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RESTON WEALTH MANAGEMENT LLC

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13F filer, CIK 1767617, Reston, VA

RESTON WEALTH MANAGEMENT LLC reported $285,315,458 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 87.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001767617-25-000004

Period
2025-06-30
Reported value
$285M
Holdings
54
Top 10 weight
87.92%
New
9
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPDWadded+119,884$4.85M
SPYGadded+37,119$3.54M
FNDXadded+113,253$2.78M
SCHFadded+64,214$1.42M
SPMDadded+19,930$1.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MUBreduced-12,606-$1.32M
SPYVreduced-6,392-$335K
XOMexited-2,228-$265K
RTXexited-1,811-$240K
PGexited-1,277-$218K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001767617-25-000004, largest first. % of portfolio is the value over $285,315,458, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,037 shares; 2024Q4: 678,681 shares; 2025Q1: 636,095 shares; 2025Q2: 673,214 shares 673,214$64.2M22.49%+37,119Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,082 shares; 2024Q4: 2,086,496 shares; 2025Q1: 2,176,431 shares; 2025Q2: 2,289,684 shares 2,289,684$56.2M19.69%+113,253Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,453 shares; 2024Q4: 778,754 shares; 2025Q1: 787,349 shares; 2025Q2: 907,233 shares 907,233$36.7M12.87%+119,884Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075,297 shares; 2024Q4: 1,086,980 shares; 2025Q1: 922,781 shares; 2025Q2: 930,582 shares 930,582$23.8M8.35%+7,801Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,502 shares; 2024Q4: 358,841 shares; 2025Q1: 357,986 shares; 2025Q2: 377,916 shares 377,916$20.6M7.2%+19,930Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,245 shares; 2024Q4: 249,528 shares; 2025Q1: 253,513 shares; 2025Q2: 260,590 shares 260,590$17.7M6.21%+7,077Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,178 shares; 2024Q4: 252,412 shares; 2025Q1: 227,804 shares; 2025Q2: 221,412 shares 221,412$11.6M4.06%-6,392Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,606 shares; 2024Q4: 280,162 shares; 2025Q1: 307,802 shares; 2025Q2: 372,016 shares 372,016$8.22M2.88%+64,214Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,529 shares; 2024Q4: 306,303 shares; 2025Q1: 275,696 shares; 2025Q2: 289,524 shares 289,524$6.73M2.36%+13,828Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,069 shares; 2024Q4: 156,811 shares; 2025Q1: 167,979 shares; 2025Q2: 182,999 shares 182,999$5.13M1.8%+15,020Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,601 shares; 2024Q4: 132,944 shares; 2025Q1: 142,374 shares; 2025Q2: 170,841 shares 170,841$4.89M1.72%+28,467Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,437 shares; 2024Q4: 38,829 shares; 2025Q1: 38,384 shares; 2025Q2: 37,376 shares 37,376$2.75M0.96%-1,008Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 3,980 shares; 2025Q1: 4,017 shares; 2025Q2: 4,665 shares 4,665$2.32M0.81%+648Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,609 shares; 2024Q4: 31,517 shares; 2025Q1: 29,684 shares; 2025Q2: 30,772 shares 30,772$2.24M0.78%+1,088Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,769 shares; 2024Q4: 84,853 shares; 2025Q1: 69,360 shares; 2025Q2: 74,174 shares 74,174$2.17M0.76%+4,814Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,522 shares; 2024Q4: 43,963 shares; 2025Q1: 43,462 shares; 2025Q2: 40,095 shares 40,095$1.84M0.64%-3,367Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 597 shares; 2025Q1: 1,960 shares; 2025Q2: 1,916 shares 1,916$1.18M0.42%-44Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,504 shares; 2025Q1: 6,243 shares; 2025Q2: 6,407 shares 6,407$1.14M0.4%+164Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 4,299 shares; 2025Q1: 4,616 shares; 2025Q2: 5,368 shares 5,368$1.1M0.39%+752Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 5,530 shares; 2025Q1: 5,972 shares; 2025Q2: 6,680 shares 6,680$1.06M0.37%+708Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,288 shares; 2025Q1: 2,291 shares; 2025Q2: 2,293 shares 2,293$974K0.34%+2Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,334 shares; 2025Q1: 8,189 shares; 2025Q2: 9,818 shares 9,818$878K0.31%+1,629Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,172 shares; 2025Q1: 4,279 shares; 2025Q2: 4,180 shares 4,180$737K0.26%-99Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 2,433 shares; 2025Q1: 2,287 shares; 2025Q2: 2,423 shares 2,423$703K0.25%+136Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,136 shares; 2025Q1: 2,777 shares; 2025Q2: 2,884 shares 2,884$633K0.22%+107Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,615 shares; 2024Q4: 30,802 shares; 2025Q1: 20,135 shares; 2025Q2: 19,816 shares 19,816$597K0.21%-319Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,371 shares; 2025Q1: 6,254 shares; 2025Q2: 6,272 shares 6,272$577K0.2%+18Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,072 shares; 2025Q1: 2,130 shares; 2025Q2: 2,090 shares 2,090$571K0.2%-40Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,052 shares; 2025Q1: 2,862 shares; 2025Q2: 2,869 shares 2,869$553K0.19%+7Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 637 shares; 2025Q1: 652 shares; 2025Q2: 707 shares 707$551K0.19%+55Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,802 shares; 2025Q1: 3,813 shares; 2025Q2: 3,514 shares 3,514$474K0.17%-299Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,541 shares; 2025Q1: 11,693 shares; 2025Q2: 11,707 shares 11,707$426K0.15%+14Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 896 shares; 2025Q1: 836 shares; 2025Q2: 813 shares 813$395K0.14%-23Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares 1,369$377K0.13%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,900 shares; 2024Q4: 84,391 shares; 2025Q1: 16,126 shares; 2025Q2: 3,520 shares 3,520$368K0.13%-12,606Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 265 shares; 2025Q1: 273 shares; 2025Q2: 359 shares 359$356K0.12%+86Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 949 shares; 2025Q1: 992 shares; 2025Q2: 1,094 shares 1,094$348K0.12%+102Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,681 shares; 2025Q2: 3,354 shares 3,354$343K0.12%-327Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,015 shares; 2025Q1: 4,405 shares; 2025Q2: 4,435 shares 4,435$314K0.11%+30Timeline
PSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares 6,890$282K0.1%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 718 shares; 2025Q1: 625 shares; 2025Q2: 559 shares 559$279K0.1%-66Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,394 shares; 2025Q1: 1,573 shares; 2025Q2: 1,422 shares 1,422$264K0.09%-151Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,459 shares; 2025Q1: 1,467 shares; 2025Q2: 1,575 shares 1,575$262K0.09%+108Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares 1,422$260K0.09%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 854 shares; 2025Q1: 903 shares; 2025Q2: 834 shares 834$257K0.09%-69Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 426 shares; 2025Q2: 461 shares 461$251K0.09%+35Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 533 shares; 2025Q2: 538 shares 538$249K0.09%+5Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares 1,652$233K0.08%newTimeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares 710$222K0.08%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares 300$220K0.08%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: not reported; 2025Q2: 698 shares 698$213K0.07%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares 816$210K0.07%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,326 shares; 2025Q1: not reported; 2025Q2: 3,346 shares 3,346$208K0.07%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,309 shares 4,309$204K0.07%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP2,228$265Kshares
RTXRTX CORPORATION1,811$240Kshares
PGPROCTER & GAMBLE CO1,277$218Kshares
BGTBLACKROCK FLOATING RATE INC16,686$207Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001767617-25-000004 base2025-08-06acceptance time not in the bulk data set