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CIK: 0001535859
Total reported value
$578.6M
$578.6M
38 檔
49.5%
The Q1 2025 SEC filing reveals that Rezny Wealth Management, Inc. held a total portfolio value of $578.6M, covering 38 public equity positions.
In Q1 2025, Rezny Wealth Management, Inc. displayed an active expansion posture, initiating 38 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 30.70% | -0.79% | -2.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 28.97% | -1.78% | -5.27% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.10% | +2.98% | +1.35% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.84% | +1.12% | +2.08% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 4.50% | -0.35% | +2680.04% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.97% | -0.84% | +13.02% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.51% | -0.45% | -1.43% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.09% | -0.30% | -11.22% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.02% | -0.41% | +7.22% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.95% | -0.30% | -24.99% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.61% | -0.22% | -1.71% | |
| 12 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 1.13% | — | +3.39% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.05% | +10.88% | |
| 14 | OKTA | Okta Inc | Stock-Tech | 0.54% | — | +3.30% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.54% | — | +0.43% | |
| 16 | AEP | American Electric Power | Stock-Utilities | 0.50% | — | +4.08% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.04% | +4.51% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | +12.88% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.02% | +7.16% | |
| 20 | LRN | Stride Inc | Stock-Consumer Staples | 0.46% | — | — | |
| 21 | EAT | Brinker International Inc | Stock-Consumer Disc | 0.44% | — | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.03% | +14.42% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.44% | — | +10.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.04% | +7.62% | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.42% | -0.17% | +11.12% | |
| 26 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 27 | DXPE | Dxp Enterprises Inc | Stock-Other | 0.37% | — | — | |
| 28 | INTA | Intapp Inc | Stock-Other | 0.37% | -0.17% | EXIT | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.01% | +16.57% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | — | — | |
| 31 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.33% | — | — | |
| 32 | CLS | Celestica Inc | Stock-Tech | 0.32% | +0.05% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.04% | +7.36% | |
| 34 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.24% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | +17.48% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | -0.01% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | +30.98% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 4 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 5 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 6 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 7 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 8 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 10 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 12 | OCSL | Oaktree Specialty Lending Co | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | OKTA | Okta Inc | — | NEW | New buy |
| 15 | AAPL | Apple Inc | — | NEW | New buy |
| 16 | AEP | American Electric Power | — | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 18 | MSFT | Microsoft CORP | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | LRN | Stride Inc | — | NEW | New buy |
| 21 | EAT | Brinker International Inc | — | NEW | New buy |
| 22 | NVDA | Nvidia CORP | — | NEW | New buy |
| 23 | SBUX | Starbucks CORP | — | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 25 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 26 | URBN | Urban Outfitters Inc | — | NEW | New buy |
| 27 | DXPE | Dxp Enterprises Inc | — | NEW | New buy |
| 28 | INTA | Intapp Inc | — | NEW | New buy |
| 29 | TSLA | Tesla Inc | — | NEW | New buy |
| 30 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 31 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 32 | CLS | Celestica Inc | — | NEW | New buy |
| 33 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 34 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 36 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 38 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Rezny Wealth Management, Inc. reported a total U.S. public equity portfolio value of $578.6M across 38 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, IVV, SMH) accounted for 49.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $118.6M
During Q1 2025, Rezny Wealth Management, Inc.'s top holdings by market value included VUG (30.7%)、IVV (29.0%)、SMH (5.1%). The largest single position, VUG, represented 30.7% of total portfolio value.
In Q1 2025, Rezny Wealth Management, Inc. made 38 total portfolio adjustments, initiating 38 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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