SEBOLD CAPITAL MANAGEMENT, INC.

Filed: 1/14/2025ACC: 0001754960-25-000026

📋 What this filing means

SEBOLD CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $149.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$149.18M

Total AUM (reported)

2.40M

Total Shares

Allocation by class

S&P500 EQL WGT$27.66M18.5%

MID CAP ETF$10.56M7.1%

DIV APP ETF$10.39M7.0%

FUNDAMENTAL EMER$7.46M5.0%

VAN FTSE DEV MKT$6.00M4.0%

COM$5.99M4.0%

INF TECH ETF$5.88M3.9%

Portfolio Concentration

Top 3$48.61M32.6%

4–10$38.43M25.8%

11–25$40.99M27.5%

Rest$21.16M14.2%

Top 3 weight

32.6%

Top 10 weight

58.3%

Voting Authority Distribution

Total shares with voting rights: 2.40M

Sole

Full voting authority

2.34M

% of voting shares97.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

55.35K

% of voting shares2.3%

Investment Discretion (by position count)

Sole71

Shared0

Other0

Dominant voting typeSole · 97.7% of voting shares

Institutional Holdings71

Rows:

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares157.83K

TypeSH

Market value$27.66M

18.54%

Sole

151.77K

Shared

0.00

None

6.06K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares39.99K

TypeSH

Market value$10.56M

7.08%

Sole

37.77K

Shared

0.00

None

2.22K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares53.04K

TypeSH

Market value$10.39M

6.96%

Sole

48.17K

Shared

0.00

None

4.87K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares256.80K

TypeSH

Market value$7.46M

5.00%

Sole

249.46K

Shared

0.00

None

7.35K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares125.47K

TypeSH

Market value$6.00M

4.02%

Sole

121.95K

Shared

0.00

None

3.52K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares9.46K

TypeSH

Market value$5.88M

3.94%

Sole

9.26K

Shared

0.00

None

208.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FIRST TR ENH NEW

Shares90.60K

TypeSH

Market value$5.42M

3.63%

Sole

87.14K

Shared

0.00

None

3.46K

VANGUARD ADMIRAL FDS INC

SOLE

SMLLCP 600 IDX

Shares44.61K

TypeSH

Market value$4.73M

3.17%

Sole

42.29K

Shared

0.00

None

2.32K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares71.75K

TypeSH

Market value$4.47M

3.00%

Sole

71.75K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares150.41K

TypeSH

Market value$4.47M

2.99%

Sole

144.51K

Shared

0.00

None

5.90K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares162.89K

TypeSH

Market value$3.86M

2.59%

Sole

159.48K

Shared

0.00

None

3.41K

DAVIS FUNDAMENTAL ETF TR

SOLE

SELECT US EQTY

Shares89.93K

TypeSH

Market value$3.79M

2.54%

Sole

89.20K

Shared

0.00

None

727.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares52.65K

TypeSH

Market value$3.79M

2.54%

Sole

50.45K

Shared

0.00

None

2.20K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares31.38K

TypeSH

Market value$3.62M

2.42%

Sole

28.67K

Shared

0.00

None

2.72K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares115.87K

TypeSH

Market value$3.32M

2.23%

Sole

114.90K

Shared

0.00

None

969.00

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares97.51K

TypeSH

Market value$2.89M

1.93%

Sole

95.45K

Shared

0.00

None

2.06K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares58.82K

TypeSH

Market value$2.89M

1.93%

Sole

57.98K

Shared

0.00

None

844.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares82.40K

TypeSH

Market value$2.74M

1.83%

Sole

81.13K

Shared

0.00

None

1.27K

FIRST TR EXCH TRADED FD III

SOLE

MANAGD MUN ETF

Shares52.25K

TypeSH

Market value$2.67M

1.79%

Sole

52.25K

Shared

0.00

None

0.00

DAVIS FUNDAMENTAL ETF TR

SOLE

SELCT INTL ETF

Shares115.44K

TypeSH

Market value$2.52M

1.69%

Sole

112.38K

Shared

0.00

None

3.06K

SPDR SER TR

SOLE

NUVEEN BLOOMBERG

Shares79.86K

TypeSH

Market value$2.04M

1.37%

Sole

79.86K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares88K

TypeSH

Market value$2.04M

1.37%

Sole

88K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares3.01K

TypeSH

Market value$1.77M

1.19%

Sole

2.90K

Shared

0.00

None

108.00

SPDR SER TR

SOLE

NUVEEN BLMBRG SH

Shares35.19K

TypeSH

Market value$1.67M

1.12%

Sole

35.19K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares27.78K

TypeSH

Market value$1.41M

0.94%

Sole

27.20K

Shared

0.00

None

580.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	157.83K	SH	$27.66M 18.54%	151.77K	6.06K
VANGUARD INDEX FDSSOLE	MID CAP ETF	39.99K	SH	$10.56M 7.08%	37.77K	2.22K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	53.04K	SH	$10.39M 6.96%	48.17K	4.87K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	256.80K	SH	$7.46M 5.00%	249.46K	7.35K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	125.47K	SH	$6.00M 4.02%	121.95K	3.52K
VANGUARD WORLD FDSOLE	INF TECH ETF	9.46K	SH	$5.88M 3.94%	9.26K	208.00
FIRST TR EXCHANGE-TRADED FDSOLE	FIRST TR ENH NEW	90.60K	SH	$5.42M 3.63%	87.14K	3.46K
VANGUARD ADMIRAL FDS INCSOLE	SMLLCP 600 IDX	44.61K	SH	$4.73M 3.17%	42.29K	2.32K
ISHARES TRSOLE	CORE S&P MCP ETF	71.75K	SH	$4.47M 3.00%	71.75K	0.00
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	150.41K	SH	$4.47M 2.99%	144.51K	5.90K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	162.89K	SH	$3.86M 2.59%	159.48K	3.41K
DAVIS FUNDAMENTAL ETF TRSOLE	SELECT US EQTY	89.93K	SH	$3.79M 2.54%	89.20K	727.00
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	52.65K	SH	$3.79M 2.54%	50.45K	2.20K
ISHARES TRSOLE	CORE S&P SCP ETF	31.38K	SH	$3.62M 2.42%	28.67K	2.72K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	115.87K	SH	$3.32M 2.23%	114.90K	969.00
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	97.51K	SH	$2.89M 1.93%	95.45K	2.06K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	58.82K	SH	$2.89M 1.93%	57.98K	844.00
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	82.40K	SH	$2.74M 1.83%	81.13K	1.27K
FIRST TR EXCH TRADED FD IIISOLE	MANAGD MUN ETF	52.25K	SH	$2.67M 1.79%	52.25K	0.00
DAVIS FUNDAMENTAL ETF TRSOLE	SELCT INTL ETF	115.44K	SH	$2.52M 1.69%	112.38K	3.06K
SPDR SER TRSOLE	NUVEEN BLOOMBERG	79.86K	SH	$2.04M 1.37%	79.86K	0.00
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	88K	SH	$2.04M 1.37%	88K	0.00
ISHARES TRSOLE	CORE S&P500 ETF	3.01K	SH	$1.77M 1.19%	2.90K	108.00
SPDR SER TRSOLE	NUVEEN BLMBRG SH	35.19K	SH	$1.67M 1.12%	35.19K	0.00
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	27.78K	SH	$1.41M 0.94%	27.20K	580.00

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