Sellwood Investment Partners
Latest statistics and disclosures from Sellwood Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, ESGV, RAFE, VSGX, VTIP, and represent 56.76% of Sellwood Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$5.5M), BSV (+$5.1M), ACWI, BND, VGSH, VBR, VTI, SCHO, VTIP, VO.
- Started 58 new stock positions in HLT, KO, ADP, PRU, MSFT, MCK, SPGI, PWR, CRH, COLM.
- Reduced shares in these 6 stocks: ESGV, FNDX, VT, IWF, BINC, CATH.
- Sellwood Investment Partners was a net buyer of stock by $30M.
- Sellwood Investment Partners has $251M in assets under management (AUM), dropping by 20.03%.
- Central Index Key (CIK): 0001763958
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Portfolio Holdings for Sellwood Investment Partners
Sellwood Investment Partners holds 107 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 18.2 | $46M | 75k | 612.38 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 15.4 | $39M | -2% | 327k | 118.44 |
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| Pimco Equity Ser Rafi Esg Us (RAFE) | 8.2 | $21M | 509k | 40.70 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 7.6 | $19M | 276k | 69.37 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 7.3 | $18M | +6% | 361k | 50.63 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 6.3 | $16M | -3% | 597k | 26.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.1 | $13M | +7% | 175k | 73.46 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.7 | $9.4M | +9% | 156k | 60.03 |
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| Vanguard World Extended Dur (EDV) | 3.3 | $8.4M | +3% | 123k | 68.45 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 2.9 | $7.4M | +3% | 95k | 77.65 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.3 | $5.8M | +697% | 74k | 78.91 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $5.5M | NEW | 55k | 100.25 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 2.0 | $5.0M | +3% | 71k | 70.85 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $3.6M | +310% | 49k | 74.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $3.0M | +232% | 9.1k | 328.18 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $2.9M | +8% | 58k | 50.07 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $2.8M | NEW | 20k | 138.24 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $2.6M | NEW | 44k | 58.85 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $2.6M | +91% | 106k | 24.40 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $2.5M | NEW | 12k | 208.72 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $2.4M | 6.7k | 365.48 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.7 | $1.7M | +5% | 41k | 42.47 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 754200.00 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $1.5M | +7% | 15k | 103.36 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.5M | 7.0k | 209.34 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $1.2M | -15% | 9.1k | 137.81 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.2M | +781% | 4.0k | 293.74 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $1.1M | +3% | 42k | 25.13 |
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| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.4 | $943k | +10% | 19k | 48.70 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $813k | 8.1k | 100.70 |
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| Dimensional Etf Trust International (DFSI) | 0.2 | $624k | +5% | 15k | 40.95 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 0.2 | $578k | +19% | 18k | 32.31 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.2 | $432k | -2% | 5.3k | 81.05 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $368k | -3% | 6.9k | 53.24 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $316k | +5% | 7.7k | 41.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $260k | +8% | 517.00 | 502.74 |
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| Nike CL B (NKE) | 0.1 | $238k | +1051% | 3.4k | 69.73 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $224k | +5% | 2.4k | 91.40 |
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| UnitedHealth (UNH) | 0.1 | $208k | NEW | 601.00 | 345.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $154k | -14% | 328.00 | 468.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $134k | 660.00 | 203.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $115k | 616.00 | 186.49 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $91k | NEW | 373.00 | 243.55 |
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| Cisco Systems (CSCO) | 0.0 | $77k | NEW | 1.1k | 68.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $63k | NEW | 261.00 | 243.10 |
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| Home Depot (HD) | 0.0 | $62k | +285% | 154.00 | 405.19 |
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| Chevron Corporation (CVX) | 0.0 | $60k | 387.00 | 155.29 |
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| Amgen (AMGN) | 0.0 | $56k | NEW | 200.00 | 282.20 |
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| Healthequity (HQY) | 0.0 | $52k | 550.00 | 94.77 |
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| Visa Com Cl A (V) | 0.0 | $52k | NEW | 152.00 | 341.38 |
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| NVIDIA Corporation (NVDA) | 0.0 | $50k | NEW | 270.00 | 186.58 |
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| Microsoft Corporation (MSFT) | 0.0 | $49k | NEW | 95.00 | 517.95 |
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| Caterpillar (CAT) | 0.0 | $35k | NEW | 74.00 | 477.15 |
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| Apple (AAPL) | 0.0 | $34k | +110% | 135.00 | 254.63 |
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| International Business Machines (IBM) | 0.0 | $28k | NEW | 100.00 | 282.16 |
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| Amazon (AMZN) | 0.0 | $27k | NEW | 123.00 | 219.57 |
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| Columbia Sportswear Company (COLM) | 0.0 | $26k | NEW | 494.00 | 52.30 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $23k | 395.00 | 56.87 |
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| Medtronic Plc F SHS (MDT) | 0.0 | $21k | NEW | 216.00 | 95.24 |
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| Meta Platforms Cl A (META) | 0.0 | $21k | NEW | 28.00 | 734.39 |
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| Costco Wholesale Corporation (COST) | 0.0 | $19k | NEW | 21.00 | 925.62 |
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| Merck & Co (MRK) | 0.0 | $18k | +7% | 215.00 | 83.93 |
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| Linde Plc F SHS (LIN) | 0.0 | $16k | NEW | 34.00 | 475.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $14k | 21.00 | 669.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $11k | 129.00 | 87.31 |
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| General Mills (GIS) | 0.0 | $10k | NEW | 201.00 | 50.42 |
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| Wells Fargo & Company (WFC) | 0.0 | $8.8k | NEW | 105.00 | 83.82 |
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| Procter & Gamble Company (PG) | 0.0 | $7.8k | NEW | 51.00 | 153.65 |
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| Union Pacific Corporation (UNP) | 0.0 | $7.8k | NEW | 33.00 | 236.36 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $7.0k | NEW | 62.00 | 112.76 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $6.6k | 197.00 | 33.29 |
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| Johnson & Johnson (JNJ) | 0.0 | $6.1k | NEW | 33.00 | 185.42 |
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| Intel Corporation (INTC) | 0.0 | $5.1k | NEW | 151.00 | 33.55 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $4.1k | NEW | 13.00 | 315.46 |
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| Mastercard Cl A (MA) | 0.0 | $3.4k | NEW | 6.00 | 568.83 |
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| Broadcom (AVGO) | 0.0 | $3.3k | NEW | 10.00 | 329.90 |
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| Paypal Holdings (PYPL) | 0.0 | $3.2k | NEW | 48.00 | 67.06 |
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| Motorola Solutions (MSI) | 0.0 | $3.2k | NEW | 7.00 | 457.29 |
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| Cadence Design Systems (CDNS) | 0.0 | $3.2k | NEW | 9.00 | 351.22 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $3.1k | +47% | 142.00 | 21.57 |
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| Crh Public Limited Co F Ord (CRH) | 0.0 | $3.0k | NEW | 25.00 | 119.92 |
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| Servicenow (NOW) | 0.0 | $2.8k | NEW | 3.00 | 920.33 |
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| Automatic Data Processing (ADP) | 0.0 | $2.6k | NEW | 9.00 | 293.56 |
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| Bank of America Corporation (BAC) | 0.0 | $2.6k | NEW | 51.00 | 51.59 |
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| Coca-Cola Company (KO) | 0.0 | $2.5k | NEW | 38.00 | 66.32 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.3k | 24.00 | 96.54 |
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| Abbvie (ABBV) | 0.0 | $2.3k | NEW | 10.00 | 231.50 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $2.3k | NEW | 30.00 | 76.63 |
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| Lowe's Companies (LOW) | 0.0 | $2.3k | NEW | 9.00 | 251.33 |
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| Quanta Services (PWR) | 0.0 | $2.1k | NEW | 5.00 | 414.40 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $2.0k | NEW | 50.00 | 39.20 |
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| Keysight Technologies (KEYS) | 0.0 | $1.7k | NEW | 10.00 | 174.90 |
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| MetLife (MET) | 0.0 | $1.6k | NEW | 20.00 | 82.35 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $1.6k | NEW | 6.00 | 259.50 |
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| Equifax (EFX) | 0.0 | $1.5k | NEW | 6.00 | 256.50 |
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| Eli Lilly & Co. (LLY) | 0.0 | $1.5k | NEW | 2.00 | 763.00 |
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| Deere & Company (DE) | 0.0 | $1.4k | NEW | 3.00 | 457.33 |
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| Simon Property (SPG) | 0.0 | $1.3k | NEW | 7.00 | 187.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.2k | 5.00 | 242.00 |
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| Prudential Financial (PRU) | 0.0 | $1.0k | NEW | 10.00 | 103.70 |
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| S&p Global (SPGI) | 0.0 | $973.000000 | NEW | 2.00 | 486.50 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $967.000000 | NEW | 5.00 | 193.40 |
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| Corteva (CTVA) | 0.0 | $812.000400 | NEW | 12.00 | 67.67 |
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| Morgan Stanley Com New (MS) | 0.0 | $795.000000 | NEW | 5.00 | 159.00 |
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| McKesson Corporation (MCK) | 0.0 | $773.000000 | NEW | 1.00 | 773.00 |
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| Gartner (IT) | 0.0 | $526.000000 | NEW | 2.00 | 263.00 |
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| Kenvue (KVUE) | 0.0 | $519.001600 | NEW | 32.00 | 16.22 |
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Past Filings by Sellwood Investment Partners
SEC 13F filings are viewable for Sellwood Investment Partners going back to 2025
- Sellwood Investment Partners 2025 Q3 filed Oct. 30, 2025
- Sellwood Investment Partners 2025 Q2 filed July 14, 2025