Sellwood Investment Partners LLC Top Holdings and 13F Report (2025) About Sellwood Investment Partners LLCInvestment ActivitySellwood Investment Partners LLC has $191.55 million in total holdings as of March 31, 2025.Sellwood Investment Partners LLC owns shares of 39 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Sellwood Investment Partners LLC has purchased 55 new stocks and bought additional shares in 21 stocks.Sellwood Investment Partners LLC sold shares of 10 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $39,330,046Vanguard ESG US Stock ETF $33,095,749Pimco Rafi Esg U.S. Etf $18,280,700Vanguard Short-Term Inflation-Protected Securities ETF $17,152,741Vanguard ESG International Stock ETF $15,937,867 Largest Purchases this Quarter Vanguard ESG US Stock ETF 19,017 shares (about $1.86M)Pimco Rafi Esg U.S. Etf 39,262 shares (about $1.43M)Vanguard S&P 500 ETF 2,707 shares (about $1.39M)Vanguard Total International Stock ETF 17,327 shares (about $1.08M)Vanguard ESG International Stock ETF 12,045 shares (about $710.41K) Largest Sales this Quarter Vanguard Extended Duration Treasury ETF 12,710 shares (about $903.81K)Schwab Short-Term U.S. Treasury ETF 13,157 shares (about $320.24K)Apple 525 shares (about $116.62K)Berkshire Hathaway 132 shares (about $70.30K)Home Depot 60 shares (about $21.99K) 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$39,330,046$1,391,154 ▲3.7%76,53120.5%ETFESGVVanguard ESG US Stock ETF$33,095,749$1,862,716 ▲6.0%337,88417.3%ETFRAFEPimco Rafi Esg U.S. Etf$18,280,700$1,426,388 ▲8.5%503,1859.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$17,152,741$579,888 ▲3.5%343,7429.0%ManufacturingVSGXVanguard ESG International Stock ETF$15,937,867$710,414 ▲4.7%270,2258.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$14,856,544$589,990 ▲4.1%629,2487.8%ETFVXUSVanguard Total International Stock ETF$9,467,591$1,076,008 ▲12.8%152,4574.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$8,656,810$127,234 ▲1.5%145,7384.5%ETFEDVVanguard Extended Duration Treasury ETF$7,879,085$903,811 ▼-10.3%110,8014.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,508,636$13,588 ▲0.2%85,7413.4%ManufacturingBLVVanguard Long-Term Bond ETF$4,538,287$29,154 ▲0.6%64,4462.4%ETFVTEBVanguard Tax-Exempt Bond ETF$2,914,331$529,396 ▲22.2%58,7331.5%ETFIWBiShares Russell 1000 ETF$2,052,0910.0%6,6901.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,456,237$38,905 ▲2.7%14,0740.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,414,229$320,242 ▼-18.5%58,1030.7%ETFVXFVanguard Extended Market ETF$988,945$103,701 ▲11.7%5,7410.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$941,344$215,833 ▲29.7%37,8660.5%ETFBNDVanguard Total Bond Market ETF$853,122$291,523 ▲51.9%11,6150.4%ETFBKHYBNY Mellon High Yield Beta ETF$835,012$1,572 ▲0.2%17,5310.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$795,977$5,335 ▲0.7%7,9070.4%ETFVTIVanguard Total Stock Market ETF$768,268$700,649 ▲1,036.2%2,7950.4%ETFBSVVanguard Short-Term Bond ETF$765,500$10,646 ▼-1.4%9,7790.4%ETFSCHQSchwab Long-Term U.S. Treasury ETF$488,5830.0%14,9140.3%ETFCATHGlobal X S&P 500 Catholic Values ETF$365,128$2,026 ▲0.6%5,4060.2%ManufacturingBINCiShares Flexible Income Active ETF$341,689$16,972 ▼-4.7%6,5230.2%ETFBRK.BBerkshire Hathaway$264,692$70,300 ▼-21.0%4970.1%FinanceVNQVanguard Real Estate ETF$239,718$52,506 ▲28.0%2,6480.1%ETFIWFiShares Russell 1000 Growth ETF$139,0200.0%3850.1%ETFIWDiShares Russell 1000 Value ETF$124,1860.0%6600.1%ETFVGLTVanguard Long-Term Treasury Index ETF$22,261$115 ▲0.5%3860.0%ETFNKENIKE$18,7900.0%2960.0%Consumer DiscretionaryHDHome Depot$14,660$21,990 ▼-60.0%400.0%Retail/WholesaleAAPLApple$14,216$116,616 ▼-89.1%640.0%Computer and TechnologyIVViShares Core S&P 500 ETF$11,800$18,543 ▼-61.1%210.0%ETFIEFAiShares Core MSCI EAFE ETF$9,7590.0%1290.0%ETFSCHESchwab Emerging Markets Equity ETF$5,414$3,701 ▼-40.6%1960.0%ETFSCHHSchwab U.S. REIT ETF$2,0650.0%960.0%ETFIWRiShares Russell Mid-Cap ETF$2,042$5,786 ▼-73.9%240.0%ETFIWMiShares Russell 2000 ETF$9970.0%50.0%FinanceNVDANVIDIA$0$183,977 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$120,128 ▼-100.0%00.0%Computer and TechnologyCOSTCostco Wholesale$0$91,627 ▼-100.0%00.0%Retail/WholesaleAMZNAmazon.com$0$89,072 ▼-100.0%00.0%Retail/WholesaleUBERUber Technologies$0$68,765 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$43,420 ▼-100.0%00.0%Computer and TechnologyVVisa$0$40,769 ▼-100.0%00.0%Business ServicesGSThe Goldman Sachs Group$0$38,938 ▼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$35,271 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$33,559 ▼-100.0%00.0%FinanceAXPAmerican Express$0$32,647 ▼-100.0%00.0%FinanceAVGOBroadcom$0$32,458 ▼-100.0%00.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$0$25,918 ▼-100.0%00.0%ETFUNPUnion Pacific$0$22,804 ▼-100.0%00.0%TransportationINTUIntuit$0$18,855 ▼-100.0%00.0%Computer and TechnologyVBVanguard Small-Cap ETF$0$1,682 ▼-100.0%00.0%ETFShowing 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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