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Sellwood Investment Partners

Latest statistics and disclosures from Sellwood Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, ESGV, VTIP, RAFE, VSGX, and represent 57.25% of Sellwood Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VXUS, VTIP, AGG, VTI, VCLT, VTEB, FNDX, EDV, VXF, BLV.
Reduced shares in these 10 stocks: VBR, BSV, VGSH, SCHO, VO, RAFE, VSGX, BND, ESGV, VOO.
Sold out of its positions in ABBV, AMZN, AMGN, AAPL, ADP, BAC, AVGO, CDNS, CMG, CSCO.
Sellwood Investment Partners was a net buyer of stock by $1.7M.
Sellwood Investment Partners has $256M in assets under management (AUM), dropping by 1.94%.
Central Index Key (CIK): 0001763958

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Portfolio Holdings for Sellwood Investment Partners

Sellwood Investment Partners holds 59 positions in its portfolio as reported in the December 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	$47M		74k	627.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	15.3	$39M		324k	120.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.2	$21M	+17%	425k	49.46	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	8.0	$21M	-3%	490k	41.99	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	7.5	$19M	-2%	269k	71.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.0	$18M	+34%	237k	75.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	6.5	$17M	+2%	610k	27.21	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$9.6M	+2%	160k	59.93	View chart
Vanguard World Extended Dur (EDV)	3.3	$8.3M	+4%	128k	65.01	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.0	$7.7M	+6%	101k	75.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$7.4M	+35%	74k	99.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.0	$5.2M	+5%	75k	69.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$4.1M	+33%	12k	335.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$3.6M	-38%	46k	78.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.3M	+14%	66k	50.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$3.1M	-13%	42k	74.07	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.1	$2.8M		20k	141.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$2.5M		6.7k	373.44	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.8M		41k	43.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$1.7M	+19%	8.3k	209.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$1.7M	+15%	17k	102.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	754800.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.3M		9.1k	141.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$1.3M	+21%	51k	25.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$1.2M	-53%	49k	24.37	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.4	$1.1M	+18%	23k	48.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$921k	+13%	9.2k	100.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$766k	-70%	13k	58.73	View chart
Dimensional Etf Trust International (DFSI)	0.3	$675k	+3%	16k	42.84	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$567k		18k	31.70	View chart
Global X Fds S&p 500 Catholic (CATH)	0.2	$539k	+22%	6.6k	82.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$373k	+2%	7.1k	52.77	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$319k		7.7k	41.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$260k		517.00	502.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$245k	+12%	2.8k	88.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$155k		328.00	473.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$142k	-87%	489.00	290.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$139k		660.00	210.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$118k		616.00	190.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$82k	-30%	261.00	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$82k		261.00	313.00	View chart
Chevron Corporation (CVX)	0.0	$59k		387.00	152.41	View chart
Healthequity (HQY)	0.0	$50k		550.00	91.61	View chart
Caterpillar (CAT)	0.0	$42k		74.00	572.86	View chart
Visa Com Cl A (V)	0.0	$32k	-40%	91.00	350.71	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$22k		401.00	55.80	View chart
Merck & Co (MRK)	0.0	$21k	-6%	200.00	105.26	View chart
Nike CL B (NKE)	0.0	$19k	-91%	296.00	63.71	View chart
Costco Wholesale Corporation (COST)	0.0	$18k		21.00	862.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$14k		21.00	684.95	View chart
Home Depot (HD)	0.0	$14k	-74%	40.00	344.10	View chart
Linde Plc F SHS (LIN)	0.0	$12k	-17%	28.00	426.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$12k		129.00	89.46	View chart
Wells Fargo & Company (WFC)	0.0	$9.8k		105.00	93.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$8.8k	+36%	269.00	32.70	View chart
Exxon Mobil Corporation (XOM)	0.0	$7.5k		62.00	120.34	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$3.0k		142.00	20.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.3k		24.00	96.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.2k		5.00	246.20	View chart

Past Filings by Sellwood Investment Partners

SEC 13F filings are viewable for Sellwood Investment Partners going back to 2025

Sellwood Investment Partners 2025 Q4 filed Jan. 26, 2026
Sellwood Investment Partners 2025 Q3 filed Oct. 30, 2025
Sellwood Investment Partners 2025 Q2 filed July 14, 2025

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