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Sellwood Investment Partners - Q2 2026 13F Filings

SE

Sellwood Investment Partners LLC

CIK: 0001763958
Address: Oregon Portland 6650 Sw Redwood Lane, Suite 370
$283.55 M
Portfolio Value
59
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VXUS Vanguard Total International Stock Etf
+$3.62 M
2. VEA Vanguard Ftse Developed Markets Etf
+$2.93 M
3. BLV Vanguard Long-Term Bond Etf
+$2.17 M
4. SCHR Schwab Intermediate-Term Us Treasury Etf
+$1.93 M
5. EDV Vanguard Extended Duration Treasury Etf
+$931,812.73

Top Sells

Q2 2026
1. VOO Vanguard S&P 500 Etf
−$3.05 M
2. ESGV Vanguard Esg Us Stock Etf
−$2.79 M
3. FNDX Schwab Fundamental Us Large Company Etf
−$1.58 M
4. RAFE Pimco Rafi Esg Us Etf
−$1.39 M
5. VSGX Vanguard Esg International Stock Etf
−$1.36 M

Asset Allocation

Stocks/ETFs
+11.71%
$283.55 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sellwood Investment Partners Q2 2026 Filing Summary

Sellwood Investment Partners LLC filed its 13F report for Q2 2026 on July 28, 2026. The portfolio totaled 283.55 M reflecting a +11.71% change from the prior quarter, spanning 59 assets. The top 10 holdings comprised 77.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Sellwood Investment Partners’s Q2 2026 Filing

Sellwood Investment Partners submitted their Form 13F-HR for the Q2 2026 period on 07/28/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Sellwood Investment Partners reported a managed portfolio value of 283.55 M, consisting of 59 individual positions.

This page displays the raw filing documents. To see which stocks Sellwood Investment Partners bought or sold during Q2 2026, please visit Sellwood Investment Partners's Portfolio Analysis page.