StockDriftsStockDriftsTop 50 Reston Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 19.83% | 2.37M | $73.6M | +1.56%(+36.44K) | $17.91(+81.73%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 19.64% | 612.2K | $72.8M | -4.78%(-30.74K) | $49.39(+148.80%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 11.87% | 1.10M | $44.0M | +6.55%(+67.52K) | $36.96(+12.44%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 9.26% | 1.35M | $34.4M | +6.57%(+83.01K) | $27.76(-9.53%) | 2026-06-30 | |
| SMLF | ISHARES TR | 6.36% | 264.9K | $23.6M | -0.53%(-1.42K) | $61.87(+46.21%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 6.28% | 344.6K | $23.3M | +0.74%(+2.53K) | $41.73(+64.83%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.51% | 331.8K | $16.7M | +0.36%(+1.20K) | $30.66(+70.28%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.43% | 209.2K | $12.7M | +0.49%(+1.01K) | $32.18(+97.03%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.84% | 454.9K | $10.5M | +7.78%(+32.85K) | $24.25(-6.12%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 2.01% | 195.6K | $7.4M | +2.38%(+4.55K) | $26.62(+44.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.15% | +52.70% | +7.58% | +44.10% |
| Top 20 Holdings Unweighted | +14.17% | +48.80% | +6.66% | +38.03% |
Reston Wealth Management LLC reports $370.99M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are FNDX (19.8%), SPYG (19.6%) and FENI (11.9%). The top 20 holdings account for 93.5% of reported assets. Its disclosed equity book has returned +52.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reston Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767617). View Reston Wealth Management LLC’s 13F filings on SEC