RESTON WEALTH MANAGEMENT LLC

CIK 0001767617 · Q2 2026

13F Equity AUM

$371.0M

+13.7% QoQ

Positions

+3 QoQ

AUM Rank

#4,432

Top 50%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #5,060 · Top 61%

vs S&P -4.6%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 67.0%Top 10: 86.0%Top 20: 93.5%

FNDX19.8%

SPYG19.6%

FENI11.9%

SPAB9.3%

SMLF6.4%

SPMD6.3%

SPDW4.5%

SPYV3.4%

SCHZ2.8%

FNDA2.0%

Others (55)14.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.7%

Technology2.7%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 65Median: 0.18%Avg: 1.54%

0–0.5%

45(6.5%)

0.5–1%

9(5.6%)

1–3%

3(6.7%)

3–5%

2(7.9%)

5%+

6(73.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 65vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased36Decreased23Exited2

New Positions

MU0.1%

+448

GEV0.1%

+233

AMD0.1%

+415

TCAF0.1%

+5K

ITOT0.1%

+1K

Increased

SPAB9.3%

+83K(+7%)

FENI11.9%

+68K(+7%)

FNDX19.8%

+36K(+2%)

SCHZ2.8%

+33K(+8%)

SCHF0.7%

+9K(+10%)

IWF0.3%

+8K(+327%)

SCHM1.9%

+5K(+3%)

FNDA2.0%

+5K(+2%)

SPMD6.3%

+3K(+1%)

BAC0.1%

+2K(+44%)

Decreased

SPYG19.6%

-30,743(-5%)

BND0.7%

-5,849(-15%)

BSV0.1%

-2,500(-26%)

UGI0.1%

-2,441(-23%)

RPG0.6%

-1,675(-5%)

SMLF6.4%

-1,419(-1%)

NVDA0.5%

-906(-8%)

VXF0.1%

-666(-25%)

SCHG0.7%

-468(-1%)

GOOG0.6%

-419(-6%)

Exited

OEF

-701

SHOP

-1,699

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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