Institutional
Sebold Capital Management, Inc.
CIK 0001972836
$162.3M
Reported AUM
78
Positions
Q2 2025
Period
2025-08-05
Filed
Editorial summary
Summary for Sebold Capital Management, Inc. · Q2 2025 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2025
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $215.07 | -0.14% | 19.76% | 48.72% | $27.1M | 16.70% | — | HELD |
| 2 | VO | VANGUARD INDEX FDS | $81.01 | 0.02% | 16.07% | 40.55% | $12.3M | 7.56% | — | HELD |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $239.12 | -0.39% | 18.88% | 61.24% | $12.0M | 7.37% | — | HELD |
| 4 | FNDE | SCHWAB STRATEGIC TR | $41.17 | 0.39% | 28.57% | 59.45% | $9.1M | 5.62% | — | HELD |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $70.71 | -0.53% | 30.57% | 58.27% | $7.6M | 4.66% | — | HELD |
| 6 | VGT | VANGUARD WORLD FD | $112.76 | -0.72% | 35.33% | 120.11% | $5.7M | 3.54% | — | HELD |
| 7 | BND | VANGUARD BD INDEX FDS | $72.17 | -0.35% | 1.67% | -2.00% | $4.8M | 2.94% | — | HELD |
| 8 | FNDA | SCHWAB STRATEGIC TR | $37.18 | -0.05% | 30.52% | 47.24% | $4.6M | 2.86% | — | HELD |
| 9 | IJH | ISHARES TR | $75.37 | 0.03% | 22.45% | 46.59% | $4.4M | 2.69% | — | HELD |
| 10 | VIOO | VANGUARD ADMIRAL FDS INC | $134.53 | -0.25% | 35.82% | 40.22% | $4.3M | 2.64% | — | HELD |
| 11 | ANGL | VANECK ETF TRUST | $28.91 | -0.07% | 5.87% | 14.16% | $4.3M | 2.64% | — | HELD |
| 12 | FNDX | SCHWAB STRATEGIC TR | $31.69 | -0.03% | 32.19% | 86.13% | $4.2M | 2.58% | — | HELD |
| 13 | FTSM | FIRST TR EXCHANGE-TRADED FD | $59.72 | -0.33% | 3.84% | 19.13% | $3.9M | 2.41% | — | HELD |
| 14 | APLU | ALLSPRING EXCHANGE TRADED FU | $24.11 | -0.41% | 0.75% | 4.94% | $3.8M | 2.32% | — | HELD |
| 15 | DUSA | DAVIS FUNDAMENTAL ETF TR | $57.50 | 0.88% | 27.42% | 74.72% | $3.7M | 2.26% | — | HELD |
| 16 | XCEM | COLUMBIA ETF TR II | $47.39 | 0.85% | 43.59% | 56.28% | $3.4M | 2.10% | — | HELD |
| 17 | IJR | ISHARES TR | $145.44 | -0.04% | 35.90% | 40.20% | $3.4M | 2.08% | — | HELD |
| 18 | FNDF | SCHWAB STRATEGIC TR | $54.01 | -0.59% | 39.39% | 92.27% | $3.3M | 2.03% | — | HELD |
| 19 | DINT | DAVIS FUNDAMENTAL ETF TR | $29.97 | -0.12% | 20.60% | 60.11% | $2.6M | 1.62% | — | HELD |
| 20 | JAAA | JANUS DETROIT STR TR | $50.49 | -0.35% | 4.48% | 25.61% | $2.3M | 1.45% | — | HELD |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $47.76 | -0.25% | 1.05% | 0.31% | $2.1M | 1.31% | — | HELD |
| 22 | SCHX | SCHWAB STRATEGIC TR | $29.35 | 0.36% | 19.85% | 71.32% | $1.8M | 1.13% | — | HELD |
| 23 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $1.8M | 1.10% | — | HELD |
| 24 | SHM | SPDR SERIES TRUST | $47.60 | -0.03% | 1.54% | 4.51% | $1.6M | 1.00% | — | HELD |
| 25 | SPY | SPDR S&P 500 ETF TR | $744.52 | 0.38% | 20.62% | 75.74% | $1.4M | 0.84% | — | HELD |
| 26 | FMB | FIRST TR EXCH TRADED FD III | $50.24 | -0.15% | 4.59% | 1.67% | $1.3M | 0.80% | — | HELD |
| 27 | META | META PLATFORMS INC | $549.42 | 1.93% | -27.89% | 43.33% | $1.2M | 0.73% | — | HELD |
| 28 | COF | CAPITAL ONE FINL CORP | $208.30 | -0.88% | 2.78% | 37.78% | $1.1M | 0.70% | — | HELD |
| 29 | SCHE | SCHWAB STRATEGIC TR | $36.01 | 0.83% | 21.19% | 31.10% | $1.1M | 0.69% | — | HELD |
| 30 | MDY | SPDR S&P MIDCAP 400 ETF TR | $687.21 | 0.00% | 22.11% | 44.96% | $1.1M | 0.68% | — | HELD |
| 31 | JBBB | JANUS DETROIT STR TR | $47.26 | -0.41% | — | — | $1.1M | 0.68% | — | HELD |
| 32 | SPYM | SPDR SERIES TRUST | $87.68 | 0.42% | — | — | $995K | 0.61% | — | HELD |
| 33 | HYD | VANECK ETF TRUST | $50.17 | -0.21% | — | — | $936K | 0.58% | — | HELD |
| 34 | OAKM | HARRIS OAKMARK ETF TRUST | $30.16 | -0.33% | — | — | $824K | 0.51% | — | HELD |
| 35 | PLTR | PALANTIR TECHNOLOGIES INC | $122.47 | 0.17% | — | — | $816K | 0.50% | — | HELD |
| 36 | AMZN | AMAZON COM INC | $270.97 | 15.06% | — | — | $813K | 0.50% | — | HELD |
| 37 | HYMB | SPDR SERIES TRUST | $24.87 | -0.26% | — | — | $788K | 0.49% | — | HELD |
| 38 | VEU | VANGUARD INTL EQUITY INDEX F | $82.86 | -0.20% | — | — | $670K | 0.41% | — | HELD |
| 39 | WMT2 | WELLS FARGO CO NEW | — | — | — | — | $645K | 0.40% | — | HELD |
| 40 | FEX | FIRST TR EXCHANGE-TRADED ALP | $136.39 | 0.08% | — | — | $604K | 0.37% | — | HELD |
| 41 | IEFA | ISHARES TR | $98.12 | -0.76% | — | — | $531K | 0.33% | — | HELD |
| 42 | MKL | MARKEL GROUP INC | $1884.83 | -0.07% | — | — | $521K | 0.32% | — | HELD |
| 43 | SPHQ | INVESCO EXCHANGE TRADED FD T | $84.80 | -0.32% | — | — | $502K | 0.31% | — | HELD |
| 44 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $500K | 0.31% | — | HELD |
| 45 | GE | GE AEROSPACE | $361.14 | 1.72% | — | — | $493K | 0.30% | — | HELD |
| 46 | VBR | VANGUARD INDEX FDS | $244.80 | -0.13% | — | — | $456K | 0.28% | — | HELD |
| 47 | RSPF | INVESCO EXCHANGE TRADED FD T | $83.39 | -0.23% | — | — | $447K | 0.28% | — | HELD |
| 48 | AVGO | BROADCOM INC | $388.14 | 0.08% | — | — | $413K | 0.25% | — | HELD |
| 49 | XLF | SELECT SECTOR SPDR TR | $57.08 | 0.13% | — | — | $412K | 0.25% | — | HELD |
| 50 | SCVL | SHOE CARNIVAL INC | — | — | — | — | $404K | 0.25% | — | HELD |
| 51 | CI | THE CIGNA GROUP | $282.91 | -1.65% | — | — | $383K | 0.24% | — | HELD |
| 52 | FEM | FIRST TR EXCH TRD ALPHDX FD | $30.70 | 0.54% | — | — | $383K | 0.24% | — | HELD |
| 53 | QEMM | SPDR INDEX SHS FDS | $77.37 | 0.25% | — | — | $369K | 0.23% | — | HELD |
| 54 | XLK | SELECT SECTOR SPDR TR | $175.12 | -0.35% | — | — | $359K | 0.22% | — | HELD |
| 55 | EMLP | FIRST TR EXCHANGE-TRADED FD | $44.00 | 0.43% | — | — | $347K | 0.21% | — | HELD |
| 56 | FPXI | FIRST TR EXCHANGE TRADED FD | $68.33 | 0.18% | — | — | $337K | 0.21% | — | HELD |
| 57 | CME | CME GROUP INC | $268.23 | 0.38% | — | — | $326K | 0.20% | — | HELD |
| 58 | SPSM | SPDR SERIES TRUST | $56.53 | -0.06% | — | — | $322K | 0.20% | — | HELD |
| 59 | CVS | CVS HEALTH CORP | $105.34 | 0.11% | — | — | $321K | 0.20% | — | HELD |
| 60 | JPM | JPMORGAN CHASE & CO. | $353.69 | 0.81% | — | — | $308K | 0.19% | — | HELD |
| 61 | XLI | SELECT SECTOR SPDR TR | $180.01 | 0.91% | — | — | $304K | 0.19% | — | HELD |
| 62 | USB | US BANCORP DEL | $63.18 | 0.45% | — | — | $290K | 0.18% | — | HELD |
| 63 | MGM | MGM RESORTS INTERNATIONAL | $44.15 | -3.31% | — | — | $289K | 0.18% | — | HELD |
| 64 | XLY | SELECT SECTOR SPDR TR | $115.90 | 3.12% | — | — | $286K | 0.18% | — | HELD |
| 65 | AMAT | APPLIED MATLS INC | $518.99 | 3.43% | — | — | $285K | 0.18% | — | HELD |
| 66 | IHF | ISHARES TR | $56.71 | -0.07% | — | — | $284K | 0.18% | — | HELD |
| 67 | VTI | VANGUARD INDEX FDS | $367.54 | 0.35% | — | — | $283K | 0.17% | — | HELD |
| 68 | DGX | QUEST DIAGNOSTICS INC | $234.49 | 0.08% | — | — | $276K | 0.17% | — | HELD |
| 69 | IWV | ISHARES TR | $423.65 | 0.29% | — | — | $275K | 0.17% | — | HELD |
| 70 | RSPT | INVESCO EXCHANGE TRADED FD T | $60.46 | 0.63% | — | — | $269K | 0.17% | — | HELD |
| 71 | VTRS | VIATRIS INC | $17.53 | -1.30% | — | — | $244K | 0.15% | — | HELD |
| 72 | BSV | VANGUARD BD INDEX FDS | $77.53 | -0.14% | — | — | $238K | 0.15% | — | HELD |
| 73 | SGOL | ETFS GOLD TR | $38.53 | -1.56% | — | — | $236K | 0.15% | — | HELD |
| 74 | AMD | ADVANCED MICRO DEVICES INC | $491.92 | 1.34% | — | — | $234K | 0.14% | — | HELD |
| 75 | VOX | VANGUARD WORLD FD | $180.58 | 0.45% | — | — | $226K | 0.14% | — | HELD |
| 76 | XLV | SELECT SECTOR SPDR TR | $162.56 | -0.59% | — | — | $209K | 0.13% | — | HELD |
| 77 | VYMI | VANGUARD WHITEHALL FDS | $103.43 | -0.63% | — | — | $206K | 0.13% | — | HELD |
| 78 | RJF | RAYMOND JAMES FINL INC | $175.95 | 0.56% | — | — | $203K | 0.13% | — | HELD |
Source: SEC EDGAR · accession 0001754960-25-000536. 13F discloses long positions only — shorts, foreign equities, and options are excluded.