Rezny Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Rezny Wealth Management, Inc. disclosed 37 stock positions valued at approximately $578.60M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANECK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 37
- Portfolio Value
- $578.60M
Holdings by Sector
Rezny Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 29.68% | 1,993,744 | +1,669,767 | +515.40% | $171,741,108 |
| ISHARES TR | IVV | Other | 26.62% | 205,661 | +5,012 | +2.50% | $154,017,466 |
| VANECK ETF TRUST | SMH | Other | 10.52% | 92,798 | +1,516 | +1.66% | $60,865,040 |
| SELECT SECTOR SPDR TR | XLK | Other | 6.48% | 196,690 | +9,377 | +5.01% | $37,473,379 |
| SELECT SECTOR SPDR TR | XLF | Other | 3.80% | 409,912 | +19,362 | +4.96% | $21,975,382 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.46% | 354,274 | -10,264 | -2.82% | $20,009,396 |
| INVESCO QQQ TR | QQQ | Other | 2.66% | 20,909 | -3,809 | -15.41% | $15,397,388 |
| ISHARES TR | FLOT | Other | 1.81% | 205,570 | -26,383 | -11.37% | $10,494,349 |
| ISHARES TR | TLT | Other | 1.23% | 82,434 | -2,198 | -2.60% | $7,123,946 |
| ISHARES TR | IEF | Other | 1.23% | 75,022 | -2,182 | -2.83% | $7,094,831 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.15% | 5,741 | +183 | +3.29% | $6,626,779 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.10% | 10,969 | +592 | +5.70% | $6,372,002 |
| CELESTICA INC | CLS | Technology | 1.02% | 16,251 | +330 | +2.07% | $5,928,365 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.88% | 64,681 | +219 | +0.34% | $5,111,739 |
| ALPHABET INC | GOOGL | Communication Services | 0.73% | 11,752 | +658 | +5.93% | $4,199,812 |
| COHERENT CORP | COHR | Technology | 0.66% | 9,632 | +407 | +4.41% | $3,799,535 |
| NVIDIA CORPORATION | NVDA | Technology | 0.64% | 18,400 | +1,791 | +10.78% | $3,681,664 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.62% | 10,895 | +973 | +9.81% | $3,566,260 |
| CIENA CORP | CIEN | Technology | 0.60% | 7,085 | +257 | +3.76% | $3,475,618 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.48% | 11,726 | +518 | +4.62% | $2,794,775 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.44% | 2,538 | +303 | +13.56% | $2,566,857 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 5,951 | +474 | +8.65% | $2,502,991 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 4,835 | +235 | +5.11% | $2,419,386 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.42% | 8,313 | +525 | +6.74% | $2,415,675 |
| MICROSOFT CORP | MSFT | Technology | 0.40% | 6,141 | +856 | +16.20% | $2,290,707 |
| ALLSTATE CORP | ALL | Financial Services | 0.38% | 9,321 | +731 | +8.51% | $2,217,839 |
| META PLATFORMS INC | META | Communication Services | 0.38% | 3,913 | +519 | +15.29% | $2,204,154 |
| INCYTE CORP | INCY | Healthcare | 0.35% | 18,004 | +18,004 | +100.00% | $2,040,933 |
| SALESFORCE INC | CRM | Technology | 0.31% | 11,627 | +11,627 | +100.00% | $1,821,486 |
| VANGUARD INDEX FDS | VOO | Other | 0.31% | 2,592 | -112 | -4.14% | $1,780,212 |
Showing 30 of 37 holdings in the latest reporting period.