Sellwood Investment Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Sellwood Investment Partners LLC held in its portfolio 59 assets valued at $256,091,112 (i.e. $256.09M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($46.56M), VANGUARD WORLD FD ($39.21M), and VANGUARD MALVERN FDS ($21.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sellwood Investment Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 74237 | 46556250 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 324119 | 39205439 | ESG US STK ETF |
| VANGUARD MALVERN FDS | 425432 | 21041889 | STRM INFPROIDX |
| PIMCO EQUITY SER | 490135 | 20580780 | RAFI ESG US |
| VANGUARD WORLD FD | 268597 | 19236912 | ESG INTL STK ETF |
| VANGUARD STAR FDS | 236564 | 17846371 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 610030 | 16598916 | FUNDAMENTAL US L |
| VANGUARD SCOTTSDALE FDS | 160118 | 9595892 | INTER TERM TREAS |
| VANGUARD WORLD FD | 128167 | 8332096 | EXTENDED DUR |
| VANGUARD SCOTTSDALE FDS | 101046 | 7664353 | LG-TERM COR BD |
| ISHARES TR | 74396 | 7430694 | CORE US AGGBD ET |
| VANGUARD BD INDEX FDS | 75046 | 5217170 | LONG TERM BOND |
| VANGUARD INDEX FDS | 12130 | 4066729 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 45640 | 3596913 | SHORT TRM BOND |
| VANGUARD MUN BD FDS | 66314 | 3334931 | TAX EXEMPT BD |
| VANGUARD BD INDEX FDS | 42439 | 3143457 | TOTAL BND MRKT |
| ISHARES TR | 19908 | 2816753 | MSCI ACWI ETF |
| ISHARES TR | 6690 | 2498314 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 40723 | 1768600 | US SUSTAINABILTY |
| VANGUARD INDEX FDS | 8295 | 1734650 | EXTEND MKT ETF |
| ISHARES TR | 16812 | 1721381 | 0-5 YR TIPS ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VANGUARD INTL EQUITY INDEX F | 9065 | 1278769 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 50958 | 1278016 | INT-TRM U.S TRES |
| SCHWAB STRATEGIC TR | 49240 | 1199980 | SHT TM US TRES |
| BNY MELLON ETF TRUST | 23034 | 1107244 | HIGH YIELD ETF |
| ISHARES TR | 9179 | 921367 | 0-3 MNTH TREASRY |
| VANGUARD SCOTTSDALE FDS | 13041 | 765874 | SHORT TERM TREAS |
| DIMENSIONAL ETF TRUST | 15743 | 674509 | INTERNATIONAL |
| SCHWAB STRATEGIC TR | 17875 | 566638 | LONG TERM US |
| GLOBAL X FDS | 6554 | 538878 | S&P 500 CATHOLIC |
| BLACKROCK ETF TRUST II | 7070 | 373104 | ISHARES FLEXIBLE |
| DIMENSIONAL ETF TRUST | 7684 | 318732 | EMERGING MARKETS |
| BERKSHIRE HATHAWAY INC DEL | 517 | 259870 | CL B NEW |
| VANGUARD INDEX FDS | 2764 | 244565 | REAL ESTATE ETF |
| ISHARES TR | 328 | 155242 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 489 | 141918 | MID CAP ETF |
| ISHARES TR | 660 | 138824 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 616 | 117650 | VALUE ETF |
| ALPHABET INC | 261 | 81902 | CAP STK CL C |
| ALPHABET INC | 261 | 81693 | CAP STK CL A |
| CHEVRON CORP NEW | 387 | 58983 | COM |
| HEALTHEQUITY INC | 550 | 50386 | COM |
| CATERPILLAR INC | 74 | 42392 | COM |
| VISA INC | 91 | 31915 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 401 | 22374 | LONG TERM TREAS |
| MERCK & CO INC | 200 | 21052 | COM |
| NIKE INC | 296 | 18858 | CL B |
| COSTCO WHSL CORP NEW | 21 | 18109 | COM |
| ISHARES TR | 21 | 14384 | CORE S&P500 ETF |
| HOME DEPOT INC | 40 | 13764 | COM |
| LINDE PLC F | 28 | 11939 | SHS |
| ISHARES TR | 129 | 11540 | CORE MSCI EAFE |
| WELLS FARGO & CO | 105 | 9786 | COM |
| SCHWAB STRATEGIC TR | 269 | 8797 | EMRG MKTEQ ETF |
| EXXON MOBIL CORP | 62 | 7461 | COM |
| SCHWAB STRATEGIC TR | 142 | 2966 | US REIT ETF |
| ISHARES TR | 24 | 2310 | RUS MID CAP ETF |
| ISHARES TR | 5 | 1231 | RUSSELL 2000 ETF |
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