Institutional Fund
Sellwood Investment Partners LLC
Portland, ORCIK 17639585 filings on record
Portfolio Value
$253.82M
Q1 2026
Holdings
59
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-0.9%
from $256.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.0%
- Vanguard World Fd14.8%
- Pimco Equity Ser8.2%
- Vanguard Malvern Fds7.8%
- Vanguard World Fd7.7%
- Vanguard Star Fds6.7%
- Other36.8%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 76.3K | $45.57M | 18.0% | +2.0K | Added |
| 2 | Vanguard World Fd | 335.4K | $37.66M | 14.8% | +11.3K | Added |
| 3 | Pimco Equity Ser | 499.4K | $20.78M | 8.2% | +9.3K | Added |
| 4 | Vanguard Malvern Fds | 395.6K | $19.76M | 7.8% | −29.8K | Reduced |
| 5 | Vanguard World Fd | 274.0K | $19.66M | 7.7% | +5.4K | Added |
| 6 | Vanguard Star Fds | 221.0K | $17.04M | 6.7% | −15.6K | Reduced |
| 7 | Schwab Strategic Tr | 608.1K | $16.94M | 6.7% | −1.9K | Reduced |
| 8 | Vanguard Scottsdale Fds | 159.7K | $9.51M | 3.7% | −417 | Reduced |
| 9 | Vanguard Scottsdale Fds | 105.3K | $7.87M | 3.1% | +4.3K | Added |
| 10 | Vanguard World Fd | 114.0K | $7.40M | 2.9% | −14.2K | Reduced |
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