Data as of Q4 2025 (Dec 31, 2025)

RESTON WEALTH MANAGEMENT LLC

โ€ขCIK: 1767617โ€ขFiling: Q4 2025

**RESTON WEALTH MANAGEMENT LLC** manages $327M across a portfolio of 64 positions, exhibiting a clear focus on diversified, equity-linked strategies. The fund's largest allocations are weighted toward sector and index exposure, notably holding SPYG at $71.3M and FNDX at $64.8M. Further significant concentrations include SPDW ($41.2M) and SPAB ($25.3M), suggesting a systematic approach to capturing broad market and thematic growth. This structure indicates a mandate prioritizing established, liquid market vehicles.

Total AUM
$326.9M
QoQ Performance
+5.5%
Positions
46
Top 10 Concentration
86.1%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYG
FNDX
SPDW
SPAB
SPMD
SMLF
SPYG21.8%
FNDX19.8%
SPDW12.6%
SPAB7.7%
SPMD6.8%
SMLF6.0%
SPYV3.9%
SCHF3.1%

๐Ÿ“ˆ Biggest Buys

SPDW
SPDR INDEX SHS FDS
+2.6%
12.6% of portfolio
FNDX
SCHWAB STRATEGIC TR
+1.5%
19.8% of portfolio
NVDA
NVIDIA CORPORATION
+52.8%
0.6% of portfolio
SPAB
SPDR SERIES TRUST
+2.9%
7.7% of portfolio
AAPL
APPLE INC
+38.1%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

SPYG
SPDR SERIES TRUST
-0.9%
21.8% of portfolio
ITOT
ISHARES TR
-61.8%
0.1% of portfolio
SPY
SPDR S&P 500 ETF TR
-7.4%
0.3% of portfolio
SCHE
SCHWAB STRATEGIC TR
-11.8%
0.2% of portfolio
SCHG
SCHWAB STRATEGIC TR
-2.7%
0.7% of portfolio

Sector Breakdown

Other93.2%
Technology3.7%
Consumer1.0%
Financial0.7%
Healthcare0.5%
ETF0.5%
Industrial0.3%
Energy0.2%

๐Ÿšช Exited Positionssold since Q3 2025

IJH
ISHARES TR
SOLD
$219.1K

Changes from Q3 2025

NEW12 new positions
โ†‘41 increased
โ†“10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023