rebel Financial LLC

Q2 2026 13F-HR Holdings

Location
Groveport, OH
Holdings as of
6/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$251,771
Net value change ($000)
+21,158 (9.2%)
New positions
8
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: 11/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGGR 1,780 18.3%
SCHV 1,662 12.2%
VUG 1,439 13.7%
SPYV 1,318 8.3%
NUBD 1,023 69.3%
BIV 936 7.9%
IWP 931 16.6%
AVEM 863 14.6%
IDEV 615 7.5%
HLAL 598 16.8%
Top Reduces (Value $000, Stocks/ETFs)
EAGG -416 -6.7%
NULV -195 -4.8%
ESGD -133 -5.5%
DFSD -32 -13.5%
UPS -27 -7.9%
NUMV -2 -0.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type