Sellwood Investment Partners LLC

Est. AUM

$253.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$45.6M	76258	17.95%	SOLE
2	VANGUARD WORLD FD	ESG US STK ETF	$37.7M	335411	14.84%	SOLE
3	PIMCO EQUITY SER	RAFI ESG US	$20.8M	499411	8.19%	SOLE
4	VANGUARD MALVERN FDS	STRM INFPROIDX	$19.8M	395601	7.78%	SOLE
5	VANGUARD WORLD FD	ESG INTL STK ETF	$19.7M	274015	7.74%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$17.0M	220965	6.71%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$16.9M	608089	6.67%	SOLE
8	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.5M	159701	3.75%	SOLE
9	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.9M	105314	3.10%	SOLE
10	VANGUARD WORLD FD	EXTENDED DUR	$7.4M	113998	2.92%	SOLE
11	ISHARES TR	CORE US AGGBD ET	$6.9M	69862	2.73%	SOLE
12	VANGUARD BD INDEX FDS	LONG TERM BOND	$5.3M	76904	2.08%	SOLE
13	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.6M	45331	1.40%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	66717	1.31%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	9502	1.20%	SOLE
16	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.6M	12468	1.01%	SOLE
17	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.6M	39888	1.01%	SOLE
18	ISHARES TR	MSCI ACWI ETF	$2.5M	18226	0.99%	SOLE
19	ISHARES TR	0-5 YR TIPS ETF	$2.5M	24231	0.99%	SOLE
20	ISHARES TR	RUS 1000 ETF	$2.4M	6690	0.94%	SOLE
21	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	31456	0.91%	SOLE
22	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.7M	70097	0.69%	SOLE
23	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.7M	40838	0.66%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.57%	SOLE
25	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.4M	58081	0.56%	SOLE
26	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.3M	9065	0.49%	SOLE
27	BNY MELLON ETF TRUST	HIGH YIELD ETF	$1.1M	23070	0.43%	SOLE
28	ISHARES TR	0-3 MNTH TREASRY	$929K	9232	0.37%	SOLE
29	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$728K	12435	0.29%	SOLE
30	SCHWAB STRATEGIC TR	LONG TERM US	$673K	21423	0.27%	SOLE
31	DIMENSIONAL ETF TRUST	INTERNATIONAL	$668K	15743	0.26%	SOLE
32	GLOBAL X FDS	S&P 500 CATHOLIC	$522K	6685	0.21%	SOLE
33	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$360K	6938	0.14%	SOLE
34	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$326K	7684	0.13%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$273K	418	0.11%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$248K	517	0.10%	SOLE
37	VANGUARD INDEX FDS	REAL ESTATE ETF	$246K	2769	0.10%	SOLE
38	ISHARES TR	RUS 1000 VAL ETF	$141K	660	0.06%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$140K	489	0.06%	SOLE
40	ISHARES TR	RUS 1000 GRW ETF	$140K	328	0.06%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$121K	616	0.05%	SOLE
42	CHEVRON CORP NEW	COM	$80K	387	0.03%	SOLE
43	ALPHABET INC	CAP STK CL C	$75K	261	0.03%	SOLE
44	ALPHABET INC	CAP STK CL A	$75K	261	0.03%	SOLE
45	CATERPILLAR INC	COM	$52K	74	0.02%	SOLE
46	HEALTHEQUITY INC	COM	$46K	550	0.02%	SOLE
47	VISA INC	COM CL A	$28K	91	0.01%	SOLE
48	MERCK & CO INC	COM	$24K	200	0.01%	SOLE
49	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$22K	404	0.01%	SOLE
50	COSTCO WHSL CORP NEW	COM	$21K	21	0.01%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.