Institutional Fund
Rebel Financial LLC
Groveport, OHCIK 20779404 filings on record
Portfolio Value
$230.61M
Q1 2026
Holdings
65
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.5%
from $234.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust6.9%
- Ishares Tr6.0%
- Schwab Strategic Tr5.9%
- Vanguard Bd Index Fds5.2%
- Vanguard Index Fds4.5%
- Capital Group Growth ETF4.2%
- Other67.3%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 279.3K | $15.80M | 6.9% | +3.9K | Added |
| 2 | Ishares Tr | 140.2K | $13.92M | 6.0% | −1.8K | Reduced |
| 3 | Schwab Strategic Tr | 447.2K | $13.64M | 5.9% | −21.4K | Reduced |
| 4 | Vanguard Bd Index Fds | 154.2K | $11.90M | 5.2% | +10.1K | Added |
| 5 | Vanguard Index Fds | 24.0K | $10.47M | 4.5% | −476 | Reduced |
| 6 | Capital Group Growth ETF | 242.6K | $9.75M | 4.2% | +4.9K | Added |
| 7 | Vanguard Charlotte Fds | 173.8K | $8.35M | 3.6% | −1.3K | Reduced |
| 8 | Ishares Tr | 98.7K | $8.25M | 3.6% | −1.1K | Reduced |
| 9 | Spdr Series Trust | 294.2K | $6.46M | 2.8% | +14.6K | Added |
| 10 | Ishares Tr | 130.4K | $6.20M | 2.7% | +1.3K | Added |
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