account_balance
Investment manager · 13F filer · SEC CIK 1767617
Reston Wealth Management LLC
Reported value$369Mas of Sep 30, 2026
Positions71 7 new, 1 sold out
Top 10 weight85.3%SPYG alone is 20%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
20.3%
FNDXSchwab Strategic Tr
20.1%
FENIFidelity Covington Trust
12.4%Added +4%
SPABSPDR Series Trust
8.7%Trimmed −2%
SMLFiShares Tr
5.9%Trimmed −2%
SPMDSPDR Series Trust
5.8%
SPDWSPDR Index SHS FDS
4.0%Trimmed −12%
SPYVSPDR Series Trust
3.3%−4%
SCHZSchwab Strategic Tr
3.0%
FNDA2.0%
SCHM1.8%
SPYGSPDR Series Trust
20.3%
FNDXSchwab Strategic Tr
20.1%
FENIFidelity Covington Trust
12.4%Added +4%
SPABSPDR Series Trust
8.7%Trimmed −2%
SMLFiShares Tr
5.9%
SPMDSPDR Series Trust
5.8%
SPDW4.0%
SPYV3.3%
SCHZ3.0%
FNDA
SCHM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 20.3% Held
FNDX Schwab Strategic Tr 20.1% Held
FENI Fidelity Covington Trust 12.4% Added +4%
SPAB SPDR Series Trust 8.7% Trimmed −2%
SMLF iShares Tr 5.9% Trimmed −2%
SPMD SPDR Series Trust 5.8% Held
SPDW SPDR Index SHS FDS 4.0% Trimmed −12%
SPYV SPDR Series Trust 3.3% Trimmed −4%
SCHZ Schwab Strategic Tr 3.0% Added +8%
FNDA Schwab Strategic Tr 2.0% Added +5%
SCHM Schwab Strategic Tr 1.8% Added +6%
MSFT Microsoft Corp 0.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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