RESTON WEALTH MANAGEMENT LLC

RIA/Wealth

RESTON WEALTH MANAGEMENT LLC is a RIA/Wealth based in Reston, VA led by Robert Eugene Tucker, reporting $477.1M in AUM as of Q3 2025 with 95% ETF concentration, 88% concentrated in top 10 holdings, and 23% allocation to SPYG.

Managing PartnerRobert Eugene Tucker

Portfolio Value: $309.7M
Positions: 53
Top Holding: SPYG at 22.77%
Last Reported: Q3 2025

Address1984 Isaac Newton Square West, Suite 107, Reston, VA, 20190-5039, United States

Top Holdings

Largest long holdings in RESTON WEALTH MANAGEMENT LLC's portfolio (87.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$70.5M	22.77%	+$169.8K Bought	— 674.8K shares	Q3 2019 Held for 6y 2m
2 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$61.7M	19.92%	+$1.5M Bought	— 2.3M shares	Q4 2018 Held for 6y 11m
3 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$38.7M	12.50%	-$113.7K Sold	— 904.6K shares	Q4 2019 Held for 5y 11m
4 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$24.6M	7.95%	+$572.7K Bought	— 952.7K shares	Q4 2019 Held for 5y 11m
5 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$21.6M	6.98%	+$6.6K Bought	— 378.0K shares	Q1 2020 Held for 5y 8m
6 iShares U.S. Small Cap Equity Factor SMLF	ETF ETF	$19.3M	6.23%	-$65.0K Sold	— 259.7K shares	Q1 2024 Held for 1y 8m
7 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$12.2M	3.95%	-$2.1K Sold	— 221.4K shares	Q1 2020 Held for 5y 8m
8 Schwab International Equity SCHF	ETF ETF	$9.8M	3.15%	+$1.1M Bought	— 419.1K shares	Q1 2019 Held for 6y 8m
9 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$7.7M	2.49%	+$931.8K Bought	— 329.2K shares	Q4 2018 Held for 6y 11m
10 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$6.0M	1.94%	+$577.7K Bought	— 202.5K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RESTON WEALTH MANAGEMENT LLC's latest filing

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Market Value

$309.7M

Prior: $285.3M

Q/Q Change

+8.55%

+$24.4M

Net Flows % of MV

+1.3%

Turnover Ratio

1.33%

New Purchases

0 stocks

Added To

30 stocks

+$5.9M

Sold Out Of

3 stocks

$676.7K

Reduced Holdings

18 stocks

-$1.2M

Increased Positions

Position	Shares Δ	Change
1 Lockheed Martin LMT	+18.96%	538.0 → 640.0 +$50.9K
2 SCHZ Schwab US Aggregate Bond SCHZ	+13.71%	289.5K → 329.2K +$931.8K
3 Schwab International Equity SCHF	+12.66%	372.0K → 419.1K +$1.1M
4 Nvidia NVDA	+11.17%	6.7K → 7.4K +$139.2K
5 Schwab U.S. Mid-Cap ETF SCHM	+10.65%	183.0K → 202.5K +$577.7K

Decreased Positions

Position	Shares Δ	Change
1 Intuitive Surgical ISRG	Sold	461.0 → 0 −$250.5K
2 Royal Caribbean Group RCL	Sold	710.0 → 0 −$222.3K
3 Bank of America BAC	Sold	4.3K → 0 −$203.9K
4 iShares National Muni Bond MUB	-26.36%	3.5K → 2.6K −$98.8K
5 Vanguard Total Bond Market BND	-19.28%	37.4K → 30.2K −$535.8K