account_balance

Investment manager · 13F filer · SEC CIK 1763958

Sellwood Investment Partners LLC

Reported value$279Mas of Sep 30, 2026
Positions59 1 new, 1 sold out
Top 10 weight76.0%VOO alone is 17%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 17.2% Trimmed −5%
ESGV Vanguard World Fd 14.3% Trimmed −7%
VXUS Vanguard Star FDS 8.2% Held
RAFE Pimco Equity Ser 7.4% Trimmed −10%
VSGX Vanguard World Fd 7.2% Trimmed −3%
VTIP Vanguard Malvern FDS 7.0% Held
FNDX Schwab Strategic Tr 5.8% Trimmed −7%
VGIT Vanguard Scottsdale FDS 3.1% Held
VT Vanguard Intl Equity Index F 2.9% Added +515%
VCLT Vanguard Scottsdale FDS 2.9% Added +6%
EDV Vanguard World Fd 2.7% Added +7%
BLV Vanguard Bd Index FDS 2.6% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
  • VT +515%
  • VTEB +19%
  • IVV +15%
  • STIP +10%
arrow_downwardTrimmed
  • SCHO −23%
  • RAFE −10%
  • FNDX −7%
  • ESGV −7%
remove_circleSold out
  • ACWI $3.01M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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