Sellwood Investment Partners LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sellwood Investment Partners LLC 13F Holdings
CIK 0001763958 · PORTLAND, OR
As of Sep 30, 2025, Sellwood Investment Partners LLC reported
107 positions worth $251.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 74,716 | $45.8M | 18.21% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 326,962 | $38.7M | 15.41% |
| PIMCO EQUITY SER | — | — | 508,740 | $20.7M | 8.24% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 275,512 |
|
9.1M7.61% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 361,210 |
8.3M | 7.28% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 597,165 |
5.7M | 6.25% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 175,367 |
2.9M | 5.13% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 156,011 | $9.4M | 3.73% |
| VANGUARD EXTENDED DURATION TREASURY INDEX FUND | EDV | — | 122,790 | $8.4M | 3.35% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 95,262 | $7.4M | 2.94% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 73,658 | $5.8M | 2.31% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 54,820 | $5.5M | 2.19% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 71,061 | $5.0M | 2.00% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 49,006 | $3.6M | 1.45% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,106 | $3.0M | 1.19% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 58,086 | $2.9M | 1.16% |
| ISHARES MSCI ACWI ETF | ACWI | — | 20,163 | $2.8M | 1.11% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 44,150 | $2.6M | 1.03% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 106,102 | $2.6M | 1.03% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 11,796 | $2.5M | 0.98% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 6,690 | $2.4M | 0.97% |
| DIMENSIONAL ETF TRUST | DFSU | — | 41,003 |
.7M | 0.69% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 |
.5M | 0.60% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 14,580 |
.5M | 0.60% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 6,954 |
.5M | 0.58% |