REBALANCE, LLC
All 13F Filings
- Location
- Palo Alto, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,908,172
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 103 | 1,908,172 | 13F-HR | REBALANCE, LLC |
| 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 | 21.66 K | 1.1% | 2.602 K | 0 | 2.602 K |
| ETFs | 1.887 M | 98.9% | 183.2 K | 0 | 183.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,908,172
Holdings
103
QoQ value change ($000)
185,838
(10.8%)
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.