rebel Financial LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 27, 2026), rebel Financial LLC reported 65 stock positions worth $234.1 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 6.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.1%) and Schwab US Large-Cap Value (SCHV, 5.9%). Compared with Q3 2025, it opened 3 new positions and added to 62. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares −0%).

Most Recent 13F
Q1 2026
Location
GROVEPORT, OH
CIK
0002077940
Portfolio Value
$234.1M (Q4 2025)
SEC Filing
0002077940-26-000001 ↗ filed Mar 27, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q2 2025: $219.3M Q2 2025 Q3 2025: $0 Q3 2025 Q4 2025: $234.1M $234.1M Q4 2025 Q1 2026: $230.6M Q1 2026

Holdings 65 stocks · $234.1M
SPYV SS SPDR P S&P 500 Value ETF 6.68% 275,418 $15.6M Add +0.0%
AGG iShares Core U.S. Aggregate 6.06% 141,986 $14.2M Add +0.0%
SCHV Schwab US Large-Cap Value 5.93% 468,644 $13.9M Add +0.0%
VUG Vanguard Mrngstar GR ETF-Sui 5.10% 24,447 $11.9M Add +0.0%
BIV Vanguard Intermediate-Term B 4.79% 144,040 $11.2M Add +0.0%
CGGR Cap Group Growth Equity 4.52% 237,698 $10.6M Add +0.0%
BNDX Vanguard Total Intl Bond ETF 3.62% 175,141 $8.5M Add +0.0%
IDEV iShares Core MSCI Dev MKTS 3.52% 99,792 $8.2M Add +0.0%
AVEM Avantis Emerging Markets Eq 2.71% 82,407 $6.3M Add +0.0%
BWX SS SPDR BB Intl Treasury BD 2.69% 279,541 $6.3M Add +0.0%
EAGG iShares ESG Aware US Aggrega 2.64% 129,147 $6.2M Add +0.0%
VWO Vanguard Ftse Emerging Marke 2.62% 113,971 $6.1M Add +0.0%
GRNB Vaneck Green Bond ETF 2.42% 232,929 $5.7M Add +0.0%
IWP iShares Russell Mid-Cap Grow 2.39% 40,831 $5.6M Add +0.0%
EBND State Street SPDR Bloomberg 2.17% 237,905 $5.1M Add +0.0%
SPWO SP Funds S&P World Ex-US ETF 2.04% 174,674 $4.8M Add +0.0%
EMLC Vaneck JPM Em Local Curr BND 2.03% 183,684 $4.7M Add +0.0%
SPDW Ste STR SPDR PT DW Eu ETF 1.92% 101,204 $4.5M Add +0.0%
HYLB Xtrackers Usd High Yield Cor 1.86% 118,492 $4.4M Add +0.0%
DGS Wisdomtree Em Small Cap 1.73% 70,539 $4.0M Add +0.0%
SPSK SP Funds Dow Jones Global Su 1.70% 217,515 $4.0M Add +0.0%
EWX State Street SPDR S&P Emergi 1.67% 59,634 $3.9M Add +0.0%
NULV Nuveen ESG Large-Cap Val ETF 1.66% 86,244 $3.9M Add +0.0%
HLAL Wahed Ftse USA Shariah ETF 1.59% 60,159 $3.7M Add +0.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 1.58% 13,260 $3.7M Add +0.0%
SCZ iShares MSCI Eafe Small-Cap 1.56% 47,084 $3.7M Add +0.0%
FLHY Franklin High Yield Corporat 1.53% 146,985 $3.6M Add +0.0%
AVUV Avantis US Small Cap Value 1.49% 34,270 $3.5M Add +0.0%
SPUS SP Funds S&P Sharia Indu Exc 1.46% 67,043 $3.4M Add +0.0%
ESGE iShares Inc. iShares ESG Awar 1.46% 77,389 $3.4M Add +0.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.44% 15,962 $3.4M Add +0.0%
JGRO JPMorgan Active Growth ETF 1.43% 35,998 $3.3M Add +0.0%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.26% 16,611 $2.9M Add +0.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.26% 9,752 $2.9M Add +0.0%
ESML iShares ESG Aware MSCI USA S 1.09% 55,450 $2.5M Add +0.0%
DFCF Dimensional Core Fixed Inc. 1.09% 59,724 $2.5M Add +0.0%
ESGD iShares Trust iShares ESG Aw 1.07% 26,332 $2.5M Add +0.0%
NUHY Nuveen ESG Hi YLD Corp. BND 0.91% 99,045 $2.1M Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.87% 10,707 $2.0M Add +0.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.62% 13,688 $1.5M Add +0.0%
DFAC Dimensional US Core Equity 2 0.53% 31,596 $1.3M Add +0.0%
NUMV Nuveen ESG Mid-Cap Value ETF 0.47% 28,401 $1.1M Add +0.0%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.44% 21,642 $1.0M Add +0.0%
DFAT Dimensional US Target Value 0.40% 15,756 $938K Add +0.0%
NUBD Nuveen ESG US Aggregate Bond 0.36% 37,777 $845K New
DFAE Dimensional Emerging Core Eq 0.36% 25,724 $838K Add +0.0%
DFIC Dimensional International Co. 0.29% 19,372 $668K Add +0.0%
VMBS Vanguard Mortgage-Backed Sec 0.27% 13,577 $639K Add +0.0%
VCIT Vanguard Int-Term Corporate 0.27% 7,612 $638K Add +0.0%
PWRD TCW Transform Systems ETF 0.24% 5,785 $556K Add +0.0%
DFIS Dimensional International SM 0.24% 16,765 $552K Add +0.0%
GRID First TRST Nasd Class Edg Sgiif 0.21% 3,251 $497K Add +0.0%
ISCV iShares Morningstar Small-Ca 0.20% 6,797 $466K Add +0.0%
EEMX State Street SPDR MSCI Emerg 0.18% 9,948 $424K Add +0.0%
ISCG iShares Morningstar Small-Ca 0.17% 7,119 $395K Add +0.0%
SCHR Schwab Intermediate-Term US 0.17% 15,473 $388K New
IMCV iShares Morningstar Mid-Cap 0.16% 4,595 $378K Add +0.0%
IMCG iShares Morningstar Mid-Cap 0.16% 4,608 $368K Add +0.0%
AAPL Apple Inc. 0.14% 1,237 $336K Add +0.0%
UPS United Parcel Service Class B 0.14% 3,341 $331K Add +0.0%
DFAX Dimensional World Ex US Core 0.11% 7,667 $251K Add +0.0%
BND Vanguard Total Bond Market 0.10% 3,171 $235K Add +0.0%
DFSD Dimensional Short Duration 0.10% 4,869 $233K Add +0.0%
IVV iShares Core S&P 500 ETF 0.09% 298 $204K Add +0.0%
CIG Cia Energetica DE-Spon ADR 0.01% 13,759 $28K New

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
SPYV SS SPDR P S&P 500 Value ETF Add +0.0% 6.68% +6.68
AGG iShares Core U.S. Aggregate Add +0.0% 6.06% +6.06
SCHV Schwab US Large-Cap Value Add +0.0% 5.93% +5.93
VUG Vanguard Mrngstar GR ETF-Sui Add +0.0% 5.10% +5.10
BIV Vanguard Intermediate-Term B Add +0.0% 4.79% +4.79
CGGR Cap Group Growth Equity Add +0.0% 4.52% +4.52
BNDX Vanguard Total Intl Bond ETF Add +0.0% 3.62% +3.62
IDEV iShares Core MSCI Dev MKTS Add +0.0% 3.52% +3.52
AVEM Avantis Emerging Markets Eq Add +0.0% 2.71% +2.71
BWX SS SPDR BB Intl Treasury BD Add +0.0% 2.69% +2.69
EAGG iShares ESG Aware US Aggrega Add +0.0% 2.64% +2.64
VWO Vanguard Ftse Emerging Marke Add +0.0% 2.62% +2.62
GRNB Vaneck Green Bond ETF Add +0.0% 2.42% +2.42
IWP iShares Russell Mid-Cap Grow Add +0.0% 2.39% +2.39
EBND State Street SPDR Bloomberg Add +0.0% 2.17% +2.17
SPWO SP Funds S&P World Ex-US ETF Add +0.0% 2.04% +2.04
EMLC Vaneck JPM Em Local Curr BND Add +0.0% 2.03% +2.03
SPDW Ste STR SPDR PT DW Eu ETF Add +0.0% 1.92% +1.92
HYLB Xtrackers Usd High Yield Cor Add +0.0% 1.86% +1.86
DGS Wisdomtree Em Small Cap Add +0.0% 1.73% +1.73
SPSK SP Funds Dow Jones Global Su Add +0.0% 1.70% +1.70
EWX State Street SPDR S&P Emergi Add +0.0% 1.67% +1.67
NULV Nuveen ESG Large-Cap Val ETF Add +0.0% 1.66% +1.66
HLAL Wahed Ftse USA Shariah ETF Add +0.0% 1.59% +1.59
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.0% 1.58% +1.58
SCZ iShares MSCI Eafe Small-Cap Add +0.0% 1.56% +1.56
FLHY Franklin High Yield Corporat Add +0.0% 1.53% +1.53
AVUV Avantis US Small Cap Value Add +0.0% 1.49% +1.49
SPUS SP Funds S&P Sharia Indu Exc Add +0.0% 1.46% +1.46
ESGE iShares Inc. iShares ESG Awar Add +0.0% 1.46% +1.46
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.0% 1.44% +1.44
JGRO JPMorgan Active Growth ETF Add +0.0% 1.43% +1.43
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.0% 1.26% +1.26
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.0% 1.26% +1.26
ESML iShares ESG Aware MSCI USA S Add +0.0% 1.09% +1.09
DFCF Dimensional Core Fixed Inc. Add +0.0% 1.09% +1.09
ESGD iShares Trust iShares ESG Aw Add +0.0% 1.07% +1.07
NUHY Nuveen ESG Hi YLD Corp. BND Add +0.0% 0.91% +0.91
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.87% +0.87
SPYG SS SPDR P S&P 500 Growth ETF Add +0.0% 0.62% +0.62
DFAC Dimensional US Core Equity 2 Add +0.0% 0.53% +0.53
NUMV Nuveen ESG Mid-Cap Value ETF Add +0.0% 0.47% +0.47
NUMG Nuveen ESG Mid-Cap Grow ETF Add +0.0% 0.44% +0.44
DFAT Dimensional US Target Value Add +0.0% 0.40% +0.40
NUBD Nuveen ESG US Aggregate Bond New 0.36% +0.36
DFAE Dimensional Emerging Core Eq Add +0.0% 0.36% +0.36
DFIC Dimensional International Co. Add +0.0% 0.29% +0.29
VMBS Vanguard Mortgage-Backed Sec Add +0.0% 0.27% +0.27
VCIT Vanguard Int-Term Corporate Add +0.0% 0.27% +0.27
PWRD TCW Transform Systems ETF Add +0.0% 0.24% +0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 65$230.6MSPYV, AGG, SCHV, BIV, VUG
Q4 2025 65$234.1MSPYV, AGG, SCHV, VUG, BIV
Q3 2025 0$0
Q2 2025 62$219.3MSPYV, SCHV, AGG, VUG, BIV