Sellwood Investment Partners LLC - Portfolio overview

Sellwood Investment Partners LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.73%
2. ESGV - VANGUARD WORLD FD, 14.65%
3. RAFE - PIMCO EQUITY SER, 8.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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