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Sellwood Investment Partners LLC

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13F filer, CIK 1763958, PORTLAND, OR

Sellwood Investment Partners LLC reported $283,551,289 across 59 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-28. Its ten largest share positions make up 77.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001763958-26-000007

Period
2026-06-30
Reported value
$284M
Holdings
59
Top 10 weight
77.67%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VXUSadded+42,369$3.62M
VEAadded+41,155$2.93M
BLVadded+31,469$2.17M
SCHRadded+78,170$1.93M
EDVadded+14,318$932K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-4,445-$3.05M
ESGVreduced-21,083-$2.79M
FNDXreduced-50,856-$1.58M
RAFEreduced-29,086-$1.39M
VSGXreduced-16,466-$1.36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001763958-26-000007, largest first. % of portfolio is the value over $283,551,289, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,824 shares; 2025Q1: 76,531 shares; 2025Q2: 74,670 shares; 2025Q3: 74,716 shares; 2025Q4: 74,237 shares; 2026Q1: 76,258 shares; 2026Q2: 71,813 shares 71,813$49.3M17.39%-4,445Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 318,867 shares; 2025Q1: 337,884 shares; 2025Q2: 334,170 shares; 2025Q3: 326,962 shares; 2025Q4: 324,119 shares; 2026Q1: 335,411 shares; 2026Q2: 314,328 shares 314,328$41.6M14.66%-21,083Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135,130 shares; 2025Q1: 152,457 shares; 2025Q2: 162,562 shares; 2025Q3: 175,367 shares; 2025Q4: 236,564 shares; 2026Q1: 220,965 shares; 2026Q2: 263,334 shares 263,334$22.5M7.94%+42,369Timeline
RAFEPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 463,923 shares; 2025Q1: 503,185 shares; 2025Q2: 506,863 shares; 2025Q3: 508,740 shares; 2025Q4: 490,135 shares; 2026Q1: 499,411 shares; 2026Q2: 470,325 shares 470,325$22.5M7.94%-29,086Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 258,180 shares; 2025Q1: 270,225 shares; 2025Q2: 271,542 shares; 2025Q3: 275,512 shares; 2025Q4: 268,597 shares; 2026Q1: 274,015 shares; 2026Q2: 257,549 shares 257,549$21.2M7.48%-16,466Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 332,121 shares; 2025Q1: 343,742 shares; 2025Q2: 339,441 shares; 2025Q3: 361,210 shares; 2025Q4: 425,432 shares; 2026Q1: 395,601 shares; 2026Q2: 394,459 shares 394,459$19.8M6.99%-1,142Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 604,259 shares; 2025Q1: 629,248 shares; 2025Q2: 616,553 shares; 2025Q3: 597,165 shares; 2025Q4: 610,030 shares; 2026Q1: 608,089 shares; 2026Q2: 557,233 shares 557,233$17.3M6.11%-50,856Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143,596 shares; 2025Q1: 145,738 shares; 2025Q2: 142,458 shares; 2025Q3: 156,011 shares; 2025Q4: 160,118 shares; 2026Q1: 159,701 shares; 2026Q2: 155,266 shares 155,266$9.16M3.23%-4,435Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,562 shares; 2025Q1: 85,741 shares; 2025Q2: 91,606 shares; 2025Q3: 95,262 shares; 2025Q4: 101,046 shares; 2026Q1: 105,314 shares; 2026Q2: 112,414 shares 112,414$8.46M2.98%+7,100Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 123,511 shares; 2025Q1: 110,801 shares; 2025Q2: 118,796 shares; 2025Q3: 122,790 shares; 2025Q4: 128,167 shares; 2026Q1: 113,998 shares; 2026Q2: 128,316 shares 128,316$8.35M2.95%+14,318Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,032 shares; 2025Q1: 64,446 shares; 2025Q2: 68,888 shares; 2025Q3: 71,061 shares; 2025Q4: 75,046 shares; 2026Q1: 76,904 shares; 2026Q2: 108,373 shares 108,373$7.47M2.63%+31,469Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,820 shares; 2025Q4: 74,396 shares; 2026Q1: 69,862 shares; 2026Q2: 72,941 shares 72,941$7.22M2.55%+3,079Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,888 shares; 2026Q2: 81,043 shares 81,043$5.77M2.04%+41,155Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,184 shares; 2025Q1: 37,866 shares; 2025Q2: 40,611 shares; 2025Q3: 41,885 shares; 2025Q4: 50,958 shares; 2026Q1: 70,097 shares; 2026Q2: 148,267 shares 148,267$3.66M1.29%+78,170Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,064 shares; 2025Q1: 58,733 shares; 2025Q2: 53,583 shares; 2025Q3: 58,086 shares; 2025Q4: 66,314 shares; 2026Q1: 66,717 shares; 2026Q2: 71,720 shares 71,720$3.63M1.28%+5,003Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,915 shares; 2025Q1: 9,779 shares; 2025Q2: 9,241 shares; 2025Q3: 73,658 shares; 2025Q4: 45,640 shares; 2026Q1: 45,331 shares; 2026Q2: 45,402 shares 45,402$3.54M1.25%+71Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 246 shares; 2025Q1: 2,795 shares; 2025Q2: 2,737 shares; 2025Q3: 9,106 shares; 2025Q4: 12,130 shares; 2026Q1: 9,502 shares; 2026Q2: 9,485 shares 9,485$3.51M1.24%-17Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,139 shares; 2025Q1: 5,741 shares; 2025Q2: 6,954 shares; 2025Q3: 6,954 shares; 2025Q4: 8,295 shares; 2026Q1: 12,468 shares; 2026Q2: 12,601 shares 12,601$3.1M1.09%+133Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,163 shares; 2025Q4: 19,908 shares; 2026Q1: 18,226 shares; 2026Q2: 19,160 shares 19,160$3.01M1.06%+934Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares; 2026Q1: 6,690 shares; 2026Q2: 6,690 shares 6,690$2.74M0.97%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,698 shares; 2025Q1: 14,074 shares; 2025Q2: 13,550 shares; 2025Q3: 14,580 shares; 2025Q4: 16,812 shares; 2026Q1: 24,231 shares; 2026Q2: 26,271 shares 26,271$2.68M0.95%+2,040Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,646 shares; 2025Q1: 11,615 shares; 2025Q2: 11,948 shares; 2025Q3: 49,006 shares; 2025Q4: 42,439 shares; 2026Q1: 31,456 shares; 2026Q2: 33,779 shares 33,779$2.48M0.87%+2,323Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,736 shares; 2025Q3: 41,003 shares; 2025Q4: 40,723 shares; 2026Q1: 40,838 shares; 2026Q2: 36,250 shares 36,250$1.69M0.6%-4,588Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$1.5M0.53%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,260 shares; 2025Q1: 58,103 shares; 2025Q2: 55,506 shares; 2025Q3: 106,102 shares; 2025Q4: 49,240 shares; 2026Q1: 58,081 shares; 2026Q2: 59,024 shares 59,024$1.42M0.5%+943Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,726 shares; 2025Q3: 9,065 shares; 2025Q4: 9,065 shares; 2026Q1: 9,065 shares; 2026Q2: 8,412 shares 8,412$1.32M0.47%-653Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,498 shares; 2025Q1: 17,531 shares; 2025Q2: 17,566 shares; 2025Q3: 19,367 shares; 2025Q4: 23,034 shares; 2026Q1: 23,070 shares; 2026Q2: 25,225 shares 25,225$1.2M0.42%+2,155Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,854 shares; 2025Q1: 7,907 shares; 2025Q2: 7,989 shares; 2025Q3: 8,074 shares; 2025Q4: 9,179 shares; 2026Q1: 9,232 shares; 2026Q2: 9,314 shares 9,314$938K0.33%+82Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,914 shares; 2025Q1: 14,914 shares; 2025Q2: 14,914 shares; 2025Q3: 17,875 shares; 2025Q4: 17,875 shares; 2026Q1: 21,423 shares; 2026Q2: 23,510 shares 23,510$736K0.26%+2,087Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,150 shares; 2025Q4: 13,041 shares; 2026Q1: 12,435 shares; 2026Q2: 12,465 shares 12,465$725K0.26%+30Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,790 shares 1,790$655K0.23%newTimeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,431 shares; 2025Q3: 15,239 shares; 2025Q4: 15,743 shares; 2026Q1: 15,743 shares; 2026Q2: 14,332 shares 14,332$646K0.23%-1,411Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 418 shares; 2026Q2: 693 shares 693$519K0.18%+275Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,376 shares; 2025Q1: 5,406 shares; 2025Q2: 5,467 shares; 2025Q3: 5,330 shares; 2025Q4: 6,554 shares; 2026Q1: 6,685 shares; 2026Q2: 5,430 shares 5,430$481K0.17%-1,255Timeline
VIAVIA TRANSN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,047 shares 24,047$436K0.15%newTimeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,261 shares; 2025Q3: 7,684 shares; 2025Q4: 7,684 shares; 2026Q1: 7,684 shares; 2026Q2: 6,619 shares 6,619$324K0.11%-1,065Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,847 shares; 2025Q1: 6,523 shares; 2025Q2: 7,188 shares; 2025Q3: 6,909 shares; 2025Q4: 7,070 shares; 2026Q1: 6,938 shares; 2026Q2: 5,971 shares 5,971$313K0.11%-967Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,648 shares; 2025Q2: 2,313 shares; 2025Q3: 2,449 shares; 2025Q4: 2,764 shares; 2026Q1: 2,769 shares; 2026Q2: 2,773 shares 2,773$267K0.09%+4Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 629 shares; 2025Q1: 497 shares; 2025Q2: 476 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 476 shares 476$238K0.08%-41Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 1,312 shares 1,312$163K0.06%+984Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660$160K0.06%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 3,951 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 1,693 shares 1,693$136K0.05%+1,204Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares; 2026Q2: 479 shares 479$104K0.04%-137Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261$93.3K0.03%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261$92.2K0.03%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74$78.8K0.03%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387$64.1K0.02%0Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550$49.7K0.02%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91$31.2K0.01%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 215 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$25.7K0.01%0Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 384 shares; 2025Q1: 386 shares; 2025Q2: 391 shares; 2025Q3: 395 shares; 2025Q4: 401 shares; 2026Q1: 404 shares; 2026Q2: 462 shares 462$25.5K0.01%+58Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21$19.6K0.01%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 154 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40$14.1K<0.01%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129$12.5K<0.01%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 3,408 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296$12.2K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 196 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269$9.75K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 195 shares 195$4.62K<0.01%+53Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24$2.65K<0.01%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$1.5K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LINLINDE PLC28$13.9Kshares
XOMEXXON MOBIL CORP62$10.5Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001763958-26-000007 base2026-07-28acceptance time not in the bulk data set