rebel Financial LLC

CIK

2077940

Location

GROVEPORT, OH

Portfolio Value

Micro $41,715,286

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,520 / 8,698 ▲ 83 · as of Mar 2026

Top Industry

Integrated Freight & Logistics 48.4%

3Y Alpha vs SPY

-17.5%

Period ended 5 months ago

Filed Apr 24, 2026 · 4mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+2.2%

SPY

+20.4%

Annualised alpha

-18.2%

Max drawdown

−6.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.

Portfolio Concentration

11 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.5%

+1.4 pts

Top 5

97.1%

−1.2 pts

Top 10

99.9%

−0.1 pts

HHI

2,096

Moderately concentrated−48

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.3%	$41,007,005	7
Industrials	0.8%	$343,051	1
Technology	0.8%	$340,484	2
Utilities	0.1%	$24,746	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+14,642	294,183	$6,457,316
BIV	Vanguard Intermediate-Term Bond ETF	+10,135	154,175	$11,899,226
CGGR	Capital Group Growth ETF	+4,916	242,614	$9,750,656
UPS	United Parcel Service Inc	+146	3,487	$343,051
AAPL	Apple Inc.	+7	1,244	$315,714
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
CIG	Energy Co Of Minas Gerais	−3,405	10,354	$24,746
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	−3,311	67,228	$4,040,402
BNDX	Vanguard Total International Bond ETF	−1,316	173,825	$8,352,291
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ETHV	VanEck Ethereum ETF	8,413	$257,858
ARKB	Ark 21Shares Bitcoin ETF	11,083	$249,256
WIT	Wipro Ltd	11,684	$24,770
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $41,715,286 total · filing declares 65 positions · $230,613,076 · as of Mar 31, 2026

All sectors Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIV	Vanguard Intermediate-Term Bond ETF	Added	154,175	+10,135	$11,899,226	+6.1%	28.52%
CGGR	Capital Group Growth ETF	Added	242,614	+4,916	$9,750,656	−7.8%	23.37%
BNDX	Vanguard Total International Bond ETF	Reduced	173,825	-1,316	$8,352,291	−1.3%	20.02%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	294,183	+14,642	$6,457,316	+2.5%	15.48%
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Reduced	67,228	-3,311	$4,040,402	+0.1%	9.69%
UPS	United Parcel Service Inc Industrials	Added	3,487	+146	$343,051	+3.5%	0.82%
AAPL	Apple Inc. Technology	Added	1,244	+7	$315,714	−6.1%	0.76%
ETHV	VanEck Ethereum ETF	NEW	8,413	NEW	$257,858	NEW	0.62%
ARKB	Ark 21Shares Bitcoin ETF	NEW	11,083	NEW	$249,256	NEW	0.60%
WIT	Wipro Ltd Technology	NEW	11,684	NEW	$24,770	NEW	0.06%
CIG	Energy Co Of Minas Gerais Utilities	Reduced	10,354	-3,405	$24,746	−10.1%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.