• 13F History

Rezny Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$407M
Signature - Title
Brian C. Rezny - President / CFO
Location
Fort Myers, FL
Summary
This page shows a list of all the recent 13F filings made by Rezny Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rezny Wealth Management, Inc. reported 32 stock holdings with total value $407M as of Q4 2024. Top holdings included VUG, IVV, SMH, XLK, and XLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 32 $407M +$18.7M -$16.6M +$2.13M VUG, IVV, SMH, XLK, XLV 13F-HR 1/16/2025, 05:27 PM
Q3 2024 33 $396M +$20.4M -$8.89M +$11.5M VUG, IVV, SMH, XLK, XLV 13F-HR 11/14/2024, 11:44 AM
Q2 2024 32 $374M +$93.5M -$78.7M +$14.7M VUG, IVV, SMH, XLK, XLV 13F-HR 7/24/2024, 04:27 PM
Q1 2024 25 $346M +$50.3M -$44.7M +$5.61M IVV, VUG, SCHD, SMH, FLOT 13F-HR 4/15/2024, 12:25 PM
Q4 2023 22 $314M +$79.8M -$73.2M +$6.61M IVV, VUG, SCHD, FLOT, VCSH 13F-HR 2/12/2024, 11:24 AM
Q3 2023 23 $284M +$4.46M -$7.13M -$2.67M IVV, SCHD, VUG, XLE, VCSH 13F-HR 10/19/2023, 09:58 AM
Q2 2023 25 $297M +$16.9M -$1.24M +$15.6M IVV, SCHD, VUG, XLE, IEF 13F-HR 7/28/2023, 10:17 AM
Q1 2023 21 $271M +$102M -$81.8M +$20.4M IVV, SCHD, VUG, XLE, IEF 13F-HR 5/8/2023, 03:43 PM
Q4 2022 22 $260M +$1.44M -$4.35M -$2.9M IVV, VTI, VUG, DGRO, XLE 13F-HR 1/19/2023, 12:45 PM
Q3 2022 18 $246M +$1.51M -$121K +$1.39M IVV, VTI, VUG, DGRO, VCSH 13F-HR 10/28/2022, 10:46 AM
Q2 2022 19 $260M +$10.5M -$4.89M +$5.6M IVV, VTI, VUG, DGRO, VCSH Restatement 8/11/2022, 12:53 PM
Q1 2022 20 $307M IVV, VTI, VUG, VCSH, XLE New Holdings 5/5/2022, 06:10 PM
Q1 2022 20 $307M +$19.6M -$20.3M -$764K IVV, VTI, VUG, VCSH, XLE 13F-HR 4/20/2022, 05:23 PM
Q4 2021 21 $322M +$4.66M -$1.87M +$2.79M IVV, VTI, VUG, IJR, VCSH 13F-HR 1/26/2022, 10:55 AM
Q3 2021 20 $295M +$15.9M -$6.96M +$8.9M IVV, VTI, VUG, IJR, VCSH 13F-HR 10/21/2021, 11:40 AM
Q2 2021 18 $286M +$10.5M -$34.5K +$10.5M IVV, VTI, VUG, IJR, VCSH 13F-HR 7/20/2021, 04:19 PM
Q1 2021 14 $257M +$31.1M -$25.2M +$5.92M IVV, VTI, VUG, IJR, VCSH 13F-HR 4/23/2021, 05:05 PM
Q4 2020 12 $240M +$1.32M -$355K +$963K IVV, VTI, VUG, XLK, VCSH 13F-HR 1/13/2021, 12:05 PM
Q3 2020 11 $216M +$4.05M +$4.05M IVV, VTI, VUG, VCSH, XLK 13F-HR 10/30/2020, 04:10 PM
Q2 2020 10 $195M IVV, VTI, VUG, VCSH, XLK 13F-HR 7/15/2020, 06:19 PM
Q1 2020 0 13F-HR 4/17/2020, 03:10 PM
Q4 2019 12 $194M +$8.93M -$2.02M +$6.91M IVV, VTI, VUG, IJR, VCSH 13F-HR 1/16/2020, 05:44 PM
Q3 2019 13 $173M +$55.6M -$3.86M +$51.7M IVV, VTI, VUG, VCSH, IJR 13F-HR 10/22/2019, 10:31 AM
Q2 2019 13 $166M +$74.8M -$21.6M +$53.3M IVV, VTI, VUG, IJR, FLOT 13F-HR 7/24/2019, 01:21 PM
Q1 2019 14 $165M +$6.73M -$1.17M +$5.55M IVV, VTI, IJR, VTV, BKLN 13F-HR 5/7/2019, 12:07 PM
Q4 2018 15 $144M +$30.2M -$14M +$16.1M IVV, IJR, VTI, VTV, BKLN 13F-HR 2/5/2019, 08:45 AM
Q3 2018 15 $163M +$28.1M -$13.9M +$14.1M IVV, IJR, VTI, VTV, RSP 13F-HR 10/31/2018, 03:26 PM
Q2 2018 12 $148M +$27.8M +$27.8M IVV, IJR, VWO, VTI, VTV 13F-HR 7/27/2018, 06:17 PM
Q1 2018 10 $126M +$20.2M -$1.41K +$20.2M IVV, VWO, IJR, VTI, VTV 13F-HR 5/9/2018, 08:47 AM
Q4 2017 14 $136M +$4.38M -$411K +$3.97M IVV, VTV, IJR, RSPXXXX, VTI 13F-HR 2/6/2018, 11:08 AM
Q3 2017 13 $127M +$18.4M -$7.74M +$10.7M IVV, IJR, VTV, XLV, RSPXXXX 13F-HR 11/7/2017, 11:34 AM
Q2 2017 15 $126M +$13.5M -$9.23M +$4.28M IJR, IVV, XLV, RSPXXXX, VTI 13F-HR 8/1/2017, 12:56 PM
Q1 2017 14 $122M +$16.6M -$5.91M +$10.7M VTI, IJR, IVV, XLV, RSPXXXX Restatement 7/19/2017, 02:48 PM
Q4 2016 15 $115M +$15.7M -$4.2M +$11.5M VTI, IVV, IJR, XLV, RPVXXXX Restatement 7/19/2017, 02:48 PM
Q3 2016 15 $107M +$30.3M -$1.36M +$29M IVV, VTI, IJR, XLV, RSPXXXX 13F-HR 11/14/2016, 08:27 AM
Q2 2016 13 $91.5M IJR, VTI, IVV, RSPXXXX, XLV 13F-HR 8/5/2016, 04:15 PM
Q1 2016 14 $94.8M +$1.13M -$1.56M -$432K IJR, VTI, IVV, RSPXXXX, XLV 13F-HR 5/10/2016, 02:55 PM
Q4 2015 40 $96.4M +$20.8M -$15.3M +$5.56M IJR, XLV, VTI, RSPXXXX, PKWXXXX 13F-HR 2/8/2016, 04:50 PM
Q3 2015 81 $97.2M +$1.1M -$517K +$581K IJR, XLV, RSPXXXX, VTI, IVV 13F-HR 11/16/2015, 08:57 AM
Q2 2015 77 $110M +$5.41M -$1.91M +$3.5M IJR, XLV, VTI, RSPXXXX, PKWXXXX 13F-HR 7/27/2015, 11:42 AM
Q1 2015 15 $108M IJR, RSPXXXX, VTI, IVV, XLV 13F-HR 5/12/2015, 05:42 PM