RESTON WEALTH MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Reston, VA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$370,995
Net value change ($000)
+44,559 (13.7%)
New positions
5
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYG 9,895 15.7%
FNDX 8,705 13.4%
FENI 5,727 14.9%
SMLF 3,508 17.5%
SPMD 3,023 14.9%
SPAB 1,992 6.2%
SPDW 1,627 10.8%
SCHM 1,267 22.1%
FNDA 1,249 20.2%
SPYV 938 8.0%
Top Reduces (Value $000, Stocks/ETFs)
BND -438 -15.2%
OEF -223 -100.0%
SHOP -202 -100.0%
UGI -104 -27.2%
NOC -79 -25.2%
LMT -59 -15.2%
VXF -54 -9.7%
ISRG -52 -19.5%
COST -41 -8.8%
MCK -32 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type