Data as of Q4 2025 (Dec 31, 2025)

Rezny Wealth Management, Inc.

โ€ขCIK: 1535859โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

XLK
SELECT SECTOR SPDR TR
+98.1%
5.5% of portfolio
JPM
JPMORGAN CHASE & CO.
NEW
0.7% of portfolio
VUG
VANGUARD INDEX FDS
+1.3%
33.8% of portfolio
BAM
BROOKFIELD ASSET MANAGMT LTD
NEW
0.4% of portfolio
GS
GOLDMAN SACHS GROUP INC
+730.9%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

JEPI
J P MORGAN EXCHANGE TRADED F
-1.6%
4.5% of portfolio
XLF
SELECT SECTOR SPDR TR
-0.2%
4.1% of portfolio
AAPL
APPLE INC
-0.4%
0.6% of portfolio

Sector Breakdown

Other64.3%
ETF30.1%
Technology3.0%
Financial1.6%
Consumer1.0%

๐Ÿšช Exited Positionssold since Q3 2025

CDNS
CADENCE DESIGN SYSTEM INC
SOLD
$2.2M
SBUX
STARBUCKS CORP
SOLD
$1.6M

Changes from Q3 2025

NEW2 new positions
โ†‘22 increased
โ†“4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023