Sellwood Investment Partners LLC
13F Reported Value
ⓘ$283.6M
Holdings
59
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sellwood Investment Partners LLC disclosed 59 positions worth $283.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 2 and a full exit from $LIN. 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
DiversifyingSector Allocation
13fpro.ai/research/fund/sellwood-investment-partners-llc-1763958
AUM History
13fpro.ai/research/fund/sellwood-investment-partners-llc-1763958
Top Equity Holdings by Value
13fpro.ai/research/fund/sellwood-investment-partners-llc-1763958
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$49.3M71,813 shVANGUARD WORLD FD - ESG US STK ETF
—Quality
$41.6M314,328 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$22.5M263,334 shPIMCO EQUITY SER - RAFI ESG US
—Quality
$22.5M470,325 shVANGUARD WORLD FD - ESG INTL STK ETF
—Quality
$21.2M257,549 shVANGUARD MALVERN FDS - STRM INFPROIDX
—Quality
$19.8M394,459 shSCHWAB STRATEGIC TR - FUNDAMENTAL US L
—Quality
$17.3M557,233 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$9.2M155,266 shVANGUARD SCOTTSDALE FDS - LG-TERM COR BD
—Quality
$8.5M112,414 shVANGUARD WORLD FD - EXTENDED DUR
—Quality
$8.4M128,316 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $49.3M | 71,813 |
| VANGUARD WORLD FD - ESG US STK ETF | — | $41.6M | 314,328 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $22.5M | 263,334 |
| PIMCO EQUITY SER - RAFI ESG US | — | $22.5M | 470,325 |
| VANGUARD WORLD FD - ESG INTL STK ETF | — | $21.2M | 257,549 |
| VANGUARD MALVERN FDS - STRM INFPROIDX | — | $19.8M | 394,459 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $17.3M | 557,233 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $9.2M | 155,266 |
| VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $8.5M | 112,414 |
| VANGUARD WORLD FD - EXTENDED DUR | — | $8.4M | 128,316 |
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
$276.0M
Technology
$4.2M
Financials
$1.8M
Industrials
$1.4M
Energy
$64,149
Consumer Discretionary
$45,903
Healthcare
$25,700
Full Holdings — Sellwood Investment Partners LLC (Q2 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 - S&P 500 ETF SHS | $49.3M | 17.4% | -6% | — |
| 2 | — | VANGUARD WORLD FD - ESG US STK ETF | $41.6M | 14.7% | -6% | — |
| 3 | — | VANGUARD STAR FDS - VG TL INTL STK F | $22.5M | 7.9% | +19% | — |
| 4 | — | PIMCO EQUITY SER - RAFI ESG US | $22.5M | 7.9% | -6% | — |
| 5 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $21.2M | 7.5% | -6% | — |
| 6 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $19.8M | 7.0% | -0% | — |
| 7 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $17.3M | 6.1% | -8% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $9.2M | 3.2% | -3% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $8.5M | 3.0% | +7% | — |
| 10 | — | VANGUARD WORLD FD - EXTENDED DUR | $8.4M | 3.0% | +13% | — |
| 11 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $7.5M | 2.6% | +41% | — |
| 12 | — | ISHARES TR - CORE US AGGBD ET | $7.2M | 2.5% | +4% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.8M | 2.0% | +103% | — |
| 14 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $3.7M | 1.3% | +112% | — |
| 15 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $3.6M | 1.3% | +7% | — |
| 16 | Meta Platforms, Inc. | $3.5M | 1.3% | +0% | 79.6 | |
| 17 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.5M | 1.2% | -0% | — |
| 18 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $3.1M | 1.1% | +1% | — |
| 19 | — | ISHARES TR - MSCI ACWI ETF | $3.0M | 1.1% | +5% | — |
| 20 | — | ISHARES TR - RUS 1000 ETF | $2.7M | 1.0% | +0% | — |
| 21 | — | ISHARES TR - 0-5 YR TIPS ETF | $2.7M | 0.9% | +8% | — |
| 22 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.5M | 0.9% | +7% | — |
| 23 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $1.7M | 0.6% | -11% | — |
| 24 | BERKSHIRE HATHAWAY INC | $1.5M | 0.5% | +0% | 73.6 | |
| 25 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.4M | 0.5% | +2% | — |
| 26 | DOVER Corp | $1.3M | 0.5% | -7% | 57.8 | |
| 27 | — | BNY MELLON ETF TRUST - HIGH YIELD ETF | $1.2M | 0.4% | +9% | — |
| 28 | — | ISHARES TR - 0-3 MNTH TREASRY | $937,649 | 0.3% | +1% | — |
| 29 | — | SCHWAB STRATEGIC TR - LONG TERM US | $735,863 | 0.3% | +10% | — |
| 30 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $725,472 | 0.3% | +0% | — |
| 31 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $654,603 | 0.2% | NEW | — |
| 32 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $646,373 | 0.2% | -9% | — |
| 33 | — | ISHARES TR - CORE S&P500 ETF | $518,981 | 0.2% | +66% | — |
| 34 | — | GLOBAL X FDS - S&P 500 CATHOLIC | $480,571 | 0.2% | -19% | — |
| 35 | Via Transportation, Inc. | $436,213 | 0.1% | NEW | 36.8 | |
| 36 | — | DIMENSIONAL ETF TRUST - EMERGING MARKETS | $323,533 | 0.1% | -14% | — |
| 37 | — | BLACKROCK ETF TRUST II - ISHARES FLEXIBLE | $312,532 | 0.1% | -14% | — |
| 38 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $267,395 | 0.1% | +0% | — |
| 39 | BERKSHIRE HATHAWAY INC | $238,186 | 0.1% | -8% | 73.6 | |
| 40 | — | ISHARES TR - RUS 1000 GRW ETF | $162,911 | 0.1% | +300% | — |
| 41 | — | ISHARES TR - RUS 1000 VAL ETF | $160,004 | 0.1% | +0% | — |
| 42 | — | VANGUARD INDEX FDS - MID CAP ETF | $136,405 | 0.1% | +246% | — |
| 43 | — | VANGUARD INDEX FDS - VALUE ETF | $104,388 | 0.0% | -22% | — |
| 44 | Alphabet Inc. | $93,274 | 0.0% | +0% | 78.1 | |
| 45 | Alphabet Inc. | $92,219 | 0.0% | +0% | 78.1 | |
| 46 | CATERPILLAR INC | $78,803 | 0.0% | +0% | 66.3 | |
| 47 | CHEVRON CORP | $64,149 | 0.0% | +0% | 62.6 | |
| 48 | HEALTHEQUITY, INC. | $49,676 | 0.0% | +0% | 71 | |
| 49 | VISA INC. | $31,221 | 0.0% | +0% | 82.7 | |
| 50 | Merck & Co., Inc. | $25,700 | 0.0% | +0% | 59.7 | |
| 51 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $25,497 | 0.0% | +14% | — |
| 52 | COSTCO WHOLESALE CORP /NEW | $19,645 | 0.0% | +0% | 65.9 | |
| 53 | HOME DEPOT, INC. | $14,107 | 0.0% | +0% | 60.1 | |
| 54 | — | ISHARES TR - CORE MSCI EAFE | $12,459 | 0.0% | +0% | — |
| 55 | NIKE, Inc. | $12,151 | 0.0% | +0% | 49 | |
| 56 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $9,748 | 0.0% | +0% | — |
| 57 | — | SCHWAB STRATEGIC TR - US REIT ETF | $4,618 | 0.0% | +37% | — |
| 58 | — | ISHARES TR - RUS MID CAP ETF | $2,648 | 0.0% | +0% | — |
| 59 | — | ISHARES TR - RUSSELL 2000 ETF | $1,502 | 0.0% | +0% | — |
New Positions (2)
Exited Positions (2)
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