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Sellwood Investment Partners - Q1 2026 13F Filings

SE

Sellwood Investment Partners LLC

CIK: 0001763958
Address: Oregon Portland 6650 Sw Redwood Lane, Suite 370
$253.82 M
Portfolio Value
59
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VEA Vanguard Ftse Developed Markets Etf
+$2.56 M
2. ESGV Vanguard Esg Us Stock Etf
+$1.27 M
3. VOO Vanguard S&P 500 Etf
+$1.21 M
4. VXF Vanguard Extended Market Etf
+$858,803.27
5. STIP Ishares 0-5 Year Tips Bond Etf
+$767,347.07

Top Sells

Q1 2026
1. VTIP Vanguard Short-Term Tips
−$1.49 M
2. VXUS Vanguard Total International Stock Etf
−$1.2 M
3. EDV Vanguard Extended Duration Treasury Etf
−$920,271.32
4. VTI Vanguard Total Stock Market Etf
−$843,080.49
5. BND Vanguard Total Bond Market Etf
−$808,788.18

Asset Allocation

Stocks/ETFs
-0.89%
$253.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sellwood Investment Partners Q1 2026 Filing Summary

Sellwood Investment Partners LLC filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 253.82 M reflecting a -0.89% change from the prior quarter, spanning 59 assets. The top 10 holdings comprised 79.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sellwood Investment Partners’s Q1 2026 Filing

Sellwood Investment Partners submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sellwood Investment Partners reported a managed portfolio value of 253.82 M, consisting of 59 individual positions.

This page displays the raw filing documents. To see which stocks Sellwood Investment Partners bought or sold during Q1 2026, please visit Sellwood Investment Partners's Portfolio Analysis page.