Sellwood Investment Partners LLC Top Holdings and 13F Report (2025) About Sellwood Investment Partners LLCInvestment ActivitySellwood Investment Partners LLC has $209.30 million in total holdings as of June 30, 2025.Sellwood Investment Partners LLC owns shares of 49 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Sellwood Investment Partners LLC has purchased 39 new stocks and bought additional shares in 15 stocks.Sellwood Investment Partners LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $42,414,800Vanguard ESG U.S. Stock ETF $36,638,380Pimco Rafi Esg U.S. Etf $19,331,772Vanguard ESG International Stock ETF $17,786,004Vanguard Short-Term Inflation-Protected Securities ETF $17,063,719 Largest New Holdings this Quarter 25434V716 - Dimensional US Sustainability Core 1 ETF $1,520,388 Holding084670108 - Berkshire Hathaway $1,457,600 Holding922042742 - Vanguard Total World Stock ETF $1,378,560 Holding25434V690 - Dimensional International Sustainability Core 1 ETF $568,726 Holding25434V682 - Dimensional Emerging Markets Sustainability Core 1 ETF $276,354 Holding Largest Purchases this Quarter Dimensional US Sustainability Core 1 ETF 38,736 shares (about $1.52M)Berkshire Hathaway 2 shares (about $1.46M)Vanguard Total World Stock ETF 10,726 shares (about $1.38M)Vanguard Total International Stock ETF 10,105 shares (about $698.15K)Dimensional International Sustainability Core 1 ETF 14,431 shares (about $568.73K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,861 shares (about $1.06M)Vanguard ESG U.S. Stock ETF 3,714 shares (about $407.20K)Schwab Fundamental U.S. Large Company ETF 12,695 shares (about $311.54K)Vanguard Tax-Exempt Bond ETF 5,150 shares (about $252.50K)Vanguard Short-Term Inflation-Protected Securities ETF 4,301 shares (about $216.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSellwood Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$42,414,800$1,057,104 ▼-2.4%74,67020.3%ETFESGVVanguard ESG U.S. Stock ETF$36,638,380$407,203 ▼-1.1%334,17017.5%ETFRAFEPimco Rafi Esg U.S. Etf$19,331,772$140,279 ▲0.7%506,8639.2%ETFVSGXVanguard ESG International Stock ETF$17,786,004$86,264 ▲0.5%271,5428.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$17,063,719$216,212 ▼-1.3%339,4418.2%ManufacturingFNDXSchwab Fundamental U.S. Large Company ETF$15,130,211$311,535 ▼-2.0%616,5537.2%ETFVXUSVanguard Total International Stock ETF$11,231,406$698,154 ▲6.6%162,5625.4%ETFVGITVanguard Intermediate-Term Treasury ETF$8,520,422$196,177 ▼-2.3%142,4584.1%ETFEDVVanguard Extended Duration Treasury ETF$7,677,067$516,668 ▲7.2%118,7963.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,952,895$445,153 ▲6.8%91,6063.3%ManufacturingBLVVanguard Long-Term Bond ETF$4,790,472$308,897 ▲6.9%68,8882.3%ETFVTEBVanguard Tax-Exempt Bond ETF$2,627,174$252,504 ▼-8.8%53,5831.3%ETFIWBiShares Russell 1000 ETF$2,271,7230.0%6,6901.1%ETFDFSUDimensional US Sustainability Core 1 ETF$1,520,388$1,520,388 ▲New Holding38,7360.7%ETFBRK.ABerkshire Hathaway$1,457,600$1,457,600 ▲New Holding20.7%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$1,394,431$53,925 ▼-3.7%13,5500.7%ETFVTVanguard Total World Stock ETF$1,378,560$1,378,560 ▲New Holding10,7260.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,353,238$63,315 ▼-4.5%55,5060.6%ETFVXFVanguard Extended Market ETF$1,340,105$233,757 ▲21.1%6,9540.6%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,016,486$68,707 ▲7.2%40,6110.5%ETFBNDVanguard Total Bond Market ETF$879,731$24,519 ▲2.9%11,9480.4%ETFBKHYBNY Mellon High Yield ETF$848,149$1,690 ▲0.2%17,5660.4%ETFVTIVanguard Total Stock Market ETF$831,956$17,630 ▼-2.1%2,7370.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$804,401$8,256 ▲1.0%7,9890.4%ETFBSVVanguard Short-Term Bond ETF$727,267$42,341 ▼-5.5%9,2410.3%ETFDFSIDimensional International Sustainability Core 1 ETF$568,726$568,726 ▲New Holding14,4310.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$475,6070.0%14,9140.2%ETFCATHGlobal X S&P 500 Catholic Values ETF$412,492$4,603 ▲1.1%5,4670.2%ManufacturingBINCiShares Flexible Income Active ETF$379,830$35,140 ▲10.2%7,1880.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$276,354$276,354 ▲New Holding7,2610.1%ETFBRK.BBerkshire Hathaway$231,227$10,201 ▼-4.2%4760.1%FinanceVNQVanguard Real Estate ETF$206,007$29,837 ▼-12.7%2,3130.1%ETFIWFiShares Russell 1000 Growth ETF$163,4630.0%3850.1%ETFIWDiShares Russell 1000 Value ETF$128,1920.0%6600.1%ETFVOVanguard Mid-Cap ETF$125,364$125,364 ▲New Holding4480.1%ETFVTVVanguard Value ETF$108,872$108,872 ▲New Holding6160.1%ETFHQYHealthEquity$57,618$57,618 ▲New Holding5500.0%MedicalCVXChevron$55,415$55,415 ▲New Holding3870.0%EnergyVGLTVanguard Long-Term Treasury ETF$21,925$280 ▲1.3%3910.0%ETFNKENIKE$21,0280.0%2960.0%Consumer DiscretionaryMRKMerck & Co., Inc.$15,832$15,832 ▲New Holding2000.0%MedicalHDHome Depot$14,6660.0%400.0%Retail/WholesaleAAPLApple$13,1310.0%640.0%Computer and TechnologyIVViShares Core S&P 500 ETF$13,0390.0%210.0%ETFIEFAiShares Core MSCI EAFE ETF$10,7690.0%1290.0%ETFSCHESchwab Emerging Markets Equity ETF$5,924$30 ▲0.5%1970.0%ETFIWRiShares Russell Mid-Cap ETF$2,2070.0%240.0%ETFSCHHSchwab U.S. REIT ETF$2,0310.0%960.0%ETFIWMiShares Russell 2000 ETF$1,0790.0%50.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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