# Sellwood Investment Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1763958. Source: https://holderbook.com/funds/1763958-sellwood-investment-partners-llc/

- Reported value: $283.6M
- Positions: 59
- Weight of the ten largest: 77.7%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $49.3M | 71,813 | 17.4% | 7 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $41.6M | 314,328 | 14.7% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $22.5M | 263,334 | 7.9% | 7 |
| PIMCO EQUITY SER | [RAFE](https://holderbook.com/stocks/RAFE/) | $22.5M | 470,325 | 7.9% | 7 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $21.2M | 257,549 | 7.5% | 7 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $19.8M | 394,459 | 7.0% | 7 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $17.3M | 557,233 | 6.1% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $9.2M | 155,266 | 3.2% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $8.5M | 112,414 | 3.0% | 7 |
| VANGUARD WORLD FD | [EDV](https://holderbook.com/stocks/EDV/) | $8.4M | 128,316 | 2.9% | 7 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $7.5M | 108,373 | 2.6% | 7 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $7.2M | 72,941 | 2.5% | 4 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $5.8M | 81,043 | 2.0% | 2 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $3.7M | 148,267 | 1.3% | 7 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $3.6M | 71,720 | 1.3% | 7 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $3.5M | 45,402 | 1.2% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.5M | 9,485 | 1.2% | 7 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $3.1M | 12,601 | 1.1% | 7 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $3.0M | 19,160 | 1.1% | 4 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.7M | 6,690 | 1.0% | 7 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $2.7M | 26,271 | 0.9% | 7 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $2.5M | 33,779 | 0.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $1.7M | 36,250 | 0.6% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.5% | 5 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $1.4M | 59,024 | 0.5% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.3M | 8,412 | 0.5% | 5 |
| BNY MELLON ETF TRUST | [BKHY](https://holderbook.com/stocks/BKHY/) | $1.2M | 25,225 | 0.4% | 7 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $937.6K | 9,314 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHQ](https://holderbook.com/stocks/SCHQ/) | $735.9K | 23,510 | 0.3% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $725.5K | 12,465 | 0.3% | 4 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $654.6K | 1,790 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $646.4K | 14,332 | 0.2% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $519.0K | 693 | 0.2% | 7 |
| GLOBAL X FDS | [CATH](https://holderbook.com/stocks/CATH/) | $480.6K | 5,430 | 0.2% | 7 |
| VIA TRANSN INC | [VIA](https://holderbook.com/stocks/VIA/) | $436.2K | 24,047 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $323.5K | 6,619 | 0.1% | 5 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $312.5K | 5,971 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $267.4K | 2,773 | 0.1% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $238.2K | 476 | 0.1% | 7 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $162.9K | 1,312 | 0.1% | 7 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $160.0K | 660 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $136.4K | 1,693 | 0.0% | 5 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $104.4K | 479 | 0.0% | 5 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $93.3K | 261 | 0.0% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $92.2K | 261 | 0.0% | 4 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $78.8K | 74 | 0.0% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $64.1K | 387 | 0.0% | 5 |
| HEALTHEQUITY INC | [HQY](https://holderbook.com/stocks/HQY/) | $49.7K | 550 | 0.0% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $31.2K | 91 | 0.0% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $25.7K | 200 | 0.0% | 5 |
| VANGUARD SCOTTSDALE FDS | [VGLT](https://holderbook.com/stocks/VGLT/) | $25.5K | 462 | 0.0% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $19.6K | 21 | 0.0% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $14.1K | 40 | 0.0% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $12.5K | 129 | 0.0% | 7 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $12.2K | 296 | 0.0% | 7 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $9.7K | 269 | 0.0% | 7 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $4.6K | 195 | 0.0% | 7 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $2.6K | 24 | 0.0% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.5K | 5 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.5% | 100% |
| Q1 2026 | -2.0% | -4.6% | +2.6% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +6.6% | +10.5% | -3.9% | 100% |
| Q1 2025 | -1.0% | -4.6% | +3.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $283.6M | 59 |
| Q1 2026 | $253.8M | 59 |
| Q4 2025 | $256.1M | 59 |
| Q3 2025 | $251.2M | 107 |
| Q2 2025 | $209.3M | 49 |
| Q1 2025 | $191.6M | 39 |
| Q4 2024 | $186.0M | 55 |