rebel Financial LLC
Long book
$230.6M
Q1 2026
Positions
65
Top-10 weight
45%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsrebel Financial LLC is a wealth-management firm allocating client money, running a $230.6M US long book across 65 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR P S&P 500 VALUE ETF, ISHARES CORE U.S. AGGREGATE, SCHWAB US LARGE-CAP VALUE, VANGUARD INTERMEDIATE-TERM B, VANGUARD GROWTH ETF.
Over the last 4 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 1 of 4 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2025
+5.3%
Q3 2025
+1.8%
Q4 2025
-0.8%
Q1 2026
+8.7%
Sector allocation
Industrials 52%
Technology 48%