Rezny Wealth Management, Inc. - Portfolio overview
Rezny Wealth Management, Inc. has 48 reported holdings in this dataset, with the latest filing dated 2026-05-13.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VUG - VANGUARD INDEX FDS, 29.23%
- IVV - ISHARES TR, 27.24%
- SMH - VANECK ETF TRUST, 7.23%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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