rebel Financial LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), rebel Financial LLC reported 65 stock positions worth $230.6 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 6.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.0%) and Schwab US Large-Cap Value (SCHV, 5.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 27 and reduced 34. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +7%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).
- Most Recent 13F
- Q1 2026
- Location
- GROVEPORT, OH
- CIK
- 0002077940
- Portfolio Value
- $230.6M (Q1 2026)
- SEC Filing
- 0002077940-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 65 stocks · $230.6M
| SPYV SS SPDR P S&P 500 Value ETF | 6.85% | 279,279 | $15.8M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 6.03% | 140,193 | $13.9M | Reduce -1.3% |
| SCHV Schwab US Large-Cap Value | 5.91% | 447,195 | $13.6M | Reduce -4.6% |
| BIV Vanguard Intermediate-Term B | 5.16% | 154,175 | $11.9M | Add +7.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.54% | 23,971 | $10.5M | Reduce -1.9% |
| CGGR Cap Group Growth Equity | 4.23% | 242,614 | $9.8M | Add +2.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.62% | 173,825 | $8.4M | Reduce -0.8% |
| IDEV iShares Core MSCI Dev MKTS | 3.58% | 98,737 | $8.3M | Reduce -1.1% |
| BWX SS SPDR BB Intl Treasury BD | 2.80% | 294,183 | $6.5M | Add +5.2% |
| EAGG iShares ESG Aware US Aggrega | 2.69% | 130,444 | $6.2M | Add +1.0% |
| AVEM Avantis Emerging Markets Eq | 2.57% | 73,492 | $5.9M | Reduce -10.8% |
| VWO Vanguard Ftse Emerging Marke | 2.55% | 108,997 | $5.9M | Reduce -4.4% |
| GRNB Vaneck Green Bond ETF | 2.52% | 242,879 | $5.8M | Add +4.3% |
| IWP iShares Russell Mid-Cap Grow | 2.43% | 43,760 | $5.6M | Add +7.2% |
| SPWO SP Funds S&P World Ex-US ETF | 2.13% | 173,896 | $4.9M | Reduce -0.5% |
| EBND State Street SPDR Bloomberg | 2.11% | 235,679 | $4.9M | Reduce -0.9% |
| EMLC Vaneck JPM Em Local Curr BND | 2.07% | 190,178 | $4.8M | Add +3.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.87% | 94,523 | $4.3M | Reduce -6.6% |
| HYLB Xtrackers Usd High Yield Cor | 1.84% | 117,138 | $4.2M | Reduce -1.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.76% | 89,316 | $4.1M | Add +3.6% |
| DGS Wisdomtree Em Small Cap | 1.75% | 67,228 | $4.0M | Reduce -4.7% |
| EWX State Street SPDR S&P Emergi | 1.73% | 60,209 | $4.0M | Add +1.0% |
| SPSK SP Funds Dow Jones Global Su | 1.70% | 219,648 | $3.9M | Add +1.0% |
| AVUV Avantis US Small Cap Value | 1.66% | 34,596 | $3.8M | Add +0.9% |
| FLHY Franklin High Yield Corporat | 1.64% | 156,190 | $3.8M | Add +6.3% |
| HLAL Wahed Ftse USA Shariah ETF | 1.54% | 59,825 | $3.5M | Reduce -0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 1.54% | 45,174 | $3.5M | Reduce -4.1% |
| JGRO JPMorgan Active Growth ETF | 1.50% | 40,947 | $3.5M | Add +13.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.46% | 13,039 | $3.4M | Reduce -1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.45% | 15,439 | $3.4M | Reduce -3.3% |
| SPUS SP Funds S&P Sharia Indu Exc | 1.40% | 67,249 | $3.2M | Add +0.3% |
| ESGE iShares Inc. iShares ESG Awar | 1.37% | 69,274 | $3.1M | Reduce -10.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.28% | 16,027 | $3.0M | Reduce -3.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.24% | 9,431 | $2.9M | Reduce -3.3% |
| DFCF Dimensional Core Fixed Inc. | 1.13% | 61,800 | $2.6M | Add +3.5% |
| ESML iShares ESG Aware MSCI USA S | 1.09% | 53,515 | $2.5M | Reduce -3.5% |
| ESGD iShares Trust iShares ESG Aw | 1.04% | 25,081 | $2.4M | Reduce -4.8% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.98% | 106,653 | $2.3M | Add +7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.89% | 10,510 | $2.1M | Reduce -1.8% |
| NUBD Nuveen ESG US Aggregate Bond | 0.64% | 66,482 | $1.5M | Add +76.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.58% | 13,570 | $1.3M | Reduce -0.9% |
| DFAC Dimensional US Core Equity 2 | 0.52% | 30,562 | $1.2M | Reduce -3.3% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.50% | 29,769 | $1.2M | Add +4.8% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.46% | 26,028 | $1.1M | Add +20.3% |
| DFAT Dimensional US Target Value | 0.42% | 15,618 | $975K | Reduce -0.9% |
| DFAE Dimensional Emerging Core Eq | 0.35% | 24,053 | $814K | Reduce -6.5% |
| VCIT Vanguard Int-Term Corporate | 0.30% | 8,450 | $699K | Add +11.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.30% | 14,860 | $698K | Add +9.4% |
| DFIC Dimensional International Co. | 0.28% | 18,486 | $657K | Reduce -4.6% |
| DFIS Dimensional International SM | 0.22% | 15,018 | $506K | Reduce -10.4% |
| ISCV iShares Morningstar Small-Ca | 0.20% | 6,524 | $453K | Reduce -4.0% |
| SCHR Schwab Intermediate-Term US | 0.19% | 17,235 | $429K | Add +11.4% |
| ISCG iShares Morningstar Small-Ca | 0.17% | 6,951 | $381K | Reduce -2.4% |
| IMCV iShares Morningstar Mid-Cap | 0.16% | 4,382 | $372K | Reduce -4.6% |
| IMCG iShares Morningstar Mid-Cap | 0.16% | 4,588 | $361K | Reduce -0.4% |
| UPS United Parcel Service Class B | 0.15% | 3,487 | $343K | Add +4.4% |
| AAPL Apple Inc. | 0.14% | 1,244 | $316K | Add +0.6% |
| BND Vanguard Total Bond Market | 0.11% | 3,507 | $258K | Add +10.6% |
| ETHV Vaneck Ethereum ETF | 0.11% | 8,413 | $258K | New |
| ARKB ARK 21SHARES Bitcoin ETF | 0.11% | 11,083 | $249K | New |
| DFAX Dimensional World Ex US Core | 0.10% | 6,983 | $237K | Reduce -8.9% |
| DFSD Dimensional Short Duration | 0.10% | 4,950 | $237K | Add +1.7% |
| SOLZ Solana ETF | 0.05% | 14,456 | $121K | New |
| WIT Wipro Ltd.-ADR | 0.01% | 11,684 | $25K | New |
| CIG Cia Energetica DE-Spon ADR | 0.01% | 10,354 | $25K | Reduce -24.8% |
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 4.54% | −0.56 |
| PWRD TCW Transform Systems ETF | Sold out | 0.00% | −0.24 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.21 |
| EEMX State Street SPDR MSCI Emerg | Sold out | 0.00% | −0.18 |
| AVEM Avantis Emerging Markets Eq | Reduce -10.8% | 2.57% | −0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.7% | 1.46% | −0.13 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -10.5% | 1.37% | −0.09 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.4% | 2.55% | −0.06 |
| EBND State Street SPDR Bloomberg | Reduce -0.9% | 2.11% | −0.06 |
| HLAL Wahed Ftse USA Shariah ETF | Reduce -0.6% | 1.54% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -6.6% | 1.87% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 0.58% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -4.8% | 1.04% | −0.03 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -1.1% | 1.84% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -1.3% | 6.03% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.1% | 1.54% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.3% | 1.24% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.3% | 0.52% | −0.02 |
| DFIS Dimensional International SM | Reduce -10.4% | 0.22% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -4.6% | 5.91% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -6.5% | 0.35% | −0.00 |
| DFAX Dimensional World Ex US Core | Reduce -8.9% | 0.10% | −0.00 |
| ISCG iShares Morningstar Small-Ca | Reduce -2.4% | 0.17% | −0.00 |
| ISCV iShares Morningstar Small-Ca | Reduce -4.0% | 0.20% | −0.00 |
| CIG Cia Energetica DE-Spon ADR | Reduce -24.8% | 0.01% | −0.00 |
| IMCG iShares Morningstar Mid-Cap | Reduce -0.4% | 0.16% | −0.00 |
| IMCV iShares Morningstar Mid-Cap | Reduce -4.6% | 0.16% | −0.00 |
| DFIC Dimensional International Co. | Reduce -4.6% | 0.28% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -3.5% | 1.09% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.8% | 3.62% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.3% | 1.45% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 0.89% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.5% | 1.28% | +0.02 |
| DFAT Dimensional US Target Value | Reduce -0.9% | 0.42% | +0.02 |
| DGS Wisdomtree Em Small Cap | Reduce -4.7% | 1.75% | +0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.1% | 3.58% | +0.06 |
| SPWO SP Funds S&P World Ex-US ETF | Reduce -0.5% | 2.13% | +0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Add +7.0% | 5.16% | +0.37 |
| NUBD Nuveen ESG US Aggregate Bond | Add +76.0% | 0.64% | +0.28 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.4% | 6.85% | +0.17 |
| AVUV Avantis US Small Cap Value | Add +0.9% | 1.66% | +0.16 |
| ETHV Vaneck Ethereum ETF | New | 0.11% | +0.11 |
| BWX SS SPDR BB Intl Treasury BD | Add +5.2% | 2.80% | +0.11 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.11% | +0.11 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +3.6% | 1.76% | +0.10 |
| FLHY Franklin High Yield Corporat | Add +6.3% | 1.64% | +0.10 |
| GRNB Vaneck Green Bond ETF | Add +4.3% | 2.52% | +0.10 |
| JGRO JPMorgan Active Growth ETF | Add +13.8% | 1.50% | +0.07 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +7.7% | 0.98% | +0.07 |
| EWX State Street SPDR S&P Emergi | Add +1.0% | 1.73% | +0.05 |
| SOLZ Solana ETF | New | 0.05% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +1.0% | 2.69% | +0.05 |
| DFCF Dimensional Core Fixed Inc. | Add +3.5% | 1.13% | +0.05 |
| EMLC Vaneck JPM Em Local Curr BND | Add +3.5% | 2.07% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +7.2% | 2.43% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +11.0% | 0.30% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Add +9.4% | 0.30% | +0.03 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Add +4.8% | 0.50% | +0.03 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Add +20.3% | 0.46% | +0.02 |
| SCHR Schwab Intermediate-Term US | Add +11.4% | 0.19% | +0.02 |
| BND Vanguard Total Bond Market | Add +10.6% | 0.11% | +0.01 |
| WIT Wipro Ltd.-ADR | New | 0.01% | +0.01 |
| SPSK SP Funds Dow Jones Global Su | Add +1.0% | 1.70% | +0.01 |
| UPS United Parcel Service Class B | Add +4.4% | 0.15% | +0.01 |
| DFSD Dimensional Short Duration | Add +1.7% | 0.10% | +0.00 |
| AAPL Apple Inc. | Add +0.6% | 0.14% | −0.01 |
| SPUS SP Funds S&P Sharia Indu Exc | Add +0.3% | 1.40% | −0.06 |
| CGGR Cap Group Growth Equity | Add +2.1% | 4.23% | −0.29 |