Rezny Wealth Management

Latest statistics and disclosures from Rezny Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, IVV, SMH, XLK, XLF, and represent 77.10% of Rezny Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VUG (+$144M), IVV, INCY, CRM, XLK, XLF, SMH, NVDA, AMD, MSFT.
  • Started 3 new stock positions in CRM, TSM, INCY.
  • Reduced shares in these 10 stocks: QQQ, BAM, FLOT, INTA, JEPI, WMT, IEF, TLT, VOO, TNYA.
  • Sold out of its positions in BAM, INTA, TNYA, WMT.
  • Rezny Wealth Management was a net buyer of stock by $151M.
  • Rezny Wealth Management has $579M in assets under management (AUM), dropping by 24.58%.
  • Central Index Key (CIK): 0001535859

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Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 29.7 $172M +515% 2.0M 86.14
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Ishares Tr Core S&p500 Etf (IVV) 26.6 $154M +2% 206k 748.89
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Vaneck Etf Trust Semiconductr Etf (SMH) 10.5 $61M 93k 655.89
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Select Sector Spdr Tr St Str Techn Etf (XLK) 6.5 $38M +5% 197k 190.52
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Select Sector Spdr Tr St Str Finl Etf (XLF) 3.8 $22M +4% 410k 53.61
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J P Morgan Exchange Traded F Equity Premium (JEPI) 3.5 $20M -2% 354k 56.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $15M -15% 21k 736.40
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Ishares Tr Fltg Rate Nt Etf (Principal) (FLOT) 1.8 $11M -11% 206k 51.05
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Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT) 1.2 $7.1M -2% 82k 86.42
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Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 1.2 $7.1M -2% 75k 94.57
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Micron Technology (MU) 1.1 $6.6M +3% 5.7k 1154.29
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Advanced Micro Devices (AMD) 1.1 $6.4M +5% 11k 580.91
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Celestica (CLS) 1.0 $5.9M +2% 16k 364.80
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 0.9 $5.1M 65k 79.03
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.2M +5% 12k 357.37
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Coherent Corp (COHR) 0.7 $3.8M +4% 9.6k 394.47
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NVIDIA Corporation (NVDA) 0.6 $3.7M +10% 18k 200.09
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JPMorgan Chase & Co. (JPM) 0.6 $3.6M +9% 11k 327.33
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Ciena Corp Com New (CIEN) 0.6 $3.5M +3% 7.1k 490.56
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Amazon (AMZN) 0.5 $2.8M +4% 12k 238.34
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Goldman Sachs (GS) 0.4 $2.6M +13% 2.5k 1011.37
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Tesla Motors (TSLA) 0.4 $2.5M +8% 6.0k 420.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.4M +5% 4.8k 500.39
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L3harris Technologies (LHX) 0.4 $2.4M +6% 8.3k 290.59
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Microsoft Corporation (MSFT) 0.4 $2.3M +16% 6.1k 373.02
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Allstate Corporation (ALL) 0.4 $2.2M +8% 9.3k 237.94
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Meta Platforms Cl A (META) 0.4 $2.2M +15% 3.9k 563.29
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Incyte Corporation (INCY) 0.4 $2.0M NEW 18k 113.36
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salesforce (CRM) 0.3 $1.8M NEW 12k 156.66
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M -4% 2.6k 686.81
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Barrick Mng Corp Com Shs (B) 0.3 $1.6M +9% 44k 36.73
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $890k +3% 1.2k 746.77
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $729k 2.1k 343.91
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Apple (AAPL) 0.1 $458k +14% 1.6k 289.36
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $368k 2.3k 158.03
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $291k NEW 609.00 477.57
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $233k 630.00 370.04
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Past Filings by Rezny Wealth Management

SEC 13F filings are viewable for Rezny Wealth Management going back to 2015

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