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 78.03% of Rezny Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: XLK, XLF, CLIP, PANW, MSFT, NVDA, CRM, B, SPY, META.
  • Started 2 new stock positions in PANW, CLIP.
  • Reduced shares in these 10 stocks: , QQQ, IVV, VUG, SMH, JEPI, VCSH, VV, AAPL, TSM.
  • Sold out of its position in JPM.
  • Rezny Wealth Management was a net seller of stock by $-3.0M.
  • Rezny Wealth Management has $582M in assets under management (AUM), dropping by 0.60%.
  • Central Index Key (CIK): 0001535859

Tip: Access up to 7 years of quarterly data

Positions held by Rezny Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 38 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 30.8 $179M 2.0M 90.11
 View chart
Ishares Tr Core S&p500 Etf (IVV) 26.9 $157M 205k 765.85
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 9.7 $56M 92k 609.00
 View chart
Select Sector Spdr Tr St Str Techn Etf (XLK) 6.9 $40M +3% 205k 195.75
 View chart
Select Sector Spdr Tr St Str Finl Etf (XLF) 3.8 $22M 415k 53.40
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.4 $20M 354k 56.22
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $14M -8% 19k 739.75
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $11M 206k 51.05
 View chart
Advanced Micro Devices (AMD) 1.2 $6.8M 11k 611.76
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.2 $6.7M 75k 89.31
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $6.4M 82k 77.78
 View chart
Micron Technology (MU) 1.1 $6.2M 5.8k 1063.85
 View chart
Celestica (CLS) 1.0 $5.9M 16k 361.43
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $5.0M 64k 77.25
 View chart
NVIDIA Corporation (NVDA) 0.7 $4.3M +2% 19k 228.38
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.1M +2% 12k 344.08
 View chart
Microsoft Corporation (MSFT) 0.6 $3.2M +3% 6.3k 512.91
 View chart
Amazon (AMZN) 0.5 $3.0M +2% 12k 249.15
 View chart
Meta Platforms Cl A (META) 0.5 $2.9M +3% 4.0k 725.18
 View chart
Coherent Corp (COHR) 0.5 $2.8M 9.8k 287.81
 View chart
salesforce (CRM) 0.5 $2.8M +3% 12k 229.57
 View chart
Ciena Corp Com New (CIEN) 0.4 $2.5M 7.2k 351.82
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5M +2% 5.0k 497.99
 View chart
Goldman Sachs (GS) 0.4 $2.3M 2.6k 900.36
 View chart
Incyte Corporation (INCY) 0.4 $2.2M +2% 19k 121.35
 View chart
Tesla Motors (TSLA) 0.4 $2.2M +2% 6.1k 354.81
 View chart
Allstate Corporation (ALL) 0.4 $2.1M +2% 9.6k 221.86
 View chart
L3harris Technologies (LHX) 0.3 $2.0M +2% 8.6k 236.78
 View chart
Barrick Mng Corp Com Shs (B) 0.3 $1.9M +5% 47k 40.67
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 2.6k 700.86
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.0M +10% 1.3k 762.35
 View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.1 $734k 2.1k 351.85
 View chart
Apple (AAPL) 0.1 $517k 1.6k 333.02
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $362k 2.3k 155.20
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $270k -2% 592.00 456.19
 View chart
Global X Fds 1 3 Mo T Bi Et (CLIP) 0.0 $266k NEW 2.6k 100.35
 View chart
Palo Alto Networks (PANW) 0.0 $252k NEW 633.00 397.41
 View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.0 $236k 630.00 374.24
 View chart

Past Filings by Rezny Wealth Management

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

View all past filings