Sellwood Investment Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Sellwood Investment Partners LLC reported 39 stock positions worth $191.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.5% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 17.3%) and PIMCO Rafi ESG US ETF (RAFE, 9.5%). Compared with Q4 2024, it sold out of 16, added to 21 and reduced 10. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +13%) and the biggest sale Vanguard Extended Dur Treas (EDV, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0001763958
- Portfolio Value
- $191.6M (Q1 2025)
- SEC Filing
- 0001763958-25-000006 ↗ filed May 14, 2025
Holdings Value
Holdings 39 stocks · $191.6M
| VOO Vanguard S&P 500 ETF | 20.53% | 76,531 | $39.3M | Add +3.7% |
| ESGV Vanguard ESG US Stock ETF | 17.28% | 337,884 | $33.1M | Add +6.0% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 9.54% | 503,185 | $18.3M | Add +8.5% |
| VTIP Vanguard Short-Term Tips | 8.95% | 343,742 | $17.2M | Add +3.5% |
| VSGX Vanguard ESG Intl Stock ETF | 8.32% | 270,225 | $15.9M | Add +4.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.76% | 629,248 | $14.9M | Add +4.1% |
| VXUS Vanguard Total Intl Stock | 4.94% | 152,457 | $9.5M | Add +12.8% |
| VGIT Vanguard Intermediate-Term T | 4.52% | 145,738 | $8.7M | Add +1.5% |
| EDV Vanguard Extended Dur Treas | 4.11% | 110,801 | $7.9M | Reduce -10.3% |
| VCLT Vanguard Long-Term Corp. Bond | 3.40% | 85,741 | $6.5M | Add +0.2% |
| BLV Vanguard Long-Term Bond ETF | 2.37% | 64,446 | $4.5M | Add +0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.52% | 58,733 | $2.9M | Add +22.2% |
| IWB iShares Russell 1000 ETF | 1.07% | 6,690 | $2.1M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.76% | 14,074 | $1.5M | Add +2.7% |
| SCHO Schwab Short-Term US Treas | 0.74% | 58,103 | $1.4M | Reduce -18.5% |
| VXF Vanguard Extended Market ETF | 0.52% | 5,741 | $989K | Add +11.7% |
| SCHR Schwab Intermediate-Term US | 0.49% | 37,866 | $941K | Add +29.8% |
| BND Vanguard Total Bond Market | 0.45% | 11,615 | $853K | Add +51.9% |
| BKHY BNY Mellon High Yield ETF | 0.44% | 17,531 | $835K | Add +0.2% |
| SGOV iShares 0-3 Month Treasury B | 0.42% | 7,907 | $796K | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 2,795 | $768K | Add +1036.2% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 9,779 | $766K | Reduce -1.4% |
| SCHQ Schwab Long-Term US Treasury | 0.26% | 14,914 | $489K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.19% | 5,406 | $365K | Add +0.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 6,523 | $342K | Reduce -4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 497 | $265K | Reduce -21.0% |
| VNQ Vanguard Real Estate ETF | 0.13% | 2,648 | $240K | Add +28.1% |
| IWF iShares Russell 1000 Growth | 0.07% | 385 | $139K | No change |
| IWD iShares Russell 1000 Value E | 0.06% | 660 | $124K | No change |
| VGLT Vanguard Long-Term Treasury | 0.01% | 386 | $22K | Add +0.5% |
| NKE Nike Inc. Class B | 0.01% | 296 | $19K | No change |
| HD Home Depot Inc. | 0.01% | 40 | $15K | Reduce -60.0% |
| AAPL Apple Inc. | 0.01% | 64 | $14K | Reduce -89.1% |
| IVV iShares Core S&P 500 ETF | 0.01% | 21 | $12K | Reduce -61.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 129 | $10K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 196 | $5K | Reduce -40.6% |
| SCHH Schwab US REIT ETF | 0.00% | 96 | $2K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 24 | $2K | Reduce -73.9% |
| IWM iShares Russell 2000 ETF | 0.00% | 5 | $997 | No change |
Portfolio Sells Q4 2024 → Q1 2025
| EDV Vanguard Extended Dur Treas | Reduce -10.3% | 4.11% | −0.38 |
| SCHO Schwab Short-Term US Treas | Reduce -18.5% | 0.74% | −0.18 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.10 |
| AAPL Apple Inc. | Reduce -89.1% | 0.01% | −0.07 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.05 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Sold out | 0.00% | −0.02 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.0% | 0.14% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -60.0% | 0.01% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -4.7% | 0.18% | −0.01 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.4% | 0.40% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -61.1% | 0.01% | −0.01 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -73.9% | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -40.6% | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VXUS Vanguard Total Intl Stock | Add +12.8% | 4.94% | +0.66 |
| RAFE PIMCO Rafi ESG US ETF | Add +8.5% | 9.54% | +0.48 |
| VSGX Vanguard ESG Intl Stock ETF | Add +4.7% | 8.32% | +0.45 |
| VTI VG Morningstar TS MKT ETF-US | Add +1036.2% | 0.40% | +0.36 |
| VTIP Vanguard Short-Term Tips | Add +3.5% | 8.95% | +0.31 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +22.2% | 1.52% | +0.23 |
| BND Vanguard Total Bond Market | Add +51.9% | 0.45% | +0.15 |
| SCHR Schwab Intermediate-Term US | Add +29.8% | 0.49% | +0.11 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +4.1% | 7.76% | +0.06 |
| VGIT Vanguard Intermediate-Term T | Add +1.5% | 4.52% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +28.1% | 0.13% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.7% | 0.76% | +0.02 |
| BLV Vanguard Long-Term Bond ETF | Add +0.7% | 2.37% | +0.01 |
| VGLT Vanguard Long-Term Treasury | Add +0.5% | 0.01% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +0.7% | 0.42% | −0.01 |
| VXF Vanguard Extended Market ETF | Add +11.7% | 0.52% | −0.01 |
| BKHY BNY Mellon High Yield ETF | Add +0.2% | 0.44% | −0.01 |
| CATH Global X S&P 500 Ca Val ETF | Add +0.6% | 0.19% | −0.01 |
| VCLT Vanguard Long-Term Corp. Bond | Add +0.2% | 3.40% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +6.0% | 17.28% | −0.70 |
| VOO Vanguard S&P 500 ETF | Add +3.7% | 20.53% | −0.85 |
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 |