Sellwood Investment Partners LLC
CIK: 0001763958Latest portfolio: $256.1M · Q4 2025
Holdings
59
Total Value
$256.1M
New Positions
59
Closed Positions
0
Top Holdings
View All 59 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 74,237 | $46.6M | 18.18% | NEW | |
| 2 | ESGVVANGUARD WORLD FD | 324,119 | $39.2M | 15.31% | NEW | |
| 3 | VTIPVANGUARD MALVERN FDS | 425,432 | $21.0M | 8.22% | NEW | |
| 4 | RAFEPIMCO EQUITY SER | 490,135 | $20.6M | 8.04% | NEW | |
| 5 | VSGXVANGUARD WORLD FD | 268,597 | $19.2M | 7.51% | NEW | |
| 6 | VXUSVANGUARD STAR FDS | 236,564 | $17.8M | 6.97% | NEW | |
| 7 | FNDXSCHWAB STRATEGIC TR | 610,030 | $16.6M | 6.48% | NEW | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 160,118 | $9.6M | 3.75% | NEW | |
| 9 | EDVVANGUARD WORLD FD | 128,167 | $8.3M | 3.25% | NEW | |
| 10 | VCLTVANGUARD SCOTTSDALE FDS | 101,046 | $7.7M | 2.99% | NEW | |
| 11 | AGGISHARES TR | 74,396 | $7.4M | 2.90% | NEW | |
| 12 | BLVVANGUARD BD INDEX FDS | 75,046 | $5.2M | 2.04% | NEW | |
| 13 | VTIVANGUARD INDEX FDS | 12,130 | $4.1M | 1.59% | NEW | |
| 14 | BSVVANGUARD BD INDEX FDS | 45,640 | $3.6M | 1.40% | NEW | |
| 15 | VTEBVANGUARD MUN BD FDS | 66,314 | $3.3M | 1.30% | NEW | |
| 16 | BNDVANGUARD BD INDEX FDS | 42,439 | $3.1M | 1.23% | NEW | |
| 17 | ACWIISHARES TR | 19,908 | $2.8M | 1.10% | NEW | |
| 18 | IWBISHARES TR | 6,690 | $2.5M | 0.98% | NEW | |
| 19 | DFSUDIMENSIONAL ETF TRUST | 40,723 | $1.8M | 0.69% | NEW | |
| 20 | VXFVANGUARD INDEX FDS | 8,295 | $1.7M | 0.68% | NEW | |
| 21 | STIPISHARES TR | 16,812 | $1.7M | 0.67% | NEW | |
| 22 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.59% | NEW | |
| 23 | SCHRSCHWAB STRATEGIC TR | 50,958 | $1.3M | 0.50% | NEW | |
| 24 | VTVANGUARD INTL EQUITY INDEX F | 9,065 | $1.3M | 0.50% | NEW | |
| 25 | SCHOSCHWAB STRATEGIC TR | 49,240 | $1.2M | 0.47% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.6556392052104126e+144T)
Unknown0.0% ($150.9B)
Communication Services0.0% ($8.2M)
Healthcare0.0% ($5.0M)
Consumer Cyclical0.0% ($1.8M)
Energy0.0% ($587K)
Industrials0.0% ($42K)
Consumer Defensive0.0% ($18K)
Basic Materials0.0% ($11K)
Filing History
Fund Information
Sellwood Investment Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $256.1M across 59 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 18.2% of the portfolio. Compared to the previous quarter, the fund opened 59 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.