Sellwood Investment Partners LLC Top Holdings and 13F Report (2026) About Sellwood Investment Partners LLCInvestment ActivitySellwood Investment Partners LLC has $283.55 million in total holdings as of June 30, 2026.Sellwood Investment Partners LLC owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.28% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Sellwood Investment Partners LLC has purchased 59 new stocks and bought additional shares in 24 stocks.Sellwood Investment Partners LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $49,321,887Vanguard ESG U.S. Stock ETF $41,566,683Vanguard Total International Stock ETF $22,512,432Pimco Rafi Esg U.S. Etf $22,511,647Vanguard ESG International Stock ETF $21,206,604 Largest New Holdings this Quarter 922908595 - Vanguard Small-Cap Growth ETF $654,603 Holding92556W104 - VIA TRANSN INC $436,213 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 42,369 shares (about $3.62M)Vanguard FTSE Developed Markets ETF 41,155 shares (about $2.93M)Vanguard Long-Term Bond ETF 31,469 shares (about $2.17M)Schwab Intermediate-Term U.S. Treasury ETF 78,170 shares (about $1.93M)Vanguard Extended Duration Treasury ETF 14,318 shares (about $931.81K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,445 shares (about $3.05M)Vanguard ESG U.S. Stock ETF 21,083 shares (about $2.79M)Schwab Fundamental U.S. Large Company ETF 50,856 shares (about $1.58M)Pimco Rafi Esg U.S. Etf 29,086 shares (about $1.39M)Vanguard ESG International Stock ETF 16,466 shares (about $1.36M) 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$49,321,887$3,052,870 â–¼-5.8%71,81317.4%ETFESGVVanguard ESG U.S. Stock ETF$41,566,683$2,788,012 â–¼-6.3%314,32814.7%ETFVXUSVanguard Total International Stock ETF$22,512,432$3,622,127 â–²19.2%263,3347.9%ETFRAFEPimco Rafi Esg U.S. Etf$22,511,647$1,392,173 â–¼-5.8%470,3257.9%ETFVSGXVanguard ESG International Stock ETF$21,206,604$1,355,812 â–¼-6.0%257,5497.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$19,813,660$57,363 â–¼-0.3%394,4597.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$17,329,946$1,581,622 â–¼-8.4%557,2336.1%ETFVGITVanguard Intermediate-Term Treasury ETF$9,157,564$261,576 â–¼-2.8%155,2663.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$8,459,161$534,275 â–²6.7%112,4143.0%ETFEDVVanguard Extended Duration Treasury ETF$8,350,781$931,813 â–²12.6%128,3162.9%ETFBLVVanguard Long-Term Bond ETF$7,470,132$2,169,153 â–²40.9%108,3732.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,219,701$304,759 â–²4.4%72,9412.5%ETFVEAVanguard FTSE Developed Markets ETF$5,774,314$2,932,294 â–²103.2%81,0432.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,656,256$1,927,668 â–²111.5%148,2671.3%ETFVTEBVanguard Tax-Exempt Bond ETF$3,627,598$253,052 â–²7.5%71,7201.3%ETFBSVVanguard Short-Term Bond ETF$3,537,251$5,532 â–²0.2%45,4021.2%ETFVTIVanguard Total Stock Market ETF$3,509,785$6,291 â–¼-0.2%9,4851.2%ETFVXFVanguard Extended Market ETF$3,102,492$32,746 â–²1.1%12,6011.1%ETFACWIiShares MSCI ACWI ETF$3,007,623$146,614 â–²5.1%19,1601.1%ETFIWBiShares Russell 1000 ETF$2,739,5550.0%6,6901.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,683,845$208,406 â–²8.4%26,2710.9%ETFBNDVanguard Total Bond Market ETF$2,479,716$170,531 â–²7.4%33,7790.9%ETFDFSUDimensional US Sustainability Core 1 ETF$1,690,338$213,939 â–¼-11.2%36,2500.6%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.5%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$1,424,848$22,764 â–²1.6%59,0240.5%ETFVTVanguard Total World Stock ETF$1,320,330$102,494 â–¼-7.2%8,4120.5%ETFBKHYBNY Mellon High Yield ETF$1,200,944$102,598 â–²9.3%25,2250.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$937,649$8,255 â–²0.9%9,3140.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$735,863$65,323 â–²9.7%23,5100.3%ETFVGSHVanguard Short-Term Treasury ETF$725,472$1,746 â–²0.2%12,4650.3%ETFVBKVanguard Small-Cap Growth ETF$654,603$654,603 â–²New Holding1,7900.2%ETFDFSIDimensional International Sustainability Core 1 ETF$646,373$63,636 â–¼-9.0%14,3320.2%ETFIVViShares Core S&P 500 ETF$518,981$205,945 â–²65.8%6930.2%ETFCATHGlobal X S&P 500 Catholic Values ETF$480,571$111,071 â–¼-18.8%5,4300.2%ETFVIA TRANSN INC$436,213$436,213 â–²New Holding24,0470.2%COM CL ADFSEDimensional Emerging Markets Sustainability Core 1 ETF$323,533$52,057 â–¼-13.9%6,6190.1%ETFBINCiShares Flexible Income Active ETF$312,532$50,614 â–¼-13.9%5,9710.1%ETFVNQVanguard Real Estate ETF$267,395$386 â–²0.1%2,7730.1%ETFBRK.BBerkshire Hathaway$238,186$20,516 â–¼-7.9%4760.1%FinanceIWFiShares Russell 1000 Growth ETF$162,911$122,183 â–²300.0%1,3120.1%ETFIWDiShares Russell 1000 Value ETF$160,0040.0%6600.1%ETFVOVanguard Mid-Cap ETF$136,405$97,006 â–²246.2%1,6930.0%ETFVTVVanguard Value ETF$104,388$29,856 â–¼-22.2%4790.0%ETFGOOGLAlphabet$93,2740.0%2610.0%Communication ServicesGOOGAlphabet$92,2190.0%2610.0%Communication ServicesCATCaterpillar$78,8030.0%740.0%IndustrialsCVXChevron$64,1490.0%3870.0%EnergyHQYHealthEquity$49,6760.0%5500.0%HealthcareVVisa$31,2210.0%910.0%FinanceMRKMerck & Co., Inc.$25,7000.0%2000.0%HealthcareVGLTVanguard Long-Term Treasury ETF$25,497$3,201 â–²14.4%4620.0%ETFCOSTCostco Wholesale$19,6450.0%210.0%Consumer StaplesHDHome Depot$14,1070.0%400.0%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$12,4590.0%1290.0%ETFNKENIKE$12,1510.0%2960.0%Consumer DiscretionarySCHESchwab Emerging Markets Equity ETF$9,7480.0%2690.0%ETFSCHHSchwab U.S. REIT ETF$4,618$1,255 â–²37.3%1950.0%ETFIWRiShares Russell Mid-Cap ETF$2,6480.0%240.0%ETFIWMiShares Russell 2000 ETF$1,5020.0%50.0%ETFLINDE PLC F$0$13,881 â–¼-100.0%00.0%SHSXOMExxonMobil$0$10,519 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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