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CIK: 0002077940
Total reported value
$230.6M
$230.6M
62 檔
27.2%
As reported in its official Q2 2025 Form 13F filing, rebel Financial LLC's tracked investment portfolio stood at $230.6M with 62 total positions.
During Q2 2025, rebel Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, SCHV, AGG) accounted for 27.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.36% | +0.17% | — | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.02% | -0.02% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.93% | -0.03% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.53% | -0.56% | — | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.80% | +0.37% | — | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 4.47% | -0.29% | — | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.51% | +0.06% | — | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.34% | — | — | |
| 9 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.87% | +0.11% | — | |
| 10 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.83% | +0.05% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.70% | -0.07% | — | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.67% | -0.14% | — | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.53% | +0.04% | — | |
| 14 | GRNB | Vaneck Green Bond ETF | ETF-Other | 2.37% | +0.10% | — | |
| 15 | EBND | State Street Spdr Bloomberg | ETF-Other | 2.25% | -0.06% | — | |
| 16 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.09% | +0.04% | — | |
| 17 | SPWO | Sp Funds S&p World Ex-us ETF | ETF-Other | 2.00% | +0.09% | — | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.93% | -0.05% | — | |
| 19 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.90% | -0.02% | — | |
| 20 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.81% | +0.02% | — | |
| 21 | SPSK | Sp Funds Dow Jones Global Su | ETF-Other | 1.76% | — | — | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.76% | -0.12% | — | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.74% | +0.10% | — | |
| 24 | EWX | State Street Spdr S&p Emergi | ETF-Other | 1.66% | +0.06% | — | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.63% | -0.02% | — | |
| 26 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 1.57% | +0.11% | — | |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.51% | -0.09% | — | |
| 28 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.51% | +0.07% | — | |
| 29 | HLAL | Wahed Ftse USA Shariah ETF | ETF-Other | 1.46% | -0.05% | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.45% | +0.01% | — | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.40% | +0.17% | — | |
| 32 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 1.39% | -0.06% | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.28% | -0.02% | — | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.28% | +0.02% | — | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.16% | -0.03% | — | |
| 36 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.16% | +0.04% | — | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.03% | — | — | |
| 38 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.91% | +0.07% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | +0.02% | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | -0.04% | — | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.52% | -0.01% | — | |
| 42 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.49% | +0.02% | — | |
| 43 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-Other | 0.49% | +0.03% | — | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.43% | +0.02% | — | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.39% | -0.01% | — | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.31% | -0.01% | — | |
| 47 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.25% | -0.24% | EXIT | |
| 48 | DFIS | Dimensional International Sm | ETF-Other | 0.25% | -0.02% | — | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.20% | -0.21% | EXIT | |
| 50 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.18% | — | — |
According to official SEC Form 13F filings, rebel Financial LLC reported a total U.S. public equity portfolio value of $230.6M across 62 disclosed positions in Q2 2025.
During Q2 2025, rebel Financial LLC's top holdings by market value included SPYV (6.4%)、SCHV (6.0%)、AGG (5.9%). The largest single position, SPYV, represented 6.4% of total portfolio value.
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In Q2 2025, rebel Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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