RESTON WEALTH MANAGEMENT LLC
Q3 2025 13F Holdings
- Locationreston, VA
- Num holdings
53
- Value ($000)
$309,710
- Date Filed10/21/2025
- Form type13F-HR
- CIK0001767617
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $70.53 M | 23 % | 674,839 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $61.71 M | 20 % | 2,346,302 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $38.71 M | 13 % | 904,576 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $24.63 M | 8 % | 952,736 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $21.62 M | 7 % | 378,032 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $19.31 M | 6 % | 259,716 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $12.25 M | 4 % | 221,374 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $9.76 M | 3 % | 419,115 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $7.73 M | 3 % | 329,225 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $6.00 M | 2 % | 202,489 |
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