AI Portfolio Summary
In 2025 Q2, Sebold Capital Management, Inc. maintained a portfolio of 81 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.4%. Conversely, Sebold Capital Management, Inc. completely exited their position in SELECT SECTOR SPDR T.
Total Positions
81
Quarter
2025 Q2
Top Holding
RSP (16.7%)
Top 10 Concentration
56.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 81
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RSP
INVESCO EXCHANG...
|
Unknown | 16.70% | 17.22% |
#1
Prev: #1
|
6.7 | -2,012 | -1.3% |
P
S
|
149,172 | $27,110,550 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 7.56% | 7.36% |
#2
Prev: #2
|
5.0 | 603 | 1.4% |
P
S
|
43,876 | $12,277,957 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 7.37% | 7.09% |
#3
Prev: #3
|
5.0 | 2,830 | 5.1% |
P
S
|
58,419 | $11,956,553 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 5.62% | 5.29% |
#4
Prev: #4
|
4.3 | 15,471 | 5.9% |
P
S
|
276,545 | $9,128,741 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.66% | 4.43% |
#5
Prev: #5
|
1.9 | -59 | -0.0% |
P
S
|
132,566 | $7,557,583 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 3.54% | 3.25% |
#6
1
Prev: #7
|
1.4 | -442 | -4.9% |
P
S
|
8,668 | $5,749,089 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.94% | 2.81% |
#7
4
Prev: #11
|
3.2 | 6,557 | 11.3% |
P
S
|
64,725 | $4,765,702 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDA
SCHWAB STRATEGI...
|
Bond/Debt | 2.86% | 2.84% |
#8
1
Prev: #9
|
3.2 | 4,158 | 2.6% |
P
S
|
162,144 | $4,645,421 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 2.69% | 2.72% |
#9
3
Prev: #12
|
1.1 | -338 | -0.5% |
P
S
|
70,455 | $4,369,620 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 2.64% | 2.94% |
#10
2
Prev: #8
|
1.1 | -3,986 | -8.6% |
P
S
|
42,403 | $4,292,494 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 2.64% | 2.83% |
#11
1
Prev: #10
|
1.1 | -3,022 | -2.0% |
P
S
|
146,289 | $4,283,342 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 2.58% | 2.59% |
#12
1
Prev: #13
|
3.0 | 3,813 | 2.3% |
P
S
|
170,447 | $4,182,762 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 2.41% | 3.28% |
#13
7
Prev: #6
|
1.0 | -18,044 | -21.6% |
P
S
|
65,457 | $3,918,911 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
APLU
ALLSPRING EXCHA...
|
ETF | 2.32% | 1.77% |
#14
5
Prev: #19
|
3.0 | 42,986 | 39.7% |
P
S
|
151,314 | $3,773,772 | 2025 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
DUSA
DAVIS FUNDAMENT...
|
ETF | 2.26% | 2.20% |
#15
1
Prev: #14
|
2.9 | 207 | 0.3% |
P
S
|
79,348 | $3,672,233 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 2.10% | 2.02% |
#16
1
Prev: #17
|
0.9 | -4,447 | -4.3% |
P
S
|
99,601 | $3,404,360 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 2.08% | 2.15% |
#17
2
Prev: #15
|
0.8 | -304 | -1.0% |
P
S
|
30,922 | $3,379,466 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 2.03% | 2.05% |
#18
2
Prev: #16
|
0.8 | -4,048 | -4.7% |
P
S
|
82,341 | $3,295,303 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
DINT
DAVIS FUNDAMENT...
|
Bond/Debt | 1.62% | 1.57% |
#19
1
Prev: #20
|
0.7 | -1,460 | -1.4% |
P
S
|
101,939 | $2,636,133 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 1.45% | 1.29% |
#20
3
Prev: #23
|
2.6 | 7,526 | 19.4% |
P
S
|
46,221 | $2,345,716 | 2024 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.31% | 1.56% |
#21
Prev: #21
|
0.6 | -5,627 | -11.6% |
P
S
|
42,946 | $2,126,257 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.13% | 1.16% |
#22
2
Prev: #24
|
0.5 | -4,971 | -6.2% |
P
S
|
75,232 | $1,838,674 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.10% | 1.06% |
#23
3
Prev: #26
|
2.4 | 11 | 0.4% |
P
S
|
2,883 | $1,790,055 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 1.00% | 1.10% |
#24
1
Prev: #25
|
0.4 | -1,135 | -3.2% |
P
S
|
33,969 | $1,624,738 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.84% | 0.81% |
#25
2
Prev: #27
|
2.3 | 17 | 0.8% |
P
S
|
2,217 | $1,369,774 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #61) |
0.3 | -2,839 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
INTC
INTEL CORP
|
Technology | 0.00% | 0.17% |
Sold All 😨
(Was: #67) |
0.3 | -11,105 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
OC
OWENS CORNING N...
|
Industrials | 0.00% | 0.15% |
Sold All 😨
(Was: #71) |
0.3 | -1,616 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) |
Showing 1-25 of 81 holdings