Rezny Wealth Management, Inc.
CIK: 0001535859SEC EDGAR →
Portfolio Value
$496.1M
Holdings
38
As of
Q4 2025
New Positions
38
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 320,962 | $156.6M | 31.56% |
| 2 | ISHARES TR | 200,649 | $137.4M | 27.70% |
| 3 | VANECK ETF TRUST | 95,596 | $34.4M | 6.94% |
| 4 | SELECT SECTOR SPDR TR | 178,162 | $25.6M | 5.17% |
| 5 | J P MORGAN EXCHANGE TRADED F | 364,538 | $20.9M | 4.21% |
| 6 | SELECT SECTOR SPDR TR | 345,023 | $18.9M | 3.81% |
| 7 | INVESCO QQQ TR | 24,718 | $15.2M | 3.06% |
| 8 | ISHARES TR | 231,953 | $11.8M | 2.38% |
| 9 | ISHARES TR | 77,204 | $7.4M | 1.50% |
| 10 | ISHARES TR | 84,632 | $7.4M | 1.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (38)
$156.6M · 321K shares
$137.4M · 201K shares
$34.4M · 96K shares
$25.6M · 178K shares
$20.9M · 365K shares
$18.9M · 345K shares
$15.2M · 25K shares
$11.8M · 232K shares
$7.4M · 77K shares
$7.4M · 85K shares
$5.6M · 70K shares
$4.7M · 16K shares
$3.5M · 24K shares
$3.5M · 11K shares
$3.3M · 10K shares
$3.2M · 10K shares
$3.1M · 17K shares
$2.6M · 10K shares
$2.6M · 5K shares
$2.4M · 5K shares
$2.4M · 10K shares
$2.3M · 8K shares
$2.2M · 3K shares
$2.2M · 29K shares
$2.1M · 4K shares
$2.0M · 39K shares
$2.0M · 2K shares
$2.0M · 18K shares
$1.7M · 12K shares
$1.4M · 2K shares
$1.4M · 30K shares
$1.3M · 23K shares
$932K · 14K shares
$801K · 1K shares
$640K · 2K shares
$334K · 2K shares
$251K · 650 shares
$211K · 630 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $438.1M | 88.3% |
| Technology | 6 | $17.8M | 3.6% |
| Unknown | 2 | $17.3M | 3.5% |
| Consumer Cyclical | 4 | $8.6M | 1.7% |
| Industrials | 3 | $7.5M | 1.5% |
| Communication Services | 2 | $5.7M | 1.2% |
| Consumer Defensive | 1 | $932K | 0.2% |