§ 13F · FUND PROFILE
Sellwood Investment Partners LLC.
AUM · $284M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 72K | $49M | 17.4% | −6% |
| 2 | ESGV | VANGUARD WORLD FD | 314K | $42M | 14.7% | −6% |
| 3 | VXUS | VANGUARD STAR FDS | 263K | $23M | 7.9% | +19% |
| 4 | RAFE | PIMCO EQUITY SER | 470K | $23M | 7.9% | −6% |
| 5 | VSGX | VANGUARD WORLD FD | 258K | $21M | 7.5% | −6% |
| 6 | VTIP | VANGUARD MALVERN FDS | 394K | $20M | 7.0% | ±0% |
| 7 | FNDX | SCHWAB STRATEGIC TR | 557K | $17M | 6.1% | −8% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 155K | $9M | 3.2% | −3% |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | 112K | $8M | 3.0% | +7% |
| 10 | EDV | VANGUARD WORLD FD | 128K | $8M | 2.9% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELLWOOD SIGNAL
AC read
Sellwood Investment Partners LLC is a Other fund managing $284 million in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →