Sebold Capital Management, Inc.
CIK: 0001972836SEC EDGAR →
Portfolio Value
$162.3M
Holdings
78
As of
Q2 2025
New Positions
8
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 149,172 | $27.1M | 16.70% |
| 2 | VANGUARD INDEX FDS | 43,876 | $12.3M | 7.56% |
| 3 | VANGUARD SPECIALIZED FUNDS | 58,419 | $12.0M | 7.37% |
| 4 | SCHWAB STRATEGIC TR | 276,545 | $9.1M | 5.62% |
| 5 | VANGUARD TAX-MANAGED FDS | 132,566 | $7.6M | 4.66% |
| 6 | VANGUARD WORLD FD | 8,668 | $5.7M | 3.54% |
| 7 | VANGUARD BD INDEX FDS | 64,725 | $4.8M | 2.94% |
| 8 | SCHWAB STRATEGIC TR | 162,144 | $4.6M | 2.86% |
| 9 | ISHARES TR | 70,455 | $4.4M | 2.69% |
| 10 | VANGUARD ADMIRAL FDS INC | 42,403 | $4.3M | 2.64% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $150.3M | 92.6% |
| Unknown | 4 | $5.0M | 3.1% |
| Technology | 5 | $2.1M | 1.3% |
| Communication Services | 2 | $1.7M | 1.0% |
| Consumer Cyclical | 3 | $1.5M | 0.9% |
| Healthcare | 4 | $1.2M | 0.8% |
| Industrials | 1 | $493K | 0.3% |