Sellwood Investment Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Sellwood Investment Partners Llc disclosed 59 stock positions valued at approximately $279.26M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD WORLD FD, and VANGUARD STAR FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $279.26M
Holdings by Sector
Sellwood Investment Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.19% | 68,504 | -7,754 | -10.17% | $48,011,889 |
| VANGUARD WORLD FD | ESGV | Other | 14.26% | 293,861 | -41,550 | -12.39% | $39,827,032 |
| VANGUARD STAR FDS | VXUS | Other | 8.17% | 268,414 | +47,449 | +21.47% | $22,804,484 |
| PIMCO EQUITY SER | RAFE | Other | 7.42% | 421,183 | -78,228 | -15.66% | $20,725,049 |
| VANGUARD WORLD FD | VSGX | Other | 7.22% | 248,737 | -25,278 | -9.23% | $20,165,073 |
| VANGUARD MALVERN FDS | VTIP | Other | 6.98% | 396,016 | +415 | +0.10% | $19,491,901 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.84% | 517,941 | -90,148 | -14.82% | $16,299,603 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.11% | 153,136 | -6,565 | -4.11% | $8,676,686 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.93% | 51,749 | +42,684 | +470.87% | $8,168,629 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 2.92% | 118,921 | +13,607 | +12.92% | $8,146,043 |
| VANGUARD WORLD FD | EDV | Other | 2.73% | 137,695 | +23,697 | +20.79% | $7,635,159 |
| VANGUARD BD INDEX FDS | BLV | Other | 2.64% | 117,585 | +40,681 | +52.90% | $7,376,109 |
| ISHARES TR | AGG | Other | 2.60% | 76,715 | +6,853 | +9.81% | $7,252,668 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.08% | 82,402 | +42,514 | +106.58% | $5,818,405 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.44% | 85,006 | +18,289 | +27.41% | $4,025,882 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.29% | 152,228 | +82,131 | +117.17% | $3,607,802 |
| VANGUARD INDEX FDS | VTI | Other | 1.27% | 9,489 | -13 | -0.14% | $3,551,143 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.25% | 45,580 | +249 | +0.55% | $3,482,298 |
| VANGUARD INDEX FDS | VXF | Other | 1.05% | 12,644 | +176 | +1.41% | $2,928,730 |
| ISHARES TR | STIP | Other | 1.04% | 29,003 | +4,772 | +19.69% | $2,891,599 |
| ISHARES TR | IWB | Other | 1.00% | 6,690 | - | - | $2,783,910 |
| VANGUARD BD INDEX FDS | BND | Other | 0.93% | 37,194 | +5,738 | +18.24% | $2,609,159 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.59% | 34,756 | -6,082 | -14.89% | $1,639,441 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.53% | 2 | - | - | $1,494,010 |
| BNY MELLON ETF TRUST | BKHY | Other | 0.41% | 25,260 | +2,190 | +9.49% | $1,157,927 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.39% | 45,532 | -12,549 | -21.61% | $1,086,387 |
| ISHARES TR | SGOV | Other | 0.34% | 9,399 | +167 | +1.81% | $946,259 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.27% | 12,925 | +490 | +3.94% | $743,959 |
| VIA TRANSN INC | VIA | Technology | 0.26% | 24,047 | +24,047 | +100.00% | $727,422 |
| SCHWAB STRATEGIC TR | SCHQ | Other | 0.25% | 24,901 | +3,478 | +16.23% | $708,682 |
Showing 30 of 59 holdings in the latest reporting period.