rebel Financial LLC

RIA/Wealth

rebel Financial LLC is a RIA/Wealth based in Groveport, OH led by William Phillip Ratcliff, reporting $314.0M in AUM as of Q3 2025 with 100% ETF concentration.

PresidentWilliam Phillip Ratcliff

Portfolio Value: $208.9M
Positions: 57
Top Holding: SPYV at 7.32%
Last Reported: Q3 2025

Address5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125, United States

Top Holdings

Largest long holdings in rebel Financial LLC's portfolio (49.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$15.3M	7.32%	+$551.2K Bought	— 276.5K shares	Q2 2025 Held for 5 months
2 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$13.5M	6.48%	-$364.6K Sold	— 464.9K shares	Q2 2025 Held for 5 months
3 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$13.5M	6.46%	+$339.8K Bought	— 134.6K shares	Q2 2025 Held for 5 months
4 Vanguard Growth VUG	ETF ETF	$12.3M	5.91%	-$914.5K Sold	— 25.7K shares	Q2 2025 Held for 5 months
5 Vanguard Intermediate-Term Bond BIV	ETF ETF	$11.1M	5.31%	+$476.4K Bought	— 142.2K shares	Q2 2025 Held for 5 months
6 Capital Group Growth CGGR	ETF ETF	$10.6M	5.08%	+$20.1K Bought	— 241.7K shares	Q2 2025 Held for 5 months
7 Vanguard Total International Bond BNDX	ETF ETF	$7.6M	3.63%	+$271.4K Bought	— 153.2K shares	Q2 2025 Held for 5 months
8 iShares ESG Aware U.S. Aggregate Bond EAGG	ETF ETF	$6.4M	3.08%	+$154.5K Bought	— 133.9K shares	Q2 2025 Held for 5 months
9 Avantis Emerging Markets Equity AVEM	ETF ETF	$6.4M	3.08%	+$5.1K Bought	— 85.6K shares	Q2 2025 Held for 5 months
10 SPDR Bloomberg International Treasury Bond ETF BWX	ETF ETF	$6.3M	3.02%	+$159.3K Bought	— 274.5K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in rebel Financial LLC's latest filing

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GthenC

Market Value

$208.9M

Prior: $219.3M

Q/Q Change

-4.76%

-$10.4M

Net Flows % of MV

-0.114%

Turnover Ratio

1.36%

New Purchases

2 stocks

$460.7K

Added To

29 stocks

+$2.5M

Sold Out Of

2 stocks

$215.2K

Reduced Holdings

31 stocks

-$3.0M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Intermediate-Term Corporate Bond VCIT	New	0 → 2.7K +$230.6K
2 Vanguard Mortgage-Backed Securities VMBS	New	0 → 4.9K +$230.1K
3 DFSD Dimensional Short-Duration Fixed Income DFSD	+5.28%	5.8K → 6.2K +$14.9K
4 Vanguard Intermediate-Term Bond BIV	+4.48%	136.1K → 142.2K +$476.4K
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	+3.74%	266.6K → 276.5K +$551.2K

Decreased Positions

Position	Shares Δ	Change
1 Global X CleanTech CTEC	Sold	3.1K → 0 −$112.0K
2 Global X Solar RAYS	Sold	11.7K → 0 −$103.1K
3 iShares ESG Aware MSCI EAFE ETF ESGD	-100.0%	28.6K → - −-
4 Vanguard Mid-Cap Growth VOT	-100.0%	13.6K → - −-
5 VanEck Green Bond GRNB	-100.0%	214.8K → - −-