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RESTON WEALTH MANAGEMENT LLC

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13F filer, CIK 1767617, Reston, VA

RESTON WEALTH MANAGEMENT LLC reported $309,710,340 across 53 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 87.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001767617-25-000006

Period
2025-09-30
Reported value
$310M
Holdings
53
Top 10 weight
87.9%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FNDXadded+56,618$1.49M
SCHFadded+47,099$1.1M
SCHZadded+39,701$932K
SCHMadded+19,490$578K
SPABadded+22,154$573K

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
BNDreduced-7,205-$536K
ISRGexited-461-$251K
RCLexited-710-$222K
BACexited-4,309-$204K
SPDWreduced-2,657-$114K

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, Q3 2025

Share positions as resolved from 13F-HR 0001767617-25-000006, largest first. % of portfolio is the value over $309,710,340, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,037 shares; 2024Q4: 678,681 shares; 2025Q1: 636,095 shares; 2025Q2: 673,214 shares; 2025Q3: 674,839 shares 674,839$70.5M22.77%+1,625Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,346,302 shares 2,346,302$61.7M19.92%+56,618Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,453 shares; 2024Q4: 778,754 shares; 2025Q1: 787,349 shares; 2025Q2: 907,233 shares; 2025Q3: 904,576 shares 904,576$38.7M12.5%-2,657Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075,297 shares; 2024Q4: 1,086,980 shares; 2025Q1: 922,781 shares; 2025Q2: 930,582 shares; 2025Q3: 952,736 shares 952,736$24.6M7.95%+22,154Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,502 shares; 2024Q4: 358,841 shares; 2025Q1: 357,986 shares; 2025Q2: 377,916 shares; 2025Q3: 378,032 shares 378,032$21.6M6.98%+116Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,245 shares; 2024Q4: 249,528 shares; 2025Q1: 253,513 shares; 2025Q2: 260,590 shares; 2025Q3: 259,716 shares 259,716$19.3M6.23%-874Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,178 shares; 2024Q4: 252,412 shares; 2025Q1: 227,804 shares; 2025Q2: 221,412 shares; 2025Q3: 221,374 shares 221,374$12.2M3.95%-38Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,606 shares; 2024Q4: 280,162 shares; 2025Q1: 307,802 shares; 2025Q2: 372,016 shares; 2025Q3: 419,115 shares 419,115$9.76M3.15%+47,099Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,529 shares; 2024Q4: 306,303 shares; 2025Q1: 275,696 shares; 2025Q2: 289,524 shares; 2025Q3: 329,225 shares 329,225$7.73M2.49%+39,701Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,069 shares; 2024Q4: 156,811 shares; 2025Q1: 167,979 shares; 2025Q2: 182,999 shares; 2025Q3: 202,489 shares 202,489$6M1.94%+19,490Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,601 shares; 2024Q4: 132,944 shares; 2025Q1: 142,374 shares; 2025Q2: 170,841 shares; 2025Q3: 187,540 shares 187,540$5.84M1.89%+16,699Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,609 shares; 2024Q4: 31,517 shares; 2025Q1: 29,684 shares; 2025Q2: 30,772 shares; 2025Q3: 33,607 shares 33,607$2.58M0.83%+2,835Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 3,980 shares; 2025Q1: 4,017 shares; 2025Q2: 4,665 shares; 2025Q3: 4,715 shares 4,715$2.44M0.79%+50Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,769 shares; 2024Q4: 84,853 shares; 2025Q1: 69,360 shares; 2025Q2: 74,174 shares; 2025Q3: 72,860 shares 72,860$2.32M0.75%-1,314Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,437 shares; 2024Q4: 38,829 shares; 2025Q1: 38,384 shares; 2025Q2: 37,376 shares; 2025Q3: 30,171 shares 30,171$2.24M0.72%-7,205Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,522 shares; 2024Q4: 43,963 shares; 2025Q1: 43,462 shares; 2025Q2: 40,095 shares; 2025Q3: 39,402 shares 39,402$1.88M0.61%-693Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,504 shares; 2025Q1: 6,243 shares; 2025Q2: 6,407 shares; 2025Q3: 6,340 shares 6,340$1.54M0.5%-67Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 5,530 shares; 2025Q1: 5,972 shares; 2025Q2: 6,680 shares; 2025Q3: 7,426 shares 7,426$1.39M0.45%+746Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 4,299 shares; 2025Q1: 4,616 shares; 2025Q2: 5,368 shares; 2025Q3: 5,303 shares 5,303$1.35M0.44%-65Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 597 shares; 2025Q1: 1,960 shares; 2025Q2: 1,916 shares; 2025Q3: 1,747 shares 1,747$1.16M0.38%-169Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,288 shares; 2025Q1: 2,291 shares; 2025Q2: 2,293 shares; 2025Q3: 2,295 shares 2,295$1.08M0.35%+2Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,172 shares; 2025Q1: 4,279 shares; 2025Q2: 4,180 shares; 2025Q3: 4,233 shares 4,233$1.03M0.33%+53Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,334 shares; 2025Q1: 8,189 shares; 2025Q2: 9,818 shares; 2025Q3: 9,818 shares 9,818$917K0.3%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 2,433 shares; 2025Q1: 2,287 shares; 2025Q2: 2,423 shares; 2025Q3: 2,435 shares 2,435$768K0.25%+12Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,615 shares; 2024Q4: 30,802 shares; 2025Q1: 20,135 shares; 2025Q2: 19,816 shares; 2025Q3: 20,208 shares 20,208$674K0.22%+392Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,136 shares; 2025Q1: 2,777 shares; 2025Q2: 2,884 shares; 2025Q3: 2,903 shares 2,903$637K0.21%+19Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,371 shares; 2025Q1: 6,254 shares; 2025Q2: 6,272 shares; 2025Q3: 6,291 shares 6,291$607K0.2%+19Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,052 shares; 2025Q1: 2,862 shares; 2025Q2: 2,869 shares; 2025Q3: 2,877 shares 2,877$602K0.19%+8Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,072 shares; 2025Q1: 2,130 shares; 2025Q2: 2,090 shares; 2025Q3: 2,092 shares 2,092$545K0.18%+2Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 637 shares; 2025Q1: 652 shares; 2025Q2: 707 shares; 2025Q3: 694 shares 694$529K0.17%-13Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,802 shares; 2025Q1: 3,813 shares; 2025Q2: 3,514 shares; 2025Q3: 3,524 shares 3,524$513K0.17%+10Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 949 shares; 2025Q1: 992 shares; 2025Q2: 1,094 shares; 2025Q3: 1,123 shares 1,123$499K0.16%+29Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,681 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares 3,354$489K0.16%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,394 shares 1,394$460K0.15%+25Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,541 shares; 2025Q1: 11,693 shares; 2025Q2: 11,707 shares; 2025Q3: 11,702 shares 11,702$389K0.13%-5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 896 shares; 2025Q1: 836 shares; 2025Q2: 813 shares; 2025Q3: 716 shares 716$360K0.12%-97Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,394 shares; 2025Q1: 1,573 shares; 2025Q2: 1,422 shares; 2025Q3: 1,471 shares 1,471$341K0.11%+49Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 265 shares; 2025Q1: 273 shares; 2025Q2: 359 shares; 2025Q3: 364 shares 364$337K0.11%+5Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 718 shares; 2025Q1: 625 shares; 2025Q2: 559 shares; 2025Q3: 534 shares 534$325K0.11%-25Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 533 shares; 2025Q2: 538 shares; 2025Q3: 640 shares 640$320K0.1%+102Timeline
PSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares 6,890$296K0.1%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,751 shares 1,751$278K0.09%+99Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,015 shares; 2025Q1: 4,405 shares; 2025Q2: 4,435 shares; 2025Q3: 4,195 shares 4,195$278K0.09%-240Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,900 shares; 2024Q4: 84,391 shares; 2025Q1: 16,126 shares; 2025Q2: 3,520 shares; 2025Q3: 2,592 shares 2,592$276K0.09%-928Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,347 shares 1,347$276K0.09%-75Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,459 shares; 2025Q1: 1,467 shares; 2025Q2: 1,575 shares; 2025Q3: 1,382 shares 1,382$266K0.09%-193Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,789 shares 1,789$266K0.09%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 831 shares 831$250K0.08%+15Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 854 shares; 2025Q1: 903 shares; 2025Q2: 834 shares; 2025Q3: 843 shares 843$247K0.08%+9Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 700 shares 700$233K0.08%+2Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,326 shares; 2025Q1: not reported; 2025Q2: 3,346 shares; 2025Q3: 3,357 shares 3,357$219K0.07%+11Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 280 shares 280$216K0.07%-20Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,933 shares 2,933$201K0.06%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ISRGINTUITIVE SURGICAL INC461$251Kshares
RCLROYAL CARIBBEAN GROUP710$222Kshares
BACBANK OF AMER CORP4,309$204Kshares

How Q3 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 0001767617-25-000006 base2025-10-21acceptance time not in the bulk data set