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CIK: 0001972836
Total reported value
$162.3M
$162.3M
73 檔
38.8%
According to the latest 13F quarterly dataset, Sebold Capital Management, Inc. managed an equity portfolio of $162.3M at the end of Q1 2025, spanning 73 distinct U.S. exchange-listed positions.
During Q1 2025, Sebold Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 17.22% | — | -4.21% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.36% | — | +8.21% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.09% | — | +4.80% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 5.29% | — | +1.66% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.43% | — | +5.70% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.28% | — | -7.84% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.25% | — | -3.73% | |
| 8 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.94% | — | +3.99% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.84% | — | +5.04% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.83% | — | +28.87% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.81% | — | +10.47% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.72% | — | -1.33% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.59% | — | +2.30% | |
| 14 | DUSA | Davis Select US Equity ETF | ETF-Other | 2.20% | — | -12.00% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.15% | — | -0.50% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.05% | — | +4.84% | |
| 17 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 2.02% | — | +6.70% | |
| 18 | FMB | First Trust Managed Municipa | ETF-Other | 1.79% | — | +3.42% | |
| 19 | APLU | Allspring Core Plus ETF | ETF-Other | 1.77% | — | — | |
| 20 | DINT | Davis Select International | ETF-Other | 1.57% | — | -10.43% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.56% | — | -17.42% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.31% | — | -1.17% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.29% | — | +39.31% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.16% | — | -8.86% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.10% | — | -0.26% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | — | -4.49% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | — | +0.18% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | — | +1.74% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.69% | — | -3.96% | |
| 30 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.64% | — | +49.58% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | — | -3.01% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.62% | — | -2.84% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | — | -9.90% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | -7.32% | |
| 35 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.43% | — | — | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | — | -2.70% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | — | -7.35% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | — | -14.44% | |
| 39 | MKL | Markel Group Inc | Stock-Financials | 0.33% | — | +9.80% | |
| 40 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.33% | — | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | — | -1.35% | |
| 42 | SHOE | Shoe Station Group Inc | Stock-Other | 0.31% | — | +11.19% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.30% | — | +88.38% | |
| 44 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | — | +0.07% | |
| 45 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.28% | — | -3.23% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | — | -7.45% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | — | -0.62% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.26% | — | -1.82% | |
| 49 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.25% | — | +110.30% | |
| 50 | GE | General Electric | Stock-Industrials | 0.25% | — | +12.14% |
According to official SEC Form 13F filings, Sebold Capital Management, Inc. reported a total U.S. public equity portfolio value of $162.3M across 73 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, VO, VIG) accounted for 38.8% of total reported equity market value during Q1 2025.
During Q1 2025, Sebold Capital Management, Inc.'s top holdings by market value included RSP (17.2%)、VO (7.4%)、VIG (7.1%). The largest single position, RSP, represented 17.2% of total portfolio value.
In Q1 2025, Sebold Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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