Sellwood Investment Partners LLC
โขCIK: 1763958โขFiling: Q4 2025
**Sellwood Investment Partners LLC** manages $256M across a diversified portfolio of 59 positions. The strategy exhibits a significant tilt toward core U.S. equity exposure, evidenced by the top holding in VOO at $46.6M. Notable allocations include substantial positions in ESGV ($39.2M) and VTIP ($21.0M), suggesting a focus on broad market and income-generating assets. The remaining holdings further diversify across international equities (VXUS at $17.8M) and fixed income products.
Total AUM
$256.1M
QoQ Performance
+1.9%
Positions
28
Top 10 Concentration
80.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
ESGV
VTIP
RAFE
VSGX
VXUS
FNDX
VOO18.2%
ESGV15.3%
VTIP8.2%
RAFE8.0%
VSGX7.5%
VXUS7.0%
FNDX6.5%
VGIT3.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.0%
ETF18.2%
Financial0.7%
Technology0.1%
Consumer0.0%
Industrial0.0%
Healthcare0.0%
Materials0.0%
๐ช Exited Positionssold since Q3 2025
+43 more exited positions
Changes from Q3 2025
โ21 increased
โ17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024