Sellwood Investment Partners LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46.6B, Vanguard World Fd Esg U.S. Sto with a value of $39.2B, Vanguard Sht Trm Inflt Prot Fd with a value of $21B, Pimco Equity Ser Rafi Esg U S with a value of $20.6B, and Vanguard World Fd Esg Intl Stk with a value of $19.2B.

Examining the 13F form we can see an increase of $4.87B in the current position value, from $251B to 256B.

Sellwood Investment Partners LLC is based out at Portland, OR

Below you can find more details about Sellwood Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Billion
ETFs: $251 Billion
Financial Services: $1.81 Billion
Communication Services: $164 Million
Healthcare: $71.4 Million
Energy: $66.4 Million
Industrials: $42.4 Million
Consumer Cyclical: $32.6 Million
Consumer Defensive: $18.1 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $256 Billion
  • Prior Value $251 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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