rebel Financial LLC

CIK 2077940 · View on SEC EDGAR ↗

Portfolio value: $230.6M
Positions: 65
As of: March 31, 2026 Data as of Q1 2026

Portfolio value QoQ: -1.5% 13F does not disclose cash

Top 10 holdings weight: 45.42%
Top 25 holdings weight: 75.75%
Positions above 1%: 37
Effective number of positions: 31.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2026: 2.26% Est. buys $5,250,961 · sells $5,930,951

Median holding: 4.0 quarters Tracked Q2 2025–Q1 2026 · 91.5% still held

New positions: 4
Increased: 27
Decreased: 34
Closed: 4

On this page

Sector breakdown How the portfolio splits across market sectors.
Portfolio Every stock this institution reports holding, from its latest 13F.
Biggest new bets Brand-new positions opened in the latest quarter.
Top moves The biggest position increases and decreases this quarter.
Exited positions Positions the manager fully sold out of last quarter.

Sector breakdown

Logistics & Transportation

0.1%

Technology

0.1%

Utilities

0.0%

Other/Unmapped

99.7%

Full portfolio 65 positions

					Streak
SPYV	$15,801,614	6.85%	279,279	$155,110	Up ×2
AGG	$13,916,944	6.03%	140,193	$-264,599	Down ×1
SCHV	$13,639,265	5.91%	447,195	$-237,360	Down ×1
BIV	$11,899,215	5.16%	154,175	$681,410	Up ×2
VUG	$10,470,211	4.54%	23,971	$-1,456,538	Down ×1
CGGR	$9,750,665	4.23%	242,614	$-819,780	Up ×2
BNDX Vanguard Total International Bond ETF	$8,352,294	3.62%	173,825	$-110,543	Down ×1
IDEV	$8,251,411	3.58%	98,737	$20,606	Down ×1
BWX	$6,457,324	2.80%	294,183	$159,255	Up ×2
EAGG	$6,202,629	2.69%	130,444	$22,947	Up ×2
AVEM	$5,921,981	2.57%	73,492	$-424,985	Down ×1
VWO	$5,891,153	2.55%	108,997	$-235,935	Down ×1
GRNB	$5,819,140	2.52%	242,879	$150,809	Up ×2
IWP	$5,606,530	2.43%	43,760	$15,123	Up ×2
SPWO	$4,903,876	2.13%	173,896	$135,279	Down ×1
EBND	$4,864,389	2.11%	235,679	$-219,645	Down ×1
EMLC	$4,775,364	2.07%	190,178	$32,630	Up ×2
SPDW	$4,314,874	1.87%	94,523	$-179,618	Down ×1
HYLB	$4,235,719	1.84%	117,138	$-128,346	Down ×1
NULV	$4,063,860	1.76%	89,316	$178,586	Up ×2
DGS	$4,040,336	1.75%	67,228	$2,695	Down ×1
EWX	$3,981,001	1.73%	60,209	$65,687	Up ×2
SPSK	$3,931,691	1.70%	219,648	$-39,037	Up ×2
AVUV	$3,821,870	1.66%	34,596	$327,047	Up ×2
FLHY	$3,770,432	1.63%	156,190	$181,797	Up ×2
HLAL Wahed FTSE USA Shariah ETF	$3,548,817	1.54%	59,825	$-182,839	Down ×1
SCZ iShares MSCI EAFE Small-Cap ETF	$3,542,034	1.54%	45,174	$-108,370	Down ×1
JGRO	$3,460,876	1.50%	40,947	$120,251	Up ×2
VOT	$3,355,473	1.46%	13,039	$-345,817	Down ×1
VBR	$3,354,177	1.45%	15,439	$-26,410	Down ×1
SPUS	$3,238,702	1.40%	67,249	$-185,163	Up ×2
ESGE iShares ESG Aware MSCI EM ETF	$3,149,887	1.37%	69,274	$-268,371	Down ×1
VOE	$2,953,496	1.28%	16,027	$7,109	Down ×1
VBK	$2,850,387	1.24%	9,431	$-95,781	Down ×1
DFCF	$2,609,188	1.13%	61,800	$67,343	Up ×2
ESML	$2,516,289	1.09%	53,515	$-33,288	Down ×1
ESGD iShares ESG Aware MSCI EAFE ETF	$2,398,228	1.04%	25,081	$-105,697	Down ×1
NUHY	$2,258,908	0.98%	106,653	$120,038	Up ×2
VTV	$2,062,021	0.89%	10,510	$17,049	Down ×1
NUBD	$1,476,568	0.64%	66,482	$632,060	Up ×1
SPYG	$1,328,647	0.58%	13,570	$-131,882	Down ×1
DFAC	$1,187,628	0.51%	30,562	$-63,275	Down ×1
NUMV	$1,154,157	0.50%	29,769	$43,694	Up ×2
NUMG	$1,069,219	0.46%	26,028	$35,962	Up ×2
DFAT	$975,365	0.42%	15,618	$37,254	Down ×1
DFAE	$814,422	0.35%	24,053	$-23,396	Down ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$699,233	0.30%	8,450	$61,687	Up ×2
VMBS Vanguard Mortgage-Backed Securities ETF	$697,662	0.30%	14,860	$58,438	Up ×2
DFIC	$656,799	0.28%	18,486	$-10,744	Down ×1
DFIS	$505,645	0.22%	15,018	$-46,607	Down ×1
ISCV	$453,498	0.20%	6,524	$-12,109	Down ×1
SCHR	$429,312	0.19%	17,235	$41,240	Up ×1
ISCG	$380,901	0.17%	6,951	$-13,903	Down ×1
IMCV iShares Morningstar Mid-Cap Value ETF	$371,570	0.16%	4,382	$-6,763	Down ×1
IMCG	$361,391	0.16%	4,588	$-6,508	Down ×1
UPS United Parcel Service, Inc. Common Stock	$343,052	0.15%	3,487	$11,657	Up ×2
AAPL Apple Inc. - Common Stock	$315,716	0.14%	1,244	$-20,533	Up ×2
BND Vanguard Total Bond Market ETF	$258,272	0.11%	3,507	$23,396	Up ×2
ETHV	$257,865	0.11%	8,413		Up ×1
ARKB	$249,266	0.11%	11,083		Up ×1
DFAX	$237,229	0.10%	6,983	$-13,725	Down ×1
DFSD	$237,028	0.10%	4,950	$3,559	Up ×2
SOLZ Solana ETF	$120,844	0.05%	14,456		Up ×1
WIT Wipro Limited Common Stock	$24,770	0.01%	11,684		Up ×1
CIG Comp En De Mn Cemig ADS American Depositary Shares	$24,746	0.01%	10,354	$-3,135	Down ×1
No matches

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
ETHV	$257,865	8,413	0.11%
ARKB	$249,266	11,083	0.11%
SOLZ	$120,844	14,456	0.05%
WIT	$24,770	11,684	0.01%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VUG	Trimmed	-476	-$1.5M
CGGR	Bought more	+5K	-$820K
BIV	Bought more	+10K	+$681K
NUBD	Bought more	+29K	+$632K
AVEM	Trimmed	-9K	-$425K
VOT	Trimmed	-221	-$346K
AVUV	Bought more	+326	+$327K
ESGE	Trimmed	-8K	-$268K
AGG	Trimmed	-2K	-$265K
SCHV	Trimmed	-21K	-$237K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
PWRD	March 31, 2026	5,785	$556,260
GRID	March 31, 2026	3,251	$497,475
EEMX	March 31, 2026	9,948	$424,218	No longer tracked
IVV	March 31, 2026	298	$204,112	No longer tracked
CTEC	Sept. 30, 2025	15,705	$112,032
RAYS	Sept. 30, 2025	11,694	$103,127	No longer tracked