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Sellwood Investment Partners LLC Top Holdings and 13F Report (2026)

About Sellwood Investment Partners LLC

Investment Activity

  • Sellwood Investment Partners LLC has $279.26 million in total holdings as of September 30, 2026.
  • Sellwood Investment Partners LLC owns shares of 59 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 3.88% of the portfolio was purchased this quarter.
  • About 4.70% 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 12 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

037833100 - Apple
$22,635 Holding

Largest Purchases this Quarter

Vanguard Total World Stock ETF
43,337 shares (about $6.84M)
Vanguard Tax-Exempt Bond ETF
13,286 shares (about $629.22K)
Vanguard Long-Term Bond ETF
9,212 shares (about $577.87K)
Vanguard Extended Duration Treasury ETF
9,379 shares (about $520.06K)
Vanguard Long-Term Corporate Bond ETF
6,507 shares (about $445.73K)

Largest Sales this Quarter

Vanguard ESG U.S. Stock ETF
20,467 shares (about $2.77M)
Pimco Rafi Esg U.S. Etf
49,142 shares (about $2.42M)
Vanguard S&P 500 ETF
3,309 shares (about $2.32M)
Schwab Fundamental U.S. Large Company ETF
39,292 shares (about $1.24M)
Vanguard ESG International Stock ETF
8,812 shares (about $714.39K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSellwood Investment Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$48,011,889$2,319,154 ▼-4.6%68,50417.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$39,827,032$2,773,896 ▼-6.5%293,86114.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$22,804,484$431,597 ▲1.9%268,4148.2%ETF
RAFE
Pimco Rafi Esg U.S. Etf
$20,725,049$2,418,118 ▼-10.4%421,1837.4%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$20,165,073$714,388 ▼-3.4%248,7377.2%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$19,491,901$76,636 ▲0.4%396,0167.0%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$16,299,603$1,236,519 ▼-7.1%517,9415.8%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$8,676,686$120,686 ▼-1.4%153,1363.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$8,168,629$6,840,787 ▲515.2%51,7492.9%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$8,146,043$445,727 ▲5.8%118,9212.9%ETF
Vanguard Extended Duration Treasury ETF stock logo
EDV
Vanguard Extended Duration Treasury ETF
$7,635,159$520,064 ▲7.3%137,6952.7%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$7,376,109$577,869 ▲8.5%117,5852.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,252,668$356,796 ▲5.2%76,7152.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,818,405$95,959 ▲1.7%82,4022.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,025,882$629,225 ▲18.5%85,0061.4%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$3,607,802$93,876 ▲2.7%152,2281.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,551,143$1,497 ▲0.0%9,4891.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3,482,298$13,599 ▲0.4%45,5801.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$2,928,730$9,960 ▲0.3%12,6441.0%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,891,599$272,380 ▲10.4%29,0031.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,783,9100.0%6,6901.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,609,159$239,562 ▲10.1%37,1940.9%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,639,441$70,472 ▼-4.1%34,7560.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,494,0100.0%20.5%Finance
BNY Mellon High Yield ETF stock logo
BKHY
BNY Mellon High Yield ETF
$1,157,927$1,604 ▲0.1%25,2600.4%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,086,387$321,917 ▼-22.9%45,5320.4%ETF
ISHARES TR
$946,259$8,558 ▲0.9%9,3990.3%0-3 MNTH TREASRY
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$743,959$26,477 ▲3.7%12,9250.3%ETF
VIA TRANSN INC
$727,4220.0%24,0470.3%COM CL A
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$708,682$39,588 ▲5.9%24,9010.3%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$616,616$30,761 ▼-4.8%13,6510.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$611,914$81,180 ▲15.3%7990.2%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$605,257$676 ▲0.1%1,7920.2%ETF
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$391,570$100,840 ▼-20.5%4,3180.1%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$320,0290.0%6,6190.1%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$307,301$4,013 ▲1.3%6,0500.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$285,384$36,838 ▲14.8%3,1840.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$237,0240.0%4760.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$164,3410.0%1,3120.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$163,6340.0%6600.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$129,864$2,902 ▼-2.2%1,6560.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$103,5020.0%4790.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$89,8050.0%2610.0%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$88,9330.0%2610.0%Communication Services
Chevron Corporation stock logo
CVX
Chevron
$79,0290.0%3870.0%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$59,9980.0%740.0%Industrials
HealthEquity, Inc. stock logo
HQY
HealthEquity
$48,6530.0%5500.0%Healthcare
Visa Inc. stock logo
V
Visa
$32,6990.0%910.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$29,0620.0%2000.0%Healthcare
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$27,135$3,962 ▲17.1%5410.0%ETF
Apple Inc. stock logo
AAPL
Apple
$22,635$22,635 ▲New Holding680.0%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$19,1170.0%210.0%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$12,4980.0%1290.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$11,3800.0%400.0%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$10,4780.0%2960.0%Consumer Discretionary
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$4,2980.0%1950.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,098$6,706 ▼-68.4%850.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,5610.0%240.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,3890.0%50.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$0$3,007,623 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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