Rezny Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Fort Myers, FL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$464,434
Net value change ($000)
-31,644 (-6.4%)
New positions
8
Sold out positions
8
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CIEN 2,651 NEW
COHR 2,197 NEW
AMD 2,111 NEW
MU 1,878 NEW
ALL 1,781 NEW
B 1,649 NEW
SMH 570 1.7%
LHX 449 19.6%
XLF 384 2.0%
VOO 234 16.9%
Top Reduces (Value $000, Stocks/ETFs)
VUG -15,075 -9.6%
IVV -5,526 -4.0%
CRDO -3,504 -100.0%
AGX -3,287 -100.0%
AAPL -2,280 -86.7%
URBN -2,175 -100.0%
DXPE -1,960 -100.0%
EAT -1,685 -100.0%
PYPL -1,332 -100.0%
FLOT -1,311 -11.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type