RESTON WEALTH MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Reston, VA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$368,916
Net value change ($000)
-2,079 (-0.6%)
New positions
8
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,085 2.9%
FENI 1,710 3.9%
MSFT 780 35.6%
FNDX 533 0.7%
EXXONMOBIL HOLDINGS CORP 475 NEW
AGG 384 NEW
SCHZ 370 3.5%
CVX 256 NEW
NVDA 250 12.5%
SHOP 241 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPAB -2,351 -6.8%
SMLF -2,015 -8.5%
SPDW -2,012 -12.0%
SPMD -1,954 -8.4%
SPYV -441 -3.5%
BND -372 -15.2%
XOM -363 -100.0%
AMAT -298 -29.4%
FNDA -232 -3.1%
TCAF -210 -100.0%
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