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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
+13.28%
1 Year Est. Return
+23.47%
3 Year Est. Return
+60.71%
5 Year Est. Return
+56.34%
10 Year Est. Return
–
AUM
$371M
AUM Growth
+$44.6M
Cap. Flow
+$4.01M
Cap. Flow %
1.08%
Top 10 Hldgs %
86.02%
Holding
67
New
5
Increased
36
Reduced
23
Closed
2

Top Buys

Rank Stock Value
1
FENI icon
Fidelity Enhanced International ETF
FENI
+$2.67M
2
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.12M
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.1M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$760K
5
MU icon
Micron Technology
MU
+$336K

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.51M
2
BND icon
Vanguard Total Bond Market
BND
+$429K
3
OEF icon
iShares S&P 100 ETF
OEF
+$223K
4
SHOP icon
Shopify
SHOP
+$202K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$195K

Sector Composition

Rank Sector Weight
1 Technology 2.71%
2 Communication Services 1.16%
3 Financials 0.71%
4 Healthcare 0.66%
5 Consumer Discretionary 0.64%

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Reston Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Reston Wealth Management held 67 positions worth $371M, up 14% from $326M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Reston Wealth Management's Q2 2026 filing shows 5 new, 36 increased, 23 reduced and 2 closed positions. Its largest new stake was Micron Technology: 448 shares worth $517K. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $3.51M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, up from 2.5% a quarter earlier, followed by Communication Services and Financials.

  • Reston Wealth Management's largest Q2 2026 buy was Micron Technology: 448 shares worth $517K.
  • Reston Wealth Management added most to Fidelity Enhanced International ETF in Q2 2026, an estimated $2.67M increase.
  • Reston Wealth Management's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $3.51M.
  • Reston Wealth Management fully exited iShares S&P 100 ETF in Q2 2026, selling an estimated $223K.
  • Reston Wealth Management's ten largest holdings make up 86% of its $371M portfolio in Q2 2026.
  • Reston Wealth Management opened 5 new positions and closed 2 in Q2 2026.
  • Reston Wealth Management's portfolio value rose 14% quarter-over-quarter to $371M.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.