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
Other64.3%
ETF30.1%
Technology3.0%
Financial1.6%
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 2023