Sellwood Investment Partners LLC

Q1 2026 13F-HR Holdings

Location
Portland, OR
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$253,823
Net value change ($000)
-2,268 (-0.9%)
New positions
1
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 2,556 NEW
VXF 831 47.9%
STIP 785 45.6%
SCHR 468 36.6%
VSGX 418 2.2%
FNDX 336 2.0%
IVV 259 1850.0%
SCHO 210 17.5%
VCLT 205 2.7%
RAFE 201 1.0%
Top Reduces (Value $000, Stocks/ETFs)
ESGV -1,548 -3.9%
VTIP -1,282 -6.1%
VTI -1,019 -25.1%
VOO -988 -2.1%
EDV -928 -11.1%
BND -827 -26.3%
VXUS -807 -4.5%
AGG -496 -6.7%
ACWI -295 -10.5%
IWB -113 -4.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type