CIK: 0001763958
Total reported value
$253.8M
Reporting period: 2026-03-31 · Number of holdings: 59
Sellwood Investment Partners LLC disclosed 59 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $253.8M and a quarterly turnover rate of 6.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"
Sellwood Investment Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.088 — mathematically equivalent to about 11 equally-sized positions, well below its 59 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.06), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim ESGV
+3.5% -$1.5M
Trim VTIP
-7.0% -$1.3M
Trim VTI
-21.7% -$1.0M
Trim EDV
-11.1% -$928.0K
Add VXF
+50.3% $831.3K
Trim BND
-25.9% -$827.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.95% | -0.23% | +2.72% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 14.84% | -0.47% | +3.48% | |
| 3 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 8.19% | +0.15% | +1.89% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.79% | -0.43% | -7.01% | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 7.74% | +0.23% | +2.02% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.71% | -0.26% | -6.59% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.67% | +0.19% | -0.32% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.75% | — | -0.26% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.10% | +0.11% | +4.22% | |
| 10 | EDV | Vanguard Extended Dur Treas | ETF-Other | 2.92% | -0.33% | -11.06% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.73% | -0.17% | -6.09% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.08% | +0.04% | +2.48% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.40% | — | -0.68% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.31% | +0.01% | +0.61% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | -0.39% | -21.67% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.01% | +0.33% | +50.31% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | +1.01% | NEW | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.99% | -0.11% | -8.45% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.99% | +0.32% | +44.13% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.94% | -0.04% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.32% | -25.88% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.69% | +0.19% | +37.56% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.66% | -0.03% | +0.28% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.02% | — | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | +0.09% | +17.95% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | -0.01% | — | |
| 27 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.43% | — | +0.16% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | +0.01% | +0.58% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.01% | -4.65% | |
| 30 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.27% | +0.05% | +19.85% | |
| 31 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.26% | — | — | |
| 32 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.21% | — | +2.00% | |
| 33 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.14% | -0.01% | -1.87% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | +0.01% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.10% | +1890.48% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | — | +0.18% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | +0.01% | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | — | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | — | — | |
| 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% | — | — | |
| 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% | — | — |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+16.7%
Based on 82% of reported portfolio value with available pricing
Sellwood Investment Partners LLC's most significant position changes for 2026-03-31: New buy: Vanguard Ftse Developed ETF (VEA); Sold out: Wells Fargo & Co (WFC); Add: Vanguard Esg US Stock ETF (ESGV) — shares +3.48%; Trim: Vanguard Short-term Tips (VTIP) — shares -7.01%; Trim: Vanguard Total Stock Mkt ETF (VTI) — shares -21.67%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-26 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001697857
Total reported value
$253.8M
61 stks
2026-06-30
AUM within 0.0% of this institution
CIK 0001542284
Total reported value
$253.9M
108 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001512746
Total reported value
$253.9M
71 stks
2025-09-30
Stale — no recent filing
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001080173
Total reported value
$342.5M
111 stks
2026-03-31
2 of the top 5 holdings overlap, including Vanguard Short-term Tips
CIK 0001091860
Total reported value
$214.1M
483 stks
2026-03-31
2 of the top 5 holdings overlap, including Vanguard S&p 500 ETF
CIK 0001146089
Total reported value
$876.3M
313 stks
2023-06-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Vanguard Esg US Stock ETF