Reston Wealth Management LLC has released its latest SEC filing, detailing its investment strategy and portfolio holdings as of September 30, 2026. The firm reported total holdings valued at approximately $368.9 million, which underscores its focus on significant investments in technology and healthcare sectors.

This update is particularly important as it reflects Reston Wealth Management's ongoing commitment to managing assets effectively in a competitive landscape. The firm’s portfolio includes well-known companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc., among others. The disclosure of these holdings provides insights into the firm’s strategic positioning within the wealth management industry.

Background

Reston Wealth Management LLC, incorporated in Virginia, operates under the Central Index Key (CIK) 0001767617. The firm specializes in wealth management services, catering to a diverse clientele. Recent filings include multiple 13F-HR forms, with the latest being submitted on October 29, 2026, and reflecting the firm’s investment activities through the end of September 2026.

What the Filing Says

The filing indicates that Reston Wealth Management holds a total of 71 different securities, with a combined value of $368,915,548. Notably, the firm has disclosed its investment discretion as sole for all listed securities, indicating a concentrated approach to managing these assets.

Impact

The filing's details may affect various stakeholders, including clients, competitors, and analysts. Clients can gain insights into the firm’s investment strategies, potentially influencing their trust and investment decisions. Competitors will likely analyze Reston’s portfolio to benchmark their own strategies and performance.

What's Next

The filing does not say what happens next.