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 S&p 500 ETF (VOO, 17.4%), Vanguard World Fd (ESGV, 14.7%), Vanguard Star Fds Vanguard Total Intl St (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 S&p 500 ETF	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 Vanguard Total Intl St	7.9%	6.7%	263,334	+19.2%	$22.5M
RAFEPimco Equity Ser	7.9%	8.2%	470,325	-5.8%	$22.5M
VSGXVanguard ESG International Stoc	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 Intermediate Treasury ETF	3.2%	3.7%	155,266	-2.8%	$9.2M
VCLTVanguard Scottsdale Fds	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 Tax-Managed Fds	2.0%	1.0%	81,043	+103.2%	$5.8M
SCHRSchwab Inter Tsy	1.3%	0.7%	148,267	+111.5%	$3.7M
VTEBVanguard Tx Ex Bd	1.3%	1.3%	71,720	+7.5%	$3.6M
BSVVanguard Bd Index Fds Vanguard Short Ter	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 Russell 1000 ETF	1.0%	0.9%	6,690	+0.0%	$2.7M
STIPIshares Tr	0.9%	1.0%	26,271	+8.4%	$2.7M
BNDVanguard Total Bond Market ETF	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 Short-Term U.S. Treasury ETF	0.5%	0.6%	59,024	+1.6%	$1.4M
VTVanguard Total World Stock Index Fund Et	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 0-3 Month Treasury Bon	0.3%	0.4%	9,314	+0.9%	$938K
SCHQSchwab Strategic Tr	0.3%	0.3%	23,510	+9.7%	$736K
VGSHVanguard Short-Term Treasury ETF Total	0.3%	0.3%	12,465	+0.2%	$725K
VBKVanguard Small Cap Growth ETF	0.2%	—	1,790	—	$655K
DFSIDimensional ETF Trust	0.2%	0.3%	14,332	-9.0%	$646K
IVVIshares Core S&p 500 ETF	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
BINCIshares Flexible Income Active ETF	0.1%	0.1%	5,971	-13.9%	$313K
VNQVanguard Real Estate ETF	0.1%	0.1%	2,773	+0.1%	$267K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	476	-7.9%	$238K
IWFIshares Russell 1000 Growth ETF	0.1%	0.1%	1,312	+300.0%	$163K
IWDIshares Russell 1000 Value ETF	0.1%	0.1%	660	+0.0%	$160K
VOVanguard Index Fds	0.0%	0.1%	1,693	+246.2%	$136K
VTVVanguard Value ETF	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 Com	0.0%	0.0%	74	+0.0%	$79K
CVXChevron Corp New	0.0%	0.0%	387	+0.0%	$64K
HQYHealthequity Inc	0.0%	0.0%	550	+0.0%	$50K
VVisa Inc Com Cl A	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 and rebuilt each quarter on the day the filing became public. 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 S&p 500 ETF (VOO) at 17.4%, Vanguard World Fd (ESGV) at 14.7%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 7.9%, Pimco Equity Ser (RAFE) at 7.9% and Vanguard ESG International Stoc (VSGX) at 7.5%.

What did Sellwood Investment Partners LLC buy last quarter?

In Q2 2026, Sellwood Investment Partners LLC added Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), Vanguard Index Fds (VO) (+246.2% shares) and Schwab Inter Tsy (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 Long-Term Treasury ETF Total (VGLT), cut from its top 50 Costco Whsl Corp New (COST), Vanguard Value ETF (VTV) (-22.2% shares), Global X Fds (CATH) (-18.8% shares) and Ishares Flexible Income Active ETF (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.