Sellwood Investment Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Sellwood Investment Partners LLC reported 49 stock positions worth $209.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.3% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 17.5%) and PIMCO Rafi ESG US ETF (RAFE, 9.2%). Compared with Q1 2025, it opened 10 new positions, added to 15 and reduced 12. The biggest buy was a new position in Dimensional US Sus CORE1 ETF (DFSU) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0001763958
- Portfolio Value
- $209.3M (Q2 2025)
- SEC Filing
- 0001763958-25-000008 ↗ filed Jul 14, 2025
Holdings Value
Holdings 49 stocks · $209.3M
| VOO Vanguard S&P 500 ETF | 20.27% | 74,670 | $42.4M | Reduce -2.4% |
| ESGV Vanguard ESG US Stock ETF | 17.51% | 334,170 | $36.6M | Reduce -1.1% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 9.24% | 506,863 | $19.3M | Add +0.7% |
| VSGX Vanguard ESG Intl Stock ETF | 8.50% | 271,542 | $17.8M | Add +0.5% |
| VTIP Vanguard Short-Term Tips | 8.15% | 339,441 | $17.1M | Reduce -1.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.23% | 616,553 | $15.1M | Reduce -2.0% |
| VXUS Vanguard Total Intl Stock | 5.37% | 162,562 | $11.2M | Add +6.6% |
| VGIT Vanguard Intermediate-Term T | 4.07% | 142,458 | $8.5M | Reduce -2.3% |
| EDV Vanguard Extended Dur Treas | 3.67% | 118,796 | $7.7M | Add +7.2% |
| VCLT Vanguard Long-Term Corp. Bond | 3.32% | 91,606 | $7.0M | Add +6.8% |
| BLV Vanguard Long-Term Bond ETF | 2.29% | 68,888 | $4.8M | Add +6.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.26% | 53,583 | $2.6M | Reduce -8.8% |
| IWB iShares Russell 1000 ETF | 1.09% | 6,690 | $2.3M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.73% | 38,736 | $1.5M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.70% | 2 | $1.5M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.67% | 13,550 | $1.4M | Reduce -3.7% |
| VT Vanguard Tot World STK ETF | 0.66% | 10,726 | $1.4M | New |
| SCHO Schwab Short-Term US Treas | 0.65% | 55,506 | $1.4M | Reduce -4.5% |
| VXF Vanguard Extended Market ETF | 0.64% | 6,954 | $1.3M | Add +21.1% |
| SCHR Schwab Intermediate-Term US | 0.49% | 40,611 | $1.0M | Add +7.3% |
| BND Vanguard Total Bond Market | 0.42% | 11,948 | $880K | Add +2.9% |
| BKHY BNY Mellon High Yield ETF | 0.41% | 17,566 | $848K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 2,737 | $832K | Reduce -2.1% |
| SGOV iShares 0-3 Month Treasury B | 0.38% | 7,989 | $804K | Add +1.0% |
| BSV Vanguard Short-Term Bond ETF | 0.35% | 9,241 | $727K | Reduce -5.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.27% | 14,431 | $569K | New |
| SCHQ Schwab Long-Term US Treasury | 0.23% | 14,914 | $476K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.20% | 5,467 | $412K | Add +1.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 7,188 | $380K | Add +10.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 7,261 | $276K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 476 | $231K | Reduce -4.2% |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,313 | $206K | Reduce -12.7% |
| IWF iShares Russell 1000 Growth | 0.08% | 385 | $163K | No change |
| IWD iShares Russell 1000 Value E | 0.06% | 660 | $128K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 448 | $125K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 616 | $109K | New |
| HQY Healthequity Inc. | 0.03% | 550 | $58K | New |
| CVX Chevron Corp. | 0.03% | 387 | $55K | New |
| VGLT Vanguard Long-Term Treasury | 0.01% | 391 | $22K | Add +1.3% |
| NKE Nike Inc. Class B | 0.01% | 296 | $21K | No change |
| MRK Merck & Co. Inc. | 0.01% | 200 | $16K | New |
| HD Home Depot Inc. | 0.01% | 40 | $15K | No change |
| AAPL Apple Inc. | 0.01% | 64 | $13K | No change |
| IVV iShares Core S&P 500 ETF | 0.01% | 21 | $13K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 129 | $11K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 197 | $6K | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 24 | $2K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 96 | $2K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 5 | $1K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VTIP Vanguard Short-Term Tips | Reduce -1.3% | 8.15% | −0.80 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.0% | 7.23% | −0.53 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.3% | 4.07% | −0.45 |
| VOO Vanguard S&P 500 ETF | Reduce -2.4% | 20.27% | −0.27 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.8% | 1.26% | −0.27 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -3.7% | 0.67% | −0.09 |
| SCHO Schwab Short-Term US Treas | Reduce -4.5% | 0.65% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.5% | 0.35% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 0.11% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -12.7% | 0.10% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 0.40% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.1% | 17.51% | +0.23 |
Portfolio Buys Q1 2025 → Q2 2025
| DFSU Dimensional US Sus CORE1 ETF | New | 0.73% | +0.73 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.70% | +0.70 |
| VT Vanguard Tot World STK ETF | New | 0.66% | +0.66 |
| VXUS Vanguard Total Intl Stock | Add +6.6% | 5.37% | +0.42 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.27% | +0.27 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.5% | 8.50% | +0.18 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.13% | +0.13 |
| VXF Vanguard Extended Market ETF | Add +21.1% | 0.64% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| HQY Healthequity Inc. | New | 0.03% | +0.03 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | New | 0.01% | +0.01 |
| CATH Global X S&P 500 Ca Val ETF | Add +1.1% | 0.20% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +10.2% | 0.18% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.5% | 0.00% | 0.00 |
| VGLT Vanguard Long-Term Treasury | Add +1.3% | 0.01% | −0.00 |
| SCHR Schwab Intermediate-Term US | Add +7.3% | 0.49% | −0.01 |
| BND Vanguard Total Bond Market | Add +2.9% | 0.42% | −0.03 |
| BKHY BNY Mellon High Yield ETF | Add +0.2% | 0.41% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +1.0% | 0.38% | −0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Add +6.8% | 3.32% | −0.08 |
| BLV Vanguard Long-Term Bond ETF | Add +6.9% | 2.29% | −0.08 |
| RAFE PIMCO Rafi ESG US ETF | Add +0.7% | 9.24% | −0.31 |
| EDV Vanguard Extended Dur Treas | Add +7.2% | 3.67% | −0.45 |
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 |