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Sellwood Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
-1.92%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$254M
AUM Growth
-$2.27M
Cap. Flow
+$3.07M
Cap. Flow %
1.21%
Top 10 Hldgs %
79.65%
Holding
60
New
1
Increased
19
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.63M
2
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.34M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$893K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$764K

Top Sells

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.48M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.24M
3
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$937K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$882K
5
BND icon
Vanguard Total Bond Market
BND
+$815K

Sector Composition

Rank Sector Weight
1 Financials 0.67%
2 Communication Services 0.06%
3 Energy 0.04%
4 Healthcare 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$45.6M 17.95%
76,258
+2,021
+3% +$1.26M
ESGV icon
2
Vanguard ESG US Stock ETF
ESGV
$13.7B
$37.7M 14.84%
335,411
+11,292
+3% +$1.34M
RAFE icon
3
PIMCO RAFI ESG US ETF
RAFE
$169M
$20.8M 8.19%
499,411
+9,276
+2% +$396K
VTIP icon
4
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$19.8M 7.79%
395,601
-29,831
-7% -$1.48M
VSGX icon
5
Vanguard ESG International Stock ETF
VSGX
$6.76B
$19.7M 7.74%
274,015
+5,418
+2% +$406K
VXUS icon
6
Vanguard Total International Stock ETF
VXUS
$163B
$17M 6.71%
220,965
-15,599
-7% -$1.24M
FNDX icon
7
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$16.9M 6.67%
608,089
-1,941
-0.3% -$55K
VGIT icon
8
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$9.51M 3.75%
159,701
-417
-0.3% -$25K
VCLT icon
9
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$7.87M 3.1%
105,314
+4,268
+4% +$324K
EDV icon
10
Vanguard World Funds Extended Duration ETF
EDV
$3.5B
$7.4M 2.92%
113,998
-14,169
-11% -$937K
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.94M 2.73%
69,862
-4,534
-6% -$454K
BLV icon
12
Vanguard Long-Term Bond ETF
BLV
$5.74B
$5.29M 2.08%
76,904
+1,858
+2% +$130K
BSV icon
13
Vanguard Short-Term Bond ETF
BSV
$45.6B
$3.55M 1.4%
45,331
-309
-0.7% -$24.3K
VTEB icon
14
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$3.33M 1.31%
66,717
+403
+0.6% +$20.3K
VTI icon
15
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$3.05M 1.2%
9,502
-2,628
-22% -$882K
VXF icon
16
Vanguard Extended Market ETF
VXF
$31.9B
$2.57M 1.01%
12,468
+4,173
+50% +$893K
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$237B
$2.56M 1.01%
+39,888
New +$2.63M
ACWI icon
18
iShares MSCI ACWI ETF
ACWI
$33.4B
$2.52M 0.99%
18,226
-1,682
-8% -$242K
STIP icon
19
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$2.51M 0.99%
24,231
+7,419
+44% +$764K
IWB icon
20
iShares Russell 1000 ETF
IWB
$50.2B
$2.39M 0.94%
6,690
– –
BND icon
21
Vanguard Total Bond Market
BND
$161B
$2.32M 0.91%
31,456
-10,983
-26% -$815K
SCHR
22
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.75M 0.69%
70,097
+19,139
+38% +$480K
DFSU
23
Dimensional US Sustainability Core 1 ETF
DFSU
$2.37B
$1.68M 0.66%
40,838
+115
+0.3% +$4.97K
BRK.A icon
24
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.44M 0.57%
2
– –
SCHO icon
25
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.41M 0.56%
58,081
+8,841
+18% +$215K
1
2 3

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Sellwood Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Sellwood Investment Partners held 60 positions worth $254M, down 0.89% from $256M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.3%. Sellwood Investment Partners opened 1 new position and exited 1, leaving the 60-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 0.67% of assets, down from 0.71% a quarter earlier, followed by Communication Services and Energy.

  • Sellwood Investment Partners's largest Q1 2026 buy was Vanguard FTSE Developed Markets ETF: 39,888 shares worth $2.56M.
  • Sellwood Investment Partners added most to Vanguard ESG US Stock ETF in Q1 2026, an estimated $1.34M increase.
  • Sellwood Investment Partners's biggest Q1 2026 reduction was Vanguard Short-Term Inflation-Protected Securities Index Fund, cutting an estimated $1.48M.
  • Sellwood Investment Partners fully exited Wells Fargo in Q1 2026, selling an estimated $9.79K.
  • Sellwood Investment Partners's ten largest holdings make up 80% of its $254M portfolio in Q1 2026.
  • Sellwood Investment Partners opened 1 new position and closed 1 in Q1 2026.
  • Sellwood Investment Partners's portfolio value fell 0.89% quarter-over-quarter to $254M.

Based on Sellwood Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.