Sellwood Investment Partners LLC Top Holdings and 13F Report (2026) About Sellwood Investment Partners LLCInvestment ActivitySellwood Investment Partners LLC has $253.82 million in total holdings as of March 31, 2026.Sellwood Investment Partners LLC owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Sellwood Investment Partners LLC has purchased 59 new stocks and bought additional shares in 19 stocks.Sellwood Investment Partners LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $45,567,968Vanguard ESG U.S. Stock ETF $37,656,611Pimco Rafi Esg U.S. Etf $20,782,042Vanguard Short-Term Inflation-Protected Securities ETF $19,760,273Vanguard ESG International Stock ETF $19,655,088 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $2,556,023 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 39,888 shares (about $2.56M)Vanguard ESG U.S. Stock ETF 11,292 shares (about $1.27M)Vanguard S&P 500 ETF 2,021 shares (about $1.21M)Vanguard Extended Market ETF 4,173 shares (about $858.80K)iShares 0-5 Year TIPS Bond ETF 7,419 shares (about $767.35K) Largest Sales this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 29,831 shares (about $1.49M)Vanguard Total International Stock ETF 15,599 shares (about $1.20M)Vanguard Extended Duration Treasury ETF 14,169 shares (about $920.27K)Vanguard Total Stock Market ETF 2,628 shares (about $843.08K)Vanguard Total Bond Market ETF 10,983 shares (about $808.79K) 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$45,567,968$1,207,649 ▲2.7%76,25818.0%ETFESGVVanguard ESG U.S. Stock ETF$37,656,611$1,267,753 ▲3.5%335,41114.8%ETFRAFEPimco Rafi Esg U.S. Etf$20,782,042$386,003 ▲1.9%499,4118.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$19,760,273$1,490,059 ▼-7.0%395,6017.8%ManufacturingVSGXVanguard ESG International Stock ETF$19,655,088$388,633 ▲2.0%274,0157.7%ETFVXUSVanguard Total International Stock ETF$17,038,647$1,202,841 ▼-6.6%220,9656.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$16,935,279$54,057 ▼-0.3%608,0896.7%ETFVGITVanguard Intermediate-Term Treasury ETF$9,510,209$24,832 ▼-0.3%159,7013.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,869,070$318,905 ▲4.2%105,3143.1%ManufacturingEDVVanguard Extended Duration Treasury ETF$7,404,128$920,271 ▼-11.1%113,9982.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,935,171$450,088 ▼-6.1%69,8622.7%FinanceBLVVanguard Long-Term Bond ETF$5,289,480$127,794 ▲2.5%76,9042.1%ETFBSVVanguard Short-Term Bond ETF$3,554,387$24,229 ▼-0.7%45,3311.4%ETFVTEBVanguard Tax-Exempt Bond ETF$3,328,511$20,106 ▲0.6%66,7171.3%ETFVTIVanguard Total Stock Market ETF$3,048,307$843,080 ▼-21.7%9,5021.2%ETFVXFVanguard Extended Market ETF$2,565,914$858,803 ▲50.3%12,4681.0%ETFVEAVanguard FTSE Developed Markets ETF$2,556,023$2,556,023 ▲New Holding39,8881.0%ETFACWIiShares MSCI ACWI ETF$2,521,903$232,736 ▼-8.4%18,2261.0%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$2,506,212$767,347 ▲44.1%24,2311.0%ETFIWBiShares Russell 1000 ETF$2,385,3860.0%6,6900.9%ETFBNDVanguard Total Bond Market ETF$2,316,420$808,788 ▼-25.9%31,4560.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,746,104$476,749 ▲37.6%70,0970.7%ETFDFSUDimensional US Sustainability Core 1 ETF$1,678,033$4,725 ▲0.3%40,8380.7%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.6%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$1,409,634$214,572 ▲18.0%58,0810.6%ETFVTVanguard Total World Stock ETF$1,253,9300.0%9,0650.5%ETFBKHYBNY Mellon High Yield ETF$1,093,741$1,707 ▲0.2%23,0700.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$929,296$5,335 ▲0.6%9,2320.4%ETFVGSHVanguard Short-Term Treasury ETF$727,974$35,477 ▼-4.6%12,4350.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$673,325$111,514 ▲19.8%21,4230.3%ETFDFSIDimensional International Sustainability Core 1 ETF$667,5030.0%15,7430.3%ETFCATHGlobal X S&P 500 Catholic Values ETF$522,447$10,238 ▲2.0%6,6850.2%ManufacturingBINCiShares Flexible Income Active ETF$360,288$6,855 ▼-1.9%6,9380.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$325,5690.0%7,6840.1%ETFIVViShares Core S&P 500 ETF$273,042$259,325 ▲1,890.5%4180.1%ETFBRK.BBerkshire Hathaway$247,7460.0%5170.1%FinanceVNQVanguard Real Estate ETF$245,593$443 ▲0.2%2,7690.1%ETFIWDiShares Russell 1000 Value ETF$141,0220.0%6600.1%ETFVOVanguard Mid-Cap ETF$140,4310.0%4890.1%ETFIWFiShares Russell 1000 Growth ETF$139,8590.0%3280.1%ETFVTVVanguard Value ETF$120,8590.0%6160.0%ETFCVXChevron$80,0700.0%3870.0%EnergyGOOGLAlphabet$75,0530.0%2610.0%Computer and TechnologyGOOGAlphabet$74,8700.0%2610.0%Computer and TechnologyCATCaterpillar$52,4260.0%740.0%IndustrialsHQYHealthEquity$45,9640.0%5500.0%MedicalVVisa$27,5040.0%910.0%Business ServicesMRKMerck & Co., Inc.$24,0580.0%2000.0%MedicalVGLTVanguard Long-Term Treasury ETF$22,355$166 ▲0.7%4040.0%ETFCOSTCostco Wholesale$20,9250.0%210.0%Retail/WholesaleNKENIKE$15,6350.0%2960.0%Consumer DiscretionaryLINDE PLC F$13,8810.0%280.0%SHSHDHome Depot$13,1560.0%400.0%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$11,6780.0%1290.0%ETFXOMExxonMobil$10,5190.0%620.0%EnergySCHESchwab Emerging Markets Equity ETF$8,8500.0%2690.0%ETFSCHHSchwab U.S. REIT ETF$3,0520.0%1420.0%ETFIWRiShares Russell Mid-Cap ETF$2,3340.0%240.0%ETFIWMiShares Russell 2000 ETF$1,2400.0%50.0%FinanceWFCWells Fargo & Company$0$9,786 ▼-100.0%00.0%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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