Sellwood Investment Partners LLC

CIK

1763958

Location

PORTLAND, OR

Portfolio Value

Small $283,551,255

Diversification

Diversified

Filing Date

Global Rank

#5,387 / 8,794 ▼ 284 · as of Jun 2026

Top Industry

Insurance - Diversified 65.4%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.1%

−2.1 pts

Top 5

68.1%

−5.4 pts

Top 10

92.5%

−1.9 pts

HHI

1,320

Diversified−172

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.1%	$280,898,217	19
Financial Services	0.6%	$1,767,106	2
Technology	0.2%	$436,212	1
Communication Services	0.1%	$185,492	1
Industrials	0.0%	$78,802	1
Healthcare	0.0%	$75,376	2
Energy	0.0%	$64,149	1
Consumer Cyclical	0.0%	$26,257	2
Consumer Defensive	0.0%	$19,644	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
VXUS	Vanguard Total International Stock ETF	+42,369	263,334	$22,512,423
VEA	Vanguard FTSE Developed Markets ETF	+41,155	81,043	$5,774,313
BIV	Vanguard Intermediate-Term Bond ETF	+33,863	187,554	$13,487,135
FNDA	Schwab Fundamental U.S. Small Company ETF	+30,397	788,498	$23,161,282
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+7,394	137,199	$17,446,786
—		+7,100	112,414	$8,459,153
VCRM	Vanguard Core Tax-Exempt Bond ETF	+5,003	71,720	$3,627,597
BKAG	BNY Mellon Core Bond ETF	+2,155	25,225	$1,200,962
—		+133	12,601	$3,102,492
VIG	Vanguard Dividend Appreciation ETF	+4	2,773	$267,400
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	−29,086	470,325	$22,511,635
EDV	Vanguard World Funds Extended Duration ETF	−23,231	700,193	$71,124,123
DCOR	Dimensional US Core Equity 1 ETF	−7,064	57,201	$2,660,246
BNDW	Vanguard Total World Bond ETF	−4,347	168,193	$9,908,544
VB	Vanguard Morningstar Small-Cap ETF	−1,605	85,260	$53,727,111
AGNG	Global X Funds Global X Aging Population ETF	−1,255	5,430	$480,555
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−1,142	394,459	$19,813,675
BCLO	iShares BBB-B CLO Active ETF	−967	5,971	$312,522
VEU	Vanguard FTSE All-World Ex-US ETF	−653	8,412	$1,320,263
BRK-B	Berkshire Hathaway Inc	−41	478	$1,735,885
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VIA	Via Transportation, Inc.	24,047	$436,212
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	28	$13,881
XOM	ExxonMobil Holdings Corp	62	$10,518
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $283,551,255 total · filing declares 59 positions · $283,551,289 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EDV	Vanguard World Funds Extended Duration ETF	Reduced	700,193	-23,231	$71,124,123	+9.9%	25.08%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	85,260	-1,605	$53,727,111	+10.2%	18.95%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	788,498	+30,397	$23,161,282	+11.5%	8.17%
VXUS	Vanguard Total International Stock ETF	Added	263,334	+42,369	$22,512,423	+32.1%	7.94%
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	Reduced	470,325	-29,086	$22,511,635	+8.3%	7.94%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Reduced	394,459	-1,142	$19,813,675	+0.3%	6.99%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	137,199	+7,394	$17,446,786	—	6.15%
BIV	Vanguard Intermediate-Term Bond ETF	Added	187,554	+33,863	$13,487,135	+20.8%	4.76%
BNDW	Vanguard Total World Bond ETF	Reduced	168,193	-4,347	$9,908,544	−3.4%	3.49%
		Added	112,414	+7,100	$8,459,153	+7.5%	2.98%
VEA	Vanguard FTSE Developed Markets ETF	Added	81,043	+41,155	$5,774,313	+125.9%	2.04%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	71,720	+5,003	$3,627,597	+9.0%	1.28%
		Added	12,601	+133	$3,102,492	+20.9%	1.09%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	57,201	-7,064	$2,660,246	−0.4%	0.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	478	-41	$1,735,885	+3.1%	0.61%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	8,412	-653	$1,320,263	+5.3%	0.47%
BKAG	BNY Mellon Core Bond ETF	Added	25,225	+2,155	$1,200,962	+9.8%	0.42%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	5,430	-1,255	$480,555	−8.0%	0.17%
VIA	Via Transportation, Inc. Technology	NEW	24,047	NEW	$436,212	NEW	0.15%
BCLO	iShares BBB-B CLO Active ETF	Reduced	5,971	-967	$312,522	−13.3%	0.11%
VIG	Vanguard Dividend Appreciation ETF	Added	2,773	+4	$267,400	+8.9%	0.09%
GOOGL	Alphabet Inc. Communication Services	Held	522	0	$185,492	+23.7%	0.07%
CAT	Caterpillar Inc Industrials	Held	74	0	$78,802	+50.3%	0.03%
CVX	Chevron Corp Energy	Held	387	0	$64,149	−19.9%	0.02%
HQY	Healthequity, Inc. Healthcare	Held	550	0	$49,676	+8.1%	0.02%
V	Visa Inc. Financial Services	Held	91	0	$31,221	+13.5%	0.01%
MRK	Merck & Co., Inc. Healthcare	Held	200	0	$25,700	+6.8%	0.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	21	0	$19,644	−6.1%	0.01%
HD	Home Depot, Inc. Consumer Cyclical	Held	40	0	$14,107	+7.2%	0.00%
NKE	NIKE, Inc. Consumer Cyclical	Held	296	0	$12,150	−22.3%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.