Rezny Wealth Management, Inc.
โขCIK: 1535859โขFiling: Q4 2025
**Rezny Wealth Management, Inc.** manages $496M across a diversified portfolio of 38 positions. The strategy exhibits a pronounced tilt toward large-cap growth and technology, evidenced by top holdings including VUG ($156.6M) and IVV ($137.4M). Significant allocations are also maintained in sector-specific indices such as SMH ($34.4M) and XLK ($25.6M), alongside income-generating assets like JEPI ($20.9M). This structure suggests a core focus on established, high-growth equity exposure balanced with defensive sector and fixed-income plays.
Total AUM
$463.9M
QoQ Performance
+4.4%
Positions
29
Top 10 Concentration
90.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
IVV
SMH
XLK
VUG33.8%
IVV29.6%
SMH7.4%
XLK5.5%
JEPI4.5%
XLF4.1%
NDQ3.3%
CLS1.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other64.7%
ETF30.1%
Technology3.0%
Financial1.1%
Consumer1.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ22 increased
โ4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022