0001767617-24-000005.txt : 20241028 0001767617-24-000005.hdr.sgml : 20241028 20241028164010 ACCESSION NUMBER: 0001767617-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241028 DATE AS OF CHANGE: 20241028 EFFECTIVENESS DATE: 20241028 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RESTON WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001767617 ORGANIZATION NAME: IRS NUMBER: 200033883 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19107 FILM NUMBER: 241401417 BUSINESS ADDRESS: STREET 1: 1984 ISAAC NEWTON SQ W, SUITE 107 CITY: RESTON STATE: VA ZIP: 20190 BUSINESS PHONE: 7034812280 MAIL ADDRESS: STREET 1: 1984 ISAAC NEWTON SQ W, SUITE 107 CITY: RESTON STATE: VA ZIP: 20190 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0001767617 XXXXXXXX 09-30-2024 09-30-2024 RESTON WEALTH MANAGEMENT LLC

1984 ISAAC NEWTON SQ W, SUITE 107 RESTON VA 20190

13F COMBINATION REPORT 028-19107 0001053187 028-06808 Natixis Investment Managers, LLC N Chloerissa Kirwan 703-481-2280 Chloerissa Kirwan Reston VA 10-28-2024 0 454 276280548 false INFORMATION TABLE 2 13f20241024.xml ENBRIDGE INC COM 29250N105 8487 209 SH SOLE 0 0 209 MCDONALDS CORP COM 580135101 193518 636 SH SOLE 0 0 636 ISHARES TR S&P 500 VAL ETF 464287408 74292 377 SH SOLE 0 0 377 WASTE MGMT INC DEL COM 94106L109 13494 65 SH SOLE 0 0 65 FASTENAL CO COM 311900104 4071 57 SH SOLE 0 0 57 WELLTOWER INC COM 95040Q104 5377 42 SH SOLE 0 0 42 ELI LILLY & CO COM 532457108 561528 634 SH SOLE 0 0 634 MOODYS CORP COM 615369105 3797 8 SH SOLE 0 0 8 WEATHERFORD INTL PLC ORD SHS G48833118 1104 13 SH SOLE 0 0 13 ISHARES TR RUS 1000 GRW ETF 464287614 906841 2416 SH SOLE 0 0 2416 RIO TINTO PLC SPONSORED ADR 767204100 53 1 SH SOLE 0 0 1 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 18020 1000 SH SOLE 0 0 1000 HERSHEY CO COM 427866108 21096 110 SH SOLE 0 0 110 GENERAL DYNAMICS CORP COM 369550108 10879 36 SH SOLE 0 0 36 SCIENCE APPLICATIONS INTL CO COM 808625107 20826 150 SH SOLE 0 0 150 GOLDMAN SACHS GROUP INC COM 38141G104 75032 152 SH SOLE 0 0 152 CHARTER COMMUNICATIONS INC N CL A 16119P108 25926 80 SH SOLE 0 0 80 3M CO COM 88579Y101 547 4 SH SOLE 0 0 4 SYSCO CORP COM 871829107 92583 1186 SH SOLE 0 0 1186 MONSTER BEVERAGE CORP NEW COM 61174X109 104 2 SH SOLE 0 0 2 DOUGLAS EMMETT INC COM 25960P109 2550 145 SH SOLE 0 0 145 INTEL CORP COM 458140100 3519 150 SH SOLE 0 0 150 INNOVATOR ETFS TRUST US EQTY BUF SEP 45782C664 103539 2458 SH SOLE 0 0 2458 MONDELEZ INTL INC CL A 609207105 67064 910 SH SOLE 0 0 910 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 25356 146 SH SOLE 0 0 146 ISHARES TR MSCI EMG MKT ETF 464287234 111129 2423 SH SOLE 0 0 2423 STARBUCKS CORP COM 855244109 23427 240 SH SOLE 0 0 240 SPDR SER TR PORTFOLIO S&P600 78468R853 133114 2925 SH SOLE 0 0 2925 DOMINION ENERGY INC COM 25746U109 35931 622 SH SOLE 0 0 622 ELEVANCE HEALTH INC COM 036752103 206339 397 SH SOLE 0 0 397 GRAND CANYON ED INC COM 38526M106 28370 200 SH SOLE 0 0 200 SAP SE SPON ADR 803054204 9622 42 SH SOLE 0 0 42 ISHARES TR TIPS BD ETF 464287176 11047 100 SH SOLE 0 0 100 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 257 36 SH SOLE 0 0 36 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 71970 6639 SH SOLE 0 0 6639 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 10042 107 SH SOLE 0 0 107 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 87 2 SH SOLE 0 0 2 BJS WHSL CLUB HLDGS INC COM 05550J101 41075 498 SH SOLE 0 0 498 EXXON MOBIL CORP COM 30231G102 247609 2112 SH SOLE 0 0 2112 BRISTOL-MYERS SQUIBB CO COM 110122108 25471 492 SH SOLE 0 0 492 HALLIBURTON CO COM 406216101 1598 55 SH SOLE 0 0 55 MERIT MED SYS INC COM 589889104 6720 68 SH SOLE 0 0 68 NIO INC SPON ADS 62914V106 100 15 SH SOLE 0 0 15 LIVE NATION ENTERTAINMENT IN COM 538034109 40730 372 SH SOLE 0 0 372 MICROSOFT CORP COM 594918104 1725975 4011 SH SOLE 0 0 4011 SHOPIFY INC CL A 82509L107 127984 1597 SH SOLE 0 0 1597 ROBERT HALF INC. 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INVATR 20 PLS 9 45782C235 26043 1240 SH SOLE 0 0 1240 INVITATION HOMES INC COM 46187W107 338 10 SH SOLE 0 0 10 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 40480 1000 SH SOLE 0 0 1000 SPDR SER TR S&P 600 SMCP VAL 78464A300 193843 2233 SH SOLE 0 0 2233 ABBVIE INC COM 00287Y109 278927 1412 SH SOLE 0 0 1412 VERTEX PHARMACEUTICALS INC COM 92532F100 163708 352 SH SOLE 0 0 352 CORNING INC COM 219350105 8375 185 SH SOLE 0 0 185 HILTON WORLDWIDE HLDGS INC COM 43300A203 10834 47 SH SOLE 0 0 47 ASTRAZENECA PLC SPONSORED ADR 046353108 11609 149 SH SOLE 0 0 149 IDEXX LABS INC COM 45168D104 505 1 SH SOLE 0 0 1 PUBLIC STORAGE OPER CO COM 74460D109 80011 220 SH SOLE 0 0 220 CBOE GLOBAL MKTS INC COM 12503M108 615 3 SH SOLE 0 0 3 VANGUARD INDEX FDS MID CAP ETF 922908629 6113 23 SH SOLE 0 0 23 GE AEROSPACE COM NEW 369604301 98638 523 SH SOLE 0 0 523 SPDR SER TR PRTFLO S&P500 VL 78464A508 13330148 252178 SH SOLE 0 0 252178 HSBC HLDGS PLC SPON ADR NEW 404280406 14009 310 SH SOLE 0 0 310 ROPER TECHNOLOGIES INC COM 776696106 6129 11 SH SOLE 0 0 11 BANK AMERICA CORP COM 060505104 99279 2502 SH SOLE 0 0 2502 LAM RESEARCH CORP COM 512807108 2448 3 SH SOLE 0 0 3 AON PLC SHS CL A G0403H108 1038 3 SH SOLE 0 0 3 ISHARES TR GRWT ALLOCAT ETF 464289867 137056 2314 SH SOLE 0 0 2314 CULLEN FROST BANKERS INC COM 229899109 92343 826 SH SOLE 0 0 826 DOLLAR GEN CORP NEW COM 256677105 1 0 SH SOLE 0 0 0 CONOCOPHILLIPS COM 20825C104 30763 292 SH SOLE 0 0 292 JPMORGAN CHASE & CO. COM 46625H100 806051 3823 SH SOLE 0 0 3823 ENTERGY CORP NEW COM 29364G103 395 3 SH SOLE 0 0 3 JOHNSON & JOHNSON COM 478160104 120838 746 SH SOLE 0 0 746 CIENA CORP COM NEW 171779309 1725 28 SH SOLE 0 0 28 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 53593 1183 SH SOLE 0 0 1183 VULCAN MATLS CO COM 929160109 2254 9 SH SOLE 0 0 9 UNITED PARCEL SERVICE INC CL B 911312106 6953 51 SH SOLE 0 0 51 DUPONT DE NEMOURS INC COM 26614N102 13264 149 SH SOLE 0 0 149 AKAMAI TECHNOLOGIES INC COM 00971T101 2120 21 SH SOLE 0 0 21 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1955403 18769 SH SOLE 0 0 18769 PEPSICO INC COM 713448108 87481 514 SH SOLE 0 0 514 AIR PRODS & CHEMS INC COM 009158106 47341 159 SH SOLE 0 0 159 ARISTA NETWORKS INC COM 040413106 307056 800 SH SOLE 0 0 800 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 27259 433 SH SOLE 0 0 433 ALLSTATE CORP COM 020002101 190 1 SH SOLE 0 0 1 PROCTER AND GAMBLE CO COM 742718109 181474 1048 SH SOLE 0 0 1048 AMERICAN TOWER CORP NEW COM 03027X100 65990 284 SH SOLE 0 0 284 PROLOGIS INC. COM 74340W103 70118 555 SH SOLE 0 0 555 ISHARES TR RUSSELL 2000 ETF 464287655 34670 157 SH SOLE 0 0 157 REGIONS FINANCIAL CORP NEW COM 7591EP100 3126 134 SH SOLE 0 0 134 PAN AMERN SILVER CORP COM 697900108 3318 159 SH SOLE 0 0 159 THERMO FISHER SCIENTIFIC INC COM 883556102 4331 7 SH SOLE 0 0 7 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2886968 38437 SH SOLE 0 0 38437 VERISIGN INC COM 92343E102 760 4 SH SOLE 0 0 4 INTUIT COM 461202103 11195 18 SH SOLE 0 0 18 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 17029 256 SH SOLE 0 0 256 PRICE T ROWE GROUP INC COM 74144T108 436 4 SH SOLE 0 0 4 SYNOPSYS INC COM 871607107 8609 17 SH SOLE 0 0 17 AUTOMATIC DATA PROCESSING IN COM 053015103 244629 884 SH SOLE 0 0 884 XYLEM INC COM 98419M100 270 2 SH SOLE 0 0 2 COPART INC COM 217204106 3878 74 SH SOLE 0 0 74 EDISON INTL COM 281020107 352 4 SH SOLE 0 0 4 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 84604 1247 SH SOLE 0 0 1247 MARATHON OIL CORP COM 565849106 16644 625 SH SOLE 0 0 625 EXELON CORP COM 30161N101 284 7 SH SOLE 0 0 7 NORFOLK SOUTHN CORP COM 655844108 24227 97 SH SOLE 0 0 97 AVALONBAY CMNTYS INC COM 053484101 455 2 SH SOLE 0 0 2 DEERE & CO COM 244199105 835 2 SH SOLE 0 0 2 SPDR SER TR BLOOMBERG EMG MK 78468R515 35735 1423 SH SOLE 0 0 1423 EQUINOR ASA SPONSORED ADR 29446M102 31229 1233 SH SOLE 0 0 1233 COMCAST CORP NEW CL A 20030N101 34942 837 SH SOLE 0 0 837 INTUITIVE SURGICAL INC COM NEW 46120E602 204860 417 SH SOLE 0 0 417 NEWMARKET CORP COM 651587107 2208 4 SH SOLE 0 0 4 ASML HOLDING N V N Y REGISTRY SHS N07059210 10832 13 SH SOLE 0 0 13 META PLATFORMS INC CL A 30303M102 61262 107 SH SOLE 0 0 107 EOG RES INC COM 26875P101 5569 45 SH SOLE 0 0 45 ALPS ETF TR ALERIAN MLP 00162Q452 1289 27 SH SOLE 0 0 27 ADVANCED MICRO DEVICES INC COM 007903107 21166 129 SH SOLE 0 0 129 CVS HEALTH CORP COM 126650100 32458 516 SH SOLE 0 0 516 ISHARES TR US SML CAP EQT 46434V290 16404676 247245 SH SOLE 0 0 247245 WEST PHARMACEUTICAL SVSC INC COM 955306105 300 1 SH SOLE 0 0 1 THE CIGNA GROUP COM 125523100 2772 8 SH SOLE 0 0 8 PULTE GROUP INC COM 745867101 8468 59 SH SOLE 0 0 59 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 40 2 SH SOLE 0 0 2 APPLIED MATLS INC COM 038222105 144466 715 SH SOLE 0 0 715 NEXTERA ENERGY INC COM 65339F101 26796 317 SH SOLE 0 0 317 GENERAL MLS INC COM 370334104 5139 70 SH SOLE 0 0 70 BROOKFIELD CORP CL A LTD VT SH 11271J107 12703 239 SH SOLE 0 0 239 BRIGHTHOUSE FINL INC COM 10922N103 2116 47 SH SOLE 0 0 47 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 11231 272 SH SOLE 0 0 272 SELECT SECTOR SPDR TR ENERGY 81369Y506 156274 1780 SH SOLE 0 0 1780 ISHARES TR NATIONAL MUN ETF 464288414 8896767 81900 SH SOLE 0 0 81900 ADOBE INC COM 00724F101 18640 36 SH SOLE 0 0 36 SPDR SER TR PORTFLI HIGH YLD 78468R606 35926 1494 SH SOLE 0 0 1494 FIFTH THIRD BANCORP COM 316773100 258 6 SH SOLE 0 0 6 CARMAX INC COM 143130102 11452 148 SH SOLE 0 0 148 ABBOTT LABS COM 002824100 78660 690 SH SOLE 0 0 690 DIGITAL RLTY TR INC COM 253868103 4208 26 SH SOLE 0 0 26 ALPHABET INC CAP STK CL A 02079K305 733223 4421 SH SOLE 0 0 4421 DOMINOS PIZZA INC COM 25754A201 4732 11 SH SOLE 0 0 11 DIAMONDBACK ENERGY INC COM 25278X109 1724 10 SH SOLE 0 0 10 LOCKHEED MARTIN CORP COM 539830109 297909 510 SH SOLE 0 0 510 TELUS CORPORATION COM 87971M103 2198 131 SH SOLE 0 0 131 REGENERON PHARMACEUTICALS COM 75886F107 10512 10 SH SOLE 0 0 10 NATIONAL FUEL GAS CO COM 636180101 49862 823 SH SOLE 0 0 823 PGIM ETF TR ACTV HY BD ETF 69344A206 6112 171 SH SOLE 0 0 171 DANAHER CORPORATION COM 235851102 8350 30 SH SOLE 0 0 30 SMITH A O CORP COM 831865209 3324 37 SH SOLE 0 0 37 MOTOROLA SOLUTIONS INC COM NEW 620076307 1804 4 SH SOLE 0 0 4 QUALCOMM INC COM 747525103 25848 152 SH SOLE 0 0 152 SPDR S&P 500 ETF TR TR UNIT 78462F103 364659 636 SH SOLE 0 0 636 JD.COM INC SPON ADS CL A 47215P106 9200 230 SH SOLE 0 0 230 UBER TECHNOLOGIES INC COM 90353T100 8568 114 SH SOLE 0 0 114 SNAP ON INC COM 833034101 29750 103 SH SOLE 0 0 103 CARETRUST REIT INC COM 14174T107 2405 78 SH SOLE 0 0 78 STAG INDL INC COM 85254J102 8 0 SH SOLE 0 0 0 VALERO ENERGY CORP COM 91913Y100 103927 770 SH SOLE 0 0 770 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2051 100 SH SOLE 0 0 100 KNIFE RIVER CORP COMMON STOCK 498894104 1073 12 SH SOLE 0 0 12 TARGET CORP COM 87612E106 40524 260 SH SOLE 0 0 260 WELLS FARGO CO NEW COM 949746101 22652 401 SH SOLE 0 0 401 STRIDE INC COM 86333M108 938 11 SH SOLE 0 0 11 COLUMBIA SPORTSWEAR CO COM 198516106 4160 50 SH SOLE 0 0 50 UNION PAC CORP COM 907818108 357396 1450 SH SOLE 0 0 1450 ESCO TECHNOLOGIES INC COM 296315104 3611 28 SH SOLE 0 0 28 NOVARTIS AG SPONSORED ADR 66987V109 14723 128 SH SOLE 0 0 128 APPLE INC COM 037833100 1038575 4457 SH SOLE 0 0 4457 ROLLINS INC COM 775711104 303 6 SH SOLE 0 0 6 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2589 27 SH SOLE 0 0 27 VICI PPTYS INC COM 925652109 2099 63 SH SOLE 0 0 63 DOCUSIGN INC COM 256163106 46568 750 SH SOLE 0 0 750 PIPER SANDLER COMPANIES COM 724078100 3973 14 SH SOLE 0 0 14 TRANE TECHNOLOGIES PLC SHS G8994E103 6220 16 SH SOLE 0 0 16 HOST HOTELS & RESORTS INC COM 44107P104 8923 507 SH SOLE 0 0 507 SPDR SER TR PORTFOLIO S&P400 78464A847 19384165 354502 SH SOLE 0 0 354502 ROSS STORES INC COM 778296103 1054 7 SH SOLE 0 0 7 CAPITAL ONE FINL CORP COM 14040H105 4342 29 SH SOLE 0 0 29 IRON MTN INC DEL COM 46284V101 356 3 SH SOLE 0 0 3 ISHARES TR CORE MSCI EAFE 46432F842 24331 312 SH SOLE 0 0 312 VERALTO CORP COM SHS 92338C103 4367 39 SH SOLE 0 0 39 CONSTELLATION ENERGY CORP COM 21037T109 11701 45 SH SOLE 0 0 45 AMERICAN ELEC PWR CO INC COM 025537101 47932 467 SH SOLE 0 0 467 LOWES COS INC COM 548661107 63569 235 SH SOLE 0 0 235 FEDEX CORP COM 31428X106 5474 20 SH SOLE 0 0 20 SPDR SER TR PORTFOLIO AGRGTE 78464A649 28108270 1075297 SH SOLE 0 0 1075297 ENTERPRISE PRODS PARTNERS L COM 293792107 3620 124 SH SOLE 0 0 124 CATERPILLAR INC COM 149123101 122531 313 SH SOLE 0 0 313 TRUIST FINL CORP COM 89832Q109 14894 348 SH SOLE 0 0 348 DOLLAR TREE INC COM 256746108 14767 210 SH SOLE 0 0 210 AMERICAN WTR WKS CO INC NEW COM 030420103 5915 40 SH SOLE 0 0 40 ISHARES TR CORE S&P MCP ETF 464287507 215829 3463 SH SOLE 0 0 3463 SOUTHWEST AIRLS CO COM 844741108 18193 614 SH SOLE 0 0 614 ISHARES TR MSCI ACWI EX US 464288240 69293 1211 SH SOLE 0 0 1211 REALTY INCOME CORP COM 756109104 17732 280 SH SOLE 0 0 280 AT&T INC COM 00206R102 34914 1587 SH SOLE 0 0 1587 OREILLY AUTOMOTIVE INC COM 67103H107 8061 7 SH SOLE 0 0 7 FIDELITY NATL INFORMATION SV COM 31620M106 670 8 SH SOLE 0 0 8 CANADIAN NATL RY CO COM 136375102 41353 353 SH SOLE 0 0 353 BLACKSTONE INC COM 09260D107 140467 917 SH SOLE 0 0 917 ISHARES TR MSCI EAFE ETF 464287465 687331 8219 SH SOLE 0 0 8219 INTERNATIONAL BUSINESS MACHS COM 459200101 884 4 SH SOLE 0 0 4 EQT CORP COM 26884L109 18555 506 SH SOLE 0 0 506