Sellwood Investment Partners
Sellwood Investment Partners reported 59 stocks worth $284M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are VOO (17.4%), ESGV (14.7%) and VXUS (7.9%). Compared with Q1 2026, the fund opened new positions in VBK and VIA, added to VXUS, VCLT and EDV, trimmed VOO, ESGV and RAFE and sold out of LIN and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $49.3M | 17.4% | 72K | −4,445 (−6%) | 7 of 7 | |
| 2 |  ESGV Vanguard Esg US Stock | $41.6M | 14.7% | 314K | −21K (−6%) | 7 of 7 | |
| 3 |  VXUS Vanguard Star Fds | $22.5M | 7.9% | 263K | +42K (+19%) | 7 of 7 | |
| 4 |  RAFE Pimco Equity Ser | $22.5M | 7.9% | 470K | −29K (−6%) | 7 of 7 | |
| 5 |  VSGX Vanguard World FD | $21.2M | 7.5% | 258K | −16K (−6%) | 7 of 7 | |
| 6 |  VTIP Vanguard Shrt Inf Prot | $19.8M | 7.0% | 394K | −1,142 (−0%) | 7 of 7 | |
| 7 |  FNDX Schwab Fundamental U.s. Large Company ETF | $17.3M | 6.1% | 557K | −51K (−8%) | 7 of 7 | |
| 8 |  VGIT Vanguard Scottsdale Fds | $9.2M | 3.2% | 155K | −4,435 (−3%) | 7 of 7 | |
| 9 |  VCLT Vanguard Scottsdale Fds | $8.5M | 3.0% | 112K | +7,100 (+7%) | 7 of 7 | |
| 10 |  EDV Vanguard World FD | $8.4M | 3.0% | 128K | +14K (+13%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sellwood Investment Partners 13F FAQ
What does Sellwood Investment Partners own?
Sellwood Investment Partners reported 59 stocks worth $284M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are VOO (17.4%), ESGV (14.7%) and VXUS (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sellwood Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 24 added to, 16 trimmed and 2 sold out. New positions include VBK and VIA. It sold all of LIN and XOM.
When will Sellwood Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sellwood Investment Partners's portfolio worth?
The Q2 2026 filing reports $284M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.