Rezny Wealth Management

Rezny Wealth Management as of June 30, 2025

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 32.0 $142M 324k 438.40
Ishares Tr Core S&p500 Etf (IVV) 28.2 $125M 202k 620.90
Vaneck Etf Trust Semiconductr Etf (SMH) 6.0 $27M 95k 278.88
Select Sector Spdr Tr Technology (XLK) 5.3 $23M 92k 253.23
Select Sector Spdr Tr Financial (XLF) 4.1 $18M 348k 52.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.6 $16M 279k 56.85
Ishares Tr Fltg Rate Nt Etf (Principal) (FLOT) 3.0 $13M 258k 51.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $12M 22k 551.64
Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT) 1.8 $8.0M 91k 88.25
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 1.7 $7.7M 81k 95.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 1.4 $6.4M 81k 79.50
NVIDIA Corporation (NVDA) 0.6 $2.7M 17k 157.99
Oaktree Specialty Lending Corp (OCSL) 0.6 $2.6M 188k 13.66
Microsoft Corporation (MSFT) 0.6 $2.5M 5.1k 497.47
Meta Platforms Cl A (META) 0.6 $2.5M 3.4k 738.09
Celestica (CLS) 0.6 $2.5M 16k 156.11
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.5 $2.3M 25k 92.59
Amazon (AMZN) 0.5 $2.1M 9.8k 219.39
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.5 $2.1M 38k 55.28
Brinker International (EAT) 0.5 $2.1M 12k 180.33
Urban Outfitters (URBN) 0.5 $2.1M 29k 72.54
Stride (LRN) 0.5 $2.1M 14k 145.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M 4.1k 485.77
Apple (AAPL) 0.4 $2.0M 9.7k 205.17
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.0M 11k 176.23
L3harris Technologies (LHX) 0.4 $1.9M 7.8k 250.84
Starbucks Corporation (SBUX) 0.4 $1.7M 19k 91.63
Tesla Motors (TSLA) 0.4 $1.7M 5.3k 317.66
Paypal Holdings (PYPL) 0.4 $1.7M 23k 74.32
Dxp Enterprises Com New (DXPE) 0.4 $1.6M 18k 87.65
Intapp (INTA) 0.3 $1.5M 29k 51.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 2.2k 568.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $727k 1.2k 617.85
Vanguard Index Fds Large Cap Etf (VV) 0.1 $581k 2.0k 285.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $311k 2.3k 133.31
Ishares Tr Russell 3000 Etf (IWV) 0.1 $228k 650.00 351.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $203k 667.00 303.93