Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Sebold Capital Management, Inc. 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Sebold Capital Management, Inc. (CIK 1972836) reported $162.3M across 78 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: RSP ($27.1M, 16.70%), VO ($12.3M, 7.56%), VIG ($12.0M, 7.37%), FNDE ($9.1M, 5.62%), VEA ($7.6M, 4.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSPINVESCO EXCHANGE TRADED FD T$27.1M16.70%149,172Trimmed
2VOVANGUARD INDEX FDS$12.3M7.56%43,876Added
3VIGVANGUARD SPECIALIZED FUNDS$12.0M7.37%58,419Added
4FNDESCHWAB STRATEGIC TR$9.1M5.62%276,545Added
5VEAVANGUARD TAX-MANAGED FDS$7.6M4.66%132,566Trimmed
6VGTVANGUARD WORLD FD$5.7M3.54%8,668Trimmed
7BNDVANGUARD BD INDEX FDS$4.8M2.94%64,725Added
8FNDASCHWAB STRATEGIC TR$4.6M2.86%162,144Added
9IJHISHARES TR$4.4M2.69%70,455Trimmed
10VIOOVANGUARD ADMIRAL FDS INC$4.3M2.64%42,403Trimmed
11ANGLVANECK ETF TRUST$4.3M2.64%146,289Trimmed
12FNDXSCHWAB STRATEGIC TR$4.2M2.58%170,447Added
13FTSMFIRST TR EXCHANGE-TRADED FD$3.9M2.41%65,457Trimmed
14APLUALLSPRING EXCHANGE TRADED FU$3.8M2.32%151,314Added
15DUSADAVIS FUNDAMENTAL ETF TR$3.7M2.26%79,348Added
16XCEMCOLUMBIA ETF TR II$3.4M2.10%99,601Trimmed
17IJRISHARES TR$3.4M2.08%30,922Trimmed
18FNDFSCHWAB STRATEGIC TR$3.3M2.03%82,341Trimmed
19DINTDAVIS FUNDAMENTAL ETF TR$2.6M1.62%101,939Trimmed
20JAAAJANUS DETROIT STR TR$2.3M1.45%46,221Added
21BNDXVANGUARD CHARLOTTE FDS$2.1M1.31%42,946Trimmed
22SCHXSCHWAB STRATEGIC TR$1.8M1.13%75,232Trimmed
23IVVISHARES TR$1.8M1.10%2,883Added
24SHMSPDR SERIES TRUST$1.6M1.00%33,969Trimmed
25SPYSPDR S&P 500 ETF TR$1.4M0.84%2,217Added

Source: SEC Form 13F filings · as of 2025-06-30