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Sebold Capital Management

Latest statistics and disclosures from Sebold Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are RSP, VO, VIG, FNDE, VEA, and represent 41.91% of Sebold Capital Management's stock portfolio.
Added to shares of these 10 stocks: APLU, HYD, VIG, FNDE, SPHQ, BND, JAAA, QEMM, CVS, AMD.
Started 8 new stock positions in HYD, RJF, VYMI, QEMM, SPHQ, AMD, CVS, VOX.
Reduced shares in these 10 stocks: FMB, HYMB, FTSM, VIOO, RSP, VGT, BNDX, XLC, INTC, OC.
Sold out of its positions in INTC, OC, XLC.
Sebold Capital Management was a net seller of stock by $-382k.
Sebold Capital Management has $162M in assets under management (AUM), dropping by 6.69%.
Central Index Key (CIK): 0001972836

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Positions held by Sebold Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sebold Capital Management

Sebold Capital Management holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	16.7	$27M		149k	181.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.6	$12M		44k	279.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.4	$12M	+5%	58k	204.67	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	5.6	$9.1M	+5%	277k	33.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.7	$7.6M		133k	57.01	View chart
Vanguard World Inf Tech Etf (VGT)	3.5	$5.7M	-4%	8.7k	663.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.9	$4.8M	+11%	65k	73.63	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	2.9	$4.6M	+2%	162k	28.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$4.4M		71k	62.02	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.6	$4.3M	-8%	42k	101.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.6	$4.3M	-2%	146k	29.28	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.6	$4.2M	+2%	170k	24.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.4	$3.9M	-21%	66k	59.87	View chart
Allspring Exchange Traded Fu Core Plus Etf (APLU)	2.3	$3.8M	+39%	151k	24.94	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	2.3	$3.7M		79k	46.28	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	2.1	$3.4M	-4%	100k	34.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$3.4M		31k	109.29	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.0	$3.3M	-4%	82k	40.02	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	1.6	$2.6M		102k	25.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.4	$2.3M	+19%	46k	50.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$2.1M	-11%	43k	49.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$1.8M	-6%	75k	24.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.8M		2.9k	620.90	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	1.0	$1.6M	-3%	34k	47.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.4M		2.2k	617.85	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$1.3M	-51%	26k	49.82	View chart
Meta Platforms Cl A (META)	0.7	$1.2M	+2%	1.6k	738.09	View chart
Capital One Financial (COF)	0.7	$1.1M		5.4k	212.78	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.1M	-2%	37k	30.14	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$1.1M	+10%	2.0k	566.48	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.7	$1.1M	+14%	23k	48.21	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$995k	-16%	14k	72.69	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$936k	NEW	19k	50.21	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.5	$824k	+18%	32k	25.68	View chart
Palantir Technologies Cl A (PLTR)	0.5	$816k	-8%	6.0k	136.32	View chart
Amazon (AMZN)	0.5	$813k	+3%	3.7k	219.39	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.5	$788k	-59%	32k	24.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$670k		10k	67.22	View chart
Wells Fargo & Company (WFC)	0.4	$645k		8.1k	80.12	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.4	$605k	+13%	5.5k	109.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$531k		6.4k	83.48	View chart
Markel Corporation (MKL)	0.3	$521k	-2%	261.00	1997.36	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$502k	NEW	7.0k	71.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$500k	+9%	2.8k	177.39	View chart
Ge Aerospace Com New (GE)	0.3	$493k		1.9k	257.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$456k	-5%	2.3k	195.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.3	$447k		5.9k	76.11	View chart
Broadcom (AVGO)	0.3	$413k	-13%	1.5k	275.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$412k		7.9k	52.37	View chart
Shoe Carnival (SCVL)	0.2	$404k		22k	18.71	View chart
Cigna Corp (CI)	0.2	$384k		1.2k	330.58	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$383k	-15%	16k	24.56	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.2	$369k	NEW	5.9k	63.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$359k	-25%	1.4k	253.23	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$347k		9.2k	37.51	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$337k	-3%	6.0k	56.47	View chart
Cme (CME)	0.2	$326k		1.2k	275.62	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$322k		7.6k	42.60	View chart
CVS Caremark Corporation (CVS)	0.2	$321k	NEW	4.7k	68.98	View chart
JPMorgan Chase & Co. (JPM)	0.2	$308k		1.1k	289.91	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$304k		2.1k	147.52	View chart
Us Bancorp Del Com New (USB)	0.2	$290k		6.4k	45.25	View chart
MGM Resorts International. (MGM)	0.2	$289k	-35%	8.4k	34.39	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$286k	+13%	1.3k	217.33	View chart
Applied Materials (AMAT)	0.2	$285k	-23%	1.6k	183.07	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.2	$284k		5.8k	48.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$283k	+12%	931.00	303.93	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$276k		1.5k	179.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$275k	-2%	784.00	351.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$269k	-5%	6.6k	40.78	View chart
Viatris (VTRS)	0.2	$244k	-23%	27k	8.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$238k		3.0k	78.70	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$236k	-20%	7.5k	31.54	View chart
Advanced Micro Devices (AMD)	0.1	$234k	NEW	1.6k	141.90	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$226k	NEW	1.3k	171.03	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$209k	-8%	1.6k	134.79	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$206k	NEW	2.6k	80.11	View chart
Raymond James Financial (RJF)	0.1	$203k	NEW	1.3k	153.40	View chart

Past Filings by Sebold Capital Management

SEC 13F filings are viewable for Sebold Capital Management going back to 2022

Sebold Capital Management 2025 Q2 filed Aug. 5, 2025
Sebold Capital Management 2025 Q1 filed April 28, 2025
Sebold Capital Management 2024 Q4 filed Jan. 14, 2025
Sebold Capital Management 2024 Q3 filed Oct. 22, 2024
Sebold Capital Management 2024 Q2 filed Aug. 12, 2024
Sebold Capital Management 2024 Q1 filed April 11, 2024
Sebold Capital Management 2023 Q4 filed Jan. 18, 2024
Sebold Capital Management 2023 Q3 filed Oct. 23, 2023
Sebold Capital Management 2023 Q2 filed July 28, 2023
Sebold Capital Management 2023 Q1 filed May 12, 2023
Sebold Capital Management 2023 Q1 restated filed May 12, 2023
Sebold Capital Management 2022 Q4 filed May 12, 2023

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