Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sellwood Investment Partners LLC (CIK 1763958) reported $253.8M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($45.6M, 17.95%), ESGV ($37.7M, 14.84%), RAFE ($20.8M, 8.19%), VTIP ($19.8M, 7.79%), VSGX ($19.7M, 7.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $45.6M | 17.95% | 76,258 | Added |
| 2 | ESGV | VANGUARD WORLD FD | $37.7M | 14.84% | 335,411 | Added |
| 3 | RAFE | PIMCO EQUITY SER | $20.8M | 8.19% | 499,411 | Added |
| 4 | VTIP | VANGUARD MALVERN FDS | $19.8M | 7.79% | 395,601 | Trimmed |
| 5 | VSGX | VANGUARD WORLD FD | $19.7M | 7.74% | 274,015 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $17.0M | 6.71% | 220,965 | Trimmed |
| 7 | FNDX | SCHWAB STRATEGIC TR | $16.9M | 6.67% | 608,089 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $9.5M | 3.75% | 159,701 | Trimmed |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | $7.9M | 3.10% | 105,314 | Added |
| 10 | EDV | VANGUARD WORLD FD | $7.4M | 2.92% | 113,998 | Trimmed |
| 11 | AGG | ISHARES TR | $6.9M | 2.73% | 69,862 | Trimmed |
| 12 | BLV | VANGUARD BD INDEX FDS | $5.3M | 2.08% | 76,904 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $3.6M | 1.40% | 45,331 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $3.3M | 1.31% | 66,717 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $3.0M | 1.20% | 9,502 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 1.01% | 39,888 | New |
| 17 | VXF | VANGUARD INDEX FDS | $2.6M | 1.01% | 12,468 | Added |
| 18 | ACWI | ISHARES TR | $2.5M | 0.99% | 18,226 | Trimmed |
| 19 | STIP | ISHARES TR | $2.5M | 0.99% | 24,231 | Added |
| 20 | IWB | ISHARES TR | $2.4M | 0.94% | 6,690 | Hold |
| 21 | BND | VANGUARD BD INDEX FDS | $2.3M | 0.91% | 31,456 | Trimmed |
| 22 | SCHR | SCHWAB STRATEGIC TR | $1.7M | 0.69% | 70,097 | Added |
| 23 | DFSU | DIMENSIONAL ETF TRUST | $1.7M | 0.66% | 40,838 | Added |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.57% | 2 | Hold |
| 25 | SCHO | SCHWAB STRATEGIC TR | $1.4M | 0.56% | 58,081 | Added |
Source: SEC Form 13F filings · as of 2026-03-31