RESTON WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Reston, VA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$326,436
Net value change ($000)
-423 (-0.1%)
New positions
2
Sold out positions
5
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FENI 38,319 NEW
SPAB 7,117 28.2%
SCHZ 1,960 25.0%
SMLF 497 2.5%
BND 382 15.2%
FNDA 292 4.9%
VLO 203 NEW
AMAT 119 33.0%
XOM 115 42.8%
MPC 109 42.2%
Top Reduces (Value $000, Stocks/ETFs)
SPDW -26,139 -63.4%
SPYG -8,381 -11.7%
SCHWAB STRATEGIC TRUST -8,043 -78.7%
SPMD -1,976 -8.9%
SPYV -823 -6.5%
MSFT -707 -25.3%
SCHM -488 -7.8%
IVV -389 -100.0%
SPY -302 -27.4%
AAPL -256 -12.9%
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