Rezny Wealth Management, Inc.

All 13F Filings

Location
Fort Myers, FL
Most recent 13F
Q2 2026
Holdings value ($000)
578,600
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/17/2026 37 578,600 13F-HR Rezny Wealth Management, Inc.
Q1 2026 5/13/2026 38 464,434 13F-HR Rezny Wealth Management, Inc.
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 63.3 K 10.9% 19.05 K 0 19.05 K
ETFs 485.5 K 83.9% 95.09 K 0 95.09 K
Debt 29.83 K 5.2% 30 0 30
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
578,600
Holdings
37
QoQ value change ($000)
114,166 (24.6%)
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.