Rezny Wealth Management, Inc.

All 13F Filings

Location
Fort Myers, FL
Most recent 13F
Q4 2025
Holdings value ($000)
496,078
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/3/2026 38 496,078 13F-HR Rezny Wealth Management, Inc.
Q3 2025 10/22/2025 38 479,140 13F-HR Rezny Wealth Management, Inc.
Q2 2025 7/16/2025 37 443,381 13F-HR Rezny Wealth Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 133.2 K 26.9% 5.976 K 0 5.976 K
ETFs 330.7 K 66.7% 13.61 K 0 13.61 K
Debt 32.16 K 6.5% 0 2.649 K -2.649 K
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
496,078
Holdings
38
QoQ value change ($000)
16,938 (3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.