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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, VXUS, RAFE, VSGX, and represent 55.41% of Sellwood Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VXUS, VEA, BLV, SCHR, EDV, VBK, VCLT, VIA, AGG, VTEB.
Started 2 new stock positions in VBK, VIA.
Reduced shares in these 10 stocks: VOO, ESGV, FNDX, RAFE, VSGX, VGIT, DFSU, CATH, VT, DFSI.
Sold out of its positions in XOM, LIN.
Sellwood Investment Partners was a net buyer of stock by $3.8M.
Sellwood Investment Partners has $284M in assets under management (AUM), dropping by 11.71%.
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 June 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)	17.4	$49M	-5%	72k	686.81	View chart
Vanguard World Esg Us Stk Etf (ESGV)	14.7	$42M	-6%	314k	132.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.9	$23M	+19%	263k	85.49	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	7.9	$23M	-5%	470k	47.86	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	7.5	$21M	-6%	258k	82.34	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.0	$20M		395k	50.23	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	6.1	$17M	-8%	557k	31.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.2	$9.2M	-2%	155k	58.98	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.0	$8.5M	+6%	112k	75.25	View chart
Vanguard World Extended Dur (EDV)	2.9	$8.4M	+12%	128k	65.08	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.6	$7.5M	+40%	108k	68.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$7.2M	+4%	73k	98.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$5.8M	+103%	81k	71.25	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.3	$3.7M	+111%	148k	24.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.6M	+7%	72k	50.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$3.5M		45k	77.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$3.5M		9.5k	370.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$3.1M		13k	246.21	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.1	$3.0M	+5%	19k	156.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$2.7M		6.7k	409.50	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.7M	+8%	26k	102.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.5M	+7%	34k	73.41	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$1.7M	-11%	36k	46.63	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	748850.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$1.4M		59k	24.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.3M	-7%	8.4k	156.96	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.4	$1.2M	+9%	25k	47.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$938k		9.3k	100.67	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.3	$736k	+9%	24k	31.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$726k		13k	58.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$655k	NEW	1.8k	365.70	View chart
Dimensional Etf Trust International (DFSI)	0.2	$646k	-8%	14k	45.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$519k	+65%	693.00	748.89	View chart
Global X Fds S&p 500 Catholic (CATH)	0.2	$481k	-18%	5.4k	88.50	View chart
Via Transn Com Cl A (VIA)	0.2	$436k	NEW	24k	18.14	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$324k	-13%	6.6k	48.88	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$313k	-13%	6.0k	52.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$267k		2.8k	96.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$238k	-7%	476.00	500.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$163k	+300%	1.3k	124.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$160k		660.00	242.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$136k	+246%	1.7k	80.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$104k	-22%	479.00	217.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$93k		261.00	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$92k		261.00	353.33	View chart
Caterpillar (CAT)	0.0	$79k		74.00	1064.91	View chart
Chevron Corporation (CVX)	0.0	$64k		387.00	165.76	View chart
Healthequity (HQY)	0.0	$50k		550.00	90.32	View chart
Visa Com Cl A (V)	0.0	$31k		91.00	343.09	View chart
Merck & Co (MRK)	0.0	$26k		200.00	128.50	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$26k	+14%	462.00	55.19	View chart
Costco Wholesale Corporation (COST)	0.0	$20k		21.00	935.48	View chart
Home Depot (HD)	0.0	$14k		40.00	352.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$13k		129.00	96.58	View chart
Nike CL B (NKE)	0.0	$12k		296.00	41.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$9.7k		269.00	36.24	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$4.6k	+37%	195.00	23.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.6k		24.00	110.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.5k		5.00	300.40	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 Q2 filed July 28, 2026
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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