Sellwood Investment Partners LLC - Portfolio Stock Holdings

Sellwood Investment Partners LLC disclosed 60 stock positions in a recent SEC 13F filing. $279,262,510 of stock holdings were filed, with the largest holdings including VOO, ESGV, and VXUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,282,700,000 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.