Brian C. Rezny

Rezny Wealth Management, Inc.

Assets Managed

$464.434M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

-6.37%(2Q avg: -1.42%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rezny Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Rezny Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 464.434M in assets, with a quarterly growth rate of -6.37% and a 2-quarter average growth rate of -1.42%. The portfolio is managed by Brian C. Rezny, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VUG Vanguard Growth Etf Recent Activity Increased 0.94%	30.47%	$141.51M 323,977 shares@ $436.8 avg price	Increased 0.94%
IVV Ishares Core S&p 500 Etf Recent Activity	28.41%	$131.907M 200,649 shares@ $657.41 avg price
SMH Vaneck Semiconductor Etf Recent Activity Decreased -4.51%	7.54%	$34.997M 91,282 shares@ $383.4 avg price	Decreased -4.51%
XLK Technology Select Sect Spdr Recent Activity Increased 5.14%	5.37%	$24.894M 187,313 shares@ $132.91 avg price	Increased 5.14%
JEPI Jpmorgan Equity Premium Inco Recent Activity	4.31%	$19.971M 364,538 shares@ $54.79 avg price
XLF Financial Select Sector Spdr Recent Activity Increased 13.2%	4.16%	$19.281M 390,550 shares@ $49.38 avg price	Increased 13.2%
QQQ Invesco Qqq Trust Series 1 Recent Activity	3.08%	$14.267M 24,718 shares@ $577.18 avg price
FLOT Ishares Floating Rate Bond E Recent Activity	2.26%	$10.486M 231,953 shares@ $45.21 avg price
IEF Ishares 7-10 Year Treasury B Recent Activity	1.53%	$7.102M 77,204 shares@ $92.0 avg price
TLT Ishares 20+ Year Treasury Bd Recent Activity	1.53%	$7.097M 84,632 shares@ $83.86 avg price

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