealth Management LLC holds a concentrated book of 65 reported positions worth $371.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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 reported non-option book.
Reston Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Reston Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 65 | $4.5B |
| BlueSpruce Investments, LP | 10 / 65 | $640.6M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 65 | $453.6M |
| Prospect Hill Management, LLC | 9 / 65 | $246.8M |
| Hoffman, Alan N Investment Management | 8 / 65 | $160.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 65 | $1.2B |
| Voyager Global Management LP | 6 / 65 | $3.3B |
| Draper Asset Management, LLC | 9 / 65 | $174.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Reston Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 65 | $371.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 62 | $326.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 64 | $326.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 53 | $309.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 54 | $285.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 49 | $247.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 50 | $269.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 454 | $276.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.