← Every investor
Rezny Wealth Management, Inc. Portfolio
$582.1M across 38 positions as of 2026-09-30, with 88% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+20.6%
+6.1% a year vs the S&P 500
3 years
+22.8%
+1.6% a year vs the S&P 500
5 years
+12.7%
+0.5% a year vs the S&P 500
Quarters ahead
10 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +23.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +14.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VUGVanguard Growth ETF | $179.1M | 30.8% | 1,987,874 |
| IVViShares Core S&P 500 ETF | $156.7M | 26.9% | 204,607 |
| SMHVanEck Semiconductor ETF | $56.2M | 9.7% | 92,249 |
| XLKState Street Technology Select Sector SPDR ETF | $40M | 6.9% | 204,530 |
| XLFState Street Financial Select Sector SPDR ETF | $22.2M | 3.8% | 415,361 |
| JEPIJPMorgan Equity Premium Income ETF | $19.9M | 3.4% | 353,739 |
| QQQInvesco QQQ Trust, Series 1 | $14.1M | 2.4% | 19,080 |
| FLOTiShares Floating Rate Bond ETF | $10.5M | 1.8% | 205,747 |
| AMDAdvanced Micro Devices Inc | $6.8M | 1.2% | 11,055 |
| IEFiShares 7-10 Year Treasury Bond ETF | $6.7M | 1.2% | 75,236 |
| TLTiShares 20+ Year Treasury Bond ETF | $6.4M | 1.1% | 82,413 |
| MUMicron Technology Inc | $6.2M | 1.1% | 5,795 |
| CLSCelestica Inc | $5.9M | 1.0% | 16,371 |
| VCSHVanguard Short-Term Corporate Bond ETF | $5M | 0.9% | 64,320 |
| NVDANVIDIA Corp | $4.3M | 0.7% | 18,829 |
| GOOGLAlphabet Inc | $4.1M | 0.7% | 12,002 |
| MSFTMicrosoft Corp | $3.2M | 0.6% | 6,335 |
| AMZNAmazon.com Inc | $3M | 0.5% | 11,974 |
| METAMeta Platforms Inc | $2.9M | 0.5% | 4,032 |
| COHRCoherent Corp | $2.8M | 0.5% | 9,806 |
| CRMSalesforce Inc | $2.8M | 0.5% | 12,037 |
| CIENCiena Corp | $2.5M | 0.4% | 7,212 |
| BRK.BBerkshire Hathaway Inc | $2.5M | 0.4% | 4,961 |
| GSGoldman Sachs Group Inc | $2.3M | 0.4% | 2,586 |
| INCYIncyte Corp | $2.2M | 0.4% | 18,539 |
| TSLATesla Inc | $2.2M | 0.4% | 6,115 |
| ALLAllstate Corp | $2.1M | 0.4% | 9,560 |
| LHXL3Harris Technologies Inc | $2M | 0.3% | 8,555 |
| BBarrick Mining Corporation Common Shares | $1.9M | 0.3% | 46,473 |
| VOOVanguard S&P 500 ETF | $1.8M | 0.3% | 2,592 |
| SPYState Street SPDR S&P 500 ETF Trust | $1M | 0.2% | 1,312 |
| VVVanguard Large-Cap ETF | $734.3K | 0.1% | 2,087 |
| AAPLApple Inc | $516.5K | 0.1% | 1,551 |
| VYMVanguard High Dividend Yield ETF | $361.6K | 0.1% | 2,330 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $270.1K | 0.0% | 592 |
| GLOBAL X FDS | $265.5K | 0.0% | 2,646 |
| PANWPalo Alto Networks Inc | $251.6K | 0.0% | 633 |
| VTIVanguard Total Stock Market ETF | $235.8K | 0.0% | 630 |
Quarter ending 2026-09-30.
Follow Rezny Wealth Management, Inc. by email
Rezny Wealth Management, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.