rebel Financial LLC

Q1 2026 13F-HR Holdings

Location
Groveport, OH
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$230,613
Net value change ($000)
-3,440 (-1.5%)
New positions
4
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIV 681 6.1%
NUBD 632 74.8%
AVUV 327 9.4%
ETHV 258 NEW
ARKB 249 NEW
FLHY 181 5.0%
NULV 179 4.6%
BWX 159 2.5%
SPYV 155 1.0%
SPWO 135 2.8%
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,457 -12.2%
CGGR -819 -7.7%
PWRD -556 -100.0%
GRID -497 -100.0%
AVEM -425 -6.7%
EEMX -424 -100.0%
VOT -346 -9.3%
ESGE -268 -7.8%
AGG -265 -1.9%
SCHV -238 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type