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CIK: 0002077940
Total reported value
$230.6M
$230.6M
65 檔
29.0%
As reported in its official Q4 2025 Form 13F filing, rebel Financial LLC's tracked investment portfolio stood at $230.6M with 65 total positions.
In Q4 2025, rebel Financial LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 6.69% | +0.17% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.06% | -0.03% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.93% | -0.02% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.10% | -0.56% | — | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.79% | +0.37% | — | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 4.52% | -0.29% | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.62% | — | — | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.52% | +0.06% | — | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.71% | -0.14% | — | |
| 10 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.69% | +0.11% | — | |
| 11 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.64% | +0.05% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.62% | -0.07% | — | |
| 13 | GRNB | Vaneck Green Bond ETF | ETF-Other | 2.42% | +0.10% | — | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.39% | +0.04% | — | |
| 15 | EBND | State Street Spdr Bloomberg | ETF-Other | 2.17% | -0.06% | — | |
| 16 | SPWO | Sp Funds S&p World Ex-us ETF | ETF-Other | 2.04% | +0.09% | — | |
| 17 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.03% | +0.04% | — | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.92% | -0.05% | — | |
| 19 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.86% | -0.02% | — | |
| 20 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.73% | +0.02% | — | |
| 21 | SPSK | Sp Funds Dow Jones Global Su | ETF-Other | 1.70% | — | — | |
| 22 | EWX | State Street Spdr S&p Emergi | ETF-Other | 1.67% | +0.06% | — | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.66% | +0.10% | — | |
| 24 | HLAL | Wahed Ftse USA Shariah ETF | ETF-Other | 1.59% | -0.05% | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.58% | -0.12% | — | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.56% | -0.02% | — | |
| 27 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 1.53% | +0.11% | — | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.49% | +0.17% | — | |
| 29 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 1.46% | -0.06% | — | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.46% | -0.09% | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.44% | +0.01% | — | |
| 32 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.43% | +0.07% | — | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.26% | +0.02% | — | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.26% | -0.02% | — | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.09% | — | — | |
| 36 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.09% | +0.04% | — | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.07% | -0.03% | — | |
| 38 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.91% | +0.07% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | +0.02% | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.04% | — | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | -0.01% | — | |
| 42 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-Other | 0.47% | +0.03% | — | |
| 43 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.44% | +0.02% | — | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.40% | +0.02% | — | |
| 45 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.36% | +0.28% | — | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.36% | -0.01% | — | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.29% | -0.01% | — | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.27% | +0.03% | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.27% | +0.03% | — | |
| 50 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.24% | -0.24% | EXIT |
According to official SEC Form 13F filings, rebel Financial LLC reported a total U.S. public equity portfolio value of $230.6M across 65 disclosed positions in Q4 2025.
During Q4 2025, rebel Financial LLC's top holdings by market value included SPYV (6.7%)、AGG (6.1%)、SCHV (5.9%). The largest single position, SPYV, represented 6.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, AGG, SCHV) accounted for 29.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPYV
市值: $15.6M
In Q4 2025, rebel Financial LLC made 50 total portfolio adjustments, initiating 50 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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