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CIK: 0001763958
Total reported value
$283.6M
$283.6M
59 檔
50.6%
During the Q1 2026 filing period, Sellwood Investment Partners LLC (CIK: 0001763958) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $283.6M across 59 reported positions.
In Q1 2026, Sellwood Investment Partners LLC displayed an active expansion posture, initiating 1 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, ESGV, RAFE) accounted for 50.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEA
市值: $2.6M
Top Position Liquidated / Trimmed
WFC
前期市值: $9.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.95% | -0.56% | +2.72% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 14.84% | -0.18% | +3.48% | |
| 3 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 8.19% | -0.25% | +1.89% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.79% | -0.80% | -7.01% | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 7.74% | -0.26% | +2.02% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.71% | +1.23% | -6.59% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.67% | -0.56% | -0.32% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.75% | -0.52% | -0.26% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.10% | -0.12% | +4.22% | |
| 10 | EDV | Vanguard Extended Dur Treas | ETF-Other | 2.92% | +0.03% | -11.06% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.73% | -0.18% | -6.09% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.08% | +0.55% | +2.48% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.40% | -0.15% | -0.68% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.31% | -0.03% | +0.61% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.04% | -21.67% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.01% | +0.08% | +50.31% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | +1.03% | — | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.99% | +0.07% | -8.45% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.99% | -0.04% | +44.13% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.94% | +0.03% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.04% | -25.88% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.69% | +0.60% | +37.56% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.66% | -0.06% | +0.28% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.04% | — | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | -0.06% | +17.95% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | -0.02% | — | |
| 27 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.43% | -0.01% | +0.16% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | -0.04% | +0.58% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.03% | -4.65% | |
| 30 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.27% | -0.01% | +19.85% | |
| 31 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.26% | -0.03% | — | |
| 32 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.21% | -0.04% | +2.00% | |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.14% | -0.03% | -1.87% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | -0.02% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.07% | +1890.48% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.02% | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | -0.01% | +0.18% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | -0.01% | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | -0.01% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.02% | +0.01% | — | |
| 46 | HQY | Healthequity Inc | Stock-Healthcare | 0.02% | — | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.01% | — | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.01% | — | — | |
| 49 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.01% | — | +0.75% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.01% | — | — |
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 Q1 2026.
During Q1 2026, Sellwood Investment Partners LLC's top holdings by market value included VOO (17.9%)、ESGV (14.8%)、RAFE (8.2%). The largest single position, VOO, represented 17.9% of total portfolio value.
In Q1 2026, Sellwood Investment Partners LLC made 33 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 1 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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