RESTON WEALTH MANAGEMENT LLC
Q2 2025 13F Holdings
- Locationreston, VA
- Num holdings
54
- Value ($000)
$285,315
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $64.17M | 23 % | 673,214 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $56.19M | 20 % | 2,289,684 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $36.73M | 13 % | 907,233 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $23.82M | 8 % | 930,582 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $20.55M | 7 % | 377,916 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $17.71M | 6 % | 260,590 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $11.59M | 4 % | 221,412 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.22M | 3 % | 372,016 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $6.73M | 2 % | 289,524 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $5.13M | 2 % | 182,999 |
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