rebel Financial

Latest statistics and disclosures from rebel Financial's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPYV, AGG, SCHV, VUG, BIV, and represent 28.56% of rebel Financial's stock portfolio.
  • Added to shares of these 3 stocks: NUBD, SCHR, CIG.
  • Started 3 new stock positions in SCHR, CIG, NUBD.
  • rebel Financial was a net buyer of stock by $1.3M.
  • rebel Financial has $234M in assets under management (AUM).
  • Central Index Key (CIK): 0002077940

Tip: Access up to 7 years of quarterly data

Positions held by rebel Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for rebel Financial

rebel Financial holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYV) 6.7 $16M 275k 56.81
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 6.1 $14M 142k 99.88
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.9 $14M 469k 29.61
 View chart
Vanguard Index Fds Growth Etf (VUG) 5.1 $12M 24k 487.86
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 4.8 $11M 144k 77.88
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.5 $11M 238k 44.47
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.6 $8.5M 175k 48.32
 View chart
Ishares Tr Core Msci Intl (IDEV) 3.5 $8.2M 100k 82.48
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.7 $6.3M 82k 77.02
 View chart
Spdr Series Trust Bloomberg Intl T (BWX) 2.7 $6.3M 280k 22.53
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.6 $6.2M 129k 47.85
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $6.1M 114k 53.76
 View chart
Vaneck Etf Trust Green Bond Etf (GRNB) 2.4 $5.7M 233k 24.34
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.4 $5.6M 41k 136.94
 View chart
Spdr Series Trust Bloomberg Emergi (EBND) 2.2 $5.1M 238k 21.37
 View chart
Sp Funds Trust S&p World Ex Us (SPWO) 2.0 $4.8M 175k 27.30
 View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.0 $4.7M 184k 25.82
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $4.5M 101k 44.41
 View chart
Dbx Etf Tr Xtrack Usd High (HYLB) 1.9 $4.4M 119k 36.83
 View chart
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.7 $4.0M 71k 57.24
 View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK) 1.7 $4.0M 218k 18.25
 View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.7 $3.9M 60k 65.66
 View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.7 $3.9M 86k 45.05
 View chart
Listed Fds Tr Wahed Ftse Etf (HLAL) 1.6 $3.7M 60k 62.03
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.6 $3.7M 13k 279.13
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $3.7M 47k 77.53
 View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY) 1.5 $3.6M 147k 24.41
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $3.5M 34k 101.98
 View chart
Tidal Trust I SP FDS S&P 500 (SPUS) 1.5 $3.4M 67k 51.07
 View chart
Ishares Esg Awr Msci Em (ESGE) 1.5 $3.4M 77k 44.17
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $3.4M 16k 211.79
 View chart
J P Morgan Exchange Traded F Active Growth (JGRO) 1.4 $3.3M 36k 92.80
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $2.9M 17k 177.38
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $2.9M 9.8k 302.11
 View chart
Ishares Tr Esg Aware Msci (ESML) 1.1 $2.5M 56k 45.98
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.1 $2.5M 60k 42.56
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.1 $2.5M 26k 95.09
 View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.9 $2.1M 99k 21.59
 View chart
Vanguard Index Fds Value Etf (VTV) 0.9 $2.0M 11k 190.99
 View chart
Spdr Series Trust State Street Spd (SPYG) 0.6 $1.5M 14k 106.70
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $1.3M 32k 39.59
 View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.5 $1.1M 28k 39.10
 View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.4 $1.0M 22k 47.74
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $938k 16k 59.54
 View chart
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $845k NEW 38k 22.36
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $838k 26k 32.57
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $668k 19k 34.46
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $639k 14k 47.08
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $638k 7.6k 83.76
 View chart
Tcw Etf Trust Transform System (PWRD) 0.2 $556k 5.8k 96.16
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $552k 17k 32.94
 View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $498k 3.3k 153.02
 View chart
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $466k 6.8k 68.50
 View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.2 $424k 9.9k 42.64
 View chart
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $395k 7.1k 55.46
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $388k NEW 16k 25.08
 View chart
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $378k 4.6k 82.34
 View chart
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $368k 4.6k 79.84
 View chart
Apple (AAPL) 0.1 $336k 1.2k 271.83
 View chart
United Parcel Service CL B (UPS) 0.1 $331k 3.3k 99.19
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $251k 7.7k 32.73
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $235k 3.2k 74.07
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $234k 4.9k 47.95
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $204k 298.00 684.94
 View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $28k NEW 14k 2.03
 View chart

Past Filings by rebel Financial

SEC 13F filings are viewable for rebel Financial going back to 2025