Sellwood Investment Partners LLC — 13F Holdings & Portfolio
CIK 1763958 · latest 13F-HR filed 2026-04-23
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$253.8M
Long-equity book
Holdings
59
Distinct positions
Period
2026-03-31
Filed 2026-04-23
Q/Q Activity
+1 / −1 / ↑12 / ↓13
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$831.3K +47.9%
- ISHARES TR$784.8K +45.6%
- SCHWAB STRATEGIC TR$468.1K +36.6%
- ISHARES TR$258.7K +1798.2%
- SCHWAB STRATEGIC TR$209.7K +17.5%
Top Trims
- VANGUARD MALVERN FDS-$1.3M -6.1%
- VANGUARD INDEX FDS-$1.0M -25.0%
- VANGUARD WORLD FD-$928.0K -11.1%
- VANGUARD BD INDEX FDS-$827.0K -26.3%
- ISHARES TR-$495.5K -6.7%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $45.6M | 17.95% | 76,258 | SH |
| 2 | VANGUARD WORLD FD | ESGV | 921910733 | $37.7M | 14.84% | 335,411 | SH |
| 3 | PIMCO EQUITY SER | RAFE | 72201T342 | $20.8M | 8.19% | 499,411 | SH |
| 4 | VANGUARD MALVERN FDS | VTIP | 922020805 | $19.8M | 7.79% | 395,601 | SH |
| 5 | VANGUARD WORLD FD | VSGX | 921910725 | $19.7M | 7.74% | 274,015 | SH |
| 6 | VANGUARD STAR FDS | VXUS | 921909768 | $17.0M | 6.71% | 220,965 | SH |
| 7 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $16.9M | 6.67% | 608,089 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $9.5M | 3.75% | 159,701 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $7.9M | 3.10% | 105,314 | SH |
| 10 | VANGUARD WORLD FD | EDV | 921910709 | $7.4M | 2.92% | 113,998 | SH |
| 11 | ISHARES TR | AGG | 464287226 | $6.9M | 2.73% | 69,862 | SH |
| 12 | VANGUARD BD INDEX FDS | BLV | 921937793 | $5.3M | 2.08% | 76,904 | SH |
| 13 | VANGUARD BD INDEX FDS | BSV | 921937827 | $3.6M | 1.40% | 45,331 | SH |
| 14 | VANGUARD MUN BD FDS | VTEB | 922907746 | $3.3M | 1.31% | 66,717 | SH |
| 15 | VANGUARD INDEX FDS | VTI | 922908769 | $3.0M | 1.20% | 9,502 | SH |
| 16 | VANGUARD INDEX FDS | VXF | 922908652 | $2.6M | 1.01% | 12,468 | SH |
| 17 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.6M | 1.01% | 39,888 | SH |
| 18 | ISHARES TR | ACWI | 464288257 | $2.5M | 0.99% | 18,226 | SH |
| 19 | ISHARES TR | STIP | 46429B747 | $2.5M | 0.99% | 24,231 | SH |
| 20 | ISHARES TR | IWB | 464287622 | $2.4M | 0.94% | 6,690 | SH |
| 21 | VANGUARD BD INDEX FDS | BND | 921937835 | $2.3M | 0.91% | 31,456 | SH |
| 22 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $1.7M | 0.69% | 70,097 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $1.7M | 0.66% | 40,838 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.4M | 0.57% | 2 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $1.4M | 0.56% | 58,081 | SH |
| 26 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.3M | 0.49% | 9,065 | SH |
| 27 | BNY MELLON ETF TRUST | BKHY | 09661T800 | $1.1M | 0.43% | 23,070 | SH |
| 28 | ISHARES TR | SGOV | 46436E718 | $929.3K | 0.37% | 9,232 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $728.0K | 0.29% | 12,435 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHQ | 808524680 | $673.3K | 0.27% | 21,423 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $667.5K | 0.26% | 15,743 | SH |
| 32 | GLOBAL X FDS | CATH | 37954Y889 | $522.4K | 0.21% | 6,685 | SH |
| 33 | BLACKROCK ETF TRUST II | BINC | 092528603 | $360.3K | 0.14% | 6,938 | SH |
| 34 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $325.6K | 0.13% | 7,684 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $273.0K | 0.11% | 418 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $247.7K | 0.10% | 517 | SH |
| 37 | VANGUARD INDEX FDS | VNQ | 922908553 | $245.6K | 0.10% | 2,769 | SH |
| 38 | ISHARES TR | IWD | 464287598 | $141.0K | 0.06% | 660 | SH |
| 39 | VANGUARD INDEX FDS | VO | 922908629 | $140.4K | 0.06% | 489 | SH |
| 40 | ISHARES TR | IWF | 464287614 | $139.9K | 0.06% | 328 | SH |
| 41 | VANGUARD INDEX FDS | VTV | 922908744 | $120.9K | 0.05% | 616 | SH |
| 42 | CHEVRON CORP NEW | CVX | 166764100 | $80.1K | 0.03% | 387 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $75.1K | 0.03% | 261 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $74.9K | 0.03% | 261 | SH |
| 45 | CATERPILLAR INC | CAT | 149123101 | $52.4K | 0.02% | 74 | SH |
| 46 | HEALTHEQUITY INC | HQY | 42226A107 | $46.0K | 0.02% | 550 | SH |
| 47 | VISA INC | V | 92826C839 | $27.5K | 0.01% | 91 | SH |
| 48 | MERCK & CO INC | MRK | 58933Y105 | $24.1K | 0.01% | 200 | SH |
| 49 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $22.4K | 0.01% | 404 | SH |
| 50 | COSTCO WHSL CORP NEW | COST | 22160K105 | $20.9K | 0.01% | 21 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $253.8M | 59 | 0001763958-26-000005 |
| 2025-12-31 | 2026-01-26 | $256.1M | 59 | 0001763958-26-000002 |