Rezny Wealth Management, Inc.

RIA/Wealth

Rezny Wealth Management, Inc. is a RIA/Wealth based in Fort Myers, FL led by Brian Charles Rezny, managing $479.1M across 38 long positions as of Q3 2025 with 90% ETF concentration, 88% concentrated in top 10 holdings, and 32% allocation to VUG.

PresidentBrian Charles Rezny

Portfolio Value: $479.1M
Positions: 38
Top Holding: VUG at 31.7%
Last Reported: Q3 2025

Address5237 Summerlin Commons Blvd, Suite 206, Fort Myers, FL, 33907, United States

Top Holdings

Largest long holdings in Rezny Wealth Management, Inc.'s portfolio (88.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$151.9M	31.70%	-$3.5M Sold	— 316.7K shares	Q3 2018 Held for 7y 2m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$132.8M	27.71%	-$2.1M Sold	— 198.4K shares	Q2 2020 Held for 5y 5m
3 VanEck Semiconductor SMH	ETF ETF	$30.2M	6.30%	-$844.9K Sold	— 92.5K shares	Q2 2021 Held for 4y 5m
4 Technology Select Sector SPDR Fund XLK	ETF ETF	$25.4M	5.29%	-$578.9K Sold	— 89.9K shares	Q3 2018 Held for 7y 2m
5 JPMorgan Equity Premium Income JEPI	ETF ETF	$21.1M	4.41%	+$5.2M Bought	— 370.4K shares	Q1 2023 Held for 2y 8m
6 Financial Select Sector SPDR Fund XLF	ETF ETF	$18.6M	3.89%	-$101.9K Sold	— 345.8K shares	Q4 2024 Held for 11 months
7 Invesco QQQ Trust QQQ	ETF ETF	$13.4M	2.81%	+$105.1K Bought	— 22.4K shares	Q2 2024 Held for 1y 5m
8 iShares Floating Rate Bond FLOT	ETF ETF	$13.3M	2.77%	+$99.4K Bought	— 260.2K shares	Q3 2018 Held for 7y 2m
9 iShares 20+ Year Treasury Bond TLT	ETF ETF	$7.7M	1.61%	-$392.9K Sold	— 86.1K shares	Q4 2023 Held for 1y 11m
10 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$7.6M	1.58%	-$193.1K Sold	— 78.6K shares	Q1 2023 Held for 2y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rezny Wealth Management, Inc.'s latest filing

See all changes

GthenC

Market Value

$479.1M

Prior: $443.4M

Q/Q Change

+8.07%

+$35.8M

Net Flows % of MV

-0.396%

Turnover Ratio

2.48%

New Purchases

2 stocks

$5.1M

Added To

15 stocks

+$5.8M

Sold Out Of

2 stocks

$4.7M

Reduced Holdings

15 stocks

-$8.0M

Increased Positions

Position	Shares Δ	Change
1 Argan AGX	New	0 → 10.5K +$2.8M
2 Cadence Design Systems CDNS	New	0 → 38.5K +$2.2M
3 JPMorgan Equity Premium Income JEPI	+32.94%	278.6K → 370.4K +$5.2M
4 Amazon AMZN	+5.23%	9.8K → 10.3K +$112.0K
5 Microsoft MSFT	+4.07%	5.1K → 5.3K +$106.7K

Decreased Positions

Position	Shares Δ	Change
1 Oaktree Specialty Lending OCSL	Sold	188.0K → 0 −$2.6M
2 Brookfield Asset Management BAM	Sold	38.4K → 0 −$2.1M
3 Vanguard Total Stock Market VTI	-5.55%	667.0 → 630.0 −$12.1K
4 iShares 20+ Year Treasury Bond TLT	-4.86%	90.5K → 86.1K −$392.9K
5 Vanguard Short-Term Corporate Bond VCSH	-3.23%	80.6K → 78.0K −$208.0K