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Latest RESTON WEALTH MANAGEMENT LLC Stock Portfolio

$370Million | No. of Holdings #65

RESTON WEALTH MANAGEMENT LLC Performance

2026 Q2+11.28%
YTD+10.01%
2025+15.72%

About RESTON WEALTH MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

RESTON WEALTH MANAGEMENT LLC is a hedge fund based in Reston, VA. On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, RESTON WEALTH MANAGEMENT LLC reported an equity portfolio of $371 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of RESTON WEALTH MANAGEMENT LLC are FNDA, BIL, . The fund has invested 19.8% of it's portfolio in SCHWAB STRATEGIC TR and 19.6% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off ISHARES TR (IJR) and SHOPIFY INC (SHOP) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD INDEX FDS (VB) and UGI CORP NEW (UGI). RESTON WEALTH MANAGEMENT LLC opened new stock positions in MICRON TECHNOLOGY INC (MU), GE VERNOVA INC and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BANK OF AMER CORP (BAC) and BERKSHIRE HATHAWAY INC DEL.
RESTON WEALTH MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$370Million
  as of Jul 23, 2026

RESTON WEALTH MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RESTON WEALTH MANAGEMENT LLC made a return of 11.28% in the last quarter. In trailing 12 months, it's portfolio return was 20.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc517,432
ge vernova inc273,917
advanced micro devices inc241,078
ishares tr220,923
t rowe price exchange-traded209,770
New stocks bought by RESTON WEALTH MANAGEMENT LLC

Additions

Ticker% Inc.
ishares tr327
bank of amer corp43.8
berkshire hathaway inc del35.87
ge aerospace25.87
eli lilly & co23.53
exxon mobil corp17.26
schwab strategic tr10.07
schwab strategic tr7.78
Additions to existing portfolio by RESTON WEALTH MANAGEMENT LLC

Reductions

Ticker% Reduced
vanguard bd index fds-26.48
vanguard index fds-24.59
ugi corp new-23.22
vanguard bd index fds-14.9
state str spdr s&p 500 etf t-12.18
visa inc-11.66
nvidia corporation-8.31
taiwan semiconductor manufac-7.53
RESTON WEALTH MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
shopify inc-201,535
ishares tr-222,970
RESTON WEALTH MANAGEMENT LLC got rid off the above stocks

Sector Distribution

RESTON WEALTH MANAGEMENT LLC has about 93.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others93.4
Technology2.6
Communication Services1.2

Market Cap. Distribution

RESTON WEALTH MANAGEMENT LLC has about 5.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED93.4
MEGA-CAP5.8

Stocks belong to which Index?

About 6.6% of the stocks held by RESTON WEALTH MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.4
S&P 5006.6
Top 5 Winners (%)%
AMAT
applied matls inc
111.4 %
CSCO
cisco sys inc
51.1 %
CAT
caterpillar inc
49.7 %
TSM
taiwan semiconductor manufac
39.6 %
ANET
arista networks inc
37.9 %
Top 5 Winners ($)$
BIL
spdr series trust
13.2 M
FNDA
schwab strategic tr
7.6 M
ACWF
ishares tr
3.6 M
fidelity covington trust
3.1 M
BIL
spdr series trust
2.9 M
Top 5 Losers (%)%
IJR
ishares tr
-60.0 %
NOC
northrop grumman corp
-25.3 %
XOM
exxon mobil corp
-18.2 %
LMT
lockheed martin corp
-15.6 %
ISRG
intuitive surgical inc
-13.3 %
Top 5 Losers ($)$
IJR
ishares tr
-1.8 M
BIL
spdr series trust
-0.1 M
XOM
exxon mobil corp
-0.1 M
NOC
northrop grumman corp
-0.1 M
LMT
lockheed martin corp
-0.1 M

RESTON WEALTH MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RESTON WEALTH MANAGEMENT LLC

RESTON WEALTH MANAGEMENT LLC has 65 stocks in it's portfolio. About 86% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for RESTON WEALTH MANAGEMENT LLC last quarter.

$370.99MTotal Value
67.00Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of RESTON WEALTH MANAGEMENT LLC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RESTON WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.72%32,366
$2.66M
0.72%
increased 4.65 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RESTON WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.09%3,151
$339.1K
0.09%
increased 0.67 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
RESTON WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
6.36%264,869
$23.61M
6.36%
decreased 0.53 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
RESTON WEALTH MANAGEMENT LLC's holding in Innovator Etfs Trust over time
0.09%6,890
$317.3K
0.09%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RESTON WEALTH MANAGEMENT LLC's holding in Spdr Series Trust over time
19.64%612,211
$72.85M
19.64%
decreased 4.78 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RESTON WEALTH MANAGEMENT LLC's holding in Spdr Series Trust over time
9.26%1,346,520
$34.36M
9.26%
increased 6.57 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RESTON WEALTH MANAGEMENT LLC's holding in Spdr Series Trust over time
6.28%344,616
$23.28M
6.28%
increased 0.74 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RESTON WEALTH MANAGEMENT LLC's holding in Spdr Series Trust over time
3.43%209,182
$12.72M
3.43%
increased 0.49 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RESTON WEALTH MANAGEMENT LLC's holding in Vanguard Bd Index Fds over time
0.66%33,411
$2.45M
0.66%
decreased 14.9 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RESTON WEALTH MANAGEMENT LLC's holding in Vanguard Bd Index Fds over time
0.15%6,940
$540.7K
0.15%
decreased 26.48 percentreduced