Sellwood Investment Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$253.8M
Q ending 2026-03-31
Prior quarter
$256.1M
Q ending 2025-12-31
Change
-0.9% QoQ · +32.5% YoY
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $45.6M | 76K |
| Vanguard World Fd | ESGV | Shares | $37.7M | 335K |
| Pimco Equity Ser | RAFE | Shares | $20.8M | 499K |
| Vanguard Malvern Fds | VTIP | Shares | $19.8M | 396K |
| Vanguard World Fd | VSGX | Shares | $19.7M | 274K |
| Vanguard Star Fds | VXUS | Shares | $17.0M | 221K |
| Schwab Strategic Tr | FNDX | Shares | $16.9M | 608K |
| Vanguard Scottsdale Fds | VGIT | Shares | $9.5M | 160K |
| Vanguard Scottsdale Fds | VCLT | Shares | $7.9M | 105K |
| Vanguard World Fd | EDV | Shares | $7.4M | 114K |
| Ishares Tr | AGG | Shares | $6.9M | 70K |
| Vanguard Bd Index Fds | BLV | Shares | $5.3M | 77K |
| Vanguard Bd Index Fds | BSV | Shares | $3.6M | 45K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.3M | 67K |
| Vanguard Index Fds | VTI | Shares | $3.0M | 10K |
| Vanguard Index Fds | VXF | Shares | $2.6M | 12K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.6M | 40K |
| Ishares Tr | ACWI | Shares | $2.5M | 18K |
| Ishares Tr | STIP | Shares | $2.5M | 24K |
| Ishares Tr | IWB | Shares | $2.4M | 7K |
| Vanguard Bd Index Fds | BND | Shares | $2.3M | 31K |
| Schwab Strategic Tr | SCHR | Shares | $1.7M | 70K |
| Dimensional Etf Trust | DFSU | Shares | $1.7M | 41K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Schwab Strategic Tr | SCHO | Shares | $1.4M | 58K |
| Vanguard Intl Equity Index F | VT | Shares | $1.3M | 9K |
| Bny Mellon Etf Trust | BKHY | Shares | $1.1M | 23K |
| Ishares Tr | SGOV | Shares | $929K | 9K |
| Vanguard Scottsdale Fds | VGSH | Shares | $728K | 12K |
| Schwab Strategic Tr | SCHQ | Shares | $673K | 21K |
| Dimensional Etf Trust | DFSI | Shares | $668K | 16K |
| Global X Fds | CATH | Shares | $522K | 7K |
| Blackrock Etf Trust Ii | BINC | Shares | $360K | 7K |
| Dimensional Etf Trust | DFSE | Shares | $326K | 8K |
| Ishares Tr | IVV | Shares | $273K | 418 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $248K | 517 |
| Vanguard Index Fds | VNQ | Shares | $246K | 3K |
| Ishares Tr | IWD | Shares | $141K | 660 |
| Vanguard Index Fds | VO | Shares | $140K | 489 |
| Ishares Tr | IWF | Shares | $140K | 328 |
| Vanguard Index Fds | VTV | Shares | $121K | 616 |
| Chevron Corp New | CVX | Shares | $80K | 387 |
| Alphabet Inc | GOOGL | Shares | $75K | 261 |
| Alphabet Inc | GOOG | Shares | $75K | 261 |
| Caterpillar Inc | CAT | Shares | $52K | 74 |
| Healthequity Inc | HQY | Shares | $46K | 550 |
| Visa Inc | V | Shares | $28K | 91 |
| Merck & Co Inc | MRK | Shares | $24K | 200 |
| Vanguard Scottsdale Fds | VGLT | Shares | $22K | 404 |
| Costco Whsl Corp New | COST | Shares | $21K | 21 |
| Nike Inc | NKE | Shares | $16K | 296 |
| Linde Plc F | Shares | $14K | 28 | |
| Home Depot Inc | HD | Shares | $13K | 40 |
| Ishares Tr | IEFA | Shares | $12K | 129 |
| Exxon Mobil Corp | XOM | Shares | $11K | 62 |
| Schwab Strategic Tr | SCHE | Shares | $9K | 269 |
| Schwab Strategic Tr | SCHH | Shares | $3K | 142 |
| Ishares Tr | IWR | Shares | $2K | 24 |
| Ishares Tr | IWM | Shares | $1K | 5 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.