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RWM
Reston Wealth Management Portfolio holdings
AUM
$371M
1-Year Est. Return
23.47%
This Fund
S&P 500
This Quarter
Est. Return
+2.59%
1 Year Est. Return
+23.47%
3 Year Est. Return
+60.71%
5 Year Est. Return
+56.34%
10 Year Est. Return
–
AUM
$327M
AUM Growth
+$17.1M
(+5.5%)
Cap. Flow
+$9.61M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
86.07%
Holding
65
New
12
Increased
41
Reduced
10
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.04M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$923K |
| 3 |
NVIDIA
NVDA
|
+$730K |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$725K |
| 5 |
Apple
AAPL
|
+$542K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$668K |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$321K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$219K |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$87.9K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$79.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.91% |
| 2 | Communication Services | 1.26% |
| 3 | Financials | 0.78% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Healthcare | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares National Muni Bond ETF
MUB
$45.3B
| $280K | 0.09% |
2,618
+26
| +1% | +$2.78K |
|
52
ExxonMobil
XOM
$634B
| $269K | 0.08% |
+2,236
| New | +$259K |
|
53
Marathon Petroleum
MPC
$89.3B
| $258K | 0.08% |
1,585
+203
| +15% | +$37.9K |
|
54
Walmart Inc
WMT
$900B
| $258K | 0.08% |
+2,311
| New | +$248K |
|
55
Caterpillar
CAT
$387B
| $248K | 0.08% |
+433
| New | +$241K |
|
56
iShares S&P 100 ETF
OEF
$19.8B
| $240K | 0.07% |
699
-1
| -0.1% | -$340 |
|
57
Visa
V
$697B
| $238K | 0.07% |
+679
| New | +$231K |
|
58
McKesson
MCK
$104B
| $235K | 0.07% |
286
+6
| +2% | +$4.9K |
|
59
Bank of America
BAC
$439B
| $233K | 0.07% |
+4,244
| New | +$224K |
|
60
Automatic Data Processing
ADP
$106B
| $229K | 0.07% |
892
+49
| +6% | +$13K |
|
61
Mastercard
MA
$497B
| $227K | 0.07% |
+398
| New | +$222K |
|
62
Home Depot
HD
$343B
| $214K | 0.07% |
+621
| New | +$227K |
|
63
TSMC
TSM
$2.03T
| $204K | 0.06% |
+672
| New | +$197K |
|
|
64
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
| $200K | 0.06% |
1,346
-2,178
| -62% | -$321K |
|
|
65
iShares Core S&P Mid-Cap ETF
IJH
$123B
| – | – |
-3,357
| Closed | -$219K |
|
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Reston Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Reston Wealth Management held 65 positions worth $327M, up 5.5% from $310M the previous quarter. Its ten largest holdings account for 86% of the portfolio.
Reston Wealth Management's Q4 2025 filing shows 12 new, 41 increased, 10 reduced and 1 closed positions. Its largest new stake was iShares Core S&P 500 ETF: 568 shares worth $389K. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $668K.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, up from 2.3% a quarter earlier, followed by Communication Services and Financials.
- Reston Wealth Management's largest Q4 2025 buy was iShares Core S&P 500 ETF: 568 shares worth $389K.
- Reston Wealth Management added most to State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025, an estimated $1.04M increase.
- Reston Wealth Management's biggest Q4 2025 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $668K.
- Reston Wealth Management fully exited iShares Core S&P Mid-Cap ETF in Q4 2025, selling an estimated $219K.
- Reston Wealth Management's ten largest holdings make up 86% of its $327M portfolio in Q4 2025.
- Reston Wealth Management opened 12 new positions and closed 1 in Q4 2025.
- Reston Wealth Management's portfolio value rose 5.5% quarter-over-quarter to $327M.
Based on Reston Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.