Sebold Capital Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Sebold Capital Management, Inc. reported 71 stock positions worth $149.2 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 18.5% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.1%) and Vanguard Dividend Apprec ETF (VIG, 7.0%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 17 and reduced 39. The biggest buy was Vaneck Fallen Angel High YLD (ANGL, shares +25%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −2%).
- Most Recent 13F
- Q2 2025
- Location
- LISLE, IL
- CIK
- 0001972836
- Portfolio Value
- $149.2M (Q4 2024)
- SEC Filing
- 0001754960-25-000026 ↗ filed Jan 14, 2025
Holdings Value
Holdings 71 stocks · $149.2M
| RSP Invesco S&P 500 Equal Weight | 18.54% | 157,829 | $27.7M | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 7.08% | 39,989 | $10.6M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 6.96% | 53,041 | $10.4M | Reduce -1.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 5.00% | 256,803 | $7.5M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 4.02% | 125,468 | $6.0M | Add +5.6% |
| VGT Vanguard Info Tech ETF | 3.94% | 9,463 | $5.9M | Reduce -7.7% |
| FTSM First Trust Enh Short Mat FD | 3.63% | 90,603 | $5.4M | Reduce -2.8% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.17% | 44,610 | $4.7M | Reduce -3.7% |
| IJH iShares Core S&P Midcap ETF | 3.00% | 71,746 | $4.5M | Reduce -0.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.99% | 150,410 | $4.5M | Add +0.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.59% | 162,893 | $3.9M | No change |
| DUSA Davis Select US Equity ETF | 2.54% | 89,931 | $3.8M | Reduce -7.6% |
| BND Vanguard Total Bond Market | 2.54% | 52,654 | $3.8M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 2.42% | 31,384 | $3.6M | Reduce -1.3% |
| ANGL Vaneck Fallen Angel High YLD | 2.23% | 115,866 | $3.3M | Add +25.2% |
| XCEM Columbia Em Core Ex-China | 1.93% | 97,514 | $2.9M | Add +2.9% |
| BNDX Vanguard Total Intl Bond ETF | 1.93% | 58,819 | $2.9M | Add +10.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.83% | 82,398 | $2.7M | Add +6.8% |
| FMB First Trust Managed Municipa | 1.79% | 52,248 | $2.7M | Add +5.7% |
| DINT Davis Select International | 1.69% | 115,443 | $2.5M | Reduce -2.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.37% | 79,859 | $2.0M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 1.37% | 88,001 | $2.0M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 1.19% | 3,007 | $1.8M | No change |
| SHM SS SPDR N Ice St Muni ETF | 1.12% | 35,194 | $1.7M | Add +1.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.94% | 27,776 | $1.4M | Add +35.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 2,196 | $1.3M | Reduce -0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.75% | 16,170 | $1.1M | Reduce -0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.71% | 39,547 | $1.1M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.70% | 1,828 | $1.0M | No change |
| META Meta Platforms Inc. Class A | 0.68% | 1,737 | $1.0M | Reduce -3.7% |
| COF Capital One Financial Corp. | 0.65% | 5,424 | $967K | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.57% | 3,850 | $845K | Reduce -6.3% |
| JBBB Janus Henderson B-BBB Clo Et | 0.44% | 13,303 | $654K | Add +140.9% |
| SHOE Shoe Station Group Inc. filed as SHOE CARNIVAL INC | 0.43% | 19,404 | $642K | Reduce -3.5% |
| WFC Wells Fargo & Co. | 0.41% | 8,634 | $606K | Reduce -5.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 10,236 | $588K | New |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 7,643 | $578K | Reduce -12.2% |
| GOOG Alphabet Inc. Class C | 0.35% | 2,777 | $529K | Reduce -1.4% |
| FEX First Trust Large Cap Core A | 0.34% | 4,857 | $507K | Add +0.3% |
| FPXI First Trust International Eq | 0.33% | 10,469 | $494K | Reduce -33.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 6,536 | $459K | No change |
| XLK SS Technology Select Sector | 0.30% | 1,927 | $448K | Add +34.7% |
| RSPF Invesco S&P 500 Equal Weight | 0.28% | 5,865 | $424K | Reduce -3.8% |
| MKL Markel Group Inc. | 0.28% | 245 | $423K | Reduce -2.4% |
| FEM First Trust Emerging Markets | 0.28% | 19,122 | $421K | Reduce -54.7% |
| XLF SS Financial Select Sector | 0.26% | 8,012 | $387K | Reduce -7.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.23% | 7,677 | $345K | Reduce -1.0% |
| IHF iShares U.S. Healthcare Prov | 0.23% | 7,030 | $337K | No change |
| EMLP First Trust North American E | 0.22% | 9,242 | $329K | Add +0.0% |
| VTRS Viatris Inc. | 0.22% | 26,363 | $328K | Reduce -0.3% |
| AINP Allspring Income Plus ETF | 0.21% | 12,708 | $314K | New |
| JPM JPMorgan Chase & Co. | 0.21% | 1,289 | $309K | Reduce -10.3% |
| USB US Bancorp | 0.19% | 5,916 | $283K | Reduce -21.9% |
| AMAT Applied Materials Inc. | 0.19% | 1,736 | $282K | Add +0.6% |
| XLC SS Comm Select Sector SPDR | 0.19% | 2,910 | $282K | New |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,681 | $280K | No change |
| XLI SS Industrial Select Sector | 0.19% | 2,106 | $277K | Reduce -9.5% |
| CME Cme Group Inc. | 0.18% | 1,187 | $276K | No change |
| IWV iShares Russell 3000 ETF | 0.18% | 802 | $268K | Reduce -10.7% |
| XLY SS Consumer Disc Select Sect | 0.18% | 1,178 | $264K | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 1,308 | $259K | No change |
| CI The Cigna Group | 0.17% | 933 | $258K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.17% | 6,757 | $253K | No change |
| AVGO Broadcom Inc. | 0.16% | 1,010 | $234K | Reduce -13.2% |
| XLV SS Health Care Select Sector | 0.16% | 1,697 | $233K | Reduce -35.7% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 3,019 | $233K | Reduce -4.6% |
| MGM MGM Resorts International | 0.14% | 6,201 | $215K | Reduce -1.1% |
| AXP American Express Co. | 0.14% | 692 | $205K | New |
| AAPL Apple Inc. | 0.14% | 811 | $203K | New |
| SCHA Schwab US Small-Cap ETF | 0.14% | 7,831 | $203K | Reduce -4.2% |
| OC Owens Corning | 0.13% | 1,179 | $201K | Reduce -2.9% |
Portfolio Sells Q3 2024 → Q4 2024
| RSP Invesco S&P 500 Equal Weight | Reduce -2.2% | 18.54% | −0.51 |
| FEM First Trust Emerging Markets | Reduce -54.7% | 0.28% | −0.38 |
| DINT Davis Select International | Reduce -2.4% | 1.69% | −0.18 |
| FPXI First Trust International Eq | Reduce -33.9% | 0.33% | −0.17 |
| SHOE Shoe Station Group Inc. | Reduce -3.5% | 0.43% | −0.15 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −0.14 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.14 |
| DUSA Davis Select US Equity ETF | Reduce -7.6% | 2.54% | −0.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.13 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -3.7% | 3.17% | −0.13 |
| XLV SS Health Care Select Sector | Reduce -35.7% | 0.16% | −0.11 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.3% | 0.71% | −0.06 |
| FTSM First Trust Enh Short Mat FD | Reduce -2.8% | 3.63% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 6.96% | −0.04 |
| USB US Bancorp | Reduce -21.9% | 0.19% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 2.42% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -9.5% | 0.19% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -7.7% | 3.94% | −0.02 |
| MGM MGM Resorts International | Reduce -1.1% | 0.14% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -10.7% | 0.18% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.6% | 0.16% | −0.01 |
| OC Owens Corning | Reduce -2.9% | 0.13% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.2% | 0.14% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.0% | 0.23% | −0.00 |
| XLF SS Financial Select Sector | Reduce -7.7% | 0.26% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -3.7% | 0.68% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.6% | 1.37% | +0.01 |
| RSPF Invesco S&P 500 Equal Weight | Reduce -3.8% | 0.28% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 0.21% | +0.01 |
| VTRS Viatris Inc. | Reduce -0.3% | 0.22% | +0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -0.2% | 0.18% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.7% | 0.75% | +0.02 |
| MKL Markel Group Inc. | Reduce -2.4% | 0.28% | +0.02 |
| AVGO Broadcom Inc. | Reduce -13.2% | 0.16% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.86% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 0.35% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 3.00% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -6.3% | 0.57% | +0.06 |
| WFC Wells Fargo & Co. | Reduce -5.8% | 0.41% | +0.07 |
| COF Capital One Financial Corp. | Reduce -2.4% | 0.65% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 7.08% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.2% | 0.39% | +0.17 |
Portfolio Buys Q3 2024 → Q4 2024
| ANGL Vaneck Fallen Angel High YLD | Add +25.2% | 2.23% | +0.43 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.39% | +0.39 |
| JBBB Janus Henderson B-BBB Clo Et | Add +140.9% | 0.44% | +0.26 |
| JAAA Janus Henderson Aaa Clo ETF | Add +35.2% | 0.94% | +0.26 |
| AINP Allspring Income Plus ETF | New | 0.21% | +0.21 |
| XLC SS Comm Select Sector SPDR | New | 0.19% | +0.19 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.7% | 1.93% | +0.17 |
| AXP American Express Co. | New | 0.14% | +0.14 |
| AAPL Apple Inc. | New | 0.14% | +0.14 |
| FMB First Trust Managed Municipa | Add +5.7% | 1.79% | +0.09 |
| XLK SS Technology Select Sector | Add +34.7% | 0.30% | +0.09 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.6% | 2.99% | +0.06 |
| BND Vanguard Total Bond Market | Add +4.1% | 2.54% | +0.03 |
| SHM SS SPDR N Ice St Muni ETF | Add +1.7% | 1.12% | +0.02 |
| EMLP First Trust North American E | Add +0.0% | 0.22% | +0.02 |
| FEX First Trust Large Cap Core A | Add +0.3% | 0.34% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +1.3% | 1.37% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.6% | 0.19% | −0.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +6.8% | 1.83% | −0.07 |
| XCEM Columbia Em Core Ex-China | Add +2.9% | 1.93% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 4.02% | −0.11 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +1.3% | 5.00% | −0.39 |