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rebel Financial Portfolio holdings

AUM $231M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
+7.74%
1 Year Est. Return
+12.5%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$208M
Cap. Flow %
94.84%
Top 10 Hldgs %
45.66%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.3M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.9M
3
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$12.5M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$10.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 0.13%
2 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEMX icon
51
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$172M
$366K 0.17%
+9,777
New +$340K
IMCG icon
52
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.92B
$359K 0.16%
+4,477
New +$333K
ISCG icon
53
iShares Morningstar Small-Cap Growth ETF
ISCG
$970M
$333K 0.15%
+6,683
New +$309K
IMCV icon
54
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$330K 0.15%
+4,342
New +$316K
UPS icon
55
United Parcel Service
UPS
$88.6B
$288K 0.13%
+2,849
New +$280K
DFSD
56
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
$281K 0.13%
+5,847
New +$278K
AAPL icon
57
Apple
AAPL
$4.54T
$248K 0.11%
+1,208
New +$244K
BND icon
58
Vanguard Total Bond Market
BND
$157B
$233K 0.11%
+3,171
New +$231K
DFAX icon
59
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$224K 0.1%
+7,612
New +$209K
IVV icon
60
iShares Core S&P 500 ETF
IVV
$878B
$202K 0.09%
+325
New +$187K
CTEC icon
61
Global X ClimateTech ETF
CTEC
$23.6M
$112K 0.05%
+3,141
New +$100K
RAYS
62
DELISTED
Global X Solar ETF
RAYS
$103K 0.05%
+11,694
New +$97.3K
1 2
3

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MIM
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MWM
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ERFOTCOFW
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WF
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rebel Financial's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for rebel Financial, which disclosed 62 positions worth $219M. Its ten largest holdings account for 46% of the portfolio.

Its largest position is State Street SPDR Portfolio S&P 500 Value ETF: 266,579 shares worth $14M.

By sector, the portfolio is most concentrated in Industrials at 0.13% of assets, followed by Technology.

  • rebel Financial's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 Value ETF: 266,579 shares worth $14M.
  • rebel Financial's ten largest holdings make up 46% of its $219M portfolio in Q2 2025.
  • rebel Financial disclosed 62 positions in Q2 2025, its first 13F filing on record.

Based on rebel Financial's 13F filing for Q2 2025, filed 24 Jul 2025.