What does Sellwood Investment Partners LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Sellwood Investment Partners LLC

1. Portfolio Overview

Sellwood Investment Partners LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by 452.0%, rising from $46.39M to $256.09M. This growth was accompanied by a complete overhaul of the portfolio's structure, evidenced by the turnover ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VOO

VANGUARD INDEX FDS

$46M76K18.0%

ESGV

VANGUARD WORLD FD

$38M335K14.8%

RAFE

PIMCO EQUITY SER

$21M499K8.2%

VTIP

VANGUARD MALVERN FDS

$20M396K7.8%

VSGX

VANGUARD WORLD FD

$20M274K7.7%

VXUS

VANGUARD STAR FDS

$17M221K6.7%

FNDX

SCHWAB STRATEGIC TR

$17M608K6.7%

VGIT

VANGUARD SCOTTSDALE FDS

$10M160K3.7%

VCLT

VANGUARD SCOTTSDALE FDS

$8M105K3.1%

EDV

VANGUARD WORLD FD

$7M114K2.9%

Filing history

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