Sellwood Investment Partners LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $251 Billion distributed in 107 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 $45.8B, Vanguard World Fd Esg U.S. Sto with a value of $38.7B, Pimco Equity Ser Rafi Esg U S with a value of $20.7B, Vanguard World Fd Esg Intl Stk with a value of $19.1B, and Vanguard Sht Trm Inflt Prot Fd with a value of $18.3B.

Examining the 13F form we can see an increase of $41.9B in the current position value, from $209B to 251B.

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 $251 Billion
ETFs: $245 Billion
Financial Services: $1.85 Billion
Healthcare: $365 Million
Consumer Cyclical: $359 Million
Technology: $259 Million
Communication Services: $175 Million
Energy: $67.1 Million
Industrials: $50.7 Million
Other: $48.3 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $251 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 58 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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