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CIK: 0001763958
Total reported value
$283.6M
$283.6M
59 檔
51.7%
At the close of Q4 2025, Sellwood Investment Partners LLC disclosed equity holdings valued at approximately $283.6M, spread across 59 reported holdings.
In Q4 2025, Sellwood Investment Partners LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 48 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.18% | -0.56% | -0.64% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 15.31% | -0.18% | -0.87% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.22% | -0.80% | +17.78% | |
| 4 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 8.04% | -0.25% | -3.66% | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 7.51% | -0.26% | -2.51% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.97% | +1.23% | +34.90% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.48% | -0.56% | +2.15% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.75% | -0.52% | +2.63% | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.25% | +0.03% | +4.38% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.99% | -0.12% | +6.07% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.90% | -0.18% | +35.71% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.04% | +0.55% | +5.61% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | +0.04% | +33.21% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.40% | -0.15% | -38.04% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.30% | -0.03% | +14.17% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.04% | -13.40% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.10% | +0.07% | -1.26% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.98% | +0.03% | — | |
| 19 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.69% | -0.06% | -0.68% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.68% | +0.08% | +19.28% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.67% | -0.04% | +15.31% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.59% | -0.04% | — | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.50% | -0.02% | — | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.50% | +0.60% | +21.66% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.47% | -0.06% | -53.59% | |
| 26 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.43% | -0.01% | +18.93% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.36% | -0.04% | +13.69% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.03% | -70.46% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.26% | -0.03% | +3.31% | |
| 30 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.22% | -0.01% | — | |
| 31 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.21% | -0.04% | +22.96% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.15% | -0.03% | +2.33% | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.12% | -0.02% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.02% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | -0.01% | +12.86% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | -0.01% | -87.62% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | -0.01% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | -30.03% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.02% | -0.01% | — | |
| 43 | HQY | Healthequity Inc | Stock-Healthcare | 0.02% | — | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.02% | +0.01% | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.01% | — | -40.13% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.01% | — | +1.52% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.01% | — | -6.98% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.01% | -0.01% | -91.31% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.01% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | +0.07% | — |
According to official SEC Form 13F filings, Sellwood Investment Partners LLC reported a total U.S. public equity portfolio value of $283.6M across 59 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, ESGV, VTIP) accounted for 51.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VBR
前期市值: $2.5M
During Q4 2025, Sellwood Investment Partners LLC's top holdings by market value included VOO (18.2%)、ESGV (15.3%)、VTIP (8.2%). The largest single position, VOO, represented 18.2% of total portfolio value.
In Q4 2025, Sellwood Investment Partners LLC made 86 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 48 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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