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CIK: 0001535859
Total reported value
$582.1M
$582.1M
37 檔
76.6%
In Q2 2026, Rezny Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $582.1M, distributed across 37 disclosed stock positions.
In Q2 2026, Rezny Wealth Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 29.68% | +1.09% | +515.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.62% | +0.30% | +2.50% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 10.52% | -0.87% | +1.66% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.48% | +0.40% | +5.01% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 3.80% | +0.01% | +4.96% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.46% | -0.04% | -2.82% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | -0.24% | -15.41% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.81% | -0.01% | -11.37% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.23% | -0.13% | -2.60% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.23% | -0.08% | -2.83% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.15% | -0.09% | +3.29% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.10% | +0.06% | +5.70% | |
| 13 | CLS | Celestica Inc | Stock-Tech | 1.02% | — | +2.07% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.88% | -0.03% | +0.34% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.02% | +5.93% | |
| 16 | COHR | Coherent CORP | Stock-Tech | 0.66% | -0.18% | +4.41% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.10% | +10.78% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.62% | EXIT | |
| 19 | CIEN | Ciena CORP | Stock-Tech | 0.60% | -0.16% | +3.76% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.03% | +4.62% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | -0.04% | +13.56% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.06% | +8.65% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | +5.11% | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.42% | -0.07% | +6.74% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | +0.16% | +16.20% | |
| 26 | ALL | Allstate CORP | Stock-Financials | 0.38% | -0.02% | +8.51% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.12% | +15.29% | |
| 28 | INCY | Incyte CORP | Stock-Healthcare | 0.35% | +0.04% | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.31% | +0.16% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | -4.14% | |
| 31 | B | Barrick Mining CORP | Stock-Materials | 0.28% | +0.04% | +9.23% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.02% | +3.03% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | -1.85% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.08% | +0.01% | +14.97% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.06% | — | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.05% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +3% | +1.66% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.1% | +5.01% | Add |
| 3 | MU | Micron Technology Inc | +0.8% | +3.29% | Add |
| 4 | AMD | Advanced Micro Devices | +0.7% | +5.70% | Add |
| 5 | INCY | Incyte CORP | +0.4% | NEW | New buy |
| 6 | CRM | Salesforce Inc | +0.3% | NEW | New buy |
| 7 | COHR | Coherent CORP | +0.2% | +4.41% | Add |
| 8 | CLS | Celestica Inc | +0.1% | +2.07% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | +5.93% | Add |
| 11 | CIEN | Ciena CORP | 0% | +3.76% | Add |
| 12 | GS | Goldman Sachs Group Inc | 0% | +13.56% | Add |
| 13 | ALL | Allstate CORP | — | +8.51% | Add |
| 14 | AAPL | Apple Inc | — | +14.97% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +9.81% | Add |
| 17 | TSLA | Tesla Inc | 0% | +8.65% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.03% | Add |
| 19 | VV | Vanguard Large-cap ETF | 0% | -1.85% | Trim |
| 20 | TNYA | Tenaya Therapeutics Inc | 0% | EXIT | Sold out |
| 21 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 22 | AMZN | Amazon.com Inc | 0% | +4.62% | Add |
| 23 | MSFT | Microsoft CORP | 0% | +16.20% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +10.78% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +15.29% | Add |
| 26 | WMT | Walmart Inc | 0% | EXIT | Sold out |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | -4.14% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +5.11% | Add |
| 29 | B | Barrick Mining CORP | -0.1% | +9.23% | Add |
| 30 | INTA | Intapp Inc | -0.2% | EXIT | Sold out |
| 31 | LHX | L3harris Technologies Inc | -0.2% | +6.74% | Add |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +0.34% | Add |
| 33 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -2.60% | Trim |
| 34 | IEF | Ishares 7-10 Year Treasury B | -0.3% | -2.83% | Trim |
| 35 | XLF | Ss Financial Select Sector | -0.4% | +4.96% | Add |
| 36 | BAM | Brookfield Asset Mgmt-a | -0.4% | EXIT | Sold out |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -15.41% | Trim |
| 38 | FLOT | Ishares Floating Rate Bond E | -0.5% | -11.37% | Trim |
| 39 | VUG | Vanguard Growth ETF | -0.8% | +515.40% | Add |
| 40 | JEPI | Jpmorgan Equity Premium Inco | -0.8% | -2.82% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | -1.8% | +2.50% | Add |
According to official SEC Form 13F filings, Rezny Wealth Management, Inc. reported a total U.S. public equity portfolio value of $582.1M across 37 disclosed positions in Q2 2026.
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 76.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
INCY
市值: $2.0M
Top Position Liquidated / Trimmed
BAM
前期市值: $1.8M
During Q2 2026, Rezny Wealth Management, Inc.'s top holdings by market value included VUG (29.7%)、IVV (26.6%)、SMH (10.5%). The largest single position, VUG, represented 29.7% of total portfolio value.
In Q2 2026, Rezny Wealth Management, Inc. made 39 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 7 holdings, and fully liquidating 4 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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