Rebalance, LLC has disclosed its latest investment portfolio in a 13F-HR filing, revealing a total value of over $1.94 billion as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions across various sectors.
Rebalance, LLC is an investment management firm based in Palo Alto, California. The firm focuses on providing tailored investment solutions to its clients, leveraging a diverse range of investment strategies. The company has been active in filing its 13F-HR reports, with the latest submission dated October 22, 2026, and the previous filings occurring regularly throughout the year.
The recent filing indicates that Rebalance holds a diverse array of investments, including significant stakes in various exchange-traded funds (ETFs) and stocks. The total reported value of the portfolio is approximately $1,942,063,012, reflecting the firm's strategic allocation in the market.
Among the notable positions listed in the filing are investments in well-known companies and ETFs. For instance, Rebalance holds shares in Amazon.com Inc., State Street Technology Select Sector SPDR ETF, and iShares Gold Trust, among others. The filing also highlights the firm’s focus on sectors such as technology, healthcare, and consumer goods, which are critical areas in the current investment landscape.
As the investment management industry continues to evolve, Rebalance's strategies may influence other firms within the sector. Competitors may analyze the firm's holdings and investment choices to adapt their own strategies in response to market trends.
Looking ahead, it remains to be seen how Rebalance will adjust its investment approach in future filings. The firm has a history of regularly updating its portfolio, and the next filing will likely provide further insights into its evolving strategies and market positioning. The filing does not specify what happens next, but stakeholders will be keenly observing Rebalance's future moves.