Sellwood Investment Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Sellwood Investment Partners LLC reported 107 stock positions worth $251.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.2% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 15.4%) and PIMCO Rafi ESG US ETF (RAFE, 8.2%). Compared with Q2 2025, it opened 58 new positions, added to 31 and reduced 6. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale Vanguard ESG US Stock ETF (ESGV, shares −2%).

Most Recent 13F
Q2 2026
Location
PORTLAND, OR
CIK
0001763958
Portfolio Value
$251.2M (Q3 2025)
SEC Filing
0001763958-25-000010 ↗ filed Oct 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $186.0M Q4 2024 Q1 2025: $191.6M Q1 2025 Q2 2025: $209.3M Q2 2025 Q3 2025: $251.2M $251.2M Q3 2025 Q4 2025: $256.1M Q4 2025 Q1 2026: $253.8M Q1 2026 Q2 2026: $283.6M Q2 2026

Holdings 107 stocks · $251.2M
VOO Vanguard S&P 500 ETF 18.21% 74,716 $45.8M Add +0.1%
ESGV Vanguard ESG US Stock ETF 15.41% 326,962 $38.7M Reduce -2.2%
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 8.24% 508,740 $20.7M Add +0.4%
VSGX Vanguard ESG Intl Stock ETF 7.61% 275,512 $19.1M Add +1.5%
VTIP Vanguard Short-Term Tips 7.28% 361,210 $18.3M Add +6.4%
FNDX Schwab Fndmntl US LRG Co. ETF 6.25% 597,165 $15.7M Reduce -3.1%
VXUS Vanguard Total Intl Stock 5.13% 175,367 $12.9M Add +7.9%
VGIT Vanguard Intermediate-Term T 3.73% 156,011 $9.4M Add +9.5%
EDV Vanguard Extended Dur Treas 3.35% 122,790 $8.4M Add +3.4%
VCLT Vanguard Long-Term Corp. Bond 2.94% 95,262 $7.4M Add +4.0%
BSV Vanguard Short-Term Bond ETF 2.31% 73,658 $5.8M Add +697.1%
AGG iShares Core U.S. Aggregate 2.19% 54,820 $5.5M New
BLV Vanguard Long-Term Bond ETF 2.00% 71,061 $5.0M Add +3.1%
BND Vanguard Total Bond Market 1.45% 49,006 $3.6M Add +310.2%
VTI VG Morningstar TS MKT ETF-US 1.19% 9,106 $3.0M Add +232.7%
VTEB Vanguard Tax-Exempt Bond ETF 1.16% 58,086 $2.9M Add +8.4%
ACWI iShares MSCI Acwi ETF 1.11% 20,163 $2.8M New
VGSH Vanguard Short-Term Treasury 1.03% 44,150 $2.6M New
SCHO Schwab Short-Term US Treas 1.03% 106,102 $2.6M Add +91.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.98% 11,796 $2.5M New
IWB iShares Russell 1000 ETF 0.97% 6,690 $2.4M No change
DFSU Dimensional US Sus CORE1 ETF 0.69% 41,003 $1.7M Add +5.8%
BRK.A Berkshire Hathaway Inc. Class A 0.60% 2 $1.5M No change
STIP iShares 0-5 Year Tips Bond E 0.60% 14,580 $1.5M Add +7.6%
VXF Vanguard Extended Market ETF 0.58% 6,954 $1.5M No change
VT Vanguard Tot World STK ETF 0.50% 9,065 $1.2M Reduce -15.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.46% 3,951 $1.2M Add +781.9%
SCHR Schwab Intermediate-Term US 0.42% 41,885 $1.1M Add +3.1%
BKHY BNY Mellon High Yield ETF 0.38% 19,367 $943K Add +10.3%
SGOV iShares 0-3 Month Treasury B 0.32% 8,074 $813K Add +1.1%
DFSI Dimensional Int Sus COR1 ETF 0.25% 15,239 $624K Add +5.6%
SCHQ Schwab Long-Term US Treasury 0.23% 17,875 $578K Add +19.9%
CATH Global X S&P 500 Ca Val ETF 0.17% 5,330 $432K Reduce -2.5%
BINC iShares Flex I A ETF-Usd Inc. 0.15% 6,909 $368K Reduce -3.9%
DFSE Dimensional Em Sus CORE1 ETF 0.13% 7,684 $316K Add +5.8%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 517 $260K Add +8.6%
NKE Nike Inc. Class B 0.09% 3,408 $238K Add +1051.3%
VNQ Vanguard Real Estate ETF 0.09% 2,449 $224K Add +5.9%
UNH Unitedhealth Group Inc. 0.08% 601 $208K New
IWF iShares Russell 1000 Growth 0.06% 328 $154K Reduce -14.8%
IWD iShares Russell 1000 Value E 0.05% 660 $134K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 616 $115K No change
GOOG Alphabet Inc. Class C 0.04% 373 $91K New
CSCO Cisco Systems Inc. 0.03% 1,125 $77K New
GOOGL Alphabet Inc. Class A 0.03% 261 $63K New
HD Home Depot Inc. 0.02% 154 $62K Add +285.0%
CVX Chevron Corp. 0.02% 387 $60K No change
AMGN Amgen Inc. 0.02% 200 $56K New
HQY Healthequity Inc. 0.02% 550 $52K No change
V Visa Inc. Class A 0.02% 152 $52K New
NVDA Nvidia Corp. 0.02% 270 $50K New
MSFT Microsoft Corp. 0.02% 95 $49K New
CAT Caterpillar Inc. 0.01% 74 $35K New
AAPL Apple Inc. 0.01% 135 $34K Add +110.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 100 $28K New
AMZN Amazon.com Inc. 0.01% 123 $27K New
COLM Columbia Sportswear Co. 0.01% 494 $26K New
VGLT Vanguard Long-Term Treasury 0.01% 395 $22K Add +1.0%
MDT Medtronic PLC 0.01% 216 $21K New
META Meta Platforms Inc. Class A 0.01% 28 $21K New
COST Costco Wholesale Corp. 0.01% 21 $19K New
MRK Merck & Co. Inc. 0.01% 215 $18K Add +7.5%
LIN Linde PLC 0.01% 34 $16K New
IVV iShares Core S&P 500 ETF 0.01% 21 $14K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 129 $11K No change
GIS General Mills Inc. 0.00% 201 $10K New
WFC Wells Fargo & Co. 0.00% 105 $9K New
PG The Procter & Gamble Co. 0.00% 51 $8K New
UNP Union Pacific Corp. 0.00% 33 $8K New
XOM Exxon Mobil Corp. 0.00% 62 $7K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 197 $7K No change
JNJ Johnson & Johnson 0.00% 33 $6K New
INTC Intel Corp. 0.00% 151 $5K New
JPM JPMorgan Chase & Co. 0.00% 13 $4K New
MA Mastercard Inc. Class A 0.00% 6 $3K New
AVGO Broadcom Inc. 0.00% 10 $3K New
PYPL PayPal Holdings Inc. 0.00% 48 $3K New
MSI Motorola Solutions Inc. 0.00% 7 $3K New
CDNS Cadence Design SYS Inc. 0.00% 9 $3K New
SCHH Schwab US REIT ETF 0.00% 142 $3K Add +47.9%
CRH CRH PLC 0.00% 25 $3K New
NOW ServiceNow Inc. 0.00% 3 $3K New
ADP Automatic Data Processing 0.00% 9 $3K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 51 $3K New
KO The Coca-Cola Co. 0.00% 38 $3K New
IWR iShares Russell Mid-Cap ETF 0.00% 24 $2K No change
ABBV Abbvie Inc. 0.00% 10 $2K New
USFD US Foods Holding Corp. 0.00% 30 $2K New
LOW Lowe's Cos Inc. 0.00% 9 $2K New
PWR Quanta Services Inc. 0.00% 5 $2K New
CMG Chipotle Mexican Grill Inc. 0.00% 50 $2K New
KEYS Keysight Technologies Inc. 0.00% 10 $2K New
MET Metlife Inc. 0.00% 20 $2K New
HLT Hilton Worldwide Holdings Inc. 0.00% 6 $2K New
EFX Equifax Inc. 0.00% 6 $2K New
LLY Eli Lilly & Co. 0.00% 2 $2K New
DE Deere & Co. 0.00% 3 $1K New
SPG Simon Property Group Inc. 0.00% 7 $1K New
IWM iShares Russell 2000 ETF 0.00% 5 $1K No change
PRU Prudential Financial Inc. 0.00% 10 $1K New

Show all 107 holdings

Portfolio Sells Q2 2025 → Q3 2025
ESGV Vanguard ESG US Stock ETF Reduce -2.2% 15.41% −2.09
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -3.1% 6.25% −0.98
VT Vanguard Tot World STK ETF Reduce -15.5% 0.50% −0.16
BINC iShares Flex I A ETF-Usd Inc. Reduce -3.9% 0.15% −0.04
CATH Global X S&P 500 Ca Val ETF Reduce -2.5% 0.17% −0.03
IWF iShares Russell 1000 Growth Reduce -14.8% 0.06% −0.02

Portfolio Buys Q2 2025 → Q3 2025
AGG iShares Core U.S. Aggregate New 2.19% +2.19
BSV Vanguard Short-Term Bond ETF Add +697.1% 2.31% +1.97
ACWI iShares MSCI Acwi ETF New 1.11% +1.11
VGSH Vanguard Short-Term Treasury New 1.03% +1.03
BND Vanguard Total Bond Market Add +310.2% 1.45% +1.03
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.98% +0.98
VTI VG Morningstar TS MKT ETF-US Add +232.7% 1.19% +0.79
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +781.9% 0.46% +0.40
SCHO Schwab Short-Term US Treas Add +91.2% 1.03% +0.38
NKE Nike Inc. Class B Add +1051.3% 0.09% +0.08
UNH Unitedhealth Group Inc. New 0.08% +0.08
GOOG Alphabet Inc. Class C New 0.04% +0.04
CSCO Cisco Systems Inc. New 0.03% +0.03
GOOGL Alphabet Inc. Class A New 0.03% +0.03
AMGN Amgen Inc. New 0.02% +0.02
V Visa Inc. Class A New 0.02% +0.02
NVDA Nvidia Corp. New 0.02% +0.02
MSFT Microsoft Corp. New 0.02% +0.02
HD Home Depot Inc. Add +285.0% 0.02% +0.02
CAT Caterpillar Inc. New 0.01% +0.01
IBM Intl Business Machines Corp. New 0.01% +0.01
AMZN Amazon.com Inc. New 0.01% +0.01
COLM Columbia Sportswear Co. New 0.01% +0.01
META Meta Platforms Inc. Class A New 0.01% +0.01
MDT Medtronic PLC New 0.01% +0.01
COST Costco Wholesale Corp. New 0.01% +0.01
AAPL Apple Inc. Add +110.9% 0.01% +0.01
LIN Linde PLC New 0.01% +0.01
GIS General Mills Inc. New 0.00% +0.00
WFC Wells Fargo & Co. New 0.00% +0.00
PG The Procter & Gamble Co. New 0.00% +0.00
UNP Union Pacific Corp. New 0.00% +0.00
XOM Exxon Mobil Corp. New 0.00% +0.00
SCHQ Schwab Long-Term US Treasury Add +19.9% 0.23% +0.00
JNJ Johnson & Johnson New 0.00% +0.00
INTC Intel Corp. New 0.00% +0.00
JPM JPMorgan Chase & Co. New 0.00% +0.00
MA Mastercard Inc. Class A New 0.00% +0.00
AVGO Broadcom Inc. New 0.00% +0.00
CDNS Cadence Design SYS Inc. New 0.00% +0.00
MSI Motorola Solutions Inc. New 0.00% +0.00
PYPL PayPal Holdings Inc. New 0.00% +0.00
CRH CRH PLC New 0.00% +0.00
ADP Automatic Data Processing New 0.00% +0.00
NOW ServiceNow Inc. New 0.00% +0.00
BAC Bank of America Corp. New 0.00% +0.00
KO The Coca-Cola Co. New 0.00% +0.00
ABBV Abbvie Inc. New 0.00% +0.00
LOW Lowe's Cos Inc. New 0.00% +0.00
USFD US Foods Holding Corp. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 59$283.6MVOO, ESGV, VXUS, RAFE, VSGX
Q1 2026 59$253.8MVOO, ESGV, RAFE, VTIP, VSGX
Q4 2025 59$256.1MVOO, ESGV, VTIP, RAFE, VSGX
Q3 2025 107$251.2MVOO, ESGV, RAFE, VSGX, VTIP
Q2 2025 49$209.3MVOO, ESGV, RAFE, VSGX, VTIP
Q1 2025 39$191.6MVOO, ESGV, RAFE, VTIP, VSGX
Q4 2024 55$186.0MVOO, ESGV, RAFE, VTIP, VSGX