Sebold Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Sebold Capital Management, Inc. reported 73 stock positions worth $152.1 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 17.2% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.4%) and Vanguard Dividend Apprec ETF (VIG, 7.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 4, added to 30 and reduced 32. The biggest buy was a new position in Allspring Core Plus ETF (APLU) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −4%).
- Most Recent 13F
- Q2 2025
- Location
- LISLE, IL
- CIK
- 0001972836
- Portfolio Value
- $152.1M (Q1 2025)
- SEC Filing
- 0001754960-25-000251 ↗ filed Apr 28, 2025
Holdings Value
Holdings 73 stocks · $152.1M
| RSP Invesco S&P 500 Equal Weight | 17.22% | 151,184 | $26.2M | Reduce -4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 7.36% | 43,273 | $11.2M | Add +8.2% |
| VIG Vanguard Dividend Apprec ETF | 7.09% | 55,589 | $10.8M | Add +4.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 5.29% | 261,074 | $8.0M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 4.43% | 132,625 | $6.7M | Add +5.7% |
| FTSM First Trust Enh Short Mat FD | 3.28% | 83,501 | $5.0M | Reduce -7.8% |
| VGT Vanguard Info Tech ETF | 3.25% | 9,110 | $4.9M | Reduce -3.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.94% | 46,389 | $4.5M | Add +4.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.84% | 157,986 | $4.3M | Add +5.0% |
| ANGL Vaneck Fallen Angel High YLD | 2.83% | 149,311 | $4.3M | Add +28.9% |
| BND Vanguard Total Bond Market | 2.81% | 58,168 | $4.3M | Add +10.5% |
| IJH iShares Core S&P Midcap ETF | 2.72% | 70,793 | $4.1M | Reduce -1.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.59% | 166,634 | $3.9M | Add +2.3% |
| DUSA Davis Select US Equity ETF | 2.20% | 79,141 | $3.3M | Reduce -12.0% |
| IJR iShares Core S&P Small-Cap E | 2.15% | 31,226 | $3.3M | Reduce -0.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.05% | 86,389 | $3.1M | Add +4.8% |
| XCEM Columbia Em Core Ex-China | 2.02% | 104,048 | $3.1M | Add +6.7% |
| FMB First Trust Managed Municipa | 1.79% | 54,033 | $2.7M | Add +3.4% |
| APLU Allspring Core Plus ETF | 1.77% | 108,328 | $2.7M | New |
| DINT Davis Select International | 1.57% | 103,399 | $2.4M | Reduce -10.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.56% | 48,573 | $2.4M | Reduce -17.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.31% | 78,921 | $2.0M | Reduce -1.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.29% | 38,695 | $2.0M | Add +39.3% |
| SCHX Schwab US Large-Cap ETF | 1.16% | 80,203 | $1.8M | Reduce -8.9% |
| SHM SS SPDR N Ice St Muni ETF | 1.10% | 35,104 | $1.7M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 1.06% | 2,872 | $1.6M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 2,200 | $1.2M | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.71% | 16,452 | $1.1M | Add +1.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.69% | 37,980 | $1.0M | Reduce -4.0% |
| JBBB Janus Henderson B-BBB Clo Et | 0.64% | 19,899 | $968K | Add +49.6% |
| MDY State Street SPDR S&P Midcap | 0.62% | 1,773 | $946K | Reduce -3.0% |
| COF Capital One Financial Corp. | 0.62% | 5,270 | $945K | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.59% | 1,565 | $902K | Reduce -9.9% |
| AMZN Amazon.com Inc. | 0.45% | 3,568 | $679K | Reduce -7.3% |
| OAKM Oakmark US Large Cap ETF | 0.43% | 27,024 | $661K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.40% | 9,960 | $604K | Reduce -2.7% |
| WFC Wells Fargo & Co. | 0.38% | 7,999 | $574K | Reduce -7.3% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 6,539 | $552K | Reduce -14.4% |
| MKL Markel Group Inc. | 0.33% | 269 | $503K | Add +9.8% |
| FEX First Trust Large Cap Core A | 0.33% | 4,857 | $498K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 6,448 | $488K | Reduce -1.4% |
| SHOE Shoe Station Group Inc. filed as SHOE CARNIVAL INC | 0.31% | 21,576 | $474K | Add +11.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.30% | 2,464 | $459K | Add +88.4% |
| RSPF Invesco S&P 500 Equal Weight | 0.28% | 5,869 | $426K | Add +0.1% |
| FEM First Trust Emerging Markets | 0.28% | 18,504 | $423K | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,570 | $402K | Reduce -7.5% |
| XLK SS Technology Select Sector | 0.26% | 1,915 | $395K | Reduce -0.6% |
| XLF SS Financial Select Sector | 0.26% | 7,866 | $392K | Reduce -1.8% |
| MGM MGM Resorts International | 0.25% | 13,041 | $387K | Add +110.3% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 1,885 | $377K | Add +12.1% |
| CI The Cigna Group | 0.25% | 1,142 | $376K | Add +22.4% |
| EMLP First Trust North American E | 0.23% | 9,245 | $347K | Add +0.0% |
| CME Cme Group Inc. | 0.21% | 1,187 | $315K | No change |
| VTRS Viatris Inc. | 0.20% | 35,552 | $310K | Add +34.9% |
| IHF iShares U.S. Healthcare Prov | 0.20% | 5,843 | $309K | Reduce -16.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 7,554 | $308K | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.19% | 2,032 | $295K | Add +17.1% |
| FPXI First Trust International Eq | 0.19% | 6,199 | $292K | Reduce -40.8% |
| AVGO Broadcom Inc. | 0.19% | 1,742 | $292K | Add +72.5% |
| SGOL Abrdn Physical Gold Shares | 0.19% | 9,458 | $282K | New |
| XLC SS Comm Select Sector SPDR | 0.18% | 2,839 | $274K | Reduce -2.4% |
| XLI SS Industrial Select Sector | 0.18% | 2,089 | $274K | Reduce -0.8% |
| USB US Bancorp | 0.18% | 6,335 | $267K | Add +7.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,084 | $266K | Reduce -15.9% |
| DGX Quest Diagnostics Inc. | 0.17% | 1,533 | $259K | New |
| IWV iShares Russell 3000 ETF | 0.17% | 802 | $255K | No change |
| INTC Intel Corp. | 0.17% | 11,105 | $252K | New |
| XLV SS Health Care Select Sector | 0.16% | 1,697 | $248K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.16% | 6,969 | $238K | Add +3.1% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 3,019 | $236K | No change |
| OC Owens Corning | 0.15% | 1,616 | $231K | Add +37.1% |
| XLY SS Consumer Disc Select Sect | 0.15% | 1,159 | $229K | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 830 | $228K | New |
Portfolio Sells Q4 2024 → Q1 2025
| RSP Invesco S&P 500 Equal Weight | Reduce -4.2% | 17.22% | −1.32 |
| VGT Vanguard Info Tech ETF | Reduce -3.7% | 3.25% | −0.70 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -17.4% | 1.56% | −0.38 |
| FTSM First Trust Enh Short Mat FD | Reduce -7.8% | 3.28% | −0.35 |
| DUSA Davis Select US Equity ETF | Reduce -12.0% | 2.20% | −0.34 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 2.72% | −0.28 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 2.15% | −0.28 |
| AINP Allspring Income Plus ETF | Sold out | 0.00% | −0.21 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.9% | 1.16% | −0.20 |
| FPXI First Trust International Eq | Reduce -40.8% | 0.19% | −0.14 |
| AXP American Express Co. | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.14 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -4.5% | 1.06% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -7.3% | 0.45% | −0.12 |
| DINT Davis Select International | Reduce -10.4% | 1.57% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -7.5% | 0.26% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -9.9% | 0.59% | −0.09 |
| MDY State Street SPDR S&P Midcap | Reduce -3.0% | 0.62% | −0.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -1.2% | 1.31% | −0.06 |
| XLK SS Technology Select Sector | Reduce -0.6% | 0.26% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -15.9% | 0.17% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -7.3% | 0.38% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.6% | 0.20% | −0.03 |
| COF Capital One Financial Corp. | Reduce -2.8% | 0.62% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -1.6% | 0.15% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -14.4% | 0.36% | −0.02 |
| IHF iShares U.S. Healthcare Prov | Reduce -16.9% | 0.20% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.3% | 1.10% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -4.0% | 0.69% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -2.4% | 0.18% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.8% | 0.18% | −0.01 |
| FEM First Trust Emerging Markets | Reduce -3.2% | 0.28% | −0.00 |
| XLF SS Financial Select Sector | Reduce -1.8% | 0.26% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.7% | 0.40% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.4% | 0.32% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| APLU Allspring Core Plus ETF | New | 1.77% | +1.77 |
| ANGL Vaneck Fallen Angel High YLD | Add +28.9% | 2.83% | +0.61 |
| OAKM Oakmark US Large Cap ETF | New | 0.43% | +0.43 |
| VEA Vanguard Ftse Developed ETF | Add +5.7% | 4.43% | +0.41 |
| JAAA Janus Henderson Aaa Clo ETF | Add +39.3% | 1.29% | +0.35 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +1.7% | 5.29% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.2% | 7.36% | +0.28 |
| BND Vanguard Total Bond Market | Add +10.5% | 2.81% | +0.27 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.8% | 2.05% | +0.22 |
| JBBB Janus Henderson B-BBB Clo Et | Add +49.6% | 0.64% | +0.20 |
| SGOL Abrdn Physical Gold Shares | New | 0.19% | +0.19 |
| DGX Quest Diagnostics Inc. | New | 0.17% | +0.17 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.15% | +0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +88.4% | 0.30% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | Add +4.8% | 7.09% | +0.13 |
| MGM MGM Resorts International | Add +110.3% | 0.25% | +0.11 |
| XCEM Columbia Em Core Ex-China | Add +6.7% | 2.02% | +0.09 |
| CI The Cigna Group | Add +22.4% | 0.25% | +0.07 |
| GE General Electric | Add +12.1% | 0.25% | +0.06 |
| MKL Markel Group Inc. | Add +9.8% | 0.33% | +0.05 |
| AVGO Broadcom Inc. | Add +72.5% | 0.19% | +0.03 |
| OC Owens Corning | Add +37.1% | 0.15% | +0.02 |
| EMLP First Trust North American E | Add +0.0% | 0.23% | +0.01 |
| AMAT Applied Materials Inc. | Add +17.1% | 0.19% | +0.00 |
| FMB First Trust Managed Municipa | Add +3.4% | 1.79% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.3% | 2.59% | +0.00 |
| RSPF Invesco S&P 500 Equal Weight | Add +0.1% | 0.28% | −0.00 |
| RSPT Invesco S&P 500 Equal Weight | Add +3.1% | 0.16% | −0.01 |
| USB US Bancorp | Add +7.1% | 0.18% | −0.01 |
| VTRS Viatris Inc. | Add +34.9% | 0.20% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.7% | 0.71% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.81% | −0.05 |
| SHOE Shoe Station Group Inc. | Add +11.2% | 0.31% | −0.12 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +5.0% | 2.84% | −0.15 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +4.0% | 2.94% | −0.23 |