Sebold Capital Management, Inc. Portfolio Holdings

Sebold Capital Management, Inc.

$162 Billion
Q2 2025

Sebold Capital Management, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $27.1B, Vanguard Mid Cap ETF with a value of $12.3B, Vanguard Dividend Appreciation with a value of $12B, Schwab Fundamental Emerging Mk with a value of $9.13B, and Vanguard Ftse Developed Market with a value of $7.56B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $152B to 162B.

Sebold Capital Management, Inc. is based out at Lisle, IL

Below you can find more details about Sebold Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion

ETFs: $147 Billion

Financial Services: $3.43 Billion

Technology: $1.75 Billion

Communication Services: $1.68 Billion

Consumer Cyclical: $1.51 Billion

Healthcare: $1.22 Billion

Industrials: $493 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$27.1 Billion 16.7% of portfolio	149,172	Q2 2025 Reduced 1.33%
VO Vanguard Mid Cap ETF ETFs	$0	$12.3 Billion 7.56% of portfolio	43,876	Q2 2025 Added 1.39%
VIG Vanguard Dividend Appreciation ETFs	$0	$12 Billion 7.37% of portfolio	58,419	Q2 2025 Added 5.09%
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$9.13 Billion 5.62% of portfolio	276,545	Q2 2025 Added 5.93%
VEA Vanguard Ftse Developed Market ETFs	$0	$7.56 Billion 4.66% of portfolio	132,566	Q2 2025 Reduced 0.04%
VGT Vanguard Information Technolog ETFs	$0	$5.75 Billion 3.54% of portfolio	8,668	Q2 2025 Reduced 4.85%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$4.77 Billion 2.94% of portfolio	64,725	Q2 2025 Added 11.27%
FNDA Schwab Fundamental U S Small C ETFs	$0	$4.65 Billion 2.86% of portfolio	162,144	Q2 2025 Added 2.63%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.37 Billion 2.69% of portfolio	70,455	Q2 2025 Reduced 0.48%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$4.29 Billion 2.64% of portfolio	42,403	Q2 2025 Reduced 8.59%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$4.28 Billion 2.64% of portfolio	146,289	Q2 2025 Reduced 2.02%
FNDX Schwab Fundamental U S Large C ETFs	$0	$4.18 Billion 2.58% of portfolio	170,447	Q2 2025 Added 2.29%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$3.92 Billion 2.41% of portfolio	65,457	Q2 2025 Reduced 21.61%
Allspring Exchange Traded Fu	-	$3.77 Billion 2.32% of portfolio	-	Q2 2025 Added 39.68%
DUSA Davis Fundamental ETF Tr ETFs	$0	$3.67 Billion 2.26% of portfolio	79,348	Q2 2025 Added 0.26%
XCEM Columbia ETF Tr Ii ETFs	$0	$3.4 Billion 2.1% of portfolio	99,601	Q2 2025 Reduced 4.27%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.38 Billion 2.08% of portfolio	30,922	Q2 2025 Reduced 0.97%
FNDF Schwab Fundamental Intl Large ETFs	$0	$3.3 Billion 2.03% of portfolio	82,341	Q2 2025 Reduced 4.69%
DINT Davis Fundamental ETF Tr ETFs	$0	$2.64 Billion 1.62% of portfolio	101,939	Q2 2025 Reduced 1.41%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.35 Billion 1.45% of portfolio	46,221	Q2 2025 Added 19.45%
BNDX Vanguard Total International B ETFs	$0	$2.13 Billion 1.31% of portfolio	42,946	Q2 2025 Reduced 11.58%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.84 Billion 1.13% of portfolio	75,232	Q2 2025 Reduced 6.2%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.79 Billion 1.1% of portfolio	2,883	Q2 2025 Added 0.38%
SHM Spdr Nuveen Bloomberg Short Te ETFs	$0	$1.62 Billion 1.0% of portfolio	33,969	Q2 2025 Reduced 3.23%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.37 Billion 0.84% of portfolio	2,217	Q2 2025 Added 0.77%
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$1.3 Billion 0.8% of portfolio	26,146	Q2 2025 Reduced 51.61%
META Meta Platforms, Inc. Communication Services	$1.78T	$1.18 Billion 0.73% of portfolio	1,605	Q2 2025 Added 2.56%
COF Capital One Financial Corp Financial Services	$83.2B	$1.14 Billion 0.7% of portfolio	5,362	Q2 2025 Added 1.75%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$1.12 Billion 0.69% of portfolio	37,169	Q2 2025 Reduced 2.14%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$1.1 Billion 0.68% of portfolio	22,860	Q2 2025 Added 14.88%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$1.11 Billion 0.68% of portfolio	1,953	Q2 2025 Added 10.15%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$995 Million 0.61% of portfolio	13,683	Q2 2025 Reduced 16.83%
HYD Vaneck High Yield Muni ETF ETFs	$0	$936 Million 0.58% of portfolio	18,649	Q2 2025 New
Harris Oakmark ETF Trust	-	$824 Million 0.51% of portfolio	-	Q2 2025 Added 18.78%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$813 Million 0.5% of portfolio	3,706	Q2 2025 Added 3.87%
PLTR Palantir Technologies Inc. Technology	$367B	$816 Million 0.5% of portfolio	5,984	Q2 2025 Reduced 8.49%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$788 Million 0.49% of portfolio	31,791	Q2 2025 Reduced 59.72%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$670 Million 0.41% of portfolio	9,960	Q1 2025 Reduced 2.7%
WFC Wells Fargo & Company Financial Services	$302B	$645 Million 0.4% of portfolio	8,055	Q2 2025 Added 0.7%
FEX First Tr Large Cap Core Alphde ETFs	$0	$604 Million 0.37% of portfolio	5,497	Q2 2025 Added 13.18%
IEFA Ishares Tr ETFs	$0	$531 Million 0.33% of portfolio	6,358	Q2 2025 Reduced 1.4%
MKL Markel Corp Financial Services	$26.1B	$521 Million 0.32% of portfolio	261	Q2 2025 Reduced 2.97%
GOOG Alphabet Inc. Communication Services	$1.24T	$500 Million 0.31% of portfolio	2,818	Q2 2025 Added 9.65%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$502 Million 0.31% of portfolio	7,049	Q2 2025 New
GE General Electric CO Industrials	$306B	$493 Million 0.3% of portfolio	1,914	Q2 2025 Added 1.54%
VBR Vanguard Small Cap Value ETF ETFs	$0	$456 Million 0.28% of portfolio	2,340	Q2 2025 Reduced 5.03%
RYF Invesco S&P 500 Equal Weight F ETFs	$0	$447 Million 0.28% of portfolio	5,873	Q2 2025 Added 0.07%
XLF Financial Sector Spdr ETFs	$0	$412 Million 0.25% of portfolio	7,866	Q1 2025 Reduced 1.82%
AVGO Broadcom Inc. Technology	$127B	$413 Million 0.25% of portfolio	1,499	Q2 2025 Reduced 13.95%
SCVL Shoe Carnival Inc Consumer Cyclical	$570M	$404 Million 0.25% of portfolio	21,576	Q1 2025 Added 11.19%

Summary

Portfolio
No. of Stocks 78
Current Value $162 Billion
Prior Value $152 Billion
Filing
Period Q2 2025
Filing Date August 05, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 28 stocks
Sold out of 0 stocks
Reduced holdings in 36 stocks

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Sebold Capital Management, Inc. Portfolio Holdings