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RESTON WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1767617 · latest 13F-HR filed 2026-07-23

Backtest portfolio

RESTON WEALTH MANAGEMENT LLC manages $371.0M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FNDX (19.83%), SPYG (19.64%), FENI (11.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 2; 44 existing positions rose in reported value and 11 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$371.0M

Long-equity book

Holdings
65

Distinct positions

Period
2026-06-30

Filed 2026-07-23

Q/Q Activity
+5 / −2 / ↑44 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
FNDX19.8% · +2%SPYG19.6% · -5%FENI11.9% · +7%SPAB9.3% · +7%SMLF6.4% · -0%SPMD6.3% · +1%SPDW4.5% · +0%SPYV3.4% · +0%SCHZ2.8% · +8%FNDA2.0% · +2%SCHM1.9% · +2%SCHF0.7% · +10%SCZ0.7% · +5%BND0.7% · -15%SCHG0.6% · -1%GOOG0.6% · -6%MSFT0.6% · +4%RPG0.6% · -5%NVDA0.5% · -8%AAPL0.5% · -2%GOOGL0.5% · -1%LLY0.4% · +24%IWF0.3% · +327%EFA0.3% · +4%AMAT0.3% · -0%AMZN0.3% · +1%JPM0.3% · +0%SPY0.2% · -12%AVGO0.2% · -2%MAR0.2% · +0%SCHE0.2% · -2%IWR0.2% · +0%BRK.B0.2% · +36%ANET0.2% · +2%TSLA0.2% · -2%BSV0.1% · -26%MU0.1% · newVXF0.1% · -25%GE0.1% · +26%MS0.1% · +0%CSCO0.1% · +1%CAT0.1% · +1%COST0.1% · -3%MPC0.1% · +0%ABBV0.1% · +1%KO0.1% · +1%XOM0.1% · +17%JNJ0.1% · +1%BAC0.1% · +44%MUB0.1% · +1%LMT0.1% · +0%PSEP0.1% · 0%TSM0.1% · -8%META0.1% · -0%UGI0.1% · -23%GEV0.1% · newWMT0.1% · +1%AMD0.1% · newNOC0.1% · +0%ITOT0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 86%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 20, 2026.

Assets Under Management
$589.9M
Discretionary
$577.0M
Employees
8
Accounts
1,776
Address
1984 ISAAC NEWTON SQUARE WEST
SUITE 107
RESTON, VA 20190-5039
Phone
(703) 481-2280
Website
Name Title / Status Ownership Type
Tucker, Robert, Eugene ControlMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
since Jan 2003
75% or moreIndividual
VOORHEES, ALEXANDER, COERTEPARTNER
since Jan 2017
10–25%Individual
Ownership & leadership changes · 7 filings with changes since Feb 2, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Dec 1, 2025 filing
  • No longer listedKIRWAN, CHLOERISSA, GREY · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2011
  • ChangedTucker, Robert, Eugene · title MANAGING MEMBER → MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Mar 28, 2024 filing
  • ChangedVOORHEES, ALEXANDER, COERTE · ownership 5–10% → 10–25%
Mar 30, 2022 filing
  • ChangedVOORHEES, ALEXANDER, COERTE · ownership Less than 5% → 5–10%
Mar 29, 2021 filing
  • No longer listedTUCKER, LINDA, SUE · MEMBER · 25–50% · control person · listed since Sep 2016
  • ChangedTucker, Robert, Eugene · ownership 25–50% → 75% or more
May 23, 2017 filing
  • ChangedTUCKER, LINDA, SUE · title OWNER → MEMBER
  • ChangedTucker, Robert, Eugene · title OWNER → MANAGING MEMBER
Mar 5, 2017 filing
  • AddedTUCKER, LINDA, SUE · OWNER · 25–50% · control person
  • AddedVOORHEES, ALEXANDER, COERTE · PARTNER · Less than 5%
  • ChangedTucker, Robert, Eugene · ownership 50–75% → 25–50%
Feb 23, 2016 filing
  • ChangedTucker, Robert, Eugene · ownership 75% or more → 50–75%
Feb 2, 2012 filing (earliest on record)
  • ListedKIRWAN, CHLOERISSA, GREY · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedTucker, Robert, Eugene · OWNER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 44 →

Top Trims

Show all 11 →

New Positions

Show all 5 →

Exited Positions

Show all 2 →

RESTON WEALTH MANAGEMENT LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR FNDX 808524771 $73.6M 19.83% 2,366,034 SH
2 SPDR SERIES TRUST SPYG 78464A409 $72.8M 19.64% 612,211 SH
3 FIDELITY COVINGTON TRUST FENI 31609A404 $44.0M 11.87% 1,097,586 SH
4 SPDR SERIES TRUST SPAB 78464A649 $34.4M 9.26% 1,346,522 SH
5 ISHARES TR SMLF 46434V290 $23.6M 6.36% 264,869 SH
6 SPDR SERIES TRUST SPMD 78464A847 $23.3M 6.28% 344,616 SH
7 SPDR INDEX SHS FDS SPDW 78463X889 $16.7M 4.51% 331,834 SH
8 SPDR SERIES TRUST SPYV 78464A508 $12.7M 3.43% 209,182 SH
9 SCHWAB STRATEGIC TR SCHZ 808524839 $10.5M 2.84% 454,858 SH
10 SCHWAB STRATEGIC TR FNDA 808524763 $7.4M 2.01% 195,627 SH
11 SCHWAB STRATEGIC TR SCHM 808524508 $7.0M 1.89% 189,848 SH
12 SCHWAB STRATEGIC TR SCHF 808524805 $2.7M 0.72% 96,670 SH
13 ISHARES TR SCZ 464288273 $2.7M 0.72% 32,366 SH
14 VANGUARD BD INDEX FDS BND 921937835 $2.5M 0.66% 33,411 SH
15 SCHWAB STRATEGIC TR SCHG 808524300 $2.4M 0.65% 71,191 SH
16 ALPHABET INC GOOG 02079K107 $2.2M 0.59% 6,202 SH
17 MICROSOFT CORP MSFT 594918104 $2.2M 0.59% 5,870 SH
18 INVESCO EXCHANGE TRADED FD T RPG 46137V266 $2.2M 0.59% 34,003 SH
19 NVIDIA CORPORATION NVDA 67066G104 $2.0M 0.54% 9,996 SH
20 APPLE INC AAPL 037833100 $1.9M 0.52% 6,680 SH
21 ALPHABET INC GOOGL 02079K305 $1.8M 0.49% 5,059 SH
22 ELI LILLY & CO LLY 532457108 $1.3M 0.35% 1,092 SH
23 ISHARES TR IWF 464287614 $1.2M 0.33% 9,819 SH
24 ISHARES TR EFA 464287465 $1.1M 0.29% 10,437 SH
25 APPLIED MATLS INC AMAT 038222105 $1.0M 0.27% 1,402 SH
26 AMAZON COM INC AMZN 023135106 $970.5K 0.26% 4,072 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $948.7K 0.26% 2,898 SH
28 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $807.8K 0.22% 1,082 SH
29 BROADCOM INC AVGO 11135F101 $800.5K 0.22% 2,119 SH
30 MARRIOTT INTL INC NEW MAR 571903202 $787.6K 0.21% 2,125 SH
31 SCHWAB STRATEGIC TR SCHE 808524706 $685.4K 0.18% 18,903 SH
32 ISHARES TR IWR 464287499 $678.5K 0.18% 6,150 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $669.0K 0.18% 1,337 SH
34 ARISTA NETWORKS INC ANET 040413205 $604.6K 0.16% 3,559 SH
35 TESLA INC TSLA 88160R101 $604.4K 0.16% 1,437 SH
36 VANGUARD BD INDEX FDS BSV 921937827 $540.7K 0.15% 6,940 SH
37 MICRON TECHNOLOGY INC MU 595112103 $517.4K 0.14% 448 SH
38 VANGUARD INDEX FDS VXF 922908652 $502.8K 0.14% 2,042 SH
39 GE AEROSPACE GE 369604301 $461.8K 0.12% 1,236 SH
40 MORGAN STANLEY MS 617446448 $457.7K 0.12% 2,190 SH
41 CISCO SYS INC CSCO 17275R102 $452.2K 0.12% 3,850 SH
42 CATERPILLAR INC CAT 149123101 $448.0K 0.12% 421 SH
43 COSTCO WHOLESALE CORPORATION COST 22160K105 $426.1K 0.11% 455 SH
44 MARATHON PETE CORP MPC 56585A102 $384.7K 0.10% 1,505 SH
45 ABBVIE INC ABBV 00287Y109 $375.0K 0.10% 1,490 SH
46 COCA COLA CO KO 191216100 $373.6K 0.10% 4,597 SH
47 EXXON MOBIL CORP XOM 30231G102 $363.2K 0.10% 2,656 SH
48 JOHNSON & JOHNSON JNJ 478160104 $349.7K 0.09% 1,377 SH
49 BANK OF AMER CORP BAC 060505104 $347.4K 0.09% 6,097 SH
50 ISHARES TR MUB 464288414 $339.1K 0.09% 3,151 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $371.0M 65 0001705819-26-000044
2026-03-31 2026-04-13 $326.4M 62 0001705819-26-000024
2025-12-31 2026-02-12 $326.9M 64 0001705819-26-000022
Filer Information
Address
1984 ISAAC NEWTON SQ W, SUITE 107
RESTON, VA 20190
Phone
(703) 481-2280
Filing Manager
RESTON WEALTH MANAGEMENT LLC
Reston, VA
Signatory
Robert E. Tucker
Managing Member & CCO