REBEL FINANCIAL LLC

Filed: 7/24/2025ACC: 0002077940-25-000001

📋 What this filing means

REBEL FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $219.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$219.34M

Total AUM (reported)

4.68M

Total Shares

Allocation by class

PRTFLO S&P500 VL$13.95M6.4%

US LCAP VA ETF$13.21M6.0%

CORE US AGGBD ET$13.02M5.9%

GROWTH ETF$12.14M5.5%

INTERMED TERM$10.52M4.8%

SHS CREATION UNI$9.81M4.5%

CORE MSCI INTL$7.69M3.5%

Portfolio Concentration

Top 3$40.18M18.3%

4–10$59.97M27.3%

11–25$67.58M30.8%

Rest$51.61M23.5%

Top 3 weight

18.3%

Top 10 weight

45.7%

Voting Authority Distribution

Total shares with voting rights: 4.68M

Sole

Full voting authority

4.68M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole62

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings62

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares266.58K

TypeSH

Market value$13.95M

6.36%

Sole

266.58K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares477.46K

TypeSH

Market value$13.21M

6.02%

Sole

477.46K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares131.21K

TypeSH

Market value$13.02M

5.93%

Sole

131.21K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares27.65K

TypeSH

Market value$12.14M

5.53%

Sole

27.65K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares136.08K

TypeSH

Market value$10.52M

4.80%

Sole

136.08K

Shared

0.00

None

0.00

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares241.23K

TypeSH

Market value$9.81M

4.47%

Sole

241.23K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI INTL

Shares101.17K

TypeSH

Market value$7.69M

3.51%

Sole

101.17K

Shared

0.00

None

0.00

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares147.76K

TypeSH

Market value$7.32M

3.34%

Sole

147.76K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

BLOOMBERG INTL T

Shares267.56K

TypeSH

Market value$6.28M

2.87%

Sole

267.56K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWR US AGRGT

Shares130.63K

TypeSH

Market value$6.21M

2.83%

Sole

130.63K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares119.70K

TypeSH

Market value$5.92M

2.70%

Sole

119.70K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares85.50K

TypeSH

Market value$5.86M

2.67%

Sole

85.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares39.94K

TypeSH

Market value$5.54M

2.53%

Sole

39.94K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

GREEN BOND ETF

Shares214.84K

TypeSH

Market value$5.21M

2.37%

Sole

214.84K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

BLOOMBERG EMERGI

Shares230.34K

TypeSH

Market value$4.93M

2.25%

Sole

230.34K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

JP MRGAN EM LOC

Shares181.20K

TypeSH

Market value$4.59M

2.09%

Sole

181.20K

Shared

0.00

None

0.00

SP FUNDS TRUST

SOLE

S&P WORLD EX US

Shares179.92K

TypeSH

Market value$4.39M

2.00%

Sole

179.92K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares104.47K

TypeSH

Market value$4.23M

1.93%

Sole

104.47K

Shared

0.00

None

0.00

DBX ETF TR

SOLE

XTRACK USD HIGH

Shares112.61K

TypeSH

Market value$4.16M

1.90%

Sole

112.61K

Shared

0.00

None

0.00

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares72K

TypeSH

Market value$3.98M

1.81%

Sole

72K

Shared

0.00

None

0.00

TIDAL TRUST I

SOLE

SP DWJNS SUKUK

Shares212.43K

TypeSH

Market value$3.87M

1.76%

Sole

212.43K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares13.58K

TypeSH

Market value$3.87M

1.76%

Sole

13.58K

Shared

0.00

None

0.00

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGVL

Shares91.14K

TypeSH

Market value$3.82M

1.74%

Sole

91.14K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

S&P EMKTSC ETF

Shares58.77K

TypeSH

Market value$3.65M

1.66%

Sole

58.77K

Shared

0.00

None

0.00

ISHARES TR

SOLE

EAFE SML CP ETF

Shares49.10K

TypeSH

Market value$3.57M

1.63%

Sole

49.10K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	266.58K	SH	$13.95M 6.36%	266.58K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	477.46K	SH	$13.21M 6.02%	477.46K
ISHARES TRSOLE	CORE US AGGBD ET	131.21K	SH	$13.02M 5.93%	131.21K
VANGUARD INDEX FDSSOLE	GROWTH ETF	27.65K	SH	$12.14M 5.53%	27.65K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	136.08K	SH	$10.52M 4.80%	136.08K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	241.23K	SH	$9.81M 4.47%	241.23K
ISHARES TRSOLE	CORE MSCI INTL	101.17K	SH	$7.69M 3.51%	101.17K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	147.76K	SH	$7.32M 3.34%	147.76K
SPDR SERIES TRUSTSOLE	BLOOMBERG INTL T	267.56K	SH	$6.28M 2.87%	267.56K
ISHARES TRSOLE	ESG AWR US AGRGT	130.63K	SH	$6.21M 2.83%	130.63K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	119.70K	SH	$5.92M 2.70%	119.70K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	85.50K	SH	$5.86M 2.67%	85.50K
ISHARES TRSOLE	RUS MD CP GR ETF	39.94K	SH	$5.54M 2.53%	39.94K
VANECK ETF TRUSTSOLE	GREEN BOND ETF	214.84K	SH	$5.21M 2.37%	214.84K
SPDR SERIES TRUSTSOLE	BLOOMBERG EMERGI	230.34K	SH	$4.93M 2.25%	230.34K
VANECK ETF TRUSTSOLE	JP MRGAN EM LOC	181.20K	SH	$4.59M 2.09%	181.20K
SP FUNDS TRUSTSOLE	S&P WORLD EX US	179.92K	SH	$4.39M 2.00%	179.92K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	104.47K	SH	$4.23M 1.93%	104.47K
DBX ETF TRSOLE	XTRACK USD HIGH	112.61K	SH	$4.16M 1.90%	112.61K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	72K	SH	$3.98M 1.81%	72K
TIDAL TRUST ISOLE	SP DWJNS SUKUK	212.43K	SH	$3.87M 1.76%	212.43K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	13.58K	SH	$3.87M 1.76%	13.58K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGVL	91.14K	SH	$3.82M 1.74%	91.14K
SPDR INDEX SHS FDSSOLE	S&P EMKTSC ETF	58.77K	SH	$3.65M 1.66%	58.77K
ISHARES TRSOLE	EAFE SML CP ETF	49.10K	SH	$3.57M 1.63%	49.10K

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