Sellwood Investment Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Sellwood Investment Partners LLC reported 55 stock positions worth $186.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.4% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 18.0%) and PIMCO Rafi ESG US ETF (RAFE, 9.1%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0001763958
- Portfolio Value
- $186.0M (Q4 2024)
- SEC Filing
- 0001763958-25-000004 ↗ filed Feb 12, 2025
Holdings Value
Holdings 55 stocks · $186.0M
| VOO Vanguard S&P 500 ETF | 21.38% | 73,824 | $39.8M | — |
| ESGV Vanguard ESG US Stock ETF | 17.98% | 318,867 | $33.4M | — |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 9.07% | 463,923 | $16.9M | — |
| VTIP Vanguard Short-Term Tips | 8.64% | 332,121 | $16.1M | — |
| VSGX Vanguard ESG Intl Stock ETF | 7.87% | 258,180 | $14.6M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.69% | 604,259 | $14.3M | — |
| EDV Vanguard Extended Dur Treas | 4.50% | 123,511 | $8.4M | — |
| VGIT Vanguard Intermediate-Term T | 4.48% | 143,596 | $8.3M | — |
| VXUS Vanguard Total Intl Stock | 4.28% | 135,130 | $8.0M | — |
| VCLT Vanguard Long-Term Corp. Bond | 3.44% | 85,562 | $6.4M | — |
| BLV Vanguard Long-Term Bond ETF | 2.36% | 64,032 | $4.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.30% | 48,064 | $2.4M | — |
| IWB iShares Russell 1000 ETF | 1.16% | 6,690 | $2.2M | — |
| SCHO Schwab Short-Term US Treas | 0.92% | 71,260 | $1.7M | — |
| STIP iShares 0-5 Year Tips Bond E | 0.74% | 13,698 | $1.4M | — |
| VXF Vanguard Extended Market ETF | 0.52% | 5,139 | $976K | — |
| BKHY BNY Mellon High Yield ETF | 0.45% | 17,498 | $834K | — |
| SGOV iShares 0-3 Month Treasury B | 0.42% | 7,854 | $788K | — |
| BSV Vanguard Short-Term Bond ETF | 0.41% | 9,915 | $766K | — |
| SCHR Schwab Intermediate-Term US | 0.38% | 29,184 | $709K | — |
| BND Vanguard Total Bond Market | 0.30% | 7,646 | $550K | — |
| SCHQ Schwab Long-Term US Treasury | 0.25% | 14,914 | $469K | — |
| CATH Global X S&P 500 Ca Val ETF | 0.20% | 5,376 | $381K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.19% | 6,847 | $356K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 629 | $285K | — |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,068 | $184K | — |
| NVDA Nvidia Corp. | 0.10% | 1,370 | $184K | — |
| IWF iShares Russell 1000 Growth | 0.08% | 385 | $155K | — |
| AAPL Apple Inc. | 0.08% | 589 | $147K | — |
| IWD iShares Russell 1000 Value E | 0.07% | 660 | $122K | — |
| MSFT Microsoft Corp. | 0.06% | 285 | $120K | — |
| COST Costco Wholesale Corp. | 0.05% | 100 | $92K | — |
| AMZN Amazon.com Inc. | 0.05% | 406 | $89K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 246 | $71K | — |
| UBER Uber Technologies Inc. | 0.04% | 1,140 | $69K | — |
| GOOG Alphabet Inc. Class C | 0.02% | 228 | $43K | — |
| V Visa Inc. Class A | 0.02% | 129 | $41K | — |
| GS Goldman Sachs Group Inc. | 0.02% | 68 | $39K | — |
| HD Home Depot Inc. | 0.02% | 100 | $39K | — |
| AMD Advanced Micro Devices | 0.02% | 292 | $35K | — |
| JPM JPMorgan Chase & Co. | 0.02% | 140 | $34K | — |
| AXP American Express Co. | 0.02% | 110 | $33K | — |
| AVGO Broadcom Inc. | 0.02% | 140 | $32K | — |
| IVV iShares Core S&P 500 ETF | 0.02% | 54 | $32K | — |
| VEA Vanguard Ftse Developed ETF | 0.01% | 542 | $26K | — |
| UNP Union Pacific Corp. | 0.01% | 100 | $23K | — |
| NKE Nike Inc. Class B | 0.01% | 296 | $22K | — |
| VGLT Vanguard Long-Term Treasury | 0.01% | 384 | $21K | — |
| INTU Intuit Inc. | 0.01% | 30 | $19K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 129 | $9K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 330 | $9K | — |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 92 | $8K | — |
| SCHH Schwab US REIT ETF | 0.00% | 96 | $2K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 7 | $2K | — |
| IWM iShares Russell 2000 ETF | 0.00% | 5 | $1K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |