SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Sebold Capital Management, Inc.

CIK 0001972836 · 2443 WARRENVILLE RD, SUITE 150, LISLE, IL, 60532 · 6305489700

Reported Value
$122M
Q1 2023
Positions
69
Filings on Record
12
2019–present window
Filed
May 12, 2023
original filing

Summary

Sebold Capital Management, Inc. reported $122M in U.S.-listed holdings across 69 positions for Q1 2023.

The portfolio is heavily concentrated: RSP alone accounts for 22.5% of reported value.

Portfolio Metrics

Top-10 Concentration
+77.6%
share of reported value
Largest Position
+22.5%
Invesco Exchange Traded Fd T

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $122MQ1 ’23Q2 ’23: $125MQ3 ’23: $122MQ3 ’23Q4 ’23: $135MQ1 ’24: $148MQ1 ’24Q2 ’24: $145MQ3 ’24: $152MQ3 ’24Q4 ’24: $149MQ1 ’25: $152MQ1 ’25Q2 ’25: $162Mfilingsflow.com

Portfolio Composition

By security type
ETP: 94.8%Common Stock: 5.2%
  • ETP · 94.8% · $115M
  • Common Stock · 5.2% · $6M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
RSPINVESCO EXCHANGE TRADED FD TNEW+188.8K188.8K+$27M$27M
IJHISHARES TRNEW+31.0K31.0K+$7M$7M
IJRISHARES TRNEW+66.4K66.4K+$6M$6M
VOVANGUARD INDEX FDSNEW+27.0K27.0K+$5M$5M
VIOOVANGUARD ADMIRAL FDS INCNEW+31.1K31.1K+$5M$5M
FTSMFIRST TR EXCHANGE-TRADED FDNEW+87.2K87.2K+$5M$5M
VGTVANGUARD WORLD FDSNEW+15.4K15.4K+$5M$5M
VEAVANGUARD TAX-MANAGED FDSNEW+98.1K98.1K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

43 positions
#IssuerClass% PortfolioValueShares
1RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT · S&P500 EQL FIN22.54%$27M202.7K
2IJHISHARES TRCORE S&P MCP ETF · CORE S&P SCP ETF · CORE MSCI EAFE · CORE S&P500 ETF · US HLTHCR PR ETF · RUSSELL 3000 ETF14.51%$18M130.7K
3SCHXSCHWAB STRATEGIC TRSCHWB FDT EMK LG · US LRG CAP ETF · SCHWAB FDT US LG · SCHWAB FDT US SC · EMRG MKTEQ ETF · SCHWB FDT INT LG9.32%$11M338.1K
4FTSMFIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW · INTL EQUITY OPP · FIRST TR TA HIYL · NO AMER ENERGY6.79%$8M171.3K
5VOVANGUARD INDEX FDSMID CAP ETF · REAL ESTATE ETF · SM CP VAL ETF4.95%$6M32.2K
6VIOOVANGUARD ADMIRAL FDS INChistory →SMLLCP 600 IDX4.43%$5M31.1K
7VGTVANGUARD WORLD FDSINF TECH ETF · INDUSTRIAL ETF4.24%$5M16.8K
8SHMSPDR SER TRNUVEEN BLMBRG SH · NUVEEN BLOOMBERG · BLOOMBERG INTL T · S&P 600 SML CAP4.17%$5M114.7K
9VEAVANGUARD TAX-MANAGED FDShistory →VAN FTSE DEV MKT3.38%$4M98.1K
10VIGVANGUARD SPECIALIZED FUNDShistory →DIV APP ETF3.30%$4M26.5K
11XCEMCOLUMBIA ETF TR IIhistory →EM CORE EX ETF2.53%$3M120.4K
12FMBFIRST TR EXCH TRADED FD IIIhistory →MANAGD MUN ETF2.38%$3M57.8K
13DUSADAVIS FUNDAMENTAL ETF TRSELECT US EQTY · SELCT INTL ETF1.94%$2M94.6K
14HYDVANECK ETF TRUSTHIGH YLD MUNIETF · FALLEN ANGEL HG1.83%$2M58.5K
15FEMFIRST TR EXCH TRD ALPHDX FDhistory →EMERG MKT ALPH1.73%$2M100.0K
16XLFSELECT SECTOR SPDR TRFINANCIAL · SBI INT-UTILS · SBI HEALTHCARE · TECHNOLOGY · SBI INT-INDS1.53%$2M28.3K
17BNDXVANGUARD CHARLOTTE FDShistory →TOTAL INT BD ETF1.46%$2M37.5K
18SPYSPDR S&P 500 ETF TRhistory →TR UNIT1.20%$1M3.8K
19COFCAPITAL ONE FINL CORPCOM0.58%$704,5307.6K
20GOOGALPHABET INCCAP STK CL C0.57%$699,5487.9K
21MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.57%$692,9671.6K
22VYMVANGUARD WHITEHALL FDSHIGH DIV YLD0.55%$670,9026.2K
23SHOESHOE CARNIVAL INCCOM0.43%$524,27521.9K
24WFCWELLS FARGO CO NEWCOM0.42%$506,69612.3K
25AMZNAMAZON COM INCCOM0.41%$500,9766.0K
26CITHE CIGNA GROUPCOM0.40%$485,0821.5K
27FEXFIRST TR LRGE CP CORE ALPHACOM SHS0.34%$411,0005.1K
28DESWISDOMTREE TRUS SMALLCAP DIVD0.34%$409,16714.4K
29BNDVANGUARD BD INDEX FDSTOTAL BND MRKT0.33%$399,5755.6K
30USBUS BANCORP DELCOM NEW0.28%$345,6047.9K
31VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.27%$327,4468.4K
32MKLMARKEL CORPCOM0.24%$287,213218
33INTCINTEL CORPCOM0.23%$284,41410.8K
34CMECME GROUP INCCOM0.21%$257,4531.5K
35JPMJPMORGAN CHASE & COCOM0.20%$246,4841.8K
36VTRSVIATRIS INCCOM0.19%$235,73421.2K
37IEMGISHARES INCCORE MSCI EMKT0.18%$219,9114.7K
38APAAPA CORPORATIONCOM0.18%$217,6104.7K
39METAMETA PLATFORMS INCCL A0.17%$211,6791.8K
40AMATAPPLIED MATLS INCCOM0.17%$206,3492.1K
41BNYBANK NEW YORK MELLON CORPCOM0.17%$205,9254.5K
42WMSADVANCED DRAIN SYS INC DELCOM0.17%$204,9252.5K
43AXPAMERICAN EXPRESS COCOM0.17%$202,1391.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$162M78Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$152M73Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$149M71Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$152M69Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$145M71Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$148M71Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$135M68Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$122M67Oct 23, 202313F-HRchanges · EDGAR ↗
Q2 2023$125M67Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$122M69May 12, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.