Filed: 10/24/2025ACC: 0002077940-25-000002
📋 What this filing means
REBEL FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $229.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$229.39M
Total AUM (reported)
0.00
Total Shares
Allocation by class
PRTFLO S&P500 VL$15.30M6.7%
US LCAP VA ETF$13.53M5.9%
CORE US AGGBD ET$13.49M5.9%
GROWTH ETF$12.35M5.4%
INTERMED TERM$11.10M4.8%
SHS CREATION UNI$10.62M4.6%
CORE MSCI INTL$8.16M3.6%
Portfolio Concentration
Top 3$42.33M18.5%
4–10$62.66M27.3%
11–25$69.45M30.3%
Rest$54.96M24.0%
Top 3 weight
18.5%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Sole
Full voting authority
4.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
PRTFLO S&P500 VL
SOLEShares0.00
TypeSH
Market value$15.30M
6.67%
Sole
276.54K
Shared
0.00
None
0.00
US LCAP VA ETF
SOLEShares0.00
TypeSH
Market value$13.53M
5.90%
Sole
464.94K
Shared
0.00
None
0.00
CORE US AGGBD ET
SOLEShares0.00
TypeSH
Market value$13.49M
5.88%
Sole
134.60K
Shared
0.00
None
0.00
GROWTH ETF
SOLEShares0.00
TypeSH
Market value$12.35M
5.38%
Sole
25.72K
Shared
0.00
None
0.00
INTERMED TERM
SOLEShares0.00
TypeSH
Market value$11.10M
4.84%
Sole
142.18K
Shared
0.00
None
0.00
SHS CREATION UNI
SOLEShares0.00
TypeSH
Market value$10.62M
4.63%
Sole
241.69K
Shared
0.00
None
0.00
CORE MSCI INTL
SOLEShares0.00
TypeSH
Market value$8.16M
3.56%
Sole
101.77K
Shared
0.00
None
0.00
TOTAL INT BD ETF
SOLEShares0.00
TypeSH
Market value$7.58M
3.30%
Sole
153.24K
Shared
0.00
None
0.00
ESG AWR US AGRGT
SOLEShares0.00
TypeSH
Market value$6.43M
2.80%
Sole
133.85K
Shared
0.00
None
0.00
AVANTIS EMGMKT
SOLEShares0.00
TypeSH
Market value$6.43M
2.80%
Sole
85.57K
Shared
0.00
None
0.00
BLOOMBERG INTL T
SOLEShares0.00
TypeSH
Market value$6.31M
2.75%
Sole
274.48K
Shared
0.00
None
0.00
FTSE EMR MKT ETF
SOLEShares0.00
TypeSH
Market value$6.18M
2.69%
Sole
114.07K
Shared
0.00
None
0.00
RUS MD CP GR ETF
SOLEShares0.00
TypeSH
Market value$5.76M
2.51%
Sole
40.44K
Shared
0.00
None
0.00
GREEN BOND ETF
SOLEShares0.00
TypeSH
Market value$5.32M
2.32%
Sole
217.79K
Shared
0.00
None
0.00
BLOOMBERG EMERGI
SOLEShares0.00
TypeSH
Market value$4.83M
2.10%
Sole
226.04K
Shared
0.00
None
0.00
S&P WORLD EX US
SOLEShares0.00
TypeSH
Market value$4.77M
2.08%
Sole
179.01K
Shared
0.00
None
0.00
JP MRGAN EM LOC
SOLEShares0.00
TypeSH
Market value$4.70M
2.05%
Sole
184.35K
Shared
0.00
None
0.00
PORTFOLIO DEVLPD
SOLEShares0.00
TypeSH
Market value$4.29M
1.87%
Sole
100.19K
Shared
0.00
None
0.00
XTRACK USD HIGH
SOLEShares0.00
TypeSH
Market value$4.04M
1.76%
Sole
108.99K
Shared
0.00
None
0.00
S&P EMKTSC ETF
SOLEShares0.00
TypeSH
Market value$3.97M
1.73%
Sole
58.97K
Shared
0.00
None
0.00
NUVEEN ESG LRGVL
SOLEShares0.00
TypeSH
Market value$3.96M
1.73%
Sole
90.38K
Shared
0.00
None
0.00
EMG MKTS SMCAP
SOLEShares0.00
TypeSH
Market value$3.96M
1.72%
Sole
69.29K
Shared
0.00
None
0.00
SP DWJNS SUKUK
SOLEShares0.00
TypeSH
Market value$3.94M
1.72%
Sole
213.22K
Shared
0.00
None
0.00
MCAP GR IDXVIP
SOLEShares0.00
TypeSH
Market value$3.85M
1.68%
Sole
13.07K
Shared
0.00
None
0.00
HIGH YIELD CORP
SOLEShares0.00
TypeSH
Market value$3.57M
1.56%
Sole
145.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRTFLO S&P500 VLSOLE | PRTFLO S&P500 VL | 0.00 | SH | $15.30M 6.67% | 276.54K | 0.00 | 0.00 |
US LCAP VA ETFSOLE | US LCAP VA ETF | 0.00 | SH | $13.53M 5.90% | 464.94K | 0.00 | 0.00 |
CORE US AGGBD ETSOLE | CORE US AGGBD ET | 0.00 | SH | $13.49M 5.88% | 134.60K | 0.00 | 0.00 |
GROWTH ETFSOLE | GROWTH ETF | 0.00 | SH | $12.35M 5.38% | 25.72K | 0.00 | 0.00 |
INTERMED TERMSOLE | INTERMED TERM | 0.00 | SH | $11.10M 4.84% | 142.18K | 0.00 | 0.00 |
SHS CREATION UNISOLE | SHS CREATION UNI | 0.00 | SH | $10.62M 4.63% | 241.69K | 0.00 | 0.00 |
CORE MSCI INTLSOLE | CORE MSCI INTL | 0.00 | SH | $8.16M 3.56% | 101.77K | 0.00 | 0.00 |
TOTAL INT BD ETFSOLE | TOTAL INT BD ETF | 0.00 | SH | $7.58M 3.30% | 153.24K | 0.00 | 0.00 |
ESG AWR US AGRGTSOLE | ESG AWR US AGRGT | 0.00 | SH | $6.43M 2.80% | 133.85K | 0.00 | 0.00 |
AVANTIS EMGMKTSOLE | AVANTIS EMGMKT | 0.00 | SH | $6.43M 2.80% | 85.57K | 0.00 | 0.00 |
BLOOMBERG INTL TSOLE | BLOOMBERG INTL T | 0.00 | SH | $6.31M 2.75% | 274.48K | 0.00 | 0.00 |
FTSE EMR MKT ETFSOLE | FTSE EMR MKT ETF | 0.00 | SH | $6.18M 2.69% | 114.07K | 0.00 | 0.00 |
RUS MD CP GR ETFSOLE | RUS MD CP GR ETF | 0.00 | SH | $5.76M 2.51% | 40.44K | 0.00 | 0.00 |
GREEN BOND ETFSOLE | GREEN BOND ETF | 0.00 | SH | $5.32M 2.32% | 217.79K | 0.00 | 0.00 |
BLOOMBERG EMERGISOLE | BLOOMBERG EMERGI | 0.00 | SH | $4.83M 2.10% | 226.04K | 0.00 | 0.00 |
S&P WORLD EX USSOLE | S&P WORLD EX US | 0.00 | SH | $4.77M 2.08% | 179.01K | 0.00 | 0.00 |
JP MRGAN EM LOCSOLE | JP MRGAN EM LOC | 0.00 | SH | $4.70M 2.05% | 184.35K | 0.00 | 0.00 |
PORTFOLIO DEVLPDSOLE | PORTFOLIO DEVLPD | 0.00 | SH | $4.29M 1.87% | 100.19K | 0.00 | 0.00 |
XTRACK USD HIGHSOLE | XTRACK USD HIGH | 0.00 | SH | $4.04M 1.76% | 108.99K | 0.00 | 0.00 |
S&P EMKTSC ETFSOLE | S&P EMKTSC ETF | 0.00 | SH | $3.97M 1.73% | 58.97K | 0.00 | 0.00 |
NUVEEN ESG LRGVLSOLE | NUVEEN ESG LRGVL | 0.00 | SH | $3.96M 1.73% | 90.38K | 0.00 | 0.00 |
EMG MKTS SMCAPSOLE | EMG MKTS SMCAP | 0.00 | SH | $3.96M 1.72% | 69.29K | 0.00 | 0.00 |
SP DWJNS SUKUKSOLE | SP DWJNS SUKUK | 0.00 | SH | $3.94M 1.72% | 213.22K | 0.00 | 0.00 |
MCAP GR IDXVIPSOLE | MCAP GR IDXVIP | 0.00 | SH | $3.85M 1.68% | 13.07K | 0.00 | 0.00 |
HIGH YIELD CORPSOLE | HIGH YIELD CORP | 0.00 | SH | $3.57M 1.56% | 145.50K | 0.00 | 0.00 |
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