RESTON WEALTH MANAGEMENT LLC

All 13F Filings

Location
Reston, VA
Most recent 13F
Q2 2026
Holdings value ($000)
370,995
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 65 370,995 13F-HR RESTON WEALTH MANAGEMENT LLC
Q1 2026 4/13/2026 62 326,436 13F-HR RESTON WEALTH MANAGEMENT LLC
Q4 2025 2/12/2026 64 326,859 13F-HR RESTON WEALTH MANAGEMENT LLC
Q3 2025 10/21/2025 53 309,710 13F-HR RESTON WEALTH MANAGEMENT LLC
Q2 2025 8/6/2025 54 285,315 13F-HR RESTON WEALTH MANAGEMENT LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 70.45 K 19.0% 10.26 K 0 10.26 K
ETFs 300 K 80.9% 34.5 K 0 34.5 K
Debt 541 0.1% 0 199 -199
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
370,995
Holdings
65
QoQ value change ($000)
44,559 (13.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.