ETF Holders

Reston Wealth Management LLC ETF holdings

Reston, VA

Reported $345.1M in 27 ETFs in its Form 13F for June 30, 2026.

ETF value
$345.1M
ETFs held
27
Change from prior quarter
+13.2%
With price moves
ETFs as a share of its 13F
93.0%
of $371.0M

Top 10 of 27 ETF holdings

TickerFundValueSharesChange
FNDXSchwab Fundamental U.S. Large Company ETF$73.6M2,366,034+36,444 shares
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$72.8M612,211−30,743 shares
FENIFidelity Enhanced International ETF$44.0M1,097,586+67,515 shares
SPABState Street SPDR Portfolio Aggregate Bond Index ETF$34.4M1,346,522+83,010 shares
SMLFiShares U.S. Small-Cap Equity Factor ETF$23.6M264,869−1,419 shares
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF$23.3M344,616+2,526 shares
SPDWState Street SPDR Portfolio Developed World ex-US ETF$16.7M331,834+1,199 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$12.7M209,182+1,011 shares
SCHZSchwab U.S. Aggregate Bond ETF$10.5M454,858+32,851 shares
FNDASchwab Fundamental U.S. Small Company ETF$7.4M195,627+4,553 shares
17 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767617. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Reston Wealth Management LLC own?

Reston Wealth Management LLC reported 27 ETF positions worth $345.1M in its Form 13F for June 30, 2026. The largest was FNDX, at $73.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.