Rezny Wealth Management, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.7% | $34,744,758 |
| Unclassified | 20.5% | $16,287,536 |
| Financial Services | 13.5% | $10,770,340 |
| Communication Services | 8.0% | $6,403,965 |
| Consumer Cyclical | 6.7% | $5,297,764 |
| Industrials | 3.0% | $2,415,674 |
| Healthcare | 2.6% | $2,040,933 |
| Basic Materials | 2.0% | $1,622,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| B | Barrick Mining Corp | +3,733 | 44,163 | $1,622,106 | |
| NVDA | Nvidia Corp | +1,791 | 18,400 | $3,681,656 | |
| JPM | Jpmorgan Chase & Co | +973 | 10,895 | $3,566,260 | |
| MSFT | Microsoft Corp | +856 | 6,141 | $2,290,715 | |
| ALL | Allstate Corp | +731 | 9,321 | $2,217,838 | |
| GOOGL | Alphabet Inc. | +658 | 11,752 | $4,199,812 | |
| AMD | Advanced Micro Devices Inc | +592 | 10,969 | $6,372,001 | |
| LHX | L3harris Technologies, Inc. /De/ | +525 | 8,313 | $2,415,674 | |
| META | Meta Platforms, Inc. | +519 | 3,913 | $2,204,153 | |
| AMZN | Amazon Com Inc | +518 | 11,726 | $2,794,774 | |
| TSLA | Tesla, Inc. | +474 | 5,951 | $2,502,990 | |
| COHR | Coherent Corp. | +407 | 9,632 | $3,799,535 | |
| CLS | Celestica Inc | +330 | 16,251 | $5,928,364 | |
| GS | Goldman Sachs Group Inc | +303 | 2,538 | $2,566,857 | |
| CIEN | Ciena Corp | +257 | 7,085 | $3,475,617 | |
| BRK-B | Berkshire Hathaway Inc | +235 | 4,835 | $2,419,385 | |
| AAPL | Apple Inc. | +206 | 1,582 | $457,767 | |
| MU | Micron Technology Inc | +183 | 5,741 | $6,626,778 | |
| SPY | Spdr S&P 500 ETF Trust | +35 | 1,192 | $890,149 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −3,809 | 20,909 | $15,397,387 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 20,909 | $15,397,387 | 19.35% | |
| MU |
Micron Technology Inc
Technology
|
Added | 5,741 | $6,626,778 | 8.33% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 10,969 | $6,372,001 | 8.01% | |
| CLS |
Celestica Inc
Technology
|
Added | 16,251 | $5,928,364 | 7.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,752 | $4,199,812 | 5.28% | |
| COHR |
Coherent Corp.
Technology
|
Added | 9,632 | $3,799,535 | 4.77% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,400 | $3,681,656 | 4.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,895 | $3,566,260 | 4.48% | |
| CIEN |
Ciena Corp
Technology
|
Added | 7,085 | $3,475,617 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,726 | $2,794,774 | 3.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,538 | $2,566,857 | 3.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,951 | $2,502,990 | 3.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,835 | $2,419,385 | 3.04% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 8,313 | $2,415,674 | 3.04% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,141 | $2,290,715 | 2.88% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 9,321 | $2,217,838 | 2.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,913 | $2,204,153 | 2.77% | |
| INCY |
Incyte Corp
Healthcare
|
NEW | 18,004 | $2,040,933 | 2.56% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 11,627 | $1,821,485 | 2.29% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 44,163 | $1,622,106 | 2.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,192 | $890,149 | 1.12% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,582 | $457,767 | 0.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 609 | $290,840 | 0.37% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.