Sebold Capital Management, Inc.

Est. AUM

$162.3M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$27.1M	149172	16.70%	SOLE
2	VANGUARD INDEX FDS	MID CAP ETF	$12.3M	43876	7.56%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.0M	58419	7.37%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$9.1M	276545	5.62%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.6M	132566	4.66%	SOLE
6	VANGUARD WORLD FD	INF TECH ETF	$5.7M	8668	3.54%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.8M	64725	2.94%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$4.6M	162144	2.86%	SOLE
9	ISHARES TR	CORE S&P MCP ETF	$4.4M	70455	2.69%	SOLE
10	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$4.3M	42403	2.64%	SOLE
11	VANECK ETF TRUST	FALLEN ANGEL HG	$4.3M	146289	2.64%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$4.2M	170447	2.58%	SOLE
13	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$3.9M	65457	2.41%	SOLE
14	ALLSPRING EXCHANGE TRADED FU	CORE PLUS ETF	$3.8M	151314	2.33%	SOLE
15	DAVIS FUNDAMENTAL ETF TR	SELECT US EQTY	$3.7M	79348	2.26%	SOLE
16	COLUMBIA ETF TR II	EM CORE EX ETF	$3.4M	99601	2.10%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$3.4M	30922	2.08%	SOLE
18	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$3.3M	82341	2.03%	SOLE
19	DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$2.6M	101939	1.62%	SOLE
20	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.3M	46221	1.45%	SOLE
21	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.1M	42946	1.31%	SOLE
22	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.8M	75232	1.13%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$1.8M	2883	1.10%	SOLE
24	SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.6M	33969	1.00%	SOLE
25	SPDR S&P 500 ETF TR	TR UNIT	$1.4M	2217	0.84%	SOLE
26	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.3M	26146	0.80%	SOLE
27	META PLATFORMS INC	CL A	$1.2M	1605	0.73%	SOLE
28	CAPITAL ONE FINL CORP	COM	$1.1M	5362	0.70%	SOLE
29	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.1M	37169	0.69%	SOLE
30	SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.1M	1953	0.68%	SOLE
31	JANUS DETROIT STR TR	B-BBB CLO ETF	$1.1M	22860	0.68%	SOLE
32	SPDR SERIES TRUST	PORTFOLIO S&P500	$995K	13683	0.61%	SOLE
33	VANECK ETF TRUST	HIGH YLD MUNIETF	$936K	18649	0.58%	SOLE
34	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$824K	32098	0.51%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$816K	5984	0.50%	SOLE
36	AMAZON COM INC	COM	$813K	3706	0.50%	SOLE
37	SPDR SERIES TRUST	NUVEEN ICE HIGH	$788K	31791	0.49%	SOLE
38	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$670K	9960	0.41%	SOLE
39	WELLS FARGO CO NEW	COM	$645K	8055	0.40%	SOLE
40	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$604K	5497	0.37%	SOLE
41	ISHARES TR	CORE MSCI EAFE	$531K	6358	0.33%	SOLE
42	MARKEL GROUP INC	COM	$521K	261	0.32%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$502K	7049	0.31%	SOLE
44	ALPHABET INC	CAP STK CL C	$500K	2818	0.31%	SOLE
45	GE AEROSPACE	COM NEW	$493K	1914	0.30%	SOLE
46	VANGUARD INDEX FDS	SM CP VAL ETF	$456K	2340	0.28%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 EQL FIN	$447K	5873	0.28%	SOLE
48	BROADCOM INC	COM	$413K	1499	0.25%	SOLE
49	SELECT SECTOR SPDR TR	FINANCIAL	$412K	7866	0.25%	SOLE
50	SHOE CARNIVAL INC	COM	$404K	21576	0.25%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.