Q1 2026 13F · SEC CIK 2077940

rebel Financial LLC

Wealth managerFiled 2026-04-24 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $230.6M
Reported positions: 65
Holdings vs S&P 500, 3 yrs: —
Assets under management: $370.5M

rebel Financial LLC is a wealth manager that reported 65 positions worth $230.6M in its Q1 2026 13F, filed 2026-04-24. Its largest holdings were Spdr Series Trust (SPYV, 6.9%), Ishares Tr (AGG, 6.0%), Schwab Strategic Tr (SCHV, 5.9%).

rebel Financial LLC holdings largest 50 of 65 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

rebel Financial LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SPYVSpdr Series Trust	6.9%	6.7%	279,279	+1.4%	$15.8M
AGGIshares Tr	6.0%	6.1%	140,193	-1.3%	$13.9M
SCHVSchwab Strategic Tr	5.9%	5.9%	447,195	-4.6%	$13.6M
BIVVanguard Bd Index Fds	5.2%	4.8%	154,175	+7.0%	$11.9M
VUGVanguard Indx Fd	4.5%	5.1%	23,971	-1.9%	$10.5M
CGGRCapital Group Growth ETF	4.2%	4.5%	242,614	+2.1%	$9.8M
BNDXVanguard Charlotte Fds	3.6%	3.6%	173,825	-0.8%	$8.4M
IDEVIshares Tr	3.6%	3.5%	98,737	-1.1%	$8.3M
BWXSpdr Series Trust	2.8%	2.7%	294,183	+5.2%	$6.5M
EAGGIshares Tr	2.7%	2.6%	130,444	+1.0%	$6.2M
AVEMAmerican Centy ETF Tr	2.6%	2.7%	73,492	-10.8%	$5.9M
VWOVanguard Intl Equity Index F	2.6%	2.6%	108,997	-4.4%	$5.9M
GRNBVaneck ETF Trust	2.5%	2.4%	242,879	+4.3%	$5.8M
IWPIshares Russell Mid-Cap Growth ETF	2.4%	2.4%	43,760	+7.2%	$5.6M
SPWOSp Funds Trust	2.1%	2.0%	173,896	-0.4%	$4.9M
EBNDSpdr Series Trust	2.1%	2.2%	235,679	-0.9%	$4.9M
EMLCVaneck ETF Trust	2.1%	2.0%	190,178	+3.5%	$4.8M
SPDWSPDR Portfolio Developed World	1.9%	1.9%	94,523	-6.6%	$4.3M
HYLBXtrackers Usd Hy Corp Bd	1.8%	1.9%	117,138	-1.1%	$4.2M
NULVNushares ETF Tr	1.8%	1.7%	89,316	+3.6%	$4.1M
DGSWisdomtree Tr	1.8%	1.7%	67,228	-4.7%	$4.0M
EWXSPDR Index SHS FDS (S&P Emerging MKTS SM	1.7%	1.7%	60,209	+1.0%	$4.0M
SPSKTidal Trust I	1.7%	1.7%	219,648	+1.0%	$3.9M
AVUVAvantis US Small Cap Value ETF	1.7%	1.5%	34,596	+1.0%	$3.8M
FLHYFranklin Templeton ETF Tr	1.6%	1.5%	156,190	+6.3%	$3.8M
HLALListed Fds Tr	1.5%	1.6%	59,825	-0.6%	$3.5M
SCZIshares Msci Eafe Small Cap	1.5%	1.6%	45,174	-4.1%	$3.5M
JGROJ P Morgan Exchange Traded F	1.5%	1.4%	40,947	+13.7%	$3.5M
VOTVanguard Index Fds	1.5%	1.6%	13,039	-1.7%	$3.4M
VBRVanguard Small Cap Value ETF	1.5%	1.4%	15,439	-3.3%	$3.4M
SPUSTidal Trust I	1.4%	1.5%	67,249	+0.3%	$3.2M
ESGEIshares Inc	1.4%	1.5%	69,274	-10.5%	$3.1M
VOEVanguard Index Fds	1.3%	1.3%	16,027	-3.5%	$3.0M
VBKVanguard Small Cap Growth ETF	1.2%	1.3%	9,431	-3.3%	$2.9M
DFCFDimensional ETF Trust	1.1%	1.1%	61,800	+3.5%	$2.6M
ESMLIshares Tr	1.1%	1.1%	53,515	-3.5%	$2.5M
ESGDIshares Msci Eafe Esg	1.0%	1.1%	25,081	-4.8%	$2.4M
NUHYNushares ETF Tr	1.0%	0.9%	106,653	+7.7%	$2.3M
VTVVanguard Value ETF	0.9%	0.9%	10,510	-1.8%	$2.1M
NUBDNushares ETF Tr	0.6%	0.4%	66,482	+76.0%	$1.5M
SPYGSpdr Series Trust	0.6%	0.6%	13,570	-0.9%	$1.3M
DFACDimensional U.s. Core Equity 2	0.5%	0.5%	30,562	-3.3%	$1.2M
NUMVNuveen ESG Mid-Cap Value ETF	0.5%	0.5%	29,769	+4.8%	$1.2M
NUMGNushares ETF Tr	0.5%	0.4%	26,028	+20.3%	$1.1M
DFATDimensional U.s. Targeted Value	0.4%	0.4%	15,618	-0.9%	$975K
DFAEDimensional ETF Trust	0.4%	0.4%	24,053	-6.5%	$814K
VCITVanguard Scottsdale Fds	0.3%	0.3%	8,450	+11.0%	$699K
VMBSVmbs	0.3%	0.3%	14,860	+9.4%	$698K
DFICDfa Dimensional Intl Core Equit	0.3%	0.3%	18,486	-4.6%	$657K
DFISDimensional ETF Trust	0.2%	—	15,018	—	$506K

What rebel Financial LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$230.6M	65
Q4 2025	$234.1M	65
Q3 2025	$229.4M	62
Q2 2025	$219.3M	62

Questions about rebel Financial LLC's portfolio

What stocks does rebel Financial LLC own?

rebel Financial LLC's latest 13F, for Q1 2026 and filed Apr 24, 2026, lists 65 positions worth $230.6M. The largest are Spdr Series Trust (SPYV) at 6.9%, Ishares Tr (AGG) at 6.0%, Schwab Strategic Tr (SCHV) at 5.9%, Vanguard Bd Index Fds (BIV) at 5.2% and Vanguard Indx Fd (VUG) at 4.5%.

What did rebel Financial LLC buy last quarter?

In Q1 2026, rebel Financial LLC added Nushares ETF Tr (NUBD) (+76.0% shares), Nushares ETF Tr (NUMG) (+20.3% shares) and J P Morgan Exchange Traded F (JGRO) (+13.7% shares), compared with its Q4 2025 filing.

What did rebel Financial LLC sell last quarter?

In Q1 2026, rebel Financial LLC cut from its top 50 Tcw Transform ETF Trust (PWRD), American Centy ETF Tr (AVEM) (-10.8% shares), Ishares Inc (ESGE) (-10.5% shares) and SPDR Portfolio Developed World (SPDW) (-6.6% shares), compared with its Q4 2025 filing.

When is rebel Financial LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. rebel Financial LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does rebel Financial LLC manage?

rebel Financial LLC reported $370.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $230.6M.