RESTON WEALTH MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Reston, VA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$326,859
Net value change ($000)
+17,149 (5.5%)
New positions
12
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FNDX 3,073 5.0%
SPDW 2,526 6.5%
SPYG 806 1.1%
NVDA 731 52.7%
AAPL 640 47.4%
SPAB 626 2.5%
SPMD 615 2.8%
GOOGL 588 57.1%
GOOGL 585 37.9%
SCHWAB STRATEGIC TRUST 460 4.7%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -313 -61.0%
IJH -219 -100.0%
SCHE -91 -13.5%
SPY -61 -5.2%
RPG -48 -2.6%
ANET -26 -5.3%
ADP -18 -7.3%
SCHG -13 -0.6%
MPC -8 -3.0%
NOC -4 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type