Rebalance 13F Holdings & Latest Moves

13F filer · Latest filing Oct 22, 2026

Latest 13F moves (filed Oct 22, 2026): 3 new positions, 22 added, 11 reduced, 4 sold out. Largest change by value: added $SCHB ($448.09M held).

New positions
3
Added / reduced
22 / 11
Sold out
4

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SCHB Added +549.56K (+3.73%) 15.29M $448.09M —
$AGG Added +47.77K (+2.93%) 1.68M $158.53M —
$VCIT Added +39.40K (+3.30%) 1.23M $96.59M —
$SCHE Added +52.05K (+2.26%) 2.35M $85.67M —
$VNQ Added +17.54K (+2.86%) 631.24K $56.58M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VYM Reduced -38.56K (-20.57%) 148.92K $23.11M —
$SPY Reduced -143 (-2.30%) 6.08K $4.64M —
$IJH Reduced -565 (-1.04%) 53.70K $3.86M —
$ORCL Reduced -42 (-1.08%) 3.86K $529.70K —
$AXP Reduced -30 (-2.16%) 1.36K $412.36K —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPCX New +24.27K 24.27K $3.66M Read
$DFAC New +15.63K 15.63K $694.92K —
$GOOG New +587 587 $200.01K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SCHB Added +549.56K (+3.73%) 15.29M $448.09M —
$AGG Added +47.77K (+2.93%) 1.68M $158.53M —
$VCIT Added +39.40K (+3.30%) 1.23M $96.59M —
$SCHE Added +52.05K (+2.26%) 2.35M $85.67M —
$VNQ Added +17.54K (+2.86%) 631.24K $56.58M —
$IJR Added +5.94K (+1.45%) 414.96K $56.45M —
$VWO Added +7.37K (+1.05%) 706.56K $41.91M —
$SGOV Added +89.09K (+44.37%) 289.86K $29.18M —
$BND Added +6.10K (+2.46%) 254.54K $17.86M —
$IBDT Added +7.14K (+1.05%) 690.03K $17.22M —
$IBTG Added +182.68K (+63.24%) 471.56K $10.79M —
$IBDU Added +5.23K (+1.14%) 463.76K $10.52M —
$IBDV Added +5.62K (+1.16%) 489.60K $10.35M —
$IBTK Added +6.68K (+2.24%) 304.18K $5.78M —
$VOO Added +52 (+1.25%) 4.20K $2.94M —
$MSFT Added +71 (+1.83%) 3.96K $2.03M —
$IBHF Added +1.19K (+3.32%) 36.98K $833.11K —
$NVDA Added +702 (+40.07%) 2.45K $560.45K —
$JPM Added +21 (+1.62%) 1.32K $435.70K —
$VUG Added +85 (+2.07%) 4.19K $377.73K —
$CRWD Added +717 (+272.62%) 980 $259.45K —
$AMZN Added +65 (+7.25%) 961 $239.43K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VYM Reduced -38.56K (-20.57%) 148.92K $23.11M —
$SPY Reduced -143 (-2.30%) 6.08K $4.64M —
$IJH Reduced -565 (-1.04%) 53.70K $3.86M —
$ORCL Reduced -42 (-1.08%) 3.86K $529.70K —
$AXP Reduced -30 (-2.16%) 1.36K $412.36K —
$VT Reduced -122 (-4.65%) 2.50K $394.99K —
$KO Reduced -49 (-1.36%) 3.56K $306.01K —
$CVX Reduced -35 (-2.33%) 1.47K $299.78K —
$CP Reduced -58 (-2.13%) 2.67K $227.22K —
$LOW Reduced -89 (-7.12%) 1.16K $213.92K —
$NVS Reduced -21 (-1.40%) 1.48K $210.86K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$TWST Sold out -2K — — —
$TSM Sold out -438 — — —
$BIL Sold out -4.43K — — —
$GD Sold out -614 — — —

All tracked 13F moves by Rebalance

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VT Reduced -122 (-4.65%) 2.50K $394.99K —
$KO Reduced -49 (-1.36%) 3.56K $306.01K —
$SPY Reduced -143 (-2.30%) 6.08K $4.64M —
$ORCL Reduced -42 (-1.08%) 3.86K $529.70K —
$NVS Reduced -21 (-1.40%) 1.48K $210.86K —
$LOW Reduced -89 (-7.12%) 1.16K $213.92K —
$IJH Reduced -565 (-1.04%) 53.70K $3.86M —
$CVX Reduced -35 (-2.33%) 1.47K $299.78K —
$CP Reduced -58 (-2.13%) 2.67K $227.22K —
$AXP Reduced -30 (-2.16%) 1.36K $412.36K —
$SPCX New +24.27K 24.27K $3.66M Read
$DFAC New +15.63K 15.63K $694.92K —
$GOOG New +587 587 $200.01K —
$VYM Reduced -38.56K (-20.57%) 148.92K $23.11M —
$TWST Sold out -2K — — —
$TSM Sold out -438 — — —
$BIL Sold out -4.43K — — —
$GD Sold out -614 — — —
$VNQ Added +17.54K (+2.86%) 631.24K $56.58M —
$BND Added +6.10K (+2.46%) 254.54K $17.86M —
$VOO Added +52 (+1.25%) 4.20K $2.94M —
$VUG Added +85 (+2.07%) 4.19K $377.73K —
$VCIT Added +39.40K (+3.30%) 1.23M $96.59M —
$VWO Added +7.37K (+1.05%) 706.56K $41.91M —
$SCHB Added +549.56K (+3.73%) 15.29M $448.09M —
$SCHE Added +52.05K (+2.26%) 2.35M $85.67M —
$NVDA Added +702 (+40.07%) 2.45K $560.45K —
$MSFT Added +71 (+1.83%) 3.96K $2.03M —
$JPM Added +21 (+1.62%) 1.32K $435.70K —
$AGG Added +47.77K (+2.93%) 1.68M $158.53M —
$IJR Added +5.94K (+1.45%) 414.96K $56.45M —
$SGOV Added +89.09K (+44.37%) 289.86K $29.18M —
$IBTK Added +6.68K (+2.24%) 304.18K $5.78M —
$IBTG Added +182.68K (+63.24%) 471.56K $10.79M —
$IBHF Added +1.19K (+3.32%) 36.98K $833.11K —
$IBDV Added +5.62K (+1.16%) 489.60K $10.35M —
$IBDU Added +5.23K (+1.14%) 463.76K $10.52M —
$IBDT Added +7.14K (+1.05%) 690.03K $17.22M —
$CRWD Added +717 (+272.62%) 980 $259.45K —
$AMZN Added +65 (+7.25%) 961 $239.43K —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Rebalance holds or traded

Frequently asked questions

What did Rebalance buy and sell in its latest 13F?

It opened or added to $SCHB, $AGG, $VCIT, $SCHE and $VNQ; it cut or exited $VYM, $SPY, $IJH, $ORCL and $AXP.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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