Data as of Q4 2025 (Dec 31, 2025)

Sellwood Investment Partners LLC

โ€ขCIK: 1763958โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

VXUS
VANGUARD STAR FDS
+34.9%
7.0% of portfolio
VTIP
VANGUARD MALVERN FDS
+17.8%
8.2% of portfolio
AGG
ISHARES TR
+35.7%
2.9% of portfolio
VTI
VANGUARD INDEX FDS
+33.2%
1.6% of portfolio
VCLT
VANGUARD SCOTTSDALE FDS
+6.1%
3.0% of portfolio

๐Ÿ“‰ Biggest Sells

BSV
VANGUARD BD INDEX FDS
-38.0%
1.4% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
-70.5%
0.3% of portfolio
SCHO
SCHWAB STRATEGIC TR
-53.6%
0.5% of portfolio
VO
VANGUARD INDEX FDS
-87.6%
0.1% of portfolio
RAFE
PIMCO EQUITY SER
-3.7%
8.0% of portfolio

Sector Breakdown

Other81.0%
ETF18.2%
Financial0.7%
Technology0.1%
Consumer0.0%
Industrial0.0%
Healthcare0.0%
Materials0.0%

๐Ÿšช Exited Positionssold since Q3 2025

VBR
VANGUARD INDEX FDS
SOLD
$2.5M
UNH
UNITEDHEALTH GROUP INC
SOLD
$207.5K
CSCO
CISCO SYS INC
SOLD
$77.0K
AMGN
AMGEN INC
SOLD
$56.4K
NVDA
NVIDIA CORP
SOLD
$50.4K
+43 more exited positions

Changes from Q3 2025

โ†‘21 increased
โ†“17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024