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Latest Rezny Wealth Management, Inc. Stock Portfolio

$464Million– No. of Holdings #38

Rezny Wealth Management, Inc. Performance:
2026 Q1: -6.17%YTD: -6.17%2025: 21.63%
Performance for 2026 Q1 is -6.17%, and YTD is -6.17%, and 2025 is 21.63%.

About Rezny Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

Rezny Wealth Management, Inc. is a hedge fund based in Fort Myers, FL. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Rezny Wealth Management, Inc. reported an equity portfolio of $464.4 Millions as of 31 Mar, 2026.

The top stock holdings of Rezny Wealth Management, Inc. are VB, IJR, AFK. The fund has invested 30.5% of it's portfolio in VANGUARD INDEX FDS and 28.4% of portfolio in ISHARES TR.

The fund managers got completely rid off CREDO TECHNOLOGY GROUP HOLDI (CRDO), ARGAN INC (AGX) and URBAN OUTFITTERS INC (URBN) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD SCOTTSDALE FDS (BNDW) and VANECK ETF TRUST (AFK). Rezny Wealth Management, Inc. opened new stock positions in CIENA CORP (CIEN), COHERENT CORP (COHR) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and BERKSHIRE HATHAWAY INC DEL.
Rezny Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 13 May, 2026

Rezny Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Rezny Wealth Management, Inc. made a return of -6.17% in the last quarter. In trailing 12 months, it's portfolio return was 21.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ciena corp2,650,830
coherent corp2,197,490
advanced micro devices inc2,110,990
micron technology inc1,877,720
allstate corp1,781,050
barrick mng corp1,649,140
walmart inc207,796
tenaya therapeutics inc27,696
New stocks bought by Rezny Wealth Management, Inc.

Additions

Ticker% Inc.
vanguard index fds22.69
select sector spdr tr13.2
berkshire hathaway inc del11.14
amazon com inc8.55
vanguard index fds6.09
brookfield asset managmt ltd5.84
select sector spdr tr5.14
tesla inc2.84
Additions to existing portfolio by Rezny Wealth Management, Inc.

Reductions

Ticker% Reduced
apple inc-85.77
vanguard scottsdale fds-7.51
vaneck etf trust-4.51
state str spdr s&p 500 etf t-1.62
Rezny Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
urban outfitters inc-2,175,010
credo technology group holdi-3,504,440
paypal hldgs inc-1,332,290
dxp enterprises inc-1,960,190
stride inc-932,460
brinker intl inc-1,684,640
argan inc-3,286,730
ishares tr-251,453
Rezny Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Rezny Wealth Management, Inc. has about 90.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Financial Services
  • Communication Services
Sector%
Others90.4
Technology3.2
Utilities2.3
Financial Services1.4
Communication Services1.1

Market Cap. Distribution

Rezny Wealth Management, Inc. has about 7.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.4
MEGA-CAP5.2
MID-CAP2.3
LARGE-CAP2

Stocks belong to which Index?

About 8.5% of the stocks held by Rezny Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others91.4
S&P 5006.1
RUSSELL 20002.4
Top 5 Winners (%)%
LHX
l3harris technologies inc
19.6 %
AFK
vaneck etf trust
6.3 %
VIGI
vanguard whitehall fds
3.2 %
Top 5 Winners ($)$
AFK
vaneck etf trust
2.2 M
LHX
l3harris technologies inc
0.4 M
VIGI
vanguard whitehall fds
0.0 M
Top 5 Losers (%)%
INTA
intapp inc
-43.9 %
MSFT
microsoft corp
-23.5 %
TSLA
tesla inc
-17.1 %
BAM
brookfield asset managmt ltd
-14.8 %
META
meta platforms inc
-13.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-16.5 M
IJR
ishares tr
-5.5 M
XLB
select sector spdr tr
-2.0 M
XLB
select sector spdr tr
-2.0 M
AMPS
ishares tr
-1.3 M

Rezny Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Rezny Wealth Management, Inc.

Rezny Wealth Management, Inc. has 38 stocks in it's portfolio. About 88.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for Rezny Wealth Management, Inc. last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions