rebel Financial LLC — Q3 2025 13F Holdings

Holdings as of September 30, 2025

Portfolio value

$229.39B

Holdings count

62 positions reported

Accession #

0002077940-25-000002

Form 13F-HR

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All Reported Positions

62 positions sorted by value

62 positions

Issuer	CUSIP	Valuev	Weight	Shares/Prin.	Discretion	Voting (Sole/Shared/None)
PRTFLO S&P500 VLPRTFLO S&P500 VL	78464A508	$15.30B	6.67%	0shares	SOLE	276,540 / 0 / 0
US LCAP VA ETFUS LCAP VA ETF	808524409	$13.53B	5.90%	0shares	SOLE	464,935 / 0 / 0
CORE US AGGBD ETCORE US AGGBD ET	464287226	$13.49B	5.88%	0shares	SOLE	134,604 / 0 / 0
GROWTH ETFGROWTH ETF	922908736	$12.35B	5.38%	0shares	SOLE	25,718 / 0 / 0
INTERMED TERMINTERMED TERM	921937819	$11.10B	4.84%	0shares	SOLE	142,178 / 0 / 0
SHS CREATION UNISHS CREATION UNI	14020G101	$10.62B	4.63%	0shares	SOLE	241,690 / 0 / 0
CORE MSCI INTLCORE MSCI INTL	46435G326	$8.16B	3.56%	0shares	SOLE	101,768 / 0 / 0
TOTAL INT BD ETFTOTAL INT BD ETF	92203J407	$7.58B	3.30%	0shares	SOLE	153,244 / 0 / 0
ESG AWR US AGRGTESG AWR US AGRGT	46435U549	$6.43B	2.80%	0shares	SOLE	133,850 / 0 / 0
AVANTIS EMGMKTAVANTIS EMGMKT	025072604	$6.43B	2.80%	0shares	SOLE	85,570 / 0 / 0
BLOOMBERG INTL TBLOOMBERG INTL T	78464A516	$6.31B	2.75%	0shares	SOLE	274,483 / 0 / 0
FTSE EMR MKT ETFFTSE EMR MKT ETF	922042858	$6.18B	2.69%	0shares	SOLE	114,066 / 0 / 0
RUS MD CP GR ETFRUS MD CP GR ETF	464287481	$5.76B	2.51%	0shares	SOLE	40,443 / 0 / 0
GREEN BOND ETFGREEN BOND ETF	92189F171	$5.32B	2.32%	0shares	SOLE	217,789 / 0 / 0
BLOOMBERG EMERGIBLOOMBERG EMERGI	78464A391	$4.83B	2.10%	0shares	SOLE	226,038 / 0 / 0
S&P WORLD EX USS&P WORLD EX US	84612A200	$4.77B	2.08%	0shares	SOLE	179,008 / 0 / 0
JP MRGAN EM LOCJP MRGAN EM LOC	92189H300	$4.70B	2.05%	0shares	SOLE	184,354 / 0 / 0
PORTFOLIO DEVLPDPORTFOLIO DEVLPD	78463X889	$4.29B	1.87%	0shares	SOLE	100,191 / 0 / 0
XTRACK USD HIGHXTRACK USD HIGH	233051432	$4.04B	1.76%	0shares	SOLE	108,993 / 0 / 0
S&P EMKTSC ETFS&P EMKTSC ETF	78463X756	$3.97B	1.73%	0shares	SOLE	58,966 / 0 / 0
NUVEEN ESG LRGVLNUVEEN ESG LRGVL	67092P300	$3.96B	1.73%	0shares	SOLE	90,383 / 0 / 0
EMG MKTS SMCAPEMG MKTS SMCAP	97717W281	$3.96B	1.72%	0shares	SOLE	69,286 / 0 / 0
SP DWJNS SUKUKSP DWJNS SUKUK	886364702	$3.94B	1.72%	0shares	SOLE	213,225 / 0 / 0
MCAP GR IDXVIPMCAP GR IDXVIP	922908538	$3.85B	1.68%	0shares	SOLE	13,070 / 0 / 0
HIGH YIELD CORPHIGH YIELD CORP	35473P629	$3.57B	1.56%	0shares	SOLE	145,505 / 0 / 0
EAFE SML CP ETFEAFE SML CP ETF	464288273	$3.56B	1.55%	0shares	SOLE	46,448 / 0 / 0
ESG AWR MSCI EMESG AWR MSCI EM	46434G863	$3.56B	1.55%	0shares	SOLE	81,964 / 0 / 0
WAHED FTSE ETFWAHED FTSE ETF	53656F607	$3.56B	1.55%	0shares	SOLE	59,945 / 0 / 0
ACTIVE GROWTHACTIVE GROWTH	46654Q609	$3.53B	1.54%	0shares	SOLE	37,662 / 0 / 0
US SML CP VALUUS SML CP VALU	025072877	$3.42B	1.49%	0shares	SOLE	34,404 / 0 / 0
SP FDS S&P 500SP FDS S&P 500	886364801	$3.39B	1.48%	0shares	SOLE	68,572 / 0 / 0
SM CP VAL ETFSM CP VAL ETF	922908611	$3.29B	1.43%	0shares	SOLE	15,695 / 0 / 0
SML CP GRW ETFSML CP GRW ETF	922908595	$2.89B	1.26%	0shares	SOLE	9,694 / 0 / 0
MCAP VL IDXVIPMCAP VL IDXVIP	922908512	$2.89B	1.26%	0shares	SOLE	16,458 / 0 / 0
CORE FIXED INCOMCORE FIXED INCOM	25434V872	$2.66B	1.16%	0shares	SOLE	62,190 / 0 / 0
ESG AW MSCI EAFEESG AW MSCI EAFE	46435G516	$2.61B	1.14%	0shares	SOLE	28,076 / 0 / 0
ESG AWARE MSCIESG AWARE MSCI	46435U663	$2.53B	1.10%	0shares	SOLE	56,026 / 0 / 0
ESG HI TLD CRPESG HI TLD CRP	67092P854	$2.01B	0.88%	0shares	SOLE	92,489 / 0 / 0
VALUE ETFVALUE ETF	922908744	$1.98B	0.87%	0shares	SOLE	10,589 / 0 / 0
PRTFLO S&P500 GWPRTFLO S&P500 GW	78464A409	$1.45B	0.63%	0shares	SOLE	13,866 / 0 / 0
US CORE EQUITY 2US CORE EQUITY 2	25434V708	$1.23B	0.54%	0shares	SOLE	31,836 / 0 / 0
NUVEEN ESG MIDVLNUVEEN ESG MIDVL	67092P508	$1.14B	0.50%	0shares	SOLE	29,522 / 0 / 0
NUVEEN ESG MIDCPNUVEEN ESG MIDCP	67092P409	$1.08B	0.47%	0shares	SOLE	22,099 / 0 / 0
US TARGETED VLUUS TARGETED VLU	25434V609	$1.01B	0.44%	0shares	SOLE	17,363 / 0 / 0
EMGR CRE EQT MNGEMGR CRE EQT MNG	25434V302	$906.40M	0.40%	0shares	SOLE	28,747 / 0 / 0
INTL CORE EQUITYINTL CORE EQUITY	25434V799	$715.34M	0.31%	0shares	SOLE	21,816 / 0 / 0
INTL SMALL CAP EINTL SMALL CAP E	25434V773	$582.91M	0.25%	0shares	SOLE	18,429 / 0 / 0
TRANSFORM SYSTEMTRANSFORM SYSTEM	29287L205	$556.35M	0.24%	0shares	SOLE	5,695 / 0 / 0
NASDQ CLN EDGENASDQ CLN EDGE	33737A108	$479.07M	0.21%	0shares	SOLE	3,171 / 0 / 0
MRNING SM CP ETFMRNING SM CP ETF	464288703	$438.14M	0.19%	0shares	SOLE	6,575 / 0 / 0
MSCI EMR MKT ETFMSCI EMR MKT ETF	78470E205	$414.13M	0.18%	0shares	SOLE	9,900 / 0 / 0
MRGSTR SM CP GRMRGSTR SM CP GR	464288604	$375.61M	0.16%	0shares	SOLE	6,916 / 0 / 0
MRGSTR MD CP GRWMRGSTR MD CP GRW	464288307	$365.85M	0.16%	0shares	SOLE	4,422 / 0 / 0
MRGSTR MD CP VALMRGSTR MD CP VAL	464288406	$356.51M	0.16%	0shares	SOLE	4,437 / 0 / 0
COMCOM	037833100	$306.27M	0.13%	0shares	SOLE	1,203 / 0 / 0
SHORT DURATION FSHORT DURATION F	25434V864	$296.66M	0.13%	0shares	SOLE	6,156 / 0 / 0
WORLD EX US COREWORLD EX US CORE	25434V880	$239.65M	0.10%	0shares	SOLE	7,637 / 0 / 0
CL BCL B	911312106	$237.98M	0.10%	0shares	SOLE	2,849 / 0 / 0
TOTAL BND MRKTTOTAL BND MRKT	921937835	$235.83M	0.10%	0shares	SOLE	3,171 / 0 / 0
VanguardINT-TERM CORP	92206C870	$230.56M	0.10%	0shares	SOLE	2,741 / 0 / 0
VanguardMTG-BKD SECS ETF	92206C771	$230.14M	0.10%	0shares	SOLE	4,901 / 0 / 0
CORE S&P500 ETFCORE S&P500 ETF	464287200	$201.46M	0.09%	0shares	SOLE	301 / 0 / 0

Filing Metadata

Form type

13F-HR

Filing date

Oct 24, 2025

Holdings as of

September 30, 2025

Accession

0002077940-25-000002

CIK

0002077940

View on SEC

Portfolio Snapshot

Total Portfolio Value

$229.39B

Number of Positions

62 reported by filer

Top 10 Concentration

45.8%

Top 20 Concentration

67.6%

Unique Issuers

By CUSIP

Avg. Position Size

$3.70B

Across 62 holdings

Top 5 Holdings

PRTFLO S&P500 VL6.7%

US LCAP VA ETF5.9%

CORE US AGGBD ET5.9%

GROWTH ETF5.4%

INTERMED TERM4.8%