§ 13F · FUND PROFILE
Sellwood Investment Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251M (13F)Positions · 107Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 76K | $46M | 18.0% | +3% |
| 2 | ESGV | VANGUARD WORLD FD | 335K | $38M | 14.8% | +3% |
| 3 | RAFE | PIMCO EQUITY SER | 499K | $21M | 8.2% | +2% |
| 4 | VTIP | VANGUARD MALVERN FDS | 396K | $20M | 7.8% | −7% |
| 5 | VSGX | VANGUARD WORLD FD | 274K | $20M | 7.7% | +2% |
| 6 | VXUS | VANGUARD STAR FDS | 221K | $17M | 6.7% | −7% |
| 7 | FNDX | SCHWAB STRATEGIC TR | 608K | $17M | 6.7% | ±0% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 160K | $10M | 3.7% | ±0% |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | 105K | $8M | 3.1% | +4% |
| 10 | EDV | VANGUARD WORLD FD | 114K | $7M | 2.9% | −11% |
§ 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 $251 million in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed