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Rezny Wealth Management, Inc.

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13F filer, CIK 1535859, Fort Myers, FL

Rezny Wealth Management, Inc. reported $496,077,951 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-03. Its ten largest share positions make up 87.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000451

Period
2025-12-31
Reported value
$496M
Holdings
38
Top 10 weight
87.82%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLKadded+88,216$12.7M
JPMnew+9,922$3.2M
VUGadded+4,236$2.07M
BAMnew+38,654$2.03M
GSadded+1,966$1.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CDNSexited-38,505-$2.23M
SBUXexited-19,071-$1.61M
JEPIreduced-5,846-$335K
XLFreduced-796-$43.6K
AAPLreduced-41-$11.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000451, largest first. % of portfolio is the value over $496,077,951, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,774 shares; 2024Q4: 327,528 shares; 2025Q1: 319,726 shares; 2025Q2: 323,948 shares; 2025Q3: 316,726 shares; 2025Q4: 320,962 shares 320,962$157M31.56%+4,236Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,726 shares; 2024Q4: 210,208 shares; 2025Q1: 199,127 shares; 2025Q2: 201,480 shares; 2025Q3: 198,386 shares; 2025Q4: 200,649 shares 200,649$137M27.7%+2,263Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,626 shares; 2024Q4: 91,858 shares; 2025Q1: 93,098 shares; 2025Q2: 95,120 shares; 2025Q3: 92,531 shares; 2025Q4: 95,596 shares 95,596$34.4M6.94%+3,065Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,670 shares; 2024Q4: 88,597 shares; 2025Q1: 90,444 shares; 2025Q2: 92,000 shares; 2025Q3: 89,946 shares; 2025Q4: 178,162 shares 178,162$25.6M5.17%+88,216Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,240 shares; 2024Q4: 237,466 shares; 2025Q1: 268,387 shares; 2025Q2: 278,617 shares; 2025Q3: 370,384 shares; 2025Q4: 364,538 shares 364,538$20.9M4.21%-5,846Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,538 shares; 2025Q1: 348,562 shares; 2025Q2: 347,711 shares; 2025Q3: 345,819 shares; 2025Q4: 345,023 shares 345,023$18.9M3.81%-796Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,804 shares; 2024Q4: 15,538 shares; 2025Q1: 16,660 shares; 2025Q2: 22,222 shares; 2025Q3: 22,397 shares; 2025Q4: 24,718 shares 24,718$15.2M3.06%+2,321Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,666 shares; 2025Q2: 15,963 shares; 2025Q3: 15,835 shares; 2025Q4: 15,834 shares 15,834$4.68M0.94%-1Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,115 shares; 2025Q2: 24,618 shares; 2025Q3: 24,354 shares; 2025Q4: 24,355 shares 24,355$3.5M0.71%+1Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 9,963 shares; 2025Q1: 10,722 shares; 2025Q2: 11,177 shares; 2025Q3: 11,079 shares; 2025Q4: 11,094 shares 11,094$3.47M0.7%+15Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,481 shares; 2025Q4: 10,490 shares 10,490$3.29M0.66%+9Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 8,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,922 shares 9,922$3.2M0.64%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,685 shares; 2025Q1: 15,659 shares; 2025Q2: 16,915 shares; 2025Q3: 16,585 shares; 2025Q4: 16,609 shares 16,609$3.1M0.62%+24Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,285 shares; 2025Q1: 9,325 shares; 2025Q2: 9,677 shares; 2025Q3: 9,711 shares; 2025Q4: 9,670 shares 9,670$2.63M0.53%-41Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,379 shares; 2025Q1: 4,943 shares; 2025Q2: 5,057 shares; 2025Q3: 5,263 shares; 2025Q4: 5,284 shares 5,284$2.56M0.52%+21Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,261 shares; 2025Q1: 4,967 shares; 2025Q2: 5,291 shares; 2025Q3: 5,312 shares; 2025Q4: 5,326 shares 5,326$2.4M0.48%+14Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 8,905 shares; 2025Q1: 9,543 shares; 2025Q2: 9,755 shares; 2025Q3: 10,265 shares; 2025Q4: 10,325 shares 10,325$2.38M0.48%+60Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 6,931 shares; 2025Q1: 7,702 shares; 2025Q2: 7,765 shares; 2025Q3: 7,760 shares; 2025Q4: 7,788 shares 7,788$2.29M0.46%+28Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,171 shares; 2025Q1: 3,314 shares; 2025Q2: 3,387 shares; 2025Q3: 3,393 shares; 2025Q4: 3,394 shares 3,394$2.24M0.45%+1Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,313 shares; 2025Q2: 28,698 shares; 2025Q3: 28,659 shares; 2025Q4: 28,900 shares 28,900$2.18M0.44%+241Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,593 shares; 2025Q1: 3,984 shares; 2025Q2: 4,095 shares; 2025Q3: 4,107 shares; 2025Q4: 4,139 shares 4,139$2.08M0.42%+32Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,381 shares; 2025Q3: not reported; 2025Q4: 38,654 shares 38,654$2.03M0.41%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 2,235 shares 2,235$1.96M0.4%+1,966Timeline
DXPEDXP ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,588 shares; 2025Q2: 17,803 shares; 2025Q3: 17,819 shares; 2025Q4: 17,854 shares 17,854$1.96M0.4%+35Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,475 shares; 2025Q2: 11,581 shares; 2025Q3: 11,646 shares; 2025Q4: 11,738 shares 11,738$1.68M0.34%+92Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares 2,204$1.38M0.28%0Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,195 shares; 2025Q2: 28,732 shares; 2025Q3: 29,333 shares; 2025Q4: 30,040 shares 30,040$1.38M0.28%+707Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,240 shares; 2025Q2: 22,534 shares; 2025Q3: 22,727 shares; 2025Q4: 22,821 shares 22,821$1.33M0.27%+94Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,069 shares; 2025Q2: 14,152 shares; 2025Q3: 14,171 shares; 2025Q4: 14,361 shares 14,361$932K0.19%+190Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares 1,176$802K0.16%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares 2,035$641K0.13%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330$334K0.07%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$251K0.05%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 1,120 shares; 2025Q1: 1,467 shares; 2025Q2: 667 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630$211K0.04%0Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
FLOTISHARES TR SHSprincipal231,953$11.8M-28,268
IEFISHARES TR 7-10 YR TRSY BDprincipal77,204$7.42M-1,420
TLTISHARES TR 20 YR TR BD ETFprincipal84,632$7.38M-1,451
VCSHVANGUARD SCOTTSDALE FDS COMprincipal69,695$5.56M-8,293

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CDNSCADENCE DESIGN SYSTEM INC38,505$2.23Mshares
SBUXSTARBUCKS CORP19,071$1.61Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-000451 base2026-02-03acceptance time not in the bulk data set