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Rezny Wealth Management, Inc.
Rezny Wealth Management, Inc. is an SEC-registered investment advisory firm headquartered in Fort Myers, Florida. Founded in 2011, the firm provides wealth management, financial planning, and investment advisory services primarily to both high net worth and non-high net worth individual clients, managing strategies tailored to client goals. With a team of approximately 6-7 employees, they focus on offering personalized guidance to help clients achieve long-term financial objectives.
Investment Strategy
Rezny Wealth Management delivers investment advisory and portfolio management services using a disciplined and diversified approach, primarily focusing on the construction of portfolios through individual securities and ETFs. Their strategy emphasizes long-term growth and risk management by investing in a range of asset classes and sectors. The firm’s portfolio is often heavily tilted toward large-cap and broad market ETFs, reflecting a preference for transparent, cost-effective exposure and the use of asset allocation tailored to the client's risk tolerance and financial goals. Regular rebalancing and portfolio reviews ensure alignment with changing market conditions and client objectives.
Latest 13F Filing Activity
Rezny Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 38 equity positions with a total 13F market value of $479M. The fund increased holdings in Vanguard Index FDS, Ishares TR, J P Morgan Exchange Traded F among other positions. Rezny Wealth Management, Inc. reduced exposure to Oaktree Specialty Lending Co., Brookfield Asset Managmt LTD, Brinker Intl Inc. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 31.70% | $151.9M | 316,726 | $255.76 | $479.61 | +$9.9M |
I IVV | ISHARES TR | 27.71% | $132.8M | 198,386 | $358.98 | $669.30 | +$7.7M |
S SMH | VANECK ETF TRUST | 6.30% | $30.2M | 92,531 | $157.54 | $326.36 | +$3.7M |
X XLK | SELECT SECTOR SPDR TR | 5.29% | $25.4M | 89,946 | $131.60 | $281.86 | +$2.1M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 4.41% | $21.1M | 370,384 | $55.68 | $57.10 | +$5.3M |
Industry Allocation
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