§ 13F · FUND PROFILE
Sellwood Investment Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251.2T (13F)Positions · 107Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 74K | $46.6T | 18.2% | −1% |
| 2 | ESGV | VANGUARD WORLD FD | 324K | $39.2T | 15.3% | −1% |
| 3 | VTIP | VANGUARD MALVERN FDS | 425K | $21.0T | 8.2% | +18% |
| 4 | RAFE | PIMCO EQUITY SER | 490K | $20.6T | 8.0% | −4% |
| 5 | VSGX | VANGUARD WORLD FD | 269K | $19.2T | 7.5% | −3% |
| 6 | VXUS | VANGUARD STAR FDS | 237K | $17.8T | 7.0% | +35% |
| 7 | FNDX | SCHWAB STRATEGIC TR | 610K | $16.6T | 6.5% | +2% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 160K | $9.6T | 3.7% | +3% |
| 9 | EDV | VANGUARD WORLD FD | 128K | $8.3T | 3.3% | +4% |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | 101K | $7.7T | 3.0% | +6% |
§ 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 $251222.2 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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