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Home > Institutional Investor > Reston Wealth Management Llc > Profile

Instuitional Investor - Reston Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Reston Wealth Management Llc
Portfolio Value $370,994,639
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,366,034 $73,583,665 19.83%
2.
Spdr Series Trust
 KRE 612,211 $72,847,033 19.64%
3.
Fidelity Covington Trust
 1,097,586 $44,046,135 11.87%
4.
Spdr Series Trust
 KRE 1,346,522 $34,363,249 9.26%
5.
Ishares Tr
 264,869 $23,610,403 6.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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