REBALANCE, LLC
All 13F Filings
- Location
- Palo Alto, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,722,334
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 101 | 1,722,334 | 13F-HR | REBALANCE, LLC |
| Q4 2025 | 1/15/2026 | 106 | 1,710,926 | 13F-HR | REBALANCE, LLC |
| Q3 2025 | 10/16/2025 | 102 | 1,657,738 | 13F-HR | REBALANCE, LLC |
| Q2 2025 | 7/16/2025 | 96 | 1,471,803 | 13F-HR | REBALANCE, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.06 K | 1.1% | 0 | 4.929 K | -4.929 K |
| ETFs | 1.703 M | 98.9% | 16.34 K | 0 | 16.34 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
1,722,334
Holdings
101
QoQ value change ($000)
11,408
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.