Q2 2026 13F · SEC CIK 1763958

Sellwood Investment Partners LLC

Institutional asset managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $283.6M
Reported positions: 59
Holdings vs S&P 500, 3 yrs: —
Assets under management: $2.3B

Sellwood Investment Partners LLC is an institutional asset manager that reported 59 positions worth $283.6M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard Index Fds (VOO, 17.4%), Vanguard World Fd (ESGV, 14.7%), Vanguard Star Fds (VXUS, 7.9%).

Sellwood Investment Partners LLC holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sellwood Investment Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	17.4%	18.0%	71,813	-5.8%	$49.3M
ESGVVanguard World Fd	14.7%	14.8%	314,328	-6.3%	$41.6M
VXUSVanguard Star Fds	7.9%	6.7%	263,334	+19.2%	$22.5M
RAFEPimco Equity Ser	7.9%	8.2%	470,325	-5.8%	$22.5M
VSGXVanguard World Fd	7.5%	7.7%	257,549	-6.0%	$21.2M
VTIPVanguard Malvern Fds	7.0%	7.8%	394,459	-0.3%	$19.8M
FNDXSchwab Strategic Tr	6.1%	6.7%	557,233	-8.4%	$17.3M
VGITVanguard Scottsdale Fds	3.2%	3.7%	155,266	-2.8%	$9.2M
VCLTVanguard Long-Term Corporate Bond ETF	3.0%	3.1%	112,414	+6.7%	$8.5M
EDVVanguard World Fd	2.9%	2.9%	128,316	+12.6%	$8.4M
BLVVanguard Bd Index Fds	2.6%	2.1%	108,373	+40.9%	$7.5M
AGGIshares Tr	2.5%	2.7%	72,941	+4.4%	$7.2M
VEAVanguard Ftse Developed Markets Index Fu	2.0%	1.0%	81,043	+103.2%	$5.8M
SCHRSchwab Strategic Tr	1.3%	0.7%	148,267	+111.5%	$3.7M
VTEBVanguard Mun Bd Fds	1.3%	1.3%	71,720	+7.5%	$3.6M
BSVVanguard Bd Index Fds	1.2%	1.4%	45,402	+0.2%	$3.5M
VTIVanguard Index Fds	1.2%	1.2%	9,485	-0.2%	$3.5M
VXFVanguard Index Fds	1.1%	1.0%	12,601	+1.1%	$3.1M
ACWIIshares Tr	1.1%	1.0%	19,160	+5.1%	$3.0M
IWBIshares Tr	1.0%	0.9%	6,690	+0.0%	$2.7M
STIPIshares Tr	0.9%	1.0%	26,271	+8.4%	$2.7M
BNDVanguard Bd Index Fds	0.9%	0.9%	33,779	+7.4%	$2.5M
DFSUDimensional ETF Trust	0.6%	0.7%	36,250	-11.2%	$1.7M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.6%	2	+0.0%	$1.5M
SCHOSchwab Strategic Tr	0.5%	0.6%	59,024	+1.6%	$1.4M
VTVanguard Intl Equity Index F	0.5%	0.5%	8,412	-7.2%	$1.3M
BKHYBny Mellon ETF Trust	0.4%	0.4%	25,225	+9.3%	$1.2M
SGOVIshares Tr	0.3%	0.4%	9,314	+0.9%	$938K
SCHQSchwab Strategic Tr	0.3%	0.3%	23,510	+9.7%	$736K
VGSHVanguard Scottsdale Fds	0.3%	0.3%	12,465	+0.2%	$725K
VBKVanguard Index Fds	0.2%	—	1,790	—	$655K
DFSIDimensional ETF Trust	0.2%	0.3%	14,332	-9.0%	$646K
IVVIshares Tr	0.2%	0.1%	693	+65.8%	$519K
CATHGlobal X Fds	0.2%	0.2%	5,430	-18.8%	$481K
VIAVia Transn Inc	0.2%	—	24,047	—	$436K
DFSEDimensional ETF Trust	0.1%	0.1%	6,619	-13.9%	$324K
BINCBlackrock ETF Trust II	0.1%	0.1%	5,971	-13.9%	$313K
VNQVanguard Index Fds	0.1%	0.1%	2,773	+0.1%	$267K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	476	-7.9%	$238K
IWFIshares Tr	0.1%	0.1%	1,312	+300.0%	$163K
IWDIshares Tr	0.1%	0.1%	660	+0.0%	$160K
VOVanguard Index Fds	0.0%	0.1%	1,693	+246.2%	$136K
VTVVanguard Index Fds	0.0%	0.0%	479	-22.2%	$104K
GOOGLAlphabet Inc	0.0%	0.0%	261	+0.0%	$93K
GOOGAlphabet Inc	0.0%	0.0%	261	+0.0%	$92K
CATCaterpillar Inc	0.0%	0.0%	74	+0.0%	$79K
CVXChevron Corporation	0.0%	0.0%	387	+0.0%	$64K
HQYHealthequity Inc	0.0%	0.0%	550	+0.0%	$50K
VVisa Inc	0.0%	0.0%	91	+0.0%	$31K
MRKMerck & Co Inc	0.0%	0.0%	200	+0.0%	$26K

What Sellwood Investment Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$283.6M	59
Q1 2026	$253.8M	59
Q4 2025	$256.1M	59
Q3 2025	$251.2M	107
Q2 2025	$209.3M	49
Q1 2025	$191.6M	39
Q4 2024	$186.0M	55

Questions about Sellwood Investment Partners LLC's portfolio

What stocks does Sellwood Investment Partners LLC own?

Sellwood Investment Partners LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 59 positions worth $283.6M. The largest are Vanguard Index Fds (VOO) at 17.4%, Vanguard World Fd (ESGV) at 14.7%, Vanguard Star Fds (VXUS) at 7.9%, Pimco Equity Ser (RAFE) at 7.9% and Vanguard World Fd (VSGX) at 7.5%.

What did Sellwood Investment Partners LLC buy last quarter?

In Q2 2026, Sellwood Investment Partners LLC added Ishares Tr (IWF) (+300.0% shares), Vanguard Index Fds (VO) (+246.2% shares) and Schwab Strategic Tr (SCHR) (+111.5% shares), compared with its Q1 2026 filing.

What did Sellwood Investment Partners LLC sell last quarter?

In Q2 2026, Sellwood Investment Partners LLC cut from its top 50 Vanguard Scottsdale Fds (VGLT), cut from its top 50 Costco Wholesale Corporation (COST), Vanguard Index Fds (VTV) (-22.2% shares), Global X Fds (CATH) (-18.8% shares) and Blackrock ETF Trust II (BINC) (-13.9% shares), compared with its Q1 2026 filing.

When is Sellwood Investment Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sellwood Investment Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sellwood Investment Partners LLC manage?

Sellwood Investment Partners LLC reported $2.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $283.6M.