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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 41.60% of Sebold Capital Management's stock portfolio.
Added to shares of these 10 stocks: FNDX, FNDA, SCHX, ANGL, VEU, JBBB, JAAA, VEA, Allspring Exchange Traded Fu, XLC.
Started 5 new stock positions in Allspring Exchange Traded Fu, XLC, AAPL, VEU, AXP.
Reduced shares in these 10 stocks: RSP, FEM, VGT, DUSA, FPXI, WMS, , , VIOO, FTSM.
Sold out of its positions in WMS, DGX, XLU.
Sebold Capital Management was a net buyer of stock by $6.5M.
Sebold Capital Management has $149M in assets under management (AUM), dropping by -1.67%.
Central Index Key (CIK): 0001972836

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Portfolio Holdings for Sebold Capital Management

Sebold Capital Management holds 71 positions in its portfolio as reported in the December 2024 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)	18.5	$28M	-2%	158k	175.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.1	$11M		40k	264.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.0	$10M		53k	195.83	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	5.0	$7.5M		257k	29.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$6.0M	+5%	126k	47.82	View chart
Vanguard World Inf Tech Etf (VGT)	3.9	$5.9M	-7%	9.5k	621.78	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.6	$5.4M	-2%	91k	59.77	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	3.2	$4.7M	-3%	45k	106.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$4.5M		72k	62.31	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	3.0	$4.5M	+101%	150k	29.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.6	$3.9M	+200%	163k	23.68	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	2.5	$3.8M	-7%	90k	42.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$3.8M	+4%	53k	71.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$3.6M		31k	115.22	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.2	$3.3M	+25%	116k	28.67	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.9	$2.9M	+2%	98k	29.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$2.9M	+10%	59k	49.05	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.8	$2.7M	+6%	82k	33.21	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.8	$2.7M	+5%	52k	51.01	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	1.7	$2.5M	-2%	115k	21.84	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.4	$2.0M		80k	25.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$2.0M	+189%	88k	23.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$1.8M		3.0k	588.68	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.1	$1.7M		35k	47.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$1.4M	+35%	28k	50.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.3M		2.2k	586.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$1.1M		16k	68.94	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.1M		40k	26.63	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$1.0M		1.8k	569.58	View chart
Meta Platforms Cl A (META)	0.7	$1.0M	-3%	1.7k	585.51	View chart
Capital One Financial (COF)	0.6	$967k	-2%	5.4k	178.31	View chart
Amazon (AMZN)	0.6	$845k	-6%	3.9k	219.39	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.4	$654k	+140%	13k	49.16	View chart
Shoe Carnival (SCVL)	0.4	$642k	-3%	19k	33.08	View chart
Wells Fargo & Company (WFC)	0.4	$607k	-5%	8.6k	70.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$588k	NEW	10k	57.41	View chart
Palantir Technologies Cl A (PLTR)	0.4	$578k	-12%	7.6k	75.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$529k		2.8k	190.44	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.3	$507k		4.9k	104.30	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.3	$494k	-33%	11k	47.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$459k		6.5k	70.28	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$448k	+34%	1.9k	232.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.3	$425k	-3%	5.9k	72.38	View chart
Markel Corporation (MKL)	0.3	$423k	-2%	245.00	1726.23	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$421k	-54%	19k	22.03	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$387k	-7%	8.0k	48.33	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$345k		7.7k	44.92	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.2	$337k		7.0k	47.99	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$330k		9.2k	35.65	View chart
Viatris (VTRS)	0.2	$328k		26k	12.45	View chart
Allspring Exchange Traded Fu Income Plus Etf	0.2	$314k	NEW	13k	24.69	View chart
JPMorgan Chase & Co. (JPM)	0.2	$309k	-10%	1.3k	239.71	View chart
Us Bancorp Del Com New (USB)	0.2	$283k	-21%	5.9k	47.83	View chart
Applied Materials (AMAT)	0.2	$282k		1.7k	162.63	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$282k	NEW	2.9k	96.81	View chart
Ge Aerospace Com New (GE)	0.2	$280k		1.7k	166.80	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$278k	-9%	2.1k	131.76	View chart
Cme (CME)	0.2	$276k		1.2k	232.23	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$268k	-10%	802.00	334.25	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$264k		1.2k	224.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$259k		1.3k	198.18	View chart
Cigna Corp (CI)	0.2	$258k		933.00	276.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$253k		6.8k	37.42	View chart
Broadcom (AVGO)	0.2	$234k	-13%	1.0k	231.84	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$234k	-35%	1.7k	137.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$233k	-4%	3.0k	77.27	View chart
MGM Resorts International. (MGM)	0.1	$215k		6.2k	34.65	View chart
American Express Company (AXP)	0.1	$205k	NEW	692.00	296.66	View chart
Apple (AAPL)	0.1	$203k	NEW	811.00	250.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$203k	+91%	7.8k	25.86	View chart
Owens Corning (OC)	0.1	$201k	-2%	1.2k	170.32	View chart

Past Filings by Sebold Capital Management

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

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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