Sebold Capital Management, Inc. 13F Holdings · last filed Q2 2025
Sebold Capital Management, Inc. reported 78 securities worth $162.31M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: RSP (16.70%), VO (7.56%), VIG (7.37%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $27.1M | 16.70% | 149,172 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $12.3M | 7.56% | 43,876 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $12.0M | 7.37% | 58,419 | Added |
| 4 | FNDE | SCHWAB STRATEGIC TR | $9.1M | 5.62% | 276,545 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 4.66% | 132,566 | Trimmed |
| 6 | VGT | VANGUARD WORLD FD | $5.7M | 3.54% | 8,668 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $4.8M | 2.94% | 64,725 | Added |
| 8 | FNDA | SCHWAB STRATEGIC TR | $4.6M | 2.86% | 162,144 | Added |
| 9 | IJH | ISHARES TR | $4.4M | 2.69% | 70,455 | Trimmed |
| 10 | ANGL | VANECK ETF TRUST | $4.3M | 2.64% | 146,289 | Trimmed |
| 11 | VIOO | VANGUARD ADMIRAL FDS INC | $4.3M | 2.64% | 42,403 | Trimmed |
| 12 | FNDX | SCHWAB STRATEGIC TR | $4.2M | 2.58% | 170,447 | Added |
| 13 | FTSM | FIRST TR EXCHANGE-TRADED FD | $3.9M | 2.41% | 65,457 | Trimmed |
| 14 | APLU | ALLSPRING EXCHANGE TRADED FU | $3.8M | 2.32% | 151,314 | Added |
| 15 | DUSA | DAVIS FUNDAMENTAL ETF TR | $3.7M | 2.26% | 79,348 | Added |
| 16 | XCEM | COLUMBIA ETF TR II | $3.4M | 2.10% | 99,601 | Trimmed |
| 17 | IJR | ISHARES TR | $3.4M | 2.08% | 30,922 | Trimmed |
| 18 | FNDF | SCHWAB STRATEGIC TR | $3.3M | 2.03% | 82,341 | Trimmed |
| 19 | DINT | DAVIS FUNDAMENTAL ETF TR | $2.6M | 1.62% | 101,939 | Trimmed |
| 20 | JAAA | JANUS DETROIT STR TR | $2.3M | 1.45% | 46,221 | Added |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $2.1M | 1.31% | 42,946 | Trimmed |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.8M | 1.13% | 75,232 | Trimmed |
| 23 | IVV | ISHARES TR | $1.8M | 1.10% | 2,883 | Added |
| 24 | SHM | SPDR SERIES TRUST | $1.6M | 1.00% | 33,969 | Trimmed |
| 25 | SPY | SPDR S&P 500 ETF TR | $1.4M | 0.84% | 2,217 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR