Latest imported 13F data
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Showing Q2 2025 data
HedgeTrack has imported Q4 2025 data overall, but rebel Financial LLC's latest available filing here is Q2 2025.

rebel Financial LLC

โ€ขCIK: 2077940โ€ขFiling: Q2 2025

**rebel Financial LLC** manages $219M across a diversified portfolio of 62 holdings. The strategy exhibits a notable tilt toward core market exposure, evidenced by top positions in SPYV ($14.0M), SCHV ($13.2M), and AGG ($13.0M). Further allocations include significant weightings in growth and fixed income sectors, notably VUG ($12.1M) and BNDX ($7.3M). This structure suggests a tactical blend of broad market capture and targeted sector overweighting.

Total AUM
$219.3M
QoQ Performance
N/A
Positions
26
Top 10 Concentration
45.7%
Latest Filing
Q2 2025

Top Holdings Allocation

SPYV
SCHV
AGG
VUG
SPYV6.4%
SCHV6.0%
AGG5.9%
VUG5.5%
BIV4.8%
CGGR4.5%
IDEV3.5%
BNDX3.3%

๐Ÿ“ˆ Biggest Buys

SPYV
SPDR SERIES TRUST
NEW
6.4% of portfolio
SCHV
SCHWAB STRATEGIC TR
NEW
6.0% of portfolio
AGG
ISHARES TR
NEW
5.9% of portfolio
VUG
VANGUARD INDEX FDS
NEW
5.5% of portfolio
BIV
VANGUARD BD INDEX FDS
NEW
4.8% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other99.7%
Industrial0.1%
Technology0.1%
ETF0.1%