Universe · entity
Rezny Wealth Management, Inc.
Institutional manager (13F) · CIK 1535859
13F holdings · as of 2026-03-31 · top 38 · reported portfolio $464M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $142M | 323,977 |
| 2 | ISHARES TR | $132M | 200,649 |
| 3 | VANECK ETF TRUST | $35M | 91,282 |
| 4 | SELECT SECTOR SPDR TR | $25M | 187,313 |
| 5 | J P MORGAN EXCHANGE TRADED F | $20M | 364,538 |
| 6 | SELECT SECTOR SPDR TR | $19M | 390,550 |
| 7 | INVESCO QQQ TR | $14M | 24,718 |
| 8 | ISHARES TR | $10M | 231,953 |
| 9 | ISHARES TR | $7M | 77,204 |
| 10 | ISHARES TR | $7M | 84,632 |
| 11 | VANGUARD SCOTTSDALE FDS | $5M | 64,462 |
| 12 | CELESTICA INC | $4M | 15,921 |
| 13 | ALPHABET INC | $3M | 11,094 |
| 14 | NVIDIA CORPORATION | $3M | 16,609 |
| 15 | JPMORGAN CHASE & CO | $3M | 9,922 |
| 16 | L3HARRIS TECHNOLOGIES INC | $3M | 7,788 |
| 17 | CIENA CORP | $3M | 6,828 |
| 18 | AMAZON COM INC | $2M | 11,208 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,600 |
| 20 | COHERENT CORP | $2M | 9,225 |
| 21 | ADVANCED MICRO DEVICES INC | $2M | 10,377 |
| 22 | TESLA INC | $2M | 5,477 |
| 23 | MICROSOFT CORP | $2M | 5,285 |
| 24 | META PLATFORMS INC | $2M | 3,394 |
| 25 | GOLDMAN SACHS GROUP INC | $2M | 2,235 |
| 26 | MICRON TECHNOLOGY INC | $2M | 5,558 |
| 27 | BROOKFIELD ASSET MANAGMT LTD | $2M | 40,913 |
| 28 | ALLSTATE CORP | $2M | 8,590 |
| 29 | BARRICK MNG CORP | $2M | 40,430 |
| 30 | VANGUARD INDEX FDS | $2M | 2,704 |
| 31 | INTAPP INC | $772k | 30,040 |
| 32 | STATE STR SPDR S&P 500 ETF T | $752k | 1,157 |
| 33 | VANGUARD INDEX FDS | $645k | 2,159 |
| 34 | APPLE INC | $349k | 1,376 |
| 35 | VANGUARD WHITEHALL FDS | $345k | 2,330 |
| 36 | WALMART INC | $208k | 1,672 |
| 37 | VANGUARD INDEX FDS | $202k | 630 |
| 38 | TENAYA THERAPEUTICS INC | $28k | 40,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.