Sellwood Investment Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Sellwood Investment Partners LLC reported 59 stock positions worth $283.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.4% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 14.7%) and Vanguard Total Intl Stock (VXUS, 7.9%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 22 and reduced 17. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +19%) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0001763958
- Portfolio Value
- $283.6M (Q2 2026)
- SEC Filing
- 0001763958-26-000007 ↗ filed Jul 28, 2026
Holdings Value
Holdings 59 stocks · $283.6M
| VOO Vanguard S&P 500 ETF | 17.39% | 71,813 | $49.3M | Reduce -5.8% |
| ESGV Vanguard ESG US Stock ETF | 14.66% | 314,328 | $41.6M | Reduce -6.3% |
| VXUS Vanguard Total Intl Stock | 7.94% | 263,334 | $22.5M | Add +19.2% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 7.94% | 470,325 | $22.5M | Reduce -5.8% |
| VSGX Vanguard ESG Intl Stock ETF | 7.48% | 257,549 | $21.2M | Reduce -6.0% |
| VTIP Vanguard Short-Term Tips | 6.99% | 394,459 | $19.8M | Reduce -0.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.11% | 557,233 | $17.3M | Reduce -8.4% |
| VGIT Vanguard Intermediate-Term T | 3.23% | 155,266 | $9.2M | Reduce -2.8% |
| VCLT Vanguard Long-Term Corp. Bond | 2.98% | 112,414 | $8.5M | Add +6.7% |
| EDV Vanguard Extended Dur Treas | 2.95% | 128,316 | $8.4M | Add +12.6% |
| BLV Vanguard Long-Term Bond ETF | 2.63% | 108,373 | $7.5M | Add +40.9% |
| AGG iShares Core U.S. Aggregate | 2.55% | 72,941 | $7.2M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 2.04% | 81,043 | $5.8M | Add +103.2% |
| SCHR Schwab Intermediate-Term US | 1.29% | 148,267 | $3.7M | Add +111.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.28% | 71,720 | $3.6M | Add +7.5% |
| BSV Vanguard Short-Term Bond ETF | 1.25% | 45,402 | $3.5M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.24% | 9,485 | $3.5M | Reduce -0.2% |
| VXF Vanguard Extended Market ETF | 1.09% | 12,601 | $3.1M | Add +1.1% |
| ACWI iShares MSCI Acwi ETF | 1.06% | 19,160 | $3.0M | Add +5.1% |
| IWB iShares Russell 1000 ETF | 0.97% | 6,690 | $2.7M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.95% | 26,271 | $2.7M | Add +8.4% |
| BND Vanguard Total Bond Market | 0.87% | 33,779 | $2.5M | Add +7.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.60% | 36,250 | $1.7M | Reduce -11.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 2 | $1.5M | No change |
| SCHO Schwab Short-Term US Treas | 0.50% | 59,024 | $1.4M | Add +1.6% |
| VT Vanguard Tot World STK ETF | 0.47% | 8,412 | $1.3M | Reduce -7.2% |
| BKHY BNY Mellon High Yield ETF | 0.42% | 25,225 | $1.2M | Add +9.3% |
| SGOV iShares 0-3 Month Treasury B | 0.33% | 9,314 | $938K | Add +0.9% |
| SCHQ Schwab Long-Term US Treasury | 0.26% | 23,510 | $736K | Add +9.7% |
| VGSH Vanguard Short-Term Treasury | 0.26% | 12,465 | $725K | Add +0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.23% | 1,790 | $655K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.23% | 14,332 | $646K | Reduce -9.0% |
| IVV iShares Core S&P 500 ETF | 0.18% | 693 | $519K | Add +65.8% |
| CATH Global X S&P 500 Ca Val ETF | 0.17% | 5,430 | $481K | Reduce -18.8% |
| VIA Via Transportation Inc. Class A | 0.15% | 24,047 | $436K | New |
| DFSE Dimensional Em Sus CORE1 ETF | 0.11% | 6,619 | $324K | Reduce -13.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.11% | 5,971 | $313K | Reduce -13.9% |
| VNQ Vanguard Real Estate ETF | 0.09% | 2,773 | $267K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 476 | $238K | Reduce -7.9% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,312 | $163K | No change |
| IWD iShares Russell 1000 Value E | 0.06% | 660 | $160K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,693 | $136K | Reduce -13.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 479 | $104K | Reduce -22.2% |
| GOOGL Alphabet Inc. Class A | 0.03% | 261 | $93K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 261 | $92K | No change |
| CAT Caterpillar Inc. | 0.03% | 74 | $79K | No change |
| CVX Chevron Corp. | 0.02% | 387 | $64K | No change |
| HQY Healthequity Inc. | 0.02% | 550 | $50K | No change |
| V Visa Inc. Class A | 0.01% | 91 | $31K | No change |
| MRK Merck & Co. Inc. | 0.01% | 200 | $26K | No change |
| VGLT Vanguard Long-Term Treasury | 0.01% | 462 | $25K | Add +14.4% |
| COST Costco Wholesale Corp. | 0.01% | 21 | $20K | No change |
| HD Home Depot Inc. | 0.01% | 40 | $14K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 129 | $12K | No change |
| NKE Nike Inc. Class B | 0.00% | 296 | $12K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 269 | $10K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 195 | $5K | Add +37.3% |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 24 | $3K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 5 | $2K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VTIP Vanguard Short-Term Tips | Reduce -0.3% | 6.99% | −0.80 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -8.4% | 6.11% | −0.56 |
| VOO Vanguard S&P 500 ETF | Reduce -5.8% | 17.39% | −0.56 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.8% | 3.23% | −0.52 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -6.0% | 7.48% | −0.26 |
| RAFE PIMCO Rafi ESG US ETF | Reduce -5.8% | 7.94% | −0.25 |
| ESGV Vanguard ESG US Stock ETF | Reduce -6.3% | 14.66% | −0.18 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -11.2% | 0.60% | −0.07 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -18.8% | 0.17% | −0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -9.0% | 0.23% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -13.9% | 0.11% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -7.2% | 0.47% | −0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -13.9% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.9% | 0.08% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -22.2% | 0.04% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -13.4% | 0.05% | −0.01 |
| LIN Linde PLC | Sold out | 0.00% | −0.01 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 1.24% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| VXUS Vanguard Total Intl Stock | Add +19.2% | 7.94% | +1.23 |
| VEA Vanguard Ftse Developed ETF | Add +103.2% | 2.04% | +1.03 |
| SCHR Schwab Intermediate-Term US | Add +111.5% | 1.29% | +0.60 |
| BLV Vanguard Long-Term Bond ETF | Add +40.9% | 2.63% | +0.55 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.23% | +0.23 |
| VIA Via Transportation Inc. Class A | New | 0.15% | +0.15 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 1.09% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +65.8% | 0.18% | +0.08 |
| ACWI iShares MSCI Acwi ETF | Add +5.1% | 1.06% | +0.07 |
| EDV Vanguard Extended Dur Treas | Add +12.6% | 2.95% | +0.03 |
| SCHH Schwab US REIT ETF | Add +37.3% | 0.00% | +0.00 |
| VGLT Vanguard Long-Term Treasury | Add +14.4% | 0.01% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.09% | −0.00 |
| SCHQ Schwab Long-Term US Treasury | Add +9.7% | 0.26% | −0.01 |
| BKHY BNY Mellon High Yield ETF | Add +9.3% | 0.42% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Add +0.2% | 0.26% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +7.5% | 1.28% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +0.9% | 0.33% | −0.04 |
| BND Vanguard Total Bond Market | Add +7.4% | 0.87% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +8.4% | 0.95% | −0.04 |
| SCHO Schwab Short-Term US Treas | Add +1.6% | 0.50% | −0.05 |
| VCLT Vanguard Long-Term Corp. Bond | Add +6.7% | 2.98% | −0.12 |
| BSV Vanguard Short-Term Bond ETF | Add +0.2% | 1.25% | −0.15 |
| AGG iShares Core U.S. Aggregate | Add +4.4% | 2.55% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $283.6M | VOO, ESGV, VXUS, RAFE, VSGX |
| Q1 2026 | 59 | $253.8M | VOO, ESGV, RAFE, VTIP, VSGX |
| Q4 2025 | 59 | $256.1M | VOO, ESGV, VTIP, RAFE, VSGX |
| Q3 2025 | 107 | $251.2M | VOO, ESGV, RAFE, VSGX, VTIP |
| Q2 2025 | 49 | $209.3M | VOO, ESGV, RAFE, VSGX, VTIP |
| Q1 2025 | 39 | $191.6M | VOO, ESGV, RAFE, VTIP, VSGX |
| Q4 2024 | 55 | $186.0M | VOO, ESGV, RAFE, VTIP, VSGX |