Sellwood Investment Partners Llc Portfolio Stock Holdings
Sellwood Investment Partners Llc disclosed 59 stock positions valued at approximately $253.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD WORLD FD, and PIMCO EQUITY SER. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 59
- Portfolio Value
- $253.8M
Holdings by Sector
Sellwood Investment Partners Llc Portfolio Holdings in Q1 2026
59 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.95% | 76,258 | +2,021 | +2.72% | $45,567,968 |
| VANGUARD WORLD FD | ESGV | Other | 14.84% | 335,411 | +11,292 | +3.48% | $37,656,611 |
| PIMCO EQUITY SER | RAFE | Other | 8.19% | 499,411 | +9,276 | +1.89% | $20,782,042 |
| VANGUARD MALVERN FDS | VTIP | Other | 7.79% | 395,601 | -29,831 | -7.01% | $19,760,273 |
| VANGUARD WORLD FD | VSGX | Other | 7.74% | 274,015 | +5,418 | +2.02% | $19,655,088 |
| VANGUARD STAR FDS | VXUS | Other | 6.71% | 220,965 | -15,599 | -6.59% | $17,038,647 |
| SCHWAB STRATEGIC TR | FNDX | Other | 6.67% | 608,089 | -1,941 | -0.32% | $16,935,279 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.75% | 159,701 | -417 | -0.26% | $9,510,209 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.10% | 105,314 | +4,268 | +4.22% | $7,869,070 |
| VANGUARD WORLD FD | EDV | Other | 2.92% | 113,998 | -14,169 | -11.06% | $7,404,128 |
| ISHARES TR | AGG | Other | 2.73% | 69,862 | -4,534 | -6.09% | $6,935,171 |
| VANGUARD BD INDEX FDS | BLV | Other | 2.08% | 76,904 | +1,858 | +2.48% | $5,289,480 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.40% | 45,331 | -309 | -0.68% | $3,554,387 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.31% | 66,717 | +403 | +0.61% | $3,328,511 |
| VANGUARD INDEX FDS | VTI | Other | 1.20% | 9,502 | -2,628 | -21.67% | $3,048,307 |
| VANGUARD INDEX FDS | VXF | Other | 1.01% | 12,468 | +4,173 | +50.31% | $2,565,914 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.01% | 39,888 | +39,888 | +100.00% | $2,556,023 |
| ISHARES TR | ACWI | Other | 0.99% | 18,226 | -1,682 | -8.45% | $2,521,903 |
| ISHARES TR | STIP | Other | 0.99% | 24,231 | +7,419 | +44.13% | $2,506,212 |
| ISHARES TR | IWB | Other | 0.94% | 6,690 | - | - | $2,385,386 |
| VANGUARD BD INDEX FDS | BND | Other | 0.91% | 31,456 | -10,983 | -25.88% | $2,316,420 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.69% | 70,097 | +19,139 | +37.56% | $1,746,104 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.66% | 40,838 | +115 | +0.28% | $1,678,033 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.57% | 2 | - | - | $1,436,280 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.56% | 58,081 | +8,841 | +17.95% | $1,409,634 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.49% | 9,065 | - | - | $1,253,930 |
| BNY MELLON ETF TRUST | BKHY | Other | 0.43% | 23,070 | +36 | +0.16% | $1,093,741 |
| ISHARES TR | SGOV | Other | 0.37% | 9,232 | +53 | +0.58% | $929,296 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.29% | 12,435 | -606 | -4.65% | $727,974 |
| SCHWAB STRATEGIC TR | SCHQ | Other | 0.27% | 21,423 | +3,548 | +19.85% | $673,325 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.26% | 15,743 | - | - | $667,503 |
| GLOBAL X FDS | CATH | Other | 0.21% | 6,685 | +131 | +2.00% | $522,447 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.14% | 6,938 | -132 | -1.87% | $360,288 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.13% | 7,684 | - | - | $325,569 |
| ISHARES TR | IVV | Other | 0.11% | 418 | +397 | +1890.48% | $273,042 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 517 | - | - | $247,746 |
| VANGUARD INDEX FDS | VNQ | Other | 0.10% | 2,769 | +5 | +0.18% | $245,593 |
| ISHARES TR | IWD | Other | 0.06% | 660 | - | - | $141,022 |
| VANGUARD INDEX FDS | VO | Other | 0.06% | 489 | - | - | $140,431 |
| ISHARES TR | IWF | Other | 0.06% | 328 | - | - | $139,859 |
| VANGUARD INDEX FDS | VTV | Other | 0.05% | 616 | - | - | $120,859 |
| CHEVRON CORP NEW | CVX | Energy | 0.03% | 387 | - | - | $80,070 |
| ALPHABET INC | GOOGL | Communication Services | 0.03% | 261 | - | - | $75,053 |
| ALPHABET INC | GOOG | Communication Services | 0.03% | 261 | - | - | $74,870 |
| CATERPILLAR INC | CAT | Industrials | 0.02% | 74 | - | - | $52,426 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.02% | 550 | - | - | $45,964 |
| VISA INC | V | Financial Services | 0.01% | 91 | - | - | $27,504 |
| MERCK & CO INC | MRK | Healthcare | 0.01% | 200 | - | - | $24,058 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.01% | 404 | +3 | +0.75% | $22,355 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.01% | 21 | - | - | $20,925 |
| NIKE INC | NKE | Consumer Cyclical | 0.01% | 296 | - | - | $15,635 |
| LINDE PLC F | LIN | Other | 0.01% | 28 | - | - | $13,881 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.01% | 40 | - | - | $13,156 |
| ISHARES TR | IEFA | Other | 0.00% | 129 | - | - | $11,678 |
| EXXON MOBIL CORP | XOM | Energy | 0.00% | 62 | - | - | $10,519 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.00% | 269 | - | - | $8,850 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.00% | 142 | - | - | $3,052 |
| ISHARES TR | IWR | Other | 0.00% | 24 | - | - | $2,334 |
| ISHARES TR | IWM | Other | 0.00% | 5 | - | - | $1,240 |