Rezny Wealth Management, Inc. In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Rezny Wealth Management, Inc. reported 34 stock positions worth $463.9 million . Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 33.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 29.6% ) and Vaneck Semiconductor ETF (SMH, 7.4% ). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 21 and reduced 5. The biggest buy was a new position in JPMorgan Chase (JPM) and the biggest sale an exit from Cadence Design SYS (CDNS).
Location Fort Myers, FL
CIK 0001535859
Portfolio Value $463.9M (Q4 2025) Holdings 34 stocks · $463.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2025 VUG Vanguard Mrngstar GR ETF-Sui 320,962 $156.6M Add +1.3% IVV iShares Core S&P 500 ETF 200,649 $137.4M Add +1.1% SMH Vaneck Semiconductor ETF 95,596 $34.4M Add +3.3% XLK SS Technology Select Sector 178,162 $25.6M Reduce -1.0% JEPI JPMorgan Equity Premium Inco 364,538 $20.9M Reduce -1.6% XLF SS Financial Select Sector 345,023 $18.9M Reduce -0.2% QQQ Invesco QQQ Trust Series 1 24,718 $15.2M Add +10.4% CLS Celestica Inc. 15,834 $4.7M Reduce -0.0% CRDO Credo Technology Group Holdi 24,355 $3.5M Add +0.0% GOOGL Alphabet Inc. Class A 11,094 $3.5M Add +0.1% AGX Argan Inc. 10,490 $3.3M Add +0.1% JPM JPMorgan Chase & Co. 9,922 $3.2M New NVDA Nvidia Corp. 16,609 $3.1M Add +0.1% AAPL Apple Inc. 9,670 $2.6M Reduce -0.4% MSFT Microsoft Corp. 5,284 $2.6M Add +0.4% TSLA Tesla Inc. 5,326 $2.4M Add +0.3% AMZN Amazon.com Inc. 10,325 $2.4M Add +0.6% LHX L3HARRIS Technologies Inc. 7,788 $2.3M Add +0.4% META Meta Platforms Inc. Class A 3,394 $2.2M Add +0.0% URBN Urban Outfitters Inc. 28,900 $2.2M Add +0.8% BRK.B Berkshire Hathaway Inc. Class B 4,139 $2.1M Add +0.8% BAM Brookfield Asset Mgmt-A 38,654 $2.0M New GS Goldman Sachs Group Inc. 2,235 $2.0M Add +730.9% DXPE DXP Enterprises Inc. 17,854 $2.0M Add +0.2% EAT Brinker International Inc. 11,738 $1.7M Add +0.8% VOO Vanguard S&P 500 ETF 2,204 $1.4M No change INTA Intapp Inc. 30,040 $1.4M Add +2.4% PYPL PayPal Holdings Inc. 22,821 $1.3M Add +0.4% LRN Stride Inc. 14,361 $932K Add +1.3% SPY SS SPDR S&P 500 ETF Trust-US 1,176 $802K No change VV Vngrd Mrgstr LRG-Cap ETF-Usd 2,035 $641K No change VYM Vanguard High DVD Yield ETF 2,330 $334K No change IWV iShares Russell 3000 ETF 650 $251K No change VTI VG Morningstar TS MKT ETF-US 630 $211K No change
Other holdings (4): bonds, preferreds, convertibles and warrants · $32.2M (not counted above) Security Class Shares / Principal Value Change FLOT iShares Floating Rate Bond E FLTG RATE NT ETF · principal 231,953 $11.8M Reduce -10.9% IEF iShares 7-10 Year Treasury B 7-10 YR TRSY BD · principal 77,204 $7.4M Reduce -1.8% TLT iShares 20+ Year Treasury BD 20 YR TR BD ETF · principal 84,632 $7.4M Reduce -1.7% VCSH Vanguard S/T Corp. Bond ETF SHRT TRM CORP BD · principal 69,695 $5.6M Reduce -10.6%
Total filed on the 13F, all lines: $496.1M.
Portfolio Sells Q3 2025 → Q4 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▲ CDNS Cadence Design SYS Inc. Sold out 0.00% −0.50 SBUX Starbucks Corp. Sold out 0.00% −0.36 JEPI JPMorgan Equity Premium Inco Reduce -1.6% 4.50% −0.26 XLK SS Technology Select Sector Reduce -1.0% 5.53% −0.18 XLF SS Financial Select Sector Reduce -0.2% 4.07% −0.12 AAPL Apple Inc. Reduce -0.4% 0.57% +0.01 CLS Celestica Inc. Reduce -0.0% 1.01% +0.13
Portfolio Buys Q3 2025 → Q4 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▼ JPM JPMorgan Chase & Co. New 0.69% +0.69 SMH Vaneck Semiconductor ETF Add +3.3% 7.42% +0.62 BAM Brookfield Asset Mgmt-A New 0.44% +0.44 GS Goldman Sachs Group Inc. Add +730.9% 0.42% +0.38 QQQ Invesco QQQ Trust Series 1 Add +10.4% 3.27% +0.25 GOOGL Alphabet Inc. Class A Add +0.1% 0.75% +0.14 AGX Argan Inc. Add +0.1% 0.71% +0.07 EAT Brinker International Inc. Add +0.8% 0.36% +0.03 INTA Intapp Inc. Add +2.4% 0.30% +0.03 URBN Urban Outfitters Inc. Add +0.8% 0.47% +0.01 AMZN Amazon.com Inc. Add +0.6% 0.51% +0.01 TSLA Tesla Inc. Add +0.3% 0.52% −0.02 BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 0.45% −0.02 NVDA Nvidia Corp. Add +0.1% 0.67% −0.03 LHX L3HARRIS Technologies Inc. Add +0.4% 0.49% −0.04 CRDO Credo Technology Group Holdi Add +0.0% 0.76% −0.04 DXPE DXP Enterprises Inc. Add +0.2% 0.42% −0.06 PYPL PayPal Holdings Inc. Add +0.4% 0.29% −0.06 MSFT Microsoft Corp. Add +0.4% 0.55% −0.06 META Meta Platforms Inc. Class A Add +0.0% 0.48% −0.08 IVV iShares Core S&P 500 ETF Add +1.1% 29.62% −0.26 LRN Stride Inc. Add +1.3% 0.20% −0.27 VUG Vanguard Mrngstar GR ETF-Sui Add +1.3% 33.75% −0.43
Notes & Other Activity Q3 2025 → Q4 2025 Security Class Change vs Q3 2025 Shares / Principal Value ▼ FLOT iShares Floating Rate Bond E FLTG RATE NT ETF · principal Reduce -10.9% 231,953 $11.8M IEF iShares 7-10 Year Treasury B 7-10 YR TRSY BD · principal Reduce -1.8% 77,204 $7.4M TLT iShares 20+ Year Treasury BD 20 YR TR BD ETF · principal Reduce -1.7% 84,632 $7.4M VCSH Vanguard S/T Corp. Bond ETF SHRT TRM CORP BD · principal Reduce -10.6% 69,695 $5.6M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 33 $548.8M VUG, IVV, SMH, XLK, XLF Q1 2026 34 $434.6M VUG, IVV, SMH, XLK, JEPI Q4 2025 34 $463.9M VUG, IVV, SMH, XLK, JEPI Q3 2025 34 $444.3M VUG, IVV, SMH, XLK, JEPI Q2 2025 33 $408.1M VUG, IVV, SMH, XLK, XLF Q1 2025 35 $357.1M VUG, IVV, SMH, XLK, XLF Q4 2024 32 $407.2M VUG, IVV, SMH, XLK, XLV Q3 2024 33 $396.8M VUG, IVV, SMH, XLK, XLV Q2 2024 32 $373.9M VUG, IVV, SMH, XLK, XLV Q1 2024 19 $281.0M IVV, VUG, FLOT, XLK, VCSH