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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
SPYV icon
1
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$14M 6.36%
+266,579
New +$13.3M
SCHV
2
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$13.2M 6.02%
+477,459
New +$12.5M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$137B
$13M 5.93%
+131,214
New +$12.9M
VUG icon
4
Vanguard Morningstar Growth ETF
VUG
$218B
$12.1M 5.53%
+165,912
New +$10.9M
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$10.5M 4.8%
+136,077
New +$10.4M
CGGR icon
6
Capital Group Growth ETF
CGGR
$23.7B
$9.81M 4.47%
+241,232
New +$8.8M
IDEV icon
7
iShares Core MSCI International Developed Markets ETF
IDEV
$31.6B
$7.69M 3.51%
+101,168
New +$7.31M
BNDX icon
8
Vanguard Total International Bond ETF
BNDX
$81.9B
$7.32M 3.34%
+147,756
New +$7.27M
BWX icon
9
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$6.28M 2.87%
+267,556
New +$6.11M
EAGG icon
10
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$6.21M 2.83%
+130,634
New +$6.14M
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$5.92M 2.7%
+119,697
New +$5.55M
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$5.86M 2.67%
+85,502
New +$5.39M
IWP icon
13
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$5.54M 2.53%
+39,940
New +$5.05M
GRNB icon
14
VanEck Green Bond ETF
GRNB
$184M
$5.21M 2.37%
+214,842
New +$5.14M
EBND icon
15
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$4.93M 2.25%
+230,338
New +$4.76M
EMLC icon
16
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$4.59M 2.09%
+181,204
New +$4.43M
SPWO icon
17
SP Funds S&P World ex-US ETF
SPWO
$194M
$4.39M 2%
+179,919
New +$4.09M
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$4.23M 1.93%
+104,466
New +$4M
HYLB icon
19
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$4.16M 1.9%
+112,614
New +$4.06M
DGS icon
20
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
$3.98M 1.81%
+71,998
New +$3.69M
SPSK icon
21
SP Funds Dow Jones Global Sukuk ETF
SPSK
$649M
$3.87M 1.76%
+212,431
New +$3.84M
VOT icon
22
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.1B
$3.87M 1.76%
+13,577
New +$3.5M
NULV icon
23
Nuveen ESG Large-Cap Value ETF
NULV
$2.19B
$3.82M 1.74%
+91,145
New +$3.63M
EWX icon
24
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$651M
$3.65M 1.66%
+58,765
New +$3.42M
SCZ icon
25
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$3.57M 1.63%
+49,105
New +$3.32M
1
2 3

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MIM
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MWM
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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.