Rebalance, LLC Portfolio Holdings

Rebalance, LLC

  • $1.47 Trillion
  • Q2 2025

Rebalance, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.47 Trillion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $314B, Vanguard Total Stock Market Et with a value of $226B, Schwab Strategic Tr Intl Eqty with a value of $136B, Ishares Core U.S. Aggregate Bo with a value of $129B, and Vanguard Ftse Developed Market with a value of $88B.

Examining the 13F form we can see an increase of $114B in the current position value, from $1.36T to 1.47T.

Rebalance, LLC is based out at Palo Alto, CA

Below you can find more details about Rebalance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.47 Trillion
ETFs: $235 Billion
Technology: $8.59 Billion
Financial Services: $5.13 Billion
Consumer Cyclical: $1.14 Billion
Consumer Defensive: $820 Million
Healthcare: $698 Million
Industrials: $663 Million
Energy: $510 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.6B
$509 Million 0.03% of portfolio
1,000
Q2 2025 Reduced 0.1%
$172B
$481 Million 0.03% of portfolio
468
Q2 2025 New
$152B
$277 Million 0.02% of portfolio
1,250
Q2 2025 Reduced 0.08%
$13.8B
$356 Million 0.02% of portfolio
2,180
Q3 2024 Added 100.0%
$55.2B
$252 Million 0.02% of portfolio
472
Q4 2024 Reduced 2.68%
$39.2B
$360 Million 0.02% of portfolio
1,083
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $1.47 Trillion
  • Prior Value $1.36 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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