Sellwood Investment Partners LLC 13F Holdings · Q2 2026
Sellwood Investment Partners LLC reported 59 securities worth $283.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (17.39%), ESGV (14.66%), RAFE (7.94%). Among its top 25 positions this quarter: 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $49.3M | 17.39% | 71,813 | Trimmed |
| 2 | ESGV | VANGUARD WORLD FD | $41.6M | 14.66% | 314,328 | Trimmed |
| 3 | RAFE | PIMCO EQUITY SER | $22.5M | 7.94% | 470,325 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $22.5M | 7.94% | 263,334 | Added |
| 5 | VSGX | VANGUARD WORLD FD | $21.2M | 7.48% | 257,549 | Trimmed |
| 6 | VTIP | VANGUARD MALVERN FDS | $19.8M | 6.99% | 394,459 | Trimmed |
| 7 | FNDX | SCHWAB STRATEGIC TR | $17.3M | 6.11% | 557,233 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $9.2M | 3.23% | 155,266 | Trimmed |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | $8.5M | 2.98% | 112,414 | Added |
| 10 | EDV | VANGUARD WORLD FD | $8.4M | 2.95% | 128,316 | Added |
| 11 | BLV | VANGUARD BD INDEX FDS | $7.5M | 2.63% | 108,373 | Added |
| 12 | AGG | ISHARES TR | $7.2M | 2.55% | 72,941 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $5.8M | 2.04% | 81,043 | Added |
| 14 | SCHR | SCHWAB STRATEGIC TR | $3.7M | 1.29% | 148,267 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $3.6M | 1.28% | 71,720 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $3.5M | 1.25% | 45,402 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $3.5M | 1.24% | 9,485 | Trimmed |
| 18 | VXF | VANGUARD INDEX FDS | $3.1M | 1.09% | 12,601 | Added |
| 19 | ACWI | ISHARES TR | $3.0M | 1.06% | 19,160 | Added |
| 20 | IWB | ISHARES TR | $2.7M | 0.97% | 6,690 | Hold |
| 21 | STIP | ISHARES TR | $2.7M | 0.95% | 26,271 | Added |
| 22 | BND | VANGUARD BD INDEX FDS | $2.5M | 0.87% | 33,779 | Added |
| 23 | DFSU | DIMENSIONAL ETF TRUST | $1.7M | 0.60% | 36,250 | Trimmed |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.53% | 2 | Hold |
| 25 | SCHO | SCHWAB STRATEGIC TR | $1.4M | 0.50% | 59,024 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR