Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $15.8M | 6.9% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $13.9M | 6.0% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $13.6M | 5.9% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $11.9M | 5.2% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $10.5M | 4.5% |
| Capital Group Growth ETFSHS CREATION UNI | SHS CREATION UNI | $9.75M | 4.2% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $8.35M | 3.6% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $8.25M | 3.6% |
| SPDR Series TrustBLOOMBERG INTL T | BLOOMBERG INTL T | $6.46M | 2.8% |
| iShares TRESG AWR US AGRGT | ESG AWR US AGRGT | $6.2M | 2.7% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $5.92M | 2.6% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $5.89M | 2.6% |
| Vaneck ETF TrustGREEN BOND ETF | GREEN BOND ETF | $5.82M | 2.5% |
| iShares TRRUS MD CP GR ETF | RUS MD CP GR ETF | $5.61M | 2.4% |
| SP Funds TrustS&P WORLD EX US | S&P WORLD EX US | $4.9M | 2.1% |
| SPDR Series TrustBLOOMBERG EMERGI | BLOOMBERG EMERGI | $4.86M | 2.1% |
| Vaneck ETF TrustJP MRGAN EM LOC | JP MRGAN EM LOC | $4.78M | 2.1% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $4.31M | 1.9% |
| Dbx ETF TRXTRACK USD HIGH | XTRACK USD HIGH | $4.24M | 1.8% |
| Nushares ETF TRNUVEEN ESG LRGVL | NUVEEN ESG LRGVL | $4.06M | 1.8% |
| Wisdomtree TREMG MKTS SMCAP | EMG MKTS SMCAP | $4.04M | 1.8% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $3.98M | 1.7% |
| Tidal Trust ISP DWJNS SUKUK | SP DWJNS SUKUK | $3.93M | 1.7% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $3.82M | 1.7% |
| Franklin Templeton ETF TRHIGH YIELD CORP | HIGH YIELD CORP | $3.77M | 1.6% |
| Listed Fds TRWAHED FTSE ETF | WAHED FTSE ETF | $3.55M | 1.5% |
| iShares TREAFE SML CP ETF | EAFE SML CP ETF | $3.54M | 1.5% |
| J P Morgan Exchange Traded FACTIVE GROWTH | ACTIVE GROWTH | $3.46M | 1.5% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $3.36M | 1.5% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $3.35M | 1.5% |
| Tidal Trust ISP FDS S&P 500 | SP FDS S&P 500 | $3.24M | 1.4% |
| iShares Inc.ESG AWR MSCI EM | ESG AWR MSCI EM | $3.15M | 1.4% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $2.95M | 1.3% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $2.85M | 1.2% |
| Dimensional ETF TrustCORE FIXED INCOM | CORE FIXED INCOM | $2.61M | 1.1% |
| iShares TRESG AWARE MSCI | ESG AWARE MSCI | $2.52M | 1.1% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $2.4M | 1.0% |
| Nushares ETF TRESG HI TLD CRP | ESG HI TLD CRP | $2.26M | 1.0% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $2.06M | 0.9% |
| Nushares ETF TRNUVEEN ESG US | NUVEEN ESG US | $1.48M | 0.6% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $1.33M | 0.6% |
| Dimensional ETF TrustUS CORE EQUITY 2 | US CORE EQUITY 2 | $1.19M | 0.5% |
| Nushares ETF TRNUVEEN ESG MIDVL | NUVEEN ESG MIDVL | $1.15M | 0.5% |
| Nushares ETF TRNUVEEN ESG MIDCP | NUVEEN ESG MIDCP | $1.07M | 0.5% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $975K | 0.4% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $814K | 0.4% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $699K | 0.3% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $698K | 0.3% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $657K | 0.3% |
| Dimensional ETF TrustINTL SMALL CAP E | INTL SMALL CAP E | $506K | 0.2% |
SPDR Series TrustSTATE STREET SPD$15.8M
- Class
- STATE STREET SPD
- Share
- 6.9%
iShares TRCORE US AGGBD ET$13.9M
- Class
- CORE US AGGBD ET
- Share
- 6.0%
Schwab Strategic TRUS LCAP VA ETF$13.6M
- Class
- US LCAP VA ETF
- Share
- 5.9%
Vanguard BD Index FdsINTERMED TERM$11.9M
- Class
- INTERMED TERM
- Share
- 5.2%
Vanguard Index FdsGROWTH ETF$10.5M
- Class
- GROWTH ETF
- Share
- 4.5%
Capital Group Growth ETFSHS CREATION UNI$9.75M
- Class
- SHS CREATION UNI
- Share
- 4.2%
Vanguard Charlotte FdsTOTAL INT BD ETF$8.35M
- Class
- TOTAL INT BD ETF
- Share
- 3.6%
iShares TRCORE MSCI INTL$8.25M
- Class
- CORE MSCI INTL
- Share
- 3.6%
SPDR Series TrustBLOOMBERG INTL T$6.46M
- Class
- BLOOMBERG INTL T
- Share
- 2.8%
iShares TRESG AWR US AGRGT$6.2M
- Class
- ESG AWR US AGRGT
- Share
- 2.7%
American Centy ETF TRAVANTIS EMGMKT$5.92M
- Class
- AVANTIS EMGMKT
- Share
- 2.6%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$5.89M
- Class
- FTSE EMR MKT ETF
- Share
- 2.6%
Vaneck ETF TrustGREEN BOND ETF$5.82M
- Class
- GREEN BOND ETF
- Share
- 2.5%
iShares TRRUS MD CP GR ETF$5.61M
- Class
- RUS MD CP GR ETF
- Share
- 2.4%
SP Funds TrustS&P WORLD EX US$4.9M
- Class
- S&P WORLD EX US
- Share
- 2.1%
SPDR Series TrustBLOOMBERG EMERGI$4.86M
- Class
- BLOOMBERG EMERGI
- Share
- 2.1%
Vaneck ETF TrustJP MRGAN EM LOC$4.78M
- Class
- JP MRGAN EM LOC
- Share
- 2.1%
SPDR Index Shs FdsSTATE STREET SPD$4.31M
- Class
- STATE STREET SPD
- Share
- 1.9%
Dbx ETF TRXTRACK USD HIGH$4.24M
- Class
- XTRACK USD HIGH
- Share
- 1.8%
Nushares ETF TRNUVEEN ESG LRGVL$4.06M
- Class
- NUVEEN ESG LRGVL
- Share
- 1.8%
Wisdomtree TREMG MKTS SMCAP$4.04M
- Class
- EMG MKTS SMCAP
- Share
- 1.8%
SPDR Index Shs FdsSTATE STREET SPD$3.98M
- Class
- STATE STREET SPD
- Share
- 1.7%
Tidal Trust ISP DWJNS SUKUK$3.93M
- Class
- SP DWJNS SUKUK
- Share
- 1.7%
American Centy ETF TRUS SML CP VALU$3.82M
- Class
- US SML CP VALU
- Share
- 1.7%
Franklin Templeton ETF TRHIGH YIELD CORP$3.77M
- Class
- HIGH YIELD CORP
- Share
- 1.6%
Listed Fds TRWAHED FTSE ETF$3.55M
- Class
- WAHED FTSE ETF
- Share
- 1.5%
iShares TREAFE SML CP ETF$3.54M
- Class
- EAFE SML CP ETF
- Share
- 1.5%
J P Morgan Exchange Traded FACTIVE GROWTH$3.46M
- Class
- ACTIVE GROWTH
- Share
- 1.5%
Vanguard Index FdsMCAP GR IDXVIP$3.36M
- Class
- MCAP GR IDXVIP
- Share
- 1.5%
Vanguard Index FdsSM CP VAL ETF$3.35M
- Class
- SM CP VAL ETF
- Share
- 1.5%
Tidal Trust ISP FDS S&P 500$3.24M
- Class
- SP FDS S&P 500
- Share
- 1.4%
iShares Inc.ESG AWR MSCI EM$3.15M
- Class
- ESG AWR MSCI EM
- Share
- 1.4%
Vanguard Index FdsMCAP VL IDXVIP$2.95M
- Class
- MCAP VL IDXVIP
- Share
- 1.3%
Vanguard Index FdsSML CP GRW ETF$2.85M
- Class
- SML CP GRW ETF
- Share
- 1.2%
Dimensional ETF TrustCORE FIXED INCOM$2.61M
- Class
- CORE FIXED INCOM
- Share
- 1.1%
iShares TRESG AWARE MSCI$2.52M
- Class
- ESG AWARE MSCI
- Share
- 1.1%
iShares TRESG AW MSCI EAFE$2.4M
- Class
- ESG AW MSCI EAFE
- Share
- 1.0%
Nushares ETF TRESG HI TLD CRP$2.26M
- Class
- ESG HI TLD CRP
- Share
- 1.0%
Vanguard Index FdsVALUE ETF$2.06M
- Class
- VALUE ETF
- Share
- 0.9%
Nushares ETF TRNUVEEN ESG US$1.48M
- Class
- NUVEEN ESG US
- Share
- 0.6%
SPDR Series TrustSTATE STREET SPD$1.33M
- Class
- STATE STREET SPD
- Share
- 0.6%
Dimensional ETF TrustUS CORE EQUITY 2$1.19M
- Class
- US CORE EQUITY 2
- Share
- 0.5%
Nushares ETF TRNUVEEN ESG MIDVL$1.15M
- Class
- NUVEEN ESG MIDVL
- Share
- 0.5%
Nushares ETF TRNUVEEN ESG MIDCP$1.07M
- Class
- NUVEEN ESG MIDCP
- Share
- 0.5%
Dimensional ETF TrustUS TARGETED VLU$975K
- Class
- US TARGETED VLU
- Share
- 0.4%
Dimensional ETF TrustEMGR CRE EQT MNG$814K
- Class
- EMGR CRE EQT MNG
- Share
- 0.4%
Vanguard Scottsdale FdsINT-TERM CORP$699K
- Class
- INT-TERM CORP
- Share
- 0.3%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$698K
- Class
- MTG-BKD SECS ETF
- Share
- 0.3%
Dimensional ETF TrustINTL CORE EQUITY$657K
- Class
- INTL CORE EQUITY
- Share
- 0.3%
Dimensional ETF TrustINTL SMALL CAP E$506K
- Class
- INTL SMALL CAP E
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 65 positions by value, with holdings of the same security combined. The 65 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2077940
- File number
- 028-25665
- Options
- 0 call, 0 put
- In the 25 largest
- 75.7%
- Prior quarter
- $234M at 31 December 2025
- Positions opened
- 4
- Positions closed
- 4
Common questions
What are Rebel Financial’s 13F holdings worth?
$231 million across 65 positions for the quarter ended 31 March 2026.
What is Rebel Financial’s largest 13F holding?
SPDR SERIES TRUST (STATE STREET SPD) was the largest position at $15.8 million, or 6.9% of reported 13F value, as of 31 March 2026.
How concentrated is Rebel Financial’s 13F portfolio?
The ten largest positions accounted for 45.4% of reported value and the twenty-five largest for 75.7%, across 65 positions as of 31 March 2026.
Does Form 13F show everything Rebel Financial manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Rebel Financial file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.