StockDriftsStockDriftsTop 50 Sellwood Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.39% | 71.8K | $49.3M | -5.83%(-4.45K) | $535.13(+32.87%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 14.66% | 314.3K | $41.6M | -6.29%(-21.08K) | $103.62(+31.95%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 7.94% | 263.3K | $22.5M | +19.17%(+42.37K) | $68.00(+28.36%) | 2026-06-30 | |
| RAFE | PIMCO EQUITY SER | 7.94% | 470.3K | $22.5M | -5.82%(-29.09K) | $36.86(+35.28%) | 2026-06-30 | |
| VSGX | VANGUARD WORLD FD | 7.48% | 257.5K | $21.2M | -6.01%(-16.47K) | $59.43(+39.31%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 6.99% | 394.5K | $19.8M | -0.29%(-1.14K) | $49.13(+1.14%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 6.11% | 557.2K | $17.3M | -8.36%(-50.86K) | $23.86(+36.13%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.23% | 155.3K | $9.2M | -2.78%(-4.43K) | $59.28(-1.54%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 2.98% | 112.4K | $8.5M | +6.74%(+7.10K) | $77.47(-7.14%) | 2026-06-30 | |
| EDV | VANGUARD WORLD FD | 2.95% | 128.3K | $8.4M | +12.56%(+14.32K) | $72.04(-16.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.85% |
Sellwood Investment Partners LLC reports $283.55M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.4%), ESGV (14.7%) and VXUS (7.9%). The top 20 holdings account for 93.07% of reported assets. Its disclosed equity book has returned +22.58% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sellwood Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763958). View Sellwood Investment Partners LLC’s 13F filings on SEC