Sellwood Investment Partners LLC
13F Reported Value
ⓘ$253.8M
Holdings
59
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sellwood Investment Partners LLC disclosed 59 positions worth $253.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 1 and a full exit from $WFC. The portfolio is most concentrated in Other (97.3% of disclosed assets). All figures are sourced directly from Sellwood Investment Partners LLC’s Form 13F-HR filing with the SEC under CIK 1763958.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$45.6M76,258 shVANGUARD WORLD FD
—Quality
$37.7M335,411 shPIMCO EQUITY SER
—Quality
$20.8M499,411 shVANGUARD MALVERN FDS
—Quality
$19.8M395,601 shVANGUARD WORLD FD
—Quality
$19.7M274,015 shVANGUARD STAR FDS
—Quality
$17.0M220,965 shSCHWAB STRATEGIC TR
—Quality
$16.9M608,089 shVANGUARD SCOTTSDALE FDS
—Quality
$9.5M159,701 shVANGUARD SCOTTSDALE FDS
—Quality
$7.9M105,314 shVANGUARD WORLD FD
—Quality
$7.4M113,998 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $45.6M | 76,258 |
| VANGUARD WORLD FD | — | $37.7M | 335,411 |
| PIMCO EQUITY SER | — | $20.8M | 499,411 |
| VANGUARD MALVERN FDS | — | $19.8M | 395,601 |
| VANGUARD WORLD FD | — | $19.7M | 274,015 |
| VANGUARD STAR FDS | — | $17.0M | 220,965 |
| SCHWAB STRATEGIC TR | — | $16.9M | 608,089 |
| VANGUARD SCOTTSDALE FDS | — | $9.5M | 159,701 |
| VANGUARD SCOTTSDALE FDS | — | $7.9M | 105,314 |
| VANGUARD WORLD FD | — | $7.4M | 113,998 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sellwood Investment Partners LLC's 59 positions.
Showing top 10 of 59 holdings.
Sector Allocation
Other
$246.9M
Technology
$3.7M
Financials
$1.7M
Industrials
$1.4M
Energy
$90,589
Consumer Discretionary
$49,716
Healthcare
$24,058
Materials
$13,881
Full Holdings — Sellwood Investment Partners LLC (Q1 2026)
All 59 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $45.6M | 17.9% | +3% | — |
| 2 | — | VANGUARD WORLD FD | $37.7M | 14.8% | +3% | — |
| 3 | — | PIMCO EQUITY SER | $20.8M | 8.2% | +2% | — |
| 4 | — | VANGUARD MALVERN FDS | $19.8M | 7.8% | -7% | — |
| 5 | — | VANGUARD WORLD FD | $19.7M | 7.7% | +2% | — |
| 6 | — | VANGUARD STAR FDS | $17.0M | 6.7% | -7% | — |
| 7 | — | SCHWAB STRATEGIC TR | $16.9M | 6.7% | -0% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS | $9.5M | 3.8% | -0% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS | $7.9M | 3.1% | +4% | — |
| 10 | — | VANGUARD WORLD FD | $7.4M | 2.9% | -11% | — |
| 11 | — | ISHARES TR | $6.9M | 2.7% | -6% | — |
| 12 | — | VANGUARD BD INDEX FDS | $5.3M | 2.1% | +2% | — |
| 13 |  $META | Meta Platforms, Inc. | $3.6M | 1.4% | -1% | 80.9 |
| 14 | — | VANGUARD MUN BD FDS | $3.3M | 1.3% | +1% | — |
| 15 | — | VANGUARD INDEX FDS | $3.0M | 1.2% | -22% | — |
| 16 | — | VANGUARD INDEX FDS | $2.6M | 1.0% | +50% | — |
| 17 | — | VANGUARD TAX-MANAGED FDS | $2.6M | 1.0% | NEW | — |
| 18 | — | ISHARES TR | $2.5M | 1.0% | -8% | — |
| 19 | — | ISHARES TR | $2.5M | 1.0% | +44% | — |
| 20 | — | ISHARES TR | $2.4M | 0.9% | +0% | — |
| 21 | — | VANGUARD BD INDEX FDS | $2.3M | 0.9% | -26% | — |
| 22 | — | SCHWAB STRATEGIC TR | $1.7M | 0.7% | +38% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $1.7M | 0.7% | +0% | — |
| 24 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.6% | +0% | 64.5 |
| 25 | — | SCHWAB STRATEGIC TR | $1.4M | 0.6% | +18% | — |
| 26 |  $DOV | DOVER Corp | $1.3M | 0.5% | +0% | 63.1 |
| 27 | — | BNY MELLON ETF TRUST | $1.1M | 0.4% | +0% | — |
| 28 | — | ISHARES TR | $929,296 | 0.4% | +1% | — |
| 29 | — | VANGUARD SCOTTSDALE FDS | $727,974 | 0.3% | -5% | — |
| 30 | — | SCHWAB STRATEGIC TR | $673,325 | 0.3% | +20% | — |
| 31 | — | DIMENSIONAL ETF TRUST | $667,503 | 0.3% | +0% | — |
| 32 | — | GLOBAL X FDS | $522,447 | 0.2% | +2% | — |
| 33 | — | BLACKROCK ETF TRUST II | $360,288 | 0.1% | -2% | — |
| 34 | — | DIMENSIONAL ETF TRUST | $325,569 | 0.1% | +0% | — |
| 35 | — | ISHARES TR | $273,042 | 0.1% | +1890% | — |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $247,746 | 0.1% | +0% | 64.5 |
| 37 | — | VANGUARD INDEX FDS | $245,593 | 0.1% | +0% | — |
| 38 | — | ISHARES TR | $141,022 | 0.1% | +0% | — |
| 39 | — | VANGUARD INDEX FDS | $140,431 | 0.1% | +0% | — |
| 40 | — | ISHARES TR | $139,859 | 0.1% | +0% | — |
| 41 | — | VANGUARD INDEX FDS | $120,859 | 0.1% | +0% | — |
| 42 |  $CVX | CHEVRON CORP | $80,070 | 0.0% | +0% | 54.7 |
| 43 |  $GOOG | Alphabet Inc. | $75,053 | 0.0% | +0% | 80.2 |
| 44 |  $GOOGL | Alphabet Inc. | $74,870 | 0.0% | +0% | 80.2 |
| 45 |  $CAT | CATERPILLAR INC | $52,426 | 0.0% | +0% | 67.8 |
| 46 |  $HQY | HEALTHEQUITY, INC. | $45,964 | 0.0% | +0% | 72.3 |
| 47 |  $V | VISA INC. | $27,504 | 0.0% | +0% | 83.5 |
| 48 |  $MRK | Merck & Co., Inc. | $24,058 | 0.0% | +0% | 70.9 |
| 49 | — | VANGUARD SCOTTSDALE FDS | $22,355 | 0.0% | +1% | — |
| 50 |  $COST | COSTCO WHOLESALE CORP /NEW | $20,925 | 0.0% | +0% | 67 |
| 51 |  $NKE | NIKE, Inc. | $15,635 | 0.0% | +0% | 53.4 |
| 52 |  $LIN | LINDE PLC | $13,881 | 0.0% | +0% | — |
| 53 |  $HD | HOME DEPOT, INC. | $13,156 | 0.0% | +0% | 69.2 |
| 54 | — | ISHARES TR | $11,678 | 0.0% | +0% | — |
| 55 |  $XOM | EXXON MOBIL CORP | $10,519 | 0.0% | +0% | 61.8 |
| 56 | — | SCHWAB STRATEGIC TR | $8,850 | 0.0% | +0% | — |
| 57 | — | SCHWAB STRATEGIC TR | $3,052 | 0.0% | +0% | — |
| 58 | — | ISHARES TR | $2,334 | 0.0% | +0% | — |
| 59 | — | ISHARES TR | $1,240 | 0.0% | +0% | — |
New Positions (1)
Exited Positions (1)
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