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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
+0.75%
1 Year Est. Return
+12.5%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$4.66M
Cap. Flow
+$234M
Cap. Flow %
99.78%
Top 10 Hldgs %
45.61%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$15.5M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.2M
3
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$13.7M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$11.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.14%
2 Industrials 0.14%
3 Utilities 0.01%
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
$15.6M 6.69%
+275,418
New +$15.5M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$14.2M 6.06%
+141,986
New +$14.2M
SCHV
3
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$13.9M 5.93%
+468,644
New +$13.7M
VUG icon
4
Vanguard Morningstar Growth ETF
VUG
$218B
$11.9M 5.1%
+146,682
New +$11.9M
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$11.2M 4.79%
+144,040
New +$11.3M
CGGR icon
6
Capital Group Growth ETF
CGGR
$23.7B
$10.6M 4.52%
+237,698
New +$10.5M
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$81.9B
$8.46M 3.62%
+175,141
New +$8.65M
IDEV icon
8
iShares Core MSCI International Developed Markets ETF
IDEV
$31.6B
$8.23M 3.52%
+99,792
New +$8.11M
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$6.35M 2.71%
+82,407
New +$6.31M
BWX icon
10
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$6.3M 2.69%
+279,541
New +$6.33M
EAGG icon
11
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$6.18M 2.64%
+129,147
New +$6.21M
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$6.13M 2.62%
+113,971
New +$6.19M
GRNB icon
13
VanEck Green Bond ETF
GRNB
$184M
$5.67M 2.42%
+232,929
New +$5.69M
IWP icon
14
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$5.59M 2.39%
+40,831
New +$5.71M
EBND icon
15
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$5.08M 2.17%
+237,905
New +$5.06M
SPWO icon
16
SP Funds S&P World ex-US ETF
SPWO
$194M
$4.77M 2.04%
+174,674
New +$4.72M
EMLC icon
17
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$4.74M 2.03%
+183,684
New +$4.7M
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$4.49M 1.92%
+101,204
New +$4.42M
HYLB icon
19
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$4.36M 1.86%
+118,492
New +$4.36M
DGS icon
20
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
$4.04M 1.73%
+70,539
New +$4.01M
SPSK icon
21
SP Funds Dow Jones Global Sukuk ETF
SPSK
$649M
$3.97M 1.7%
+217,515
New +$4.04M
EWX icon
22
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$651M
$3.92M 1.67%
+59,634
New +$3.96M
NULV icon
23
Nuveen ESG Large-Cap Value ETF
NULV
$2.19B
$3.89M 1.66%
+86,244
New +$3.85M
HLAL icon
24
Wahed FTSE USA Shariah ETF
HLAL
$903M
$3.73M 1.59%
+60,159
New +$3.68M
VOT icon
25
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$3.7M 1.58%
+13,260
New +$3.79M
1
2 3

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CP
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MIM
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MWM
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ERFOTCOFW
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rebel Financial's Q4 2025 Portfolio in Review

As of Q4 2025, rebel Financial held 65 positions worth $234M, up 2% from $229M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

rebel Financial deployed $234M of net new capital in Q4 2025, opening 65 new positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 275,418 shares worth $15.6M.

By sector, the portfolio is most concentrated in Technology at 0.14% of assets, up from 0.13% a quarter earlier, followed by Industrials and Utilities.

  • rebel Financial's largest Q4 2025 buy was State Street SPDR Portfolio S&P 500 Value ETF: 275,418 shares worth $15.6M.
  • rebel Financial's ten largest holdings make up 46% of its $234M portfolio in Q4 2025.
  • rebel Financial opened 65 new positions and closed 0 in Q4 2025.
  • rebel Financial's portfolio value rose 2% quarter-over-quarter to $234M.

Based on rebel Financial's 13F filing for Q4 2025, filed 27 Mar 2026.