Sellwood Investment Partners LLC
CIK: 0001763958SEC EDGAR →
Portfolio Value
$256.1M
Holdings
59
As of
Q4 2025
New Positions
59
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 74,237 | $46.6M | 18.18% |
| 2 | VANGUARD WORLD FD | 324,119 | $39.2M | 15.31% |
| 3 | VANGUARD MALVERN FDS | 425,432 | $21.0M | 8.22% |
| 4 | PIMCO EQUITY SER | 490,135 | $20.6M | 8.04% |
| 5 | VANGUARD WORLD FD | 268,597 | $19.2M | 7.51% |
| 6 | VANGUARD STAR FDS | 236,564 | $17.8M | 6.97% |
| 7 | SCHWAB STRATEGIC TR | 610,030 | $16.6M | 6.48% |
| 8 | VANGUARD SCOTTSDALE FDS | 160,118 | $9.6M | 3.75% |
| 9 | VANGUARD WORLD FD | 128,167 | $8.3M | 3.25% |
| 10 | VANGUARD SCOTTSDALE FDS | 101,046 | $7.7M | 2.99% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (59)
$46.6M · 74K shares
$39.2M · 324K shares
$21.0M · 425K shares
$20.6M · 490K shares
$19.2M · 269K shares
$17.8M · 237K shares
$16.6M · 610K shares
$9.6M · 160K shares
$8.3M · 128K shares
$7.7M · 101K shares
$7.4M · 74K shares
$5.2M · 75K shares
$4.1M · 12K shares
$3.6M · 46K shares
$3.3M · 66K shares
$3.1M · 42K shares
$2.8M · 20K shares
$2.5M · 7K shares
$1.8M · 41K shares
$1.7M · 8K shares
$1.7M · 17K shares
$1.5M · 2 shares
$1.3M · 9K shares
$1.3M · 51K shares
$1.2M · 49K shares
$1.1M · 23K shares
$921K · 9K shares
$765K · 13K shares
$674K · 16K shares
$566K · 18K shares
$538K · 7K shares
$373K · 7K shares
$318K · 8K shares
$259K · 517 shares
$244K · 3K shares
$155K · 328 shares
$141K · 489 shares
$138K · 660 shares
$117K · 616 shares
$81K · 261 shares
$81K · 261 shares
$58K · 387 shares
$50K · 550 shares
$42K · 74 shares
$31K · 91 shares
$22K · 401 shares
$21K · 200 shares
$18K · 21 shares
$18K · 296 shares
$14K · 21 shares
$13K · 40 shares
$11K · 129 shares
$11K · 28 shares
$9K · 105 shares
$8K · 269 shares
$7K · 62 shares
$2K · 24 shares
$2K · 142 shares
$1K · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $253.9M | 99.1% |
| Unknown | 3 | $1.8M | 0.7% |
| Communication Services | 2 | $162K | 0.1% |
| Healthcare | 2 | $71K | 0.0% |
| Energy | 2 | $65K | 0.0% |
| Industrials | 1 | $42K | 0.0% |
| Consumer Cyclical | 2 | $31K | 0.0% |
| Consumer Defensive | 1 | $18K | 0.0% |
| Basic Materials | 1 | $11K | 0.0% |