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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 41.72% of Sebold Capital Management's stock portfolio.
Added to shares of these 10 stocks: IJH, ANGL, HYMB, FTSM, VO, FNDE, BND, META, FNDA, IHF.
Started 4 new stock positions in GE, PLTR, TFLO, MGM.
Reduced shares in these 10 stocks: , IJR, FPXI, DUSA, GOOG, FNDX, COF, INTC, WFC, RSPF.
Sold out of its position in HYLS.
Sebold Capital Management was a net buyer of stock by $9.0M.
Sebold Capital Management has $148M in assets under management (AUM), dropping by 9.44%.
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 71 positions in its portfolio as reported in the March 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)	19.0	$28M		166k	169.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.0	$10M	+4%	42k	249.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.8	$10M	+3%	55k	182.61	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	4.7	$7.0M	+5%	252k	27.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.2	$6.2M	+3%	124k	50.17	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	4.2	$6.2M		61k	101.50	View chart
Vanguard World Inf Tech Etf (VGT)	4.1	$6.1M	+2%	12k	524.33	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.4	$5.0M	+11%	83k	59.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.2	$4.8M	+360%	79k	60.74	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	2.7	$4.1M	+8%	71k	57.03	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	2.7	$4.0M	-3%	100k	40.37	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	2.7	$4.0M	-2%	59k	67.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.7	$4.0M	-5%	36k	110.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$3.5M	+11%	48k	72.63	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	2.0	$2.9M		93k	31.10	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.6	$2.4M	+33%	83k	29.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$2.4M		38k	62.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.5	$2.2M	+5%	45k	49.19	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	1.5	$2.2M		115k	19.29	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	1.4	$2.1M	+13%	60k	35.61	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.3	$1.9M		39k	47.44	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.2	$1.8M	+2%	35k	51.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.6M		3.0k	525.73	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.9	$1.3M	-9%	28k	46.18	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.8	$1.3M	+75%	49k	25.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.2M		2.2k	523.07	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$1.1M		1.9k	556.40	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.7	$1.1M		47k	22.87	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.1M		42k	25.25	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$1.0M	+10%	16k	61.53	View chart
Meta Platforms Cl A (META)	0.7	$997k	+52%	2.1k	485.58	View chart
Capital One Financial (COF)	0.6	$957k	-8%	6.4k	148.88	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$933k		18k	52.26	View chart
Shoe Carnival (SCVL)	0.6	$827k	+19%	23k	36.64	View chart
Amazon (AMZN)	0.6	$818k	+12%	4.5k	180.38	View chart
Wells Fargo & Company (WFC)	0.4	$618k	-7%	11k	57.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$612k	-18%	4.0k	152.26	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.4	$605k		6.1k	99.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$597k		8.0k	74.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$514k		4.2k	120.99	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$429k		10k	42.12	View chart
Us Bancorp Del Com New (USB)	0.3	$412k	+3%	9.2k	44.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.3	$402k	-7%	6.3k	64.24	View chart
Intel Corporation (INTC)	0.3	$397k	-13%	9.0k	44.17	View chart
Applied Materials (AMAT)	0.3	$396k	+4%	1.9k	206.23	View chart
Cigna Corp (CI)	0.3	$392k	-7%	1.1k	363.19	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.3	$389k		18k	22.24	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$387k		9.0k	43.04	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.3	$383k	+400%	7.0k	54.54	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$380k		12k	32.68	View chart
Markel Corporation (MKL)	0.3	$374k	+24%	246.00	1521.48	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$342k		12k	29.53	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$341k		1.1k	300.08	View chart
Advanced Drain Sys Inc Del (WMS)	0.2	$336k	-2%	2.0k	172.24	View chart
Viatris (VTRS)	0.2	$308k	+22%	26k	11.94	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$308k		2.4k	125.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$303k		1.5k	200.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$300k		1.4k	208.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$294k		2.0k	147.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$293k		7.0k	41.77	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$276k	NEW	5.4k	50.69	View chart
MGM Resorts International. (MGM)	0.2	$266k	NEW	5.6k	47.21	View chart
Cme (CME)	0.2	$261k	+2%	1.2k	215.29	View chart
General Electric Com New (GE)	0.2	$255k	NEW	1.5k	175.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$251k		1.3k	191.88	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$239k		1.3k	183.89	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$236k		3.4k	68.80	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$232k		6.0k	38.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$229k		4.6k	49.24	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$228k		3.5k	65.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$206k	NEW	8.9k	23.01	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 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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