Reston Wealth Management
Reston Wealth Management reported 71 stocks worth $369M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPYG (20.3%), FNDX (20.1%) and FENI (12.4%). Compared with Q2 2026, the fund opened new positions in XOM, AGG and CVX, added to FENI, SCHZ and FNDA, trimmed SPYG, FNDX and SPAB and sold out of XOM and TCAF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $74.9M | 20.3% | 609K | −3,402 (−1%) | 8 of 8 | |
| 2 |  FNDX Schwab Fundamental U.s. Large Company ETF | $74.1M | 20.1% | 2.4M | −11K (−0%) | 8 of 8 | |
| 3 |  FENI Fidelity Covington Trust | $45.8M | 12.4% | 1.1M | +49K (+4%) | 3 of 8 | |
| 4 |  SPAB Spdr Series Trust | $32M | 8.7% | 1.3M | −32K (−2%) | 8 of 8 | |
| 5 |  SMLF Ishares TR | $21.6M | 5.8% | 258K | −6,428 (−2%) | 8 of 8 | |
| 6 |  SPMD State Street | $21.3M | 5.8% | 338K | −6,285 (−2%) | 8 of 8 | |
| 7 |  SPDW Spdr Developed | $14.7M | 4.0% | 293K | −39K (−12%) | 8 of 8 | |
| 8 |  SPYV State Street | $12.3M | 3.3% | 201K | −8,377 (−4%) | 8 of 8 | |
| 9 |  SCHZ Schwab US Aggregate Bond | $10.9M | 3.0% | 493K | +38K (+8%) | 8 of 8 | |
| 10 |  FNDA Schwab Fundamental U.s. Small Company ETF | $7.2M | 2.0% | 206K | +10K (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Reston Wealth Management 13F FAQ
What does Reston Wealth Management own?
Reston Wealth Management reported 71 stocks worth $369M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPYG (20.3%), FNDX (20.1%) and FENI (12.4%). The table above lists every position in the filing (the top 10 without an account).
What did Reston Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 26 added to, 31 trimmed and 2 sold out. New positions include XOM, AGG and CVX. It sold all of XOM and TCAF.
When will Reston Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Reston Wealth Management's portfolio worth?
The Q3 2026 filing reports $369M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.