Rezny Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Fort Myers, FL
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$578,600
Net value change ($000)
+114,166 (24.6%)
New positions
3
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 30,231 21.4%
SMH 25,868 73.9%
IVV 22,110 16.8%
XLK 12,579 50.5%
MU 4,749 252.9%
AMD 4,261 201.8%
XLF 2,694 14.0%
INCY 2,041 NEW
CRM 1,821 NEW
COHR 1,603 73.0%
Top Reduces (Value $000, Stocks/ETFs)
BAM -1,819 -100.0%
INTA -772 -100.0%
LHX -319 -11.7%
WMT -208 -100.0%
TNYA -28 -100.0%
B -27 -1.6%
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