Rebalance, LLC Portfolio Holdings

Rebalance, LLC

  • $1.71 Trillion
  • Q4 2025

Rebalance, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.71 Trillion distributed in 106 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 $392B, Vanguard Total Stock Market Et with a value of $250B, Schwab Strategic Tr Intl Eqty with a value of $166B, Ishares Core U.S. Aggregate Bo with a value of $142B, and Vanguard Ftse Developed Market with a value of $101B.

Examining the 13F form we can see an increase of $53.2B in the current position value, from $1.66T to 1.71T.

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 $1.71 Trillion
ETFs: $259 Billion
Technology: $8.74 Billion
Financial Services: $7.05 Billion
Industrials: $1.33 Billion
Healthcare: $1.13 Billion
Consumer Cyclical: $1.11 Billion
Consumer Defensive: $973 Million
Communication Services: $689 Million
Other: $570 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.5B
$436 Million 0.03% of portfolio
1,122
Q4 2025 Added 3.79%
$12.2B
$389 Million 0.02% of portfolio
2,180
Q3 2024 Added 100.0%
$140B
$314 Million 0.02% of portfolio
1,300
Q4 2025 Added 4.0%
$139B
$255 Million 0.01% of portfolio
737
Q4 2025 New
$94.5B
$207 Million 0.01% of portfolio
614
Q3 2025 New
$55.4B
$201 Million 0.01% of portfolio
685
Q4 2025 New
$47B
$222 Million 0.01% of portfolio
453
Q4 2025 Reduced 4.03%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $1.71 Trillion
  • Prior Value $1.66 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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