Sellwood Investment Partners LLC: 13F holdings
CIK 17639582026Q2
| Positions | 59 |
|---|
| Reported value | $283.6m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 59 (+0 vs prior quarter) |
|---|
| Reported value | $283.6m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 71,813 | $49.3m | 17.4% |
| ESGV VANGUARD WORLD FD | 314,328 | $41.6m | 14.7% |
| VXUS VANGUARD STAR FDS | 263,334 | $22.5m | 7.9% |
| PIMCO EQUITY SER | 470,325 | $22.5m | 7.9% |
| VSGX VANGUARD WORLD FD | 257,549 | $21.2m | 7.5% |
| VTIP VANGUARD MALVERN FDS | 394,459 | $19.8m | 7.0% |
| FNDX SCHWAB STRATEGIC TR | 557,233 | $17.3m | 6.1% |
| VGIT VANGUARD SCOTTSDALE FDS | 155,266 | $9.2m | 3.2% |
| VCLT VANGUARD SCOTTSDALE FDS | 112,414 | $8.5m | 3.0% |
| EDV VANGUARD WORLD FD | 128,316 | $8.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1763958")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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