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CIK: 0001535859
Total reported value
$578.6M
$578.6M
38 檔
64.8%
According to the latest 13F quarterly dataset, Rezny Wealth Management, Inc. managed an equity portfolio of $578.6M at the end of Q4 2025, spanning 38 distinct U.S. exchange-listed positions.
In Q4 2025, Rezny Wealth Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 31.56% | -0.79% | +1.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 27.70% | -1.78% | +1.14% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 6.94% | +2.98% | +3.31% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.17% | +1.12% | +98.08% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.21% | -0.84% | -1.58% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 3.81% | -0.35% | -0.23% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.06% | -0.41% | +10.36% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.38% | -0.45% | -10.86% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.50% | -0.30% | -1.81% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.49% | -0.30% | -1.69% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.12% | -0.22% | -10.63% | |
| 12 | CLS | Celestica Inc | Stock-Tech | 0.94% | +0.05% | -0.01% | |
| 13 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.71% | — | +0.00% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.04% | +0.14% | |
| 15 | AGX | Argan Inc | Stock-Industrials | 0.66% | — | +0.09% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.01% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.03% | +0.14% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.53% | — | -0.42% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.02% | +0.40% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.01% | +0.26% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.02% | +0.58% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.46% | -0.17% | +0.36% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.04% | +0.03% | |
| 24 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.44% | — | +0.84% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.05% | +0.78% | |
| 26 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.41% | -0.39% | EXIT | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.03% | +730.86% | |
| 28 | DXPE | Dxp Enterprises Inc | Stock-Other | 0.40% | — | +0.20% | |
| 29 | EAT | Brinker International Inc | Stock-Consumer Disc | 0.34% | — | +0.79% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.04% | — | |
| 31 | INTA | Intapp Inc | Stock-Other | 0.28% | -0.17% | EXIT | |
| 32 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.27% | — | +0.41% | |
| 33 | LRN | Stride Inc | Stock-Consumer Staples | 0.19% | — | +1.34% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | -0.01% | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | -0.01% | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.07% | -0.01% | — | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.05% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +0.6% | +3.31% | Add |
| 2 | GS | Goldman Sachs Group Inc | +0.4% | +730.86% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +10.36% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.14% | Add |
| 5 | CLS | Celestica Inc | +0.1% | -0.01% | Trim |
| 6 | AGX | Argan Inc | +0.1% | +0.09% | Add |
| 7 | EAT | Brinker International Inc | 0% | +0.79% | Add |
| 8 | INTA | Intapp Inc | 0% | +2.41% | Add |
| 9 | AAPL | Apple Inc | 0% | -0.42% | Trim |
| 10 | AMZN | Amazon.com Inc | 0% | +0.58% | Add |
| 11 | URBN | Urban Outfitters Inc | 0% | +0.84% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 14 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 15 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 16 | IWV | Ishares Russell 3000 ETF | — | — | Unchanged |
| 17 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | +1.14% | Add |
| 19 | TSLA | Tesla Inc | 0% | +0.26% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.78% | Add |
| 21 | LHX | L3harris Technologies Inc | 0% | +0.36% | Add |
| 22 | CRDO | Credo Technology Group Holding Ltd | 0% | +0.00% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +0.14% | Add |
| 24 | DXPE | Dxp Enterprises Inc | 0% | +0.20% | Add |
| 25 | PYPL | Paypal Holdings Inc | -0.1% | +0.41% | Add |
| 26 | MSFT | Microsoft CORP | -0.1% | +0.40% | Add |
| 27 | META | Meta Platforms Inc-class A | -0.1% | +0.03% | Add |
| 28 | XLF | Ss Financial Select Sector | -0.1% | -0.23% | Trim |
| 29 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -1.81% | Trim |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -1.69% | Trim |
| 31 | XLK | Ss Technology Select Sector | -0.1% | +98.08% | Add |
| 32 | VUG | Vanguard Growth ETF | -0.1% | +1.34% | Add |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -10.63% | Trim |
| 34 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -1.58% | Trim |
| 35 | LRN | Stride Inc | -0.3% | +1.34% | Add |
| 36 | FLOT | Ishares Floating Rate Bond E | -0.4% | -10.86% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 38 | CDNS | Cadence Design Sys Inc | — | EXIT | Sold out |
| 39 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 40 | SBUX | Starbucks CORP | — | EXIT | Sold out |
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 Q4 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 64.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPM
市值: $3.2M
Top Position Liquidated / Trimmed
CDNS
前期市值: $2.2M
During Q4 2025, Rezny Wealth Management, Inc.'s top holdings by market value included VUG (31.6%)、IVV (27.7%)、SMH (6.9%). The largest single position, VUG, represented 31.6% of total portfolio value.
In Q4 2025, Rezny Wealth Management, Inc. made 34 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 8 holdings, and fully liquidating 2 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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