Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rezny Wealth Management, Inc. (CIK 1535859) reported $464.4M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($141.5M, 30.47%), IVV ($131.9M, 28.40%), SMH ($35.0M, 7.54%), XLK ($24.9M, 5.36%), JEPI ($20.0M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $141.5M | 30.47% | 323,977 | Added |
| 2 | IVV | ISHARES TR | $131.9M | 28.40% | 200,649 | Hold |
| 3 | SMH | VANECK ETF TRUST | $35.0M | 7.54% | 91,282 | Trimmed |
| 4 | XLK | SELECT SECTOR SPDR TR | $24.9M | 5.36% | 187,313 | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $20.0M | 4.30% | 364,538 | Hold |
| 6 | XLF | SELECT SECTOR SPDR TR | $19.3M | 4.15% | 390,550 | Added |
| 7 | QQQ | INVESCO QQQ TR | $14.3M | 3.07% | 24,718 | Hold |
| 8 | FLOT | ISHARES TR | $10.5M | 2.26% | 231,953 | Hold |
| 9 | IEF | ISHARES TR | $7.1M | 1.53% | 77,204 | Hold |
| 10 | TLT | ISHARES TR | $7.1M | 1.53% | 84,632 | Hold |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $5.1M | 1.10% | 64,462 | Trimmed |
| 12 | CLS | CELESTICA INC | $4.5M | 0.97% | 15,921 | Added |
| 13 | GOOGL | ALPHABET INC | $3.2M | 0.69% | 11,094 | Hold |
| 14 | NVDA | NVIDIA CORPORATION | $3.1M | 0.67% | 16,609 | Hold |
| 15 | JPM | JPMORGAN CHASE & CO | $2.9M | 0.63% | 9,922 | Hold |
| 16 | LHX | L3HARRIS TECHNOLOGIES INC | $2.7M | 0.59% | 7,788 | Hold |
| 17 | CIEN | CIENA CORP | $2.7M | 0.57% | 6,828 | New |
| 18 | AMZN | AMAZON COM INC | $2.3M | 0.50% | 11,208 | Added |
| 19 | COHR | COHERENT CORP | $2.2M | 0.47% | 9,225 | New |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.47% | 4,600 | Added |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.45% | 10,377 | New |
| 22 | TSLA | TESLA INC | $2.0M | 0.44% | 5,477 | Added |
| 23 | META | META PLATFORMS INC | $1.9M | 0.42% | 3,394 | Hold |
| 24 | MSFT | MICROSOFT CORP | $2.0M | 0.42% | 5,285 | Added |
| 25 | GS | GOLDMAN SACHS GROUP INC | $1.9M | 0.41% | 2,235 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31