StockDriftsStockDriftsTop 37 Rezny Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 29.68% | 1.99M | $171.7M | +2.57%(+49.88K) | $42.32(+110.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 26.62% | 205.7K | $154.0M | +2.50%(+5.01K) | $221.04(+252.39%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 10.52% | 92.8K | $60.9M | +1.66%(+1.52K) | $163.55(+259.41%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 6.48% | 196.7K | $37.5M | +5.01%(+9.38K) | $68.03(+180.36%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 3.8% | 409.9K | $22.0M | +4.96%(+19.36K) | $49.43(+17.58%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.46% | 354.3K | $20.0M | -2.82%(-10.26K) | $55.43(+4.42%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.66% | 20.9K | $15.4M | -15.41%(-3.81K) | $504.86(+45.09%) | 2026-06-30 | |
| FLOT | ISHARES TR | 1.81% | 205.6K | $10.5M | -11.37%(-26.38K) | $50.81(+0.30%) | 2026-06-30 | |
| TLT | ISHARES TR | 1.23% | 82.4K | $7.1M | -2.60%(-2.20K) | $93.17(-12.49%) | 2026-06-30 | |
| IEF | ISHARES TR | 1.23% | 75.0K | $7.1M | -2.83%(-2.18K) | $94.86(-2.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.26% | +69.62% | +11.20% | +70.03% |
| Top 20 Holdings Unweighted | +13.48% | +46.15% | +7.14% | +41.15% |
Rezny Wealth Management, Inc. reports $578.60M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are VUG (29.7%), IVV (26.6%) and SMH (10.5%). The top 20 holdings account for 95.37% of reported assets. Its disclosed equity book has returned +69.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rezny Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535859). View Rezny Wealth Management, Inc.’s 13F filings on SEC