Sellwood Investment Partners LLC

CIK 0001763958 · PORTLAND, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Sellwood Investment Partners LLC reported 59 positions worth $283.6M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (17.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$283.6M
2026 Q2
Positions
59
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.7%
Est. Net Flow (Q)
2026 Q2
10 / 59 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$49.3M17.39%71,813
2ESGVVANGUARD WORLD FDSH$41.6M14.66%314,328
3VXUSVANGUARD STAR FDSSH$22.5M7.94%263,334
4RAFEPIMCO EQUITY SERSH$22.5M7.94%470,325
5VSGXVANGUARD WORLD FDSH$21.2M7.48%257,549
6VTIPVANGUARD MALVERN FDSSH$19.8M6.99%394,459
7FNDXSCHWAB STRATEGIC TRSH$17.3M6.11%557,233
8VGITVANGUARD SCOTTSDALE FDSSH$9.2M3.23%155,266
9VCLTVANGUARD SCOTTSDALE FDSSH$8.5M2.98%112,414
10EDVVANGUARD WORLD FDSH$8.4M2.94%128,316

The free plan shows the top 10 positions. The remaining 49 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sellwood Investment Partners LLC hold as of Q2 2026?

Sellwood Investment Partners LLC reported 59 positions worth $283.6M in its Q2 2026 13F filing. Largest positions: VOO (17.4%), ESGV (14.7%), VXUS (7.9%), RAFE (7.9%) and VSGX (7.5%).

What did Sellwood Investment Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sellwood Investment Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.