Sellwood Investment Partners LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Sellwood Investment Partners LLC reported 59 stock positions worth $253.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.0% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 14.8%) and PIMCO Rafi ESG US ETF (RAFE, 8.2%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 19 and reduced 12. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −7%).

Most Recent 13F
Q2 2026
Location
PORTLAND, OR
CIK
0001763958
Portfolio Value
$253.8M (Q1 2026)
SEC Filing
0001763958-26-000005 ↗ filed Apr 23, 2026

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 Q3 2025 Q4 2025: $256.1M Q4 2025 Q1 2026: $253.8M $253.8M Q1 2026 Q2 2026: $283.6M Q2 2026

Holdings 59 stocks · $253.8M
VOO Vanguard S&P 500 ETF 17.95% 76,258 $45.6M Add +2.7%
ESGV Vanguard ESG US Stock ETF 14.84% 335,411 $37.7M Add +3.5%
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 8.19% 499,411 $20.8M Add +1.9%
VTIP Vanguard Short-Term Tips 7.79% 395,601 $19.8M Reduce -7.0%
VSGX Vanguard ESG Intl Stock ETF 7.74% 274,015 $19.7M Add +2.0%
VXUS Vanguard Total Intl Stock 6.71% 220,965 $17.0M Reduce -6.6%
FNDX Schwab Fndmntl US LRG Co. ETF 6.67% 608,089 $16.9M Reduce -0.3%
VGIT Vanguard Intermediate-Term T 3.75% 159,701 $9.5M Reduce -0.3%
VCLT Vanguard Long-Term Corp. Bond 3.10% 105,314 $7.9M Add +4.2%
EDV Vanguard Extended Dur Treas 2.92% 113,998 $7.4M Reduce -11.1%
AGG iShares Core U.S. Aggregate 2.73% 69,862 $6.9M Reduce -6.1%
BLV Vanguard Long-Term Bond ETF 2.08% 76,904 $5.3M Add +2.5%
BSV Vanguard Short-Term Bond ETF 1.40% 45,331 $3.6M Reduce -0.7%
VTEB Vanguard Tax-Exempt Bond ETF 1.31% 66,717 $3.3M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 1.20% 9,502 $3.0M Reduce -21.7%
VXF Vanguard Extended Market ETF 1.01% 12,468 $2.6M Add +50.3%
VEA Vanguard Ftse Developed ETF 1.01% 39,888 $2.6M New
ACWI iShares MSCI Acwi ETF 0.99% 18,226 $2.5M Reduce -8.4%
STIP iShares 0-5 Year Tips Bond E 0.99% 24,231 $2.5M Add +44.1%
IWB iShares Russell 1000 ETF 0.94% 6,690 $2.4M No change
BND Vanguard Total Bond Market 0.91% 31,456 $2.3M Reduce -25.9%
SCHR Schwab Intermediate-Term US 0.69% 70,097 $1.7M Add +37.6%
DFSU Dimensional US Sus CORE1 ETF 0.66% 40,838 $1.7M Add +0.3%
BRK.A Berkshire Hathaway Inc. Class A 0.57% 2 $1.4M No change
SCHO Schwab Short-Term US Treas 0.56% 58,081 $1.4M Add +17.9%
VT Vanguard Tot World STK ETF 0.49% 9,065 $1.3M No change
BKHY BNY Mellon High Yield ETF 0.43% 23,070 $1.1M Add +0.2%
SGOV iShares 0-3 Month Treasury B 0.37% 9,232 $929K Add +0.6%
VGSH Vanguard Short-Term Treasury 0.29% 12,435 $728K Reduce -4.7%
SCHQ Schwab Long-Term US Treasury 0.27% 21,423 $673K Add +19.9%
DFSI Dimensional Int Sus COR1 ETF 0.26% 15,743 $668K No change
CATH Global X S&P 500 Ca Val ETF 0.21% 6,685 $522K Add +2.0%
BINC iShares Flex I A ETF-Usd Inc. 0.14% 6,938 $360K Reduce -1.9%
DFSE Dimensional Em Sus CORE1 ETF 0.13% 7,684 $326K No change
IVV iShares Core S&P 500 ETF 0.11% 418 $273K Add +1890.5%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 517 $248K No change
VNQ Vanguard Real Estate ETF 0.10% 2,769 $246K Add +0.2%
IWD iShares Russell 1000 Value E 0.06% 660 $141K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 489 $140K No change
IWF iShares Russell 1000 Growth 0.06% 328 $140K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 616 $121K No change
CVX Chevron Corp. 0.03% 387 $80K No change
GOOGL Alphabet Inc. Class A 0.03% 261 $75K No change
GOOG Alphabet Inc. Class C 0.03% 261 $75K No change
CAT Caterpillar Inc. 0.02% 74 $52K No change
HQY Healthequity Inc. 0.02% 550 $46K No change
V Visa Inc. Class A 0.01% 91 $28K No change
MRK Merck & Co. Inc. 0.01% 200 $24K No change
VGLT Vanguard Long-Term Treasury 0.01% 404 $22K Add +0.8%
COST Costco Wholesale Corp. 0.01% 21 $21K No change
NKE Nike Inc. Class B 0.01% 296 $16K No change
LIN Linde PLC 0.01% 28 $14K No change
HD Home Depot Inc. 0.01% 40 $13K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 129 $12K No change
XOM Exxon Mobil Corp. 0.00% 62 $11K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 269 $9K 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 Q4 2025 → Q1 2026
VTIP Vanguard Short-Term Tips Reduce -7.0% 7.79% −0.43
VTI VG Morningstar TS MKT ETF-US Reduce -21.7% 1.20% −0.39
EDV Vanguard Extended Dur Treas Reduce -11.1% 2.92% −0.34
BND Vanguard Total Bond Market Reduce -25.9% 0.91% −0.31
VXUS Vanguard Total Intl Stock Reduce -6.6% 6.71% −0.26
AGG iShares Core U.S. Aggregate Reduce -6.1% 2.73% −0.17
ACWI iShares MSCI Acwi ETF Reduce -8.4% 0.99% −0.11
VGSH Vanguard Short-Term Treasury Reduce -4.7% 0.29% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -0.7% 1.40% −0.00
WFC Wells Fargo & Co. Sold out 0.00% −0.00
BINC iShares Flex I A ETF-Usd Inc. Reduce -1.9% 0.14% −0.00
VGIT Vanguard Intermediate-Term T Reduce -0.3% 3.75% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -0.3% 6.67% +0.19

Portfolio Buys Q4 2025 → Q1 2026
VEA Vanguard Ftse Developed ETF New 1.01% +1.01
VXF Vanguard Extended Market ETF Add +50.3% 1.01% +0.33
STIP iShares 0-5 Year Tips Bond E Add +44.1% 0.99% +0.32
VSGX Vanguard ESG Intl Stock ETF Add +2.0% 7.74% +0.23
SCHR Schwab Intermediate-Term US Add +37.6% 0.69% +0.19
RAFE PIMCO Rafi ESG US ETF Add +1.9% 8.19% +0.15
VCLT Vanguard Long-Term Corp. Bond Add +4.2% 3.10% +0.11
IVV iShares Core S&P 500 ETF Add +1890.5% 0.11% +0.10
SCHO Schwab Short-Term US Treas Add +17.9% 0.56% +0.09
BLV Vanguard Long-Term Bond ETF Add +2.5% 2.08% +0.05
SCHQ Schwab Long-Term US Treasury Add +19.9% 0.27% +0.04
VTEB Vanguard Tax-Exempt Bond ETF Add +0.6% 1.31% +0.01
SGOV iShares 0-3 Month Treasury B Add +0.6% 0.37% +0.01
VNQ Vanguard Real Estate ETF Add +0.2% 0.10% +0.00
VGLT Vanguard Long-Term Treasury Add +0.8% 0.01% +0.00
BKHY BNY Mellon High Yield ETF Add +0.2% 0.43% −0.00
CATH Global X S&P 500 Ca Val ETF Add +2.0% 0.21% −0.00
DFSU Dimensional US Sus CORE1 ETF Add +0.3% 0.66% −0.03
VOO Vanguard S&P 500 ETF Add +2.7% 17.95% −0.23
ESGV Vanguard ESG US Stock ETF Add +3.5% 14.84% −0.47

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