rebel Financial LLC

CIK 0002077940 · GROVEPORT, OH · Quarter end: 2026-03-31 · Filed on: 2026-04-24 · Open the SEC source

rebel Financial LLC reported 65 positions worth $230.6M as of March 31, 2026 (13F filed April 24, 2026). Largest holding: SPYV (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$230.6M
2026 Q1
Positions
65
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.4%
Est. Net Flow (Q)
2026 Q1
10 / 65 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYVSPDR SERIES TRUSTSH$15.8M6.85%279,279
2AGGISHARES TRSH$13.9M6.03%140,193
3SCHVSCHWAB STRATEGIC TRSH$13.6M5.91%447,195
4BIVVANGUARD BD INDEX FDSSH$11.9M5.16%154,175
5VUGVANGUARD INDEX FDSSH$10.5M4.54%23,971
6CGGRCAPITAL GROUP GROWTH ETFSH$9.8M4.23%242,614
7BNDXVANGUARD CHARLOTTE FDSSH$8.4M3.62%173,825
8IDEVISHARES TRSH$8.3M3.58%98,737
9BWXSPDR SERIES TRUSTSH$6.5M2.80%294,183
10EAGGISHARES TRSH$6.2M2.69%130,444

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does rebel Financial LLC hold as of Q1 2026?

rebel Financial LLC reported 65 positions worth $230.6M in its Q1 2026 13F filing. Largest positions: SPYV (6.9%), AGG (6.0%), SCHV (5.9%), BIV (5.2%) and VUG (4.5%).

What did rebel Financial LLC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did rebel Financial LLC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.