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 $578.6M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($171.7M, 29.68%), IVV ($154.0M, 26.62%), SMH ($60.9M, 10.52%), XLK ($37.5M, 6.48%), XLF ($22.0M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $171.7M | 29.68% | 2.0M | Added |
| 2 | IVV | ISHARES TR | $154.0M | 26.62% | 205,661 | Added |
| 3 | SMH | VANECK ETF TRUST | $60.9M | 10.52% | 92,798 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $37.5M | 6.48% | 196,690 | Added |
| 5 | XLF | SELECT SECTOR SPDR TR | $22.0M | 3.80% | 409,912 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $20.0M | 3.46% | 354,274 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $15.4M | 2.66% | 20,909 | Trimmed |
| 8 | FLOT | ISHARES TR | $10.5M | 1.81% | 0 | Trimmed |
| 9 | TLT | ISHARES TR | $7.1M | 1.23% | 0 | Trimmed |
| 10 | IEF | ISHARES TR | $7.1M | 1.23% | 0 | Trimmed |
| 11 | MU | MICRON TECHNOLOGY INC | $6.6M | 1.15% | 5,741 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $6.4M | 1.10% | 10,969 | Added |
| 13 | CLS | CELESTICA INC | $5.9M | 1.02% | 16,251 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $5.1M | 0.88% | 0 | Added |
| 15 | GOOGL | ALPHABET INC | $4.2M | 0.73% | 11,752 | Added |
| 16 | COHR | COHERENT CORP | $3.8M | 0.66% | 9,632 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $3.7M | 0.64% | 18,400 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $3.6M | 0.62% | 10,895 | Added |
| 19 | CIEN | CIENA CORP | $3.5M | 0.60% | 7,085 | Added |
| 20 | AMZN | AMAZON COM INC | $2.8M | 0.48% | 11,726 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $2.6M | 0.44% | 2,538 | Added |
| 22 | TSLA | TESLA INC | $2.5M | 0.43% | 5,951 | Added |
| 23 | LHX | L3HARRIS TECHNOLOGIES INC | $2.4M | 0.42% | 8,313 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.42% | 4,835 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.3M | 0.40% | 6,141 | Added |
Source: SEC Form 13F filings · as of 2026-06-30