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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, RAFE, VTIP, VSGX, and represent 56.50% of Sellwood Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VEA, ESGV, VOO, VXF, STIP, SCHR, VSGX, RAFE, VCLT, IVV.
Started 1 new stock position in VEA.
Reduced shares in these 10 stocks: VTIP, VXUS, EDV, VTI, BND, AGG, ACWI, FNDX, VGSH, VGIT.
Sold out of its position in WFC.
Sellwood Investment Partners was a net buyer of stock by $2.9M.
Sellwood Investment Partners has $254M in assets under management (AUM), dropping by -0.89%.
Central Index Key (CIK): 0001763958

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Positions held by Sellwood Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sellwood Investment Partners

Sellwood Investment Partners holds 59 positions in its portfolio as reported in the March 2026 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)	18.0	$46M	+2%	76k	597.55	View chart
Vanguard World Esg Us Stk Etf (ESGV)	14.8	$38M	+3%	335k	112.27	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	8.2	$21M		499k	41.61	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.8	$20M	-7%	396k	49.95	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	7.7	$20M	+2%	274k	71.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.7	$17M	-6%	221k	77.11	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	6.7	$17M		608k	27.85	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$9.5M		160k	59.55	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.1	$7.9M	+4%	105k	74.72	View chart
Vanguard World Extended Dur (EDV)	2.9	$7.4M	-11%	114k	64.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$6.9M	-6%	70k	99.27	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.1	$5.3M	+2%	77k	68.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$3.6M		45k	78.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.3M		67k	49.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$3.0M	-21%	9.5k	320.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.0	$2.6M	+50%	13k	205.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$2.6M	NEW	40k	64.08	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.0	$2.5M	-8%	18k	138.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.0	$2.5M	+44%	24k	103.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$2.4M		6.7k	356.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.3M	-25%	32k	73.64	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.7	$1.7M	+37%	70k	24.91	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.7M		41k	41.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.4M		2.00	718140.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.4M	+17%	58k	24.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.3M		9.1k	138.33	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.4	$1.1M		23k	47.41	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$929k		9.2k	100.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$728k	-4%	12k	58.54	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.3	$673k	+19%	21k	31.43	View chart
Dimensional Etf Trust International (DFSI)	0.3	$668k		16k	42.40	View chart
Global X Fds S&p 500 Catholic (CATH)	0.2	$522k		6.7k	78.15	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$360k		6.9k	51.93	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$326k		7.7k	42.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$273k	+1890%	418.00	653.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$248k		517.00	479.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$246k		2.8k	88.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$141k		660.00	213.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$140k		489.00	287.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$140k		328.00	426.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$121k		616.00	196.20	View chart
Chevron Corporation (CVX)	0.0	$80k		387.00	206.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$75k		261.00	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$75k		261.00	286.86	View chart
Caterpillar (CAT)	0.0	$52k		74.00	708.46	View chart
Healthequity (HQY)	0.0	$46k		550.00	83.57	View chart
Visa Com Cl A (V)	0.0	$28k		91.00	302.24	View chart
Merck & Co (MRK)	0.0	$24k		200.00	120.29	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$22k		404.00	55.33	View chart
Costco Wholesale Corporation (COST)	0.0	$21k		21.00	996.43	View chart
Nike CL B (NKE)	0.0	$16k		296.00	52.82	View chart
Linde Plc F SHS (LIN)	0.0	$14k		28.00	495.75	View chart
Home Depot (HD)	0.0	$13k		40.00	328.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$12k		129.00	90.53	View chart
Exxon Mobil Corporation (XOM)	0.0	$11k		62.00	169.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$8.8k		269.00	32.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$3.1k		142.00	21.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.3k		24.00	97.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.2k		5.00	248.00	View chart

Past Filings by Sellwood Investment Partners

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

Sellwood Investment Partners 2026 Q1 filed April 23, 2026
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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