Sebold Capital Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Sebold Capital Management, Inc. reported 78 stock positions worth $162.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 16.7% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.6%) and Vanguard Dividend Apprec ETF (VIG, 7.4%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 28 and reduced 36. The biggest buy was a new position in Vaneck High Yield Muni ETF (HYD) and the biggest sale First Trust Managed Municipa (FMB, shares −52%).
- Most Recent 13F
- Q2 2025
- Location
- LISLE, IL
- CIK
- 0001972836
- Portfolio Value
- $162.3M (Q2 2025)
- SEC Filing
- 0001754960-25-000536 ↗ filed Aug 5, 2025
Holdings Value
Holdings 78 stocks · $162.3M
| RSP Invesco S&P 500 Equal Weight | 16.70% | 149,172 | $27.1M | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 7.56% | 43,876 | $12.3M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 7.37% | 58,419 | $12.0M | Add +5.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 5.62% | 276,545 | $9.1M | Add +5.9% |
| VEA Vanguard Ftse Developed ETF | 4.66% | 132,566 | $7.6M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 3.54% | 8,668 | $5.7M | Reduce -4.8% |
| BND Vanguard Total Bond Market | 2.94% | 64,725 | $4.8M | Add +11.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.86% | 162,144 | $4.6M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 2.69% | 70,455 | $4.4M | Reduce -0.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.64% | 42,403 | $4.3M | Reduce -8.6% |
| ANGL Vaneck Fallen Angel High YLD | 2.64% | 146,289 | $4.3M | Reduce -2.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.58% | 170,447 | $4.2M | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 2.41% | 65,457 | $3.9M | Reduce -21.6% |
| APLU Allspring Core Plus ETF | 2.33% | 151,314 | $3.8M | Add +39.7% |
| DUSA Davis Select US Equity ETF | 2.26% | 79,348 | $3.7M | Add +0.3% |
| XCEM Columbia Em Core Ex-China | 2.10% | 99,601 | $3.4M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 2.08% | 30,922 | $3.4M | Reduce -1.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.03% | 82,341 | $3.3M | Reduce -4.7% |
| DINT Davis Select International | 1.62% | 101,939 | $2.6M | Reduce -1.4% |
| JAAA Janus Henderson Aaa Clo ETF | 1.45% | 46,221 | $2.3M | Add +19.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.31% | 42,946 | $2.1M | Reduce -11.6% |
| SCHX Schwab US Large-Cap ETF | 1.13% | 75,232 | $1.8M | Reduce -6.2% |
| IVV iShares Core S&P 500 ETF | 1.10% | 2,883 | $1.8M | Add +0.4% |
| SHM SS SPDR N Ice St Muni ETF | 1.00% | 33,969 | $1.6M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 2,217 | $1.4M | Add +0.8% |
| FMB First Trust Managed Municipa | 0.80% | 26,146 | $1.3M | Reduce -51.6% |
| META Meta Platforms Inc. Class A | 0.73% | 1,605 | $1.2M | Add +2.6% |
| COF Capital One Financial Corp. | 0.70% | 5,362 | $1.1M | Add +1.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.69% | 37,169 | $1.1M | Reduce -2.1% |
| MDY State Street SPDR S&P Midcap | 0.68% | 1,953 | $1.1M | Add +10.2% |
| JBBB Janus Henderson B-BBB Clo Et | 0.68% | 22,860 | $1.1M | Add +14.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.61% | 13,683 | $995K | Reduce -16.8% |
| HYD Vaneck High Yield Muni ETF | 0.58% | 18,649 | $936K | New |
| OAKM Oakmark US Large Cap ETF | 0.51% | 32,098 | $824K | Add +18.8% |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 5,984 | $816K | Reduce -8.5% |
| AMZN Amazon.com Inc. | 0.50% | 3,706 | $813K | Add +3.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.49% | 31,791 | $788K | Reduce -59.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 9,960 | $670K | No change |
| WFC Wells Fargo & Co. | 0.40% | 8,055 | $645K | Add +0.7% |
| FEX First Trust Large Cap Core A | 0.37% | 5,497 | $604K | Add +13.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 6,358 | $531K | Reduce -1.4% |
| MKL Markel Group Inc. | 0.32% | 261 | $521K | Reduce -3.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.31% | 7,049 | $502K | New |
| GOOG Alphabet Inc. Class C | 0.31% | 2,818 | $500K | Add +9.7% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 1,914 | $493K | Add +1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 2,340 | $456K | Reduce -5.0% |
| RSPF Invesco S&P 500 Equal Weight | 0.28% | 5,873 | $447K | Add +0.1% |
| AVGO Broadcom Inc. | 0.25% | 1,499 | $413K | Reduce -13.9% |
| XLF SS Financial Select Sector | 0.25% | 7,866 | $412K | No change |
| SHOE Shoe Station Group Inc. filed as SHOE CARNIVAL INC | 0.25% | 21,576 | $404K | No change |
| CI The Cigna Group | 0.24% | 1,160 | $383K | Add +1.6% |
| FEM First Trust Emerging Markets | 0.24% | 15,582 | $383K | Reduce -15.8% |
| QEMM State Street SPDR MSCI Emerg | 0.23% | 5,861 | $369K | New |
| XLK SS Technology Select Sector | 0.22% | 1,419 | $359K | Reduce -25.9% |
| EMLP First Trust North American E | 0.21% | 9,249 | $347K | Add +0.0% |
| FPXI First Trust International Eq | 0.21% | 5,970 | $337K | Reduce -3.7% |
| CME Cme Group Inc. | 0.20% | 1,183 | $326K | Reduce -0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 7,554 | $322K | No change |
| CVS CVS Health Corp. | 0.20% | 4,657 | $321K | New |
| JPM JPMorgan Chase & Co. | 0.19% | 1,063 | $308K | Reduce -1.9% |
| XLI SS Industrial Select Sector | 0.19% | 2,058 | $304K | Reduce -1.5% |
| USB US Bancorp | 0.18% | 6,399 | $290K | Add +1.0% |
| MGM MGM Resorts International | 0.18% | 8,409 | $289K | Reduce -35.5% |
| XLY SS Consumer Disc Select Sect | 0.18% | 1,314 | $286K | Add +13.4% |
| AMAT Applied Materials Inc. | 0.18% | 1,558 | $285K | Reduce -23.3% |
| IHF iShares U.S. Healthcare Prov | 0.18% | 5,843 | $284K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 931 | $283K | Add +12.2% |
| DGX Quest Diagnostics Inc. | 0.17% | 1,537 | $276K | Add +0.3% |
| IWV iShares Russell 3000 ETF | 0.17% | 784 | $275K | Reduce -2.2% |
| RSPT Invesco S&P 500 Equal Weight | 0.17% | 6,604 | $269K | Reduce -5.2% |
| VTRS Viatris Inc. | 0.15% | 27,297 | $244K | Reduce -23.2% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 3,019 | $238K | No change |
| SGOL Abrdn Physical Gold Shares | 0.15% | 7,483 | $236K | Reduce -20.9% |
| AMD Advanced Micro Devices | 0.14% | 1,648 | $234K | New |
| VOX Vanguard Communication Servi | 0.14% | 1,322 | $226K | New |
| XLV SS Health Care Select Sector | 0.13% | 1,550 | $209K | Reduce -8.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.13% | 2,566 | $206K | New |
| RJF Raymond James Financial Inc. | 0.13% | 1,323 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| FMB First Trust Managed Municipa | Reduce -51.6% | 0.80% | −0.99 |
| FTSM First Trust Enh Short Mat FD | Reduce -21.6% | 2.41% | −0.87 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -59.7% | 0.49% | −0.82 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.3% | 16.70% | −0.51 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -8.6% | 2.64% | −0.30 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -11.6% | 1.31% | −0.25 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -2.0% | 2.64% | −0.19 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.18 |
| INTC Intel Corp. | Sold out | 0.00% | −0.17 |
| OC Owens Corning | Sold out | 0.00% | −0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -16.8% | 0.61% | −0.10 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -3.2% | 1.00% | −0.10 |
| MGM MGM Resorts International | Reduce -35.5% | 0.18% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 2.08% | −0.06 |
| VTRS Viatris Inc. | Reduce -23.2% | 0.15% | −0.05 |
| FEM First Trust Emerging Markets | Reduce -15.8% | 0.24% | −0.04 |
| SGOL Abrdn Physical Gold Shares | Reduce -20.9% | 0.15% | −0.04 |
| XLK SS Technology Select Sector | Reduce -25.9% | 0.22% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -8.7% | 0.13% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.2% | 1.13% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 2.69% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -4.7% | 2.03% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.0% | 0.28% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -23.3% | 0.18% | −0.02 |
| MKL Markel Group Inc. | Reduce -3.0% | 0.32% | −0.01 |
| CME Cme Group Inc. | Reduce -0.3% | 0.20% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.1% | 0.69% | +0.00 |
| IWV iShares Russell 3000 ETF | Reduce -2.2% | 0.17% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.4% | 0.33% | +0.01 |
| XLI SS Industrial Select Sector | Reduce -1.5% | 0.19% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -5.2% | 0.17% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 0.19% | +0.01 |
| FPXI First Trust International Eq | Reduce -3.7% | 0.21% | +0.02 |
| DINT Davis Select International | Reduce -1.4% | 1.62% | +0.05 |
| AVGO Broadcom Inc. | Reduce -13.9% | 0.25% | +0.06 |
| XCEM Columbia Em Core Ex-China | Reduce -4.3% | 2.10% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.5% | 0.50% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.0% | 4.66% | +0.22 |
| VGT Vanguard Info Tech ETF | Reduce -4.8% | 3.54% | +0.29 |
Portfolio Buys Q1 2025 → Q2 2025
| HYD Vaneck High Yield Muni ETF | New | 0.58% | +0.58 |
| APLU Allspring Core Plus ETF | Add +39.7% | 2.33% | +0.55 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +5.9% | 5.62% | +0.34 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.31% | +0.31 |
| VIG Vanguard Dividend Apprec ETF | Add +5.1% | 7.37% | +0.28 |
| QEMM State Street SPDR MSCI Emerg | New | 0.23% | +0.23 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 7.56% | +0.21 |
| CVS CVS Health Corp. | New | 0.20% | +0.20 |
| JAAA Janus Henderson Aaa Clo ETF | Add +19.4% | 1.45% | +0.16 |
| AMD Advanced Micro Devices | New | 0.14% | +0.14 |
| VOX Vanguard Communication Servi | New | 0.14% | +0.14 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.73% | +0.14 |
| BND Vanguard Total Bond Market | Add +11.3% | 2.94% | +0.13 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.13% | +0.13 |
| RJF Raymond James Financial Inc. | New | 0.13% | +0.13 |
| COF Capital One Financial Corp. | Add +1.8% | 0.70% | +0.08 |
| OAKM Oakmark US Large Cap ETF | Add +18.8% | 0.51% | +0.07 |
| DUSA Davis Select US Equity ETF | Add +0.3% | 2.26% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +10.2% | 0.68% | +0.06 |
| GE General Electric | Add +1.5% | 0.30% | +0.06 |
| AMZN Amazon.com Inc. | Add +3.9% | 0.50% | +0.05 |
| FEX First Trust Large Cap Core A | Add +13.2% | 0.37% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +9.7% | 0.31% | +0.04 |
| JBBB Janus Henderson B-BBB Clo Et | Add +14.9% | 0.68% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 1.10% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 0.84% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +13.4% | 0.18% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.2% | 0.17% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.7% | 0.40% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +2.6% | 2.86% | +0.02 |
| USB US Bancorp | Add +1.0% | 0.18% | +0.00 |
| DGX Quest Diagnostics Inc. | Add +0.3% | 0.17% | −0.00 |
| RSPF Invesco S&P 500 Equal Weight | Add +0.1% | 0.28% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.3% | 2.58% | −0.01 |
| CI The Cigna Group | Add +1.6% | 0.24% | −0.01 |
| EMLP First Trust North American E | Add +0.0% | 0.21% | −0.01 |