SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Rezny Wealth Management, Inc.

CIK 0001535859 · 5237 SUMMERLIN COMMONS BLVD., SUITE 206, FORT MYERS, FL, 33907 · (630) 527-1897

Reported Value
$407M
Q4 2024
Positions
32
Filings on Record
32
2019–present window
Filed
Jan 16, 2025
original filing

Summary

Rezny Wealth Management, Inc. reported $407M in U.S.-listed holdings across 32 positions for Q4 2024.

The portfolio is heavily concentrated: IVV alone accounts for 38.3% of reported value.

Compared with Q3 2024, the fund opened 2 new positions and exited 3.

Portfolio Metrics

Turnover
+4.5%
vs prior filed quarter
Top-10 Concentration
+95.2%
share of reported value
Largest Position
+38.3%
Ishares Tr
New / Exited
2 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $144MQ4 ’18Q1 ’19: $165MQ2 ’19: $166MQ3 ’19: $173MQ4 ’19: $194MQ4 ’19Q1 ’20: $84.1BQ2 ’20: $195MQ3 ’20: $216MQ4 ’20: $240MQ4 ’20Q1 ’21: $257MQ2 ’21: $286MQ3 ’21: $295MQ4 ’21: $322MQ4 ’21Q1 ’22: $612MQ2 ’22: $260MQ3 ’22: $246MQ4 ’22: $260MQ4 ’22Q1 ’23: $271MQ2 ’23: $297MQ3 ’23: $284MQ4 ’23: $314MQ4 ’23Q1 ’24: $346MQ2 ’24: $374MQ3 ’24: $397MQ4 ’24: $407MQ4 ’24Q1 ’25: $386MQ2 ’25: $443MQ3 ’25: $479MQ4 ’25: $496MQ4 ’25Q1 ’26: $464Mfilingsflow.com

Portfolio Composition

By security type
ETP: 93.2%Common Stock: 6.8%
  • ETP · 93.2% · $380M
  • Common Stock · 6.8% · $28M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TSLATESLA INCNEW+4.3K4.3K+$2M$2M
XLFSELECT SECTOR SPDR TRNEW+12.5K12.5K+$605,962$605,962
IEFISHARES TRADDED+55.4K105.2K+$5M$10M
SCHDSCHWAB STRATEGIC TRSOLD OUT121.8K0$10M$0
XLESELECT SECTOR SPDR TRSOLD OUT35.2K0$3M$0
BAMBROOKFIELD ASSET MANAGMT LTDSOLD OUT36.8K0$2M$0
VTIVANGUARD INDEX FDSTRIMMED3.4K1.1K$459,307$324,587
TLTISHARES TRADDED+39.5K100.0K+$3M$9M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

23 positions
#IssuerClass% PortfolioValueShares
1IVVISHARES TRCORE S&P500 ETF · FLTG RATE NT ETF · 7-10 YR TRSY BD · 20 YR TR BD ETF · RUSSELL 3000 ETF38.34%$156M685.4K
2VUGVANGUARD INDEX FDSGROWTH ETF · S&P 500 ETF SHS · LARGE CAP ETF · TOTAL STK MKT33.50%$136M332.7K
3XLKSELECT SECTOR SPDR TRTECHNOLOGY · SBI HEALTHCARE · FINANCIAL8.95%$36M211.8K
4SMHVANECK ETF TRUSThistory →SEMICONDUCTR ETF5.46%$22M91.9K
5JEPIJ P MORGAN EXCHANGE TRADED Fhistory →EQUITY PREMIUM3.35%$14M237.5K
6QQQINVESCO QQQ TRhistory →UNIT SER 11.95%$8M15.5K
7VCSHVANGUARD SCOTTSDALE FDShistory →SHRT TRM CORP BD1.54%$6M80.2K
8OCSLOAKTREE SPECIALTY LENDING COhistory →COM1.03%$4M274.0K
9AAPLAPPLE INCCOM0.57%$2M9.3K
10JPMJP MORGAN INC COMCOM0.52%$2M8.8K
11AMZNAMAZON COM INCCOM0.48%$2M8.9K
12GOOGLALPHABET INCCAP STK CL A0.46%$2M10.0K
13METAMETA PLATFORMS INCCL A0.46%$2M3.2K
14MSFTMICROSOFT CORPCOM0.45%$2M4.4K
15NVDANVIDIA CORPORATIONCOM0.45%$2M13.7K
16TSLATESLA INCCOM0.42%$2M4.3K
17BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.40%$2M3.6K
18AEPAMERICAN ELEC PWR CO INCCOM0.38%$2M16.9K
19OKTAOKTA INCCL A0.37%$2M19.1K
20LHXL3HARRIS TECHNOLOGIES INCCOM0.36%$1M6.9K
21SBUXSTARBUCKS CORPCOM0.35%$1M15.5K
22SPYSPDR S&P 500 ETF TRTR UNIT0.14%$586,6661.0K
23GSGOLDMAN SACHS GROUP INCCOM0.06%$258,252451

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$464M38May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$496M38Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$479M38Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$443M37Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$386M38May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$407M32Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$397M33Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$374M32Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$346M25Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$314M22Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$284M23Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$297M25Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$271M21May 8, 202313F-HRchanges · EDGAR ↗
Q4 2022$260M22Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$246M18Oct 28, 202213F-HRchanges · EDGAR ↗
Q2 2022$260M19Aug 11, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022REVEALED$612M38Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$322M21Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$295M20Oct 21, 202113F-HRchanges · EDGAR ↗
Q2 2021$286M18Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$257M14Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$240M12Jan 13, 202113F-HRchanges · EDGAR ↗
Q3 2020$216M11Oct 30, 202013F-HRchanges · EDGAR ↗
Q2 2020$195M10Jul 16, 202013F-HRchanges · EDGAR ↗
Q1 2020$84.1B12Apr 17, 202013F-HRchanges · EDGAR ↗
Q4 2019$194M12Jan 17, 202013F-HRchanges · EDGAR ↗
Q3 2019$173M13Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$166M13Jul 24, 201913F-HRchanges · EDGAR ↗
Q1 2019$165M14May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$144M15Feb 5, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.