Holdings of RESTON WEALTH MANAGEMENT LLC
59 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 88.6 % of the equity sleeve
Sector breakdown
- Technology 2.5 %
- Communication 1.2 %
- Financials 0.7 %
- Consumer discretionary 0.7 %
- Health care 0.6 %
- Industrials 0.4 %
- Consumer staples 0.3 %
- Energy 0.3 %
- Funds 0.2 %
- Unattributed 93.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 58 | 314.1M $ | 99.92 % |
| 2 | TW | 1 | 238K $ | 0.08 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Schwab Fundamental U.S. Large Company ETF | 2,329,590 | 64.9M $ | |
| 2 | SPDR Series Trust | 642,954 | 63M $ | |
| 3 | Fidelity Covington Trust | 1,030,071 | 38.3M $ | |
| 4 | State Street SPDR Portfolio Ag | 1,263,512 | 32.4M $ | |
| 5 | SPDR Series Trust | 342,090 | 20.3M $ | |
| 6 | iShares Trust | 266,288 | 20.1M $ | |
| 7 | State Street SPDR Portfolio Developed World ex-US ETF | 330,635 | 15.1M $ | |
| 8 | SPDR Series Trust | 208,171 | 11.8M $ | |
| 9 | Schwab U.S. Aggregate Bond ETF | 422,007 | 9.8M $ | |
| 10 | Vanguard Total Bond Market ETF | 39,260 | 2.9M $ | |
| 11 | iShares MSCI EAFE Small-Cap ETF | 30,929 | 2.4M $ | |
| 12 | Schwab International Equity ETF | 87,828 | 2.2M $ | |
| 13 | Schwab Strategic Trust | 71,659 | 2.1M $ | |
| 14 | Microsoft Corp | 5,629 | 2.1M $ | |
| 15 | NVIDIA Corp | 10,902 | 1.9M $ | |
| 16 | Alphabet Inc | 6,621 | 1.9M $ | |
| 17 | Apple Inc | 6,832 | 1.7M $ | |
| 18 | Invesco S&P 500 Pure Growth ETF | 35,678 | 1.7M $ | |
| 19 | Alphabet Inc | 5,119 | 1.5M $ | |
| 20 | iShares Russell 1000 Growth ETF | 2,298 | 980K $ | |
| 21 | iShares MSCI EAFE ETF | 10,010 | 972.3K $ | |
| 22 | JPMorgan Chase & Co | 2,886 | 848.9K $ | |
| 23 | Amazon.com Inc | 4,024 | 838.1K $ | |
| 24 | Eli Lilly & Co | 884 | 813.3K $ | |
| 25 | State Street SPDR S&P 500 ETF Trust | 1,232 | 801.2K $ | |
| 26 | Vanguard Short-term Bond Etf | 9,440 | 740.2K $ | |
| 27 | Marriott International Inc/MD | 2,119 | 693.1K $ | |
| 28 | Broadcom Inc | 2,151 | 665.7K $ | |
| 29 | Schwab Emerging Markets Equity ETF | 19,199 | 632.6K $ | |
| 30 | iShares Trust | 6,135 | 596.5K $ | |
| 31 | Vanguard Extended Market ETF | 2,708 | 557.4K $ | |
| 32 | Tesla Inc | 1,467 | 545.2K $ | |
| 33 | Applied Materials Inc | 1,405 | 480.2K $ | |
| 34 | Berkshire Hathaway Inc | 984 | 471.5K $ | |
| 35 | Costco Wholesale Corp | 468 | 466.5K $ | |
| 36 | Arista Networks Inc | 3,497 | 429.4K $ | |
| 37 | Lockheed Martin Corp | 643 | 388.4K $ | |
| 38 | Exxon Mobil Corp | 2,265 | 384.3K $ | |
| 39 | UGI Corp | 10,511 | 382.8K $ | |
| 40 | Marathon Petroleum Corp | 1,502 | 366.7K $ | |
| 41 | Morgan Stanley | 2,181 | 359K $ | |
| 42 | Coca-Cola Co/The | 4,549 | 346K $ | |
| 43 | iShares National Muni Bond ETF | 3,130 | 332.3K $ | |
| 44 | Johnson & Johnson | 1,358 | 332K $ | |
| 45 | AbbVie Inc | 1,481 | 322.2K $ | |
| 46 | Northrop Grumman Corp | 460 | 314.1K $ | |
| 47 | Meta Platforms Inc | 545 | 311.7K $ | |
| 48 | Cisco Systems, Inc. | 3,825 | 296.8K $ | |
| 49 | Innovator U.S. Equity Power Bu | 6,890 | 296.7K $ | |
| 50 | Caterpillar Inc | 415 | 294K $ | |
| 51 | Walmart Inc | 2,309 | 287K $ | |
| 52 | General Electric Co | 982 | 278.6K $ | |
| 53 | Intuitive Surgical Inc | 578 | 266.4K $ | |
| 54 | McKesson Corp | 287 | 248.4K $ | |
| 55 | Taiwan Semiconductor Manufacturing Co Ltd | 704 | 238K $ | |
| 56 | Ishares S&p 100 Etf | 701 | 223K $ | |
| 57 | Visa Inc | 686 | 207.5K $ | |
| 58 | Bank of America Corp | 4,240 | 206.7K $ | |
| 59 | Valero Energy Corp | 821 | 202.9K $ | |