AI Portfolio Summary
In 2025 Q4, rebel Financial LLC maintained a portfolio of 65 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 0.0%.
Total Positions
65
Quarter
2025 Q4
Top Holding
SPYV (6.7%)
Top 10 Concentration
45.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 65
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPYV
SPDR SERIES TRU...
|
Unknown | 6.69% | 6.67% |
#1
Prev: #1
|
4.7 | 275,418 | no change |
P
S
|
275,418 | $15,646,504 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 6.06% | 5.88% |
#2
1
Prev: #3
|
4.4 | 141,986 | no change |
P
S
|
141,986 | $14,181,543 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 5.93% | 5.90% |
#3
1
Prev: #2
|
4.4 | 468,644 | no change |
P
S
|
468,644 | $13,876,625 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 5.10% | 5.38% |
#4
Prev: #4
|
4.0 | 24,447 | no change |
P
S
|
24,447 | $11,926,749 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 4.79% | 4.84% |
#5
Prev: #5
|
3.9 | 144,040 | no change |
P
S
|
144,040 | $11,217,805 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 4.52% | 4.63% |
#6
Prev: #6
|
3.8 | 237,698 | no change |
P
S
|
237,698 | $10,570,445 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 3.62% | 3.30% |
#7
1
Prev: #8
|
3.4 | 175,141 | no change |
P
S
|
175,141 | $8,462,837 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 3.52% | 3.56% |
#8
1
Prev: #7
|
3.4 | 99,792 | no change |
P
S
|
99,792 | $8,230,805 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.71% | 2.80% |
#9
1
Prev: #10
|
3.1 | 82,407 | no change |
P
S
|
82,407 | $6,346,966 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BWX
SPDR SERIES TRU...
|
Bond/Debt | 2.69% | 2.75% |
#10
1
Prev: #11
|
3.1 | 279,541 | no change |
P
S
|
279,541 | $6,298,069 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 2.64% | 2.80% |
#11
2
Prev: #9
|
3.1 | 129,147 | no change |
P
S
|
129,147 | $6,179,682 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.62% | 2.69% |
#12
Prev: #12
|
3.0 | 113,971 | no change |
P
S
|
113,971 | $6,127,088 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GRNB
VANECK ETF TRUS...
|
Bond/Debt | 2.42% | 2.32% |
#13
1
Prev: #14
|
3.0 | 232,929 | no change |
P
S
|
232,929 | $5,668,331 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
ISHARES TR
|
ETF | 2.39% | 2.51% |
#14
1
Prev: #13
|
3.0 | 40,831 | no change |
P
S
|
40,831 | $5,591,407 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EBND
SPDR SERIES TRU...
|
ETF | 2.17% | 2.10% |
#15
Prev: #15
|
2.9 | 237,905 | no change |
P
S
|
237,905 | $5,084,034 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPWO
SP FUNDS TRUST
|
Unknown | 2.04% | 2.08% |
#16
Prev: #16
|
2.8 | 174,674 | no change |
P
S
|
174,674 | $4,768,597 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMLC
VANECK ETF TRUS...
|
ETF | 2.03% | 2.05% |
#17
Prev: #17
|
2.8 | 183,684 | no change |
P
S
|
183,684 | $4,742,734 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.92% | 1.87% |
#18
Prev: #18
|
2.8 | 101,204 | no change |
P
S
|
101,204 | $4,494,492 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYLB
DBX ETF TR
|
ETF | 1.86% | 1.76% |
#19
Prev: #19
|
2.7 | 118,492 | no change |
P
S
|
118,492 | $4,364,065 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGS
WISDOMTREE TR
|
ETF | 1.73% | 1.72% |
#20
2
Prev: #22
|
2.7 | 70,539 | no change |
P
S
|
70,539 | $4,037,641 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPSK
TIDAL TRUST I
|
ETF | 1.70% | 1.72% |
#21
2
Prev: #23
|
2.7 | 217,515 | no change |
P
S
|
217,515 | $3,970,728 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWX
SPDR INDEX SHS ...
|
ETF | 1.67% | 1.73% |
#22
2
Prev: #20
|
2.7 | 59,634 | no change |
P
S
|
59,634 | $3,915,314 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NULV
NUSHARES ETF TR
|
ETF | 1.66% | 1.73% |
#23
2
Prev: #21
|
2.7 | 86,244 | no change |
P
S
|
86,244 | $3,885,274 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HLAL
LISTED FDS TR
|
ETF | 1.59% | 1.55% |
#24
4
Prev: #28
|
2.6 | 60,159 | no change |
P
S
|
60,159 | $3,731,656 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 1.58% | 1.68% |
#25
1
Prev: #24
|
2.6 | 13,260 | no change |
P
S
|
13,260 | $3,701,290 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 65 holdings