rebel Financial LLC — 13F Holdings & Portfolio
CIK 2077940 · latest 13F-HR filed 2026-04-24
rebel Financial LLC manages $230.6M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPYV (6.85%), AGG (6.03%), SCHV (5.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 4, added to 9, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$230.6M
Long-equity book
65
Distinct positions
2026-03-31
Filed 2026-04-24
+4 / −4 / ↑9 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$681.4K +6.1%
- NUSHARES ETF TR$632.1K +74.8%
- AMERICAN CENTY ETF TR$327.0K +9.4%
- FRANKLIN TEMPLETON ETF TR$181.8K +5.1%
- NUSHARES ETF TR$120.0K +5.6%
Top Trims
- VANGUARD INDEX FDS-$1.5M -12.2%
- CAPITAL GROUP GROWTH ETF-$819.8K -7.8%
- AMERICAN CENTY ETF TR-$425.0K -6.7%
- VANGUARD INDEX FDS-$345.8K -9.3%
- ISHARES INC-$268.4K -7.9%
New Positions
- VANECK ETHEREUM TR$257.9K
- ARK 21SHARES BITCOIN ETF$249.3K
- VOLATILITY SHS TR$120.8K
- WIPRO LTD$24.8K
Exited Positions
- TCW ETF TRUST$556.3K
- FIRST TR EXCHANGE TRADED FD$497.5K
- SPDR INDEX SHS FDS$424.2K
- ISHARES TR$204.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYV | 78464A508 | $15.8M | 6.85% | 279,279 | SH |
| 2 | ISHARES TR | AGG | 464287226 | $13.9M | 6.03% | 140,193 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $13.6M | 5.91% | 447,195 | SH |
| 4 | VANGUARD BD INDEX FDS | BIV | 921937819 | $11.9M | 5.16% | 154,175 | SH |
| 5 | VANGUARD INDEX FDS | VUG | 922908736 | $10.5M | 4.54% | 23,971 | SH |
| 6 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $9.8M | 4.23% | 242,614 | SH |
| 7 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $8.4M | 3.62% | 173,825 | SH |
| 8 | ISHARES TR | IDEV | 46435G326 | $8.3M | 3.58% | 98,737 | SH |
| 9 | SPDR SERIES TRUST | BWX | 78464A516 | $6.5M | 2.80% | 294,183 | SH |
| 10 | ISHARES TR | EAGG | 46435U549 | $6.2M | 2.69% | 130,444 | SH |
| 11 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $5.9M | 2.57% | 73,492 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.9M | 2.55% | 108,997 | SH |
| 13 | VANECK ETF TRUST | GRNB | 92189F171 | $5.8M | 2.52% | 242,879 | SH |
| 14 | ISHARES TR | IWP | 464287481 | $5.6M | 2.43% | 43,760 | SH |
| 15 | SP FUNDS TRUST | SPWO | 84612A200 | $4.9M | 2.13% | 173,896 | SH |
| 16 | SPDR SERIES TRUST | EBND | 78464A391 | $4.9M | 2.11% | 235,679 | SH |
| 17 | VANECK ETF TRUST | EMLC | 92189H300 | $4.8M | 2.07% | 190,178 | SH |
| 18 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $4.3M | 1.87% | 94,523 | SH |
| 19 | DBX ETF TR | HYLB | 233051432 | $4.2M | 1.84% | 117,138 | SH |
| 20 | NUSHARES ETF TR | NULV | 67092P300 | $4.1M | 1.76% | 89,316 | SH |
| 21 | WISDOMTREE TR | DGS | 97717W281 | $4.0M | 1.75% | 67,228 | SH |
| 22 | SPDR INDEX SHS FDS | EWX | 78463X756 | $4.0M | 1.73% | 60,209 | SH |
| 23 | TIDAL TRUST I | SPSK | 886364702 | $3.9M | 1.70% | 219,648 | SH |
| 24 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $3.8M | 1.66% | 34,596 | SH |
| 25 | FRANKLIN TEMPLETON ETF TR | FLHY | 35473P629 | $3.8M | 1.63% | 156,190 | SH |
| 26 | LISTED FDS TR | HLAL | 53656F607 | $3.5M | 1.54% | 59,825 | SH |
| 27 | ISHARES TR | SCZ | 464288273 | $3.5M | 1.54% | 45,174 | SH |
| 28 | J P MORGAN EXCHANGE TRADED F | JGRO | 46654Q609 | $3.5M | 1.50% | 40,947 | SH |
| 29 | VANGUARD INDEX FDS | VOT | 922908538 | $3.4M | 1.46% | 13,039 | SH |
| 30 | VANGUARD INDEX FDS | VBR | 922908611 | $3.4M | 1.45% | 15,439 | SH |
| 31 | TIDAL TRUST I | SPUS | 886364801 | $3.2M | 1.40% | 67,249 | SH |
| 32 | ISHARES INC | ESGE | 46434G863 | $3.1M | 1.37% | 69,274 | SH |
| 33 | VANGUARD INDEX FDS | VOE | 922908512 | $3.0M | 1.28% | 16,027 | SH |
| 34 | VANGUARD INDEX FDS | VBK | 922908595 | $2.9M | 1.24% | 9,431 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $2.6M | 1.13% | 61,800 | SH |
| 36 | ISHARES TR | ESML | 46435U663 | $2.5M | 1.09% | 53,515 | SH |
| 37 | ISHARES TR | ESGD | 46435G516 | $2.4M | 1.04% | 25,081 | SH |
| 38 | NUSHARES ETF TR | NUHY | 67092P854 | $2.3M | 0.98% | 106,653 | SH |
| 39 | VANGUARD INDEX FDS | VTV | 922908744 | $2.1M | 0.89% | 10,510 | SH |
| 40 | NUSHARES ETF TR | NUBD | 67092P870 | $1.5M | 0.64% | 66,482 | SH |
| 41 | SPDR SERIES TRUST | SPYG | 78464A409 | $1.3M | 0.58% | 13,570 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $1.2M | 0.51% | 30,562 | SH |
| 43 | NUSHARES ETF TR | NUMV | 67092P508 | $1.2M | 0.50% | 29,769 | SH |
| 44 | NUSHARES ETF TR | NUMG | 67092P409 | $1.1M | 0.46% | 26,028 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $975.4K | 0.42% | 15,618 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $814.4K | 0.35% | 24,053 | SH |
| 47 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $699.2K | 0.30% | 8,450 | SH |
| 48 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $697.7K | 0.30% | 14,860 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $656.8K | 0.28% | 18,486 | SH |
| 50 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $505.6K | 0.22% | 15,018 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $230.6M | 65 | 0002077940-26-000002 |
| 2025-12-31 | 2026-03-27 | $234.1M | 65 | 0002077940-26-000001 |