13F Filings History of Rezny Wealth Management, Inc.

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$476,905,962
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 38 stock holdings with total value $476,905,962 as of Q3 2025. Top holdings included VUG, IVV, SMH, XLK, and JEPI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 38 $476,905,962 +$8,797,848 -$12,715,348 -$3,917,500 VUG, IVV, SMH, XLK, JEPI 13F-HR 22 Oct 2025, 06:22
Q2 2025 37 $443,380,792 +$18,650,980 -$13,448,960 +$5,202,020 VUG, IVV, SMH, XLK, XLF 13F-HR 16 Jul 2025, 14:14
Q1 2025 38 $386,220,888 +$63,378,874 -$58,985,956 +$4,392,918 VUG, IVV, SMH, XLK, XLF 13F-HR 12 May 2025, 09:56
Q4 2024 32 $407,217,956 +$18,727,295 -$16,598,997 +$2,128,298 VUG, IVV, SMH, XLK, XLV 13F-HR 16 Jan 2025, 17:27
Q3 2024 33 $395,987,979 +$20,420,367 -$8,887,528 +$11,532,839 VUG, IVV, SMH, XLK, XLV 13F-HR 14 Nov 2024, 11:44
Q2 2024 32 $373,876,684 +$93,462,998 -$78,735,627 +$14,727,371 VUG, IVV, SMH, XLK, XLV 13F-HR 24 Jul 2024, 16:27
Q1 2024 25 $345,666,613 +$50,319,981 -$44,712,168 +$5,607,813 IVV, VUG, SCHD, SMH, FLOT 13F-HR 15 Apr 2024, 12:25
Q4 2023 22 $314,004,525 +$79,790,822 -$73,184,335 +$6,606,487 IVV, VUG, SCHD, FLOT, VCSH 13F-HR 12 Feb 2024, 11:24
Q3 2023 23 $284,035,113 +$4,464,942 -$7,134,204 -$2,669,262 IVV, SCHD, VUG, XLE, VCSH 13F-HR 19 Oct 2023, 09:58
Q2 2023 25 $296,845,009 +$16,881,066 -$1,241,767 +$15,639,299 IVV, SCHD, VUG, XLE, IEF 13F-HR 28 Jul 2023, 10:17
Q1 2023 21 $271,076,387 +$102,255,317 -$81,845,185 +$20,410,132 IVV, SCHD, VUG, XLE, IEF 13F-HR 08 May 2023, 15:43
Q4 2022 22 $260,320,242 +$1,444,777 -$4,346,807 -$2,902,030 IVV, VTI, VUG, DGRO, XLE 13F-HR 19 Jan 2023, 12:45
Q3 2022 18 $246,488,000 +$1,505,827 -$120,775 +$1,385,052 IVV, VTI, VUG, DGRO, VCSH 13F-HR 28 Oct 2022, 10:46
Q2 2022 19 $259,565,000 +$10,483,025 -$4,886,301 +$5,596,724 IVV, VTI, VUG, DGRO, VCSH Restatement 11 Aug 2022, 12:53
Q1 2022 20 $307,307,000 $0 IVV, VTI, VUG, VCSH, XLE New Holdings 05 May 2022, 18:10
Q1 2022 20 $307,307,000 +$19,555,361 -$20,319,512 -$764,151 IVV, VTI, VUG, VCSH, XLE 13F-HR 20 Apr 2022, 17:23
Q4 2021 21 $322,485,000 +$4,656,282 -$1,869,255 +$2,787,027 IVV, VTI, VUG, IJR, VCSH 13F-HR 26 Jan 2022, 10:55
Q3 2021 20 $295,042,000 +$15,858,026 -$6,956,776 +$8,901,250 IVV, VTI, VUG, IJR, VCSH 13F-HR 21 Oct 2021, 11:40
Q2 2021 18 $286,483,000 +$10,509,202 -$34,466 +$10,474,736 IVV, VTI, VUG, IJR, VCSH 13F-HR 20 Jul 2021, 16:19
Q1 2021 14 $256,508,000 +$31,074,080 -$25,157,262 +$5,916,818 IVV, VTI, VUG, IJR, VCSH 13F-HR 23 Apr 2021, 17:05
Q4 2020 12 $239,677,000 +$1,317,225 -$354,626 +$962,599 IVV, VTI, VUG, XLK, VCSH 13F-HR 13 Jan 2021, 12:05
Q3 2020 11 $215,709,000 +$4,047,524 +$4,047,524 IVV, VTI, VUG, VCSH, XLK 13F-HR 30 Oct 2020, 16:10
Q2 2020 10 $195,244,000 $0 IVV, VTI, VUG, VCSH, XLK 13F-HR 15 Jul 2020, 18:19
Q1 2020 0 $0 13F-HR 17 Apr 2020, 15:10
Q4 2019 12 $193,613,000 +$8,932,310 -$2,019,437 +$6,912,873 IVV, VTI, VUG, IJR, VCSH 13F-HR 16 Jan 2020, 17:44
Q3 2019 13 $173,343,000 +$55,564,004 -$3,864,064 +$51,699,940 IVV, VTI, VUG, VCSH, IJR 13F-HR 22 Oct 2019, 10:31
Q2 2019 13 $166,054,000 +$74,828,367 -$21,561,986 +$53,266,381 IVV, VTI, VUG, IJR, FLOT 13F-HR 24 Jul 2019, 13:21
Q1 2019 14 $164,615,000 +$6,725,929 -$1,172,663 +$5,553,266 IVV, VTI, IJR, VTV, BKLN 13F-HR 07 May 2019, 12:07
Q4 2018 15 $143,533,000 +$30,155,361 -$14,014,249 +$16,141,112 IVV, IJR, VTI, VTV, BKLN 13F-HR 05 Feb 2019, 08:45
Q3 2018 15 $163,144,000 +$28,066,886 -$13,946,464 +$14,120,422 IVV, IJR, VTI, VTV, RSP 13F-HR 31 Oct 2018, 15:26
Q2 2018 12 $147,615,000 +$27,774,909 +$27,774,909 IVV, IJR, VWO, VTI, VTV 13F-HR 27 Jul 2018, 18:17
Q1 2018 10 $125,501,000 +$20,185,458 -$1,413 +$20,184,045 IVV, VWO, IJR, VTI, VTV 13F-HR 09 May 2018, 08:47
Q4 2017 14 $136,209,000 +$4,378,612 -$410,726 +$3,967,886 IVV, VTV, IJR, RSPXXXX, VTI 13F-HR 06 Feb 2018, 11:08
Q3 2017 13 $126,548,000 +$18,443,421 -$7,744,937 +$10,698,484 IVV, IJR, VTV, XLV, RSPXXXX 13F-HR 07 Nov 2017, 11:34
Q2 2017 15 $125,802,000 +$13,511,335 -$9,234,387 +$4,276,948 IJR, IVV, XLV, RSPXXXX, VTI 13F-HR 01 Aug 2017, 12:56
Q1 2017 14 $121,508,000 +$16,618,526 -$5,908,990 +$10,709,536 VTI, IJR, IVV, XLV, RSPXXXX Restatement 19 Jul 2017, 14:48
Q4 2016 15 $115,054,000 +$15,666,342 -$4,198,113 +$11,468,229 VTI, IVV, IJR, XLV, RPVXXXX Restatement 19 Jul 2017, 14:48
Q3 2016 15 $106,754,000 +$30,340,201 -$1,356,631 +$28,983,570 IVV, VTI, IJR, XLV, RSPXXXX 13F-HR 14 Nov 2016, 08:27
Q2 2016 13 $91,477,000 $0 IJR, VTI, IVV, RSPXXXX, XLV 13F-HR 05 Aug 2016, 16:15
Q1 2016 14 $94,813,000 +$1,132,518 -$1,564,994 -$432,476 IJR, VTI, IVV, RSPXXXX, XLV 13F-HR 10 May 2016, 14:55
Q4 2015 40 $96,359,000 +$20,832,036 -$15,267,318 +$5,564,718 IJR, XLV, VTI, RSPXXXX, PKWXXXX 13F-HR 08 Feb 2016, 16:50
Q3 2015 81 $97,244,000 +$1,098,230 -$517,474 +$580,756 IJR, XLV, RSPXXXX, VTI, IVV 13F-HR 16 Nov 2015, 08:57
Q2 2015 77 $110,006,000 +$5,406,477 -$1,906,845 +$3,499,632 IJR, XLV, VTI, RSPXXXX, PKWXXXX 13F-HR 27 Jul 2015, 11:42
Q1 2015 15 $107,791,000 $0 IJR, RSPXXXX, VTI, IVV, XLV 13F-HR 12 May 2015, 17:42