Sellwood Investment Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Sellwood Investment Partners LLC reported 59 stock positions worth $256.1 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, 15.3%) and Vanguard Short-Term Tips (VTIP, 8.2%). Compared with Q3 2025, it sold out of 48, added to 21 and reduced 17. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +35%) and the biggest sale an exit from Vngrd Mrngst SL-CP Val ETF-U (VBR).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0001763958
- Portfolio Value
- $256.1M (Q4 2025)
- SEC Filing
- 0001763958-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 59 stocks · $256.1M
| VOO Vanguard S&P 500 ETF | 18.18% | 74,237 | $46.6M | Reduce -0.6% |
| ESGV Vanguard ESG US Stock ETF | 15.31% | 324,119 | $39.2M | Reduce -0.9% |
| VTIP Vanguard Short-Term Tips | 8.22% | 425,432 | $21.0M | Add +17.8% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 8.04% | 490,135 | $20.6M | Reduce -3.7% |
| VSGX Vanguard ESG Intl Stock ETF | 7.51% | 268,597 | $19.2M | Reduce -2.5% |
| VXUS Vanguard Total Intl Stock | 6.97% | 236,564 | $17.8M | Add +34.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.48% | 610,030 | $16.6M | Add +2.1% |
| VGIT Vanguard Intermediate-Term T | 3.75% | 160,118 | $9.6M | Add +2.6% |
| EDV Vanguard Extended Dur Treas | 3.25% | 128,167 | $8.3M | Add +4.4% |
| VCLT Vanguard Long-Term Corp. Bond | 2.99% | 101,046 | $7.7M | Add +6.1% |
| AGG iShares Core U.S. Aggregate | 2.90% | 74,396 | $7.4M | Add +35.7% |
| BLV Vanguard Long-Term Bond ETF | 2.04% | 75,046 | $5.2M | Add +5.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.59% | 12,130 | $4.1M | Add +33.2% |
| BSV Vanguard Short-Term Bond ETF | 1.40% | 45,640 | $3.6M | Reduce -38.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.30% | 66,314 | $3.3M | Add +14.2% |
| BND Vanguard Total Bond Market | 1.23% | 42,439 | $3.1M | Reduce -13.4% |
| ACWI iShares MSCI Acwi ETF | 1.10% | 19,908 | $2.8M | Reduce -1.3% |
| IWB iShares Russell 1000 ETF | 0.98% | 6,690 | $2.5M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.69% | 40,723 | $1.8M | Reduce -0.7% |
| VXF Vanguard Extended Market ETF | 0.68% | 8,295 | $1.7M | Add +19.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.67% | 16,812 | $1.7M | Add +15.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.59% | 2 | $1.5M | No change |
| VT Vanguard Tot World STK ETF | 0.50% | 9,065 | $1.3M | No change |
| SCHR Schwab Intermediate-Term US | 0.50% | 50,958 | $1.3M | Add +21.7% |
| SCHO Schwab Short-Term US Treas | 0.47% | 49,240 | $1.2M | Reduce -53.6% |
| BKHY BNY Mellon High Yield ETF | 0.43% | 23,034 | $1.1M | Add +18.9% |
| SGOV iShares 0-3 Month Treasury B | 0.36% | 9,179 | $921K | Add +13.7% |
| VGSH Vanguard Short-Term Treasury | 0.30% | 13,041 | $766K | Reduce -70.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.26% | 15,743 | $675K | Add +3.3% |
| SCHQ Schwab Long-Term US Treasury | 0.22% | 17,875 | $567K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.21% | 6,554 | $539K | Add +23.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.15% | 7,070 | $373K | Add +2.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.12% | 7,684 | $319K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 517 | $260K | No change |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,764 | $245K | Add +12.9% |
| IWF iShares Russell 1000 Growth | 0.06% | 328 | $155K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 489 | $142K | Reduce -87.6% |
| IWD iShares Russell 1000 Value E | 0.05% | 660 | $139K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 616 | $118K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 261 | $82K | Reduce -30.0% |
| GOOGL Alphabet Inc. Class A | 0.03% | 261 | $82K | No change |
| CVX Chevron Corp. | 0.02% | 387 | $59K | No change |
| HQY Healthequity Inc. | 0.02% | 550 | $50K | No change |
| CAT Caterpillar Inc. | 0.02% | 74 | $42K | No change |
| V Visa Inc. Class A | 0.01% | 91 | $32K | Reduce -40.1% |
| VGLT Vanguard Long-Term Treasury | 0.01% | 401 | $22K | Add +1.5% |
| MRK Merck & Co. Inc. | 0.01% | 200 | $21K | Reduce -7.0% |
| NKE Nike Inc. Class B | 0.01% | 296 | $19K | Reduce -91.3% |
| COST Costco Wholesale Corp. | 0.01% | 21 | $18K | No change |
| IVV iShares Core S&P 500 ETF | 0.01% | 21 | $14K | No change |
| HD Home Depot Inc. | 0.01% | 40 | $14K | Reduce -74.0% |
| LIN Linde PLC | 0.00% | 28 | $12K | Reduce -17.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 129 | $12K | No change |
| WFC Wells Fargo & Co. | 0.00% | 105 | $10K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 269 | $9K | Add +36.5% |
| XOM Exxon Mobil Corp. | 0.00% | 62 | $7K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 142 | $3K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 24 | $2K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 5 | $1K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.98 |
| BSV Vanguard Short-Term Bond ETF | Reduce -38.0% | 1.40% | −0.91 |
| VGSH Vanguard Short-Term Treasury | Reduce -70.5% | 0.30% | −0.74 |
| SCHO Schwab Short-Term US Treas | Reduce -53.6% | 0.47% | −0.56 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -87.6% | 0.06% | −0.41 |
| BND Vanguard Total Bond Market | Reduce -13.4% | 1.23% | −0.22 |
| RAFE PIMCO Rafi ESG US ETF | Reduce -3.7% | 8.04% | −0.21 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.9% | 15.31% | −0.11 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.5% | 7.51% | −0.10 |
| NKE Nike Inc. Class B | Reduce -91.3% | 0.01% | −0.09 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 18.18% | −0.03 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.02 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.02 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -74.0% | 0.01% | −0.02 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.01 |
| COLM Columbia Sportswear Co. | Sold out | 0.00% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -1.3% | 1.10% | −0.01 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -40.1% | 0.01% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -30.0% | 0.03% | −0.00 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.7% | 0.69% | −0.00 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Sold out | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -17.6% | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.00 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.00 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.00 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.00 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| CRH CRH PLC | Sold out | 0.00% | −0.00 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.00 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.00 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.00 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.00 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.00 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VXUS Vanguard Total Intl Stock | Add +34.9% | 6.97% | +1.84 |
| VTIP Vanguard Short-Term Tips | Add +17.8% | 8.22% | +0.94 |
| AGG iShares Core U.S. Aggregate | Add +35.7% | 2.90% | +0.71 |
| VTI VG Morningstar TS MKT ETF-US | Add +33.2% | 1.59% | +0.40 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.1% | 6.48% | +0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.2% | 1.30% | +0.14 |
| VXF Vanguard Extended Market ETF | Add +19.3% | 0.68% | +0.10 |
| SCHR Schwab Intermediate-Term US | Add +21.7% | 0.50% | +0.08 |
| STIP iShares 0-5 Year Tips Bond E | Add +15.3% | 0.67% | +0.07 |
| BKHY BNY Mellon High Yield ETF | Add +18.9% | 0.43% | +0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Add +6.1% | 2.99% | +0.05 |
| CATH Global X S&P 500 Ca Val ETF | Add +23.0% | 0.21% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +13.7% | 0.36% | +0.04 |
| BLV Vanguard Long-Term Bond ETF | Add +5.6% | 2.04% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +2.6% | 3.75% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +3.3% | 0.26% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +12.9% | 0.10% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +36.5% | 0.00% | +0.00 |
| VGLT Vanguard Long-Term Treasury | Add +1.5% | 0.01% | −0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2.3% | 0.15% | −0.00 |
| EDV Vanguard Extended Dur Treas | Add +4.4% | 3.25% | −0.09 |
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 |