Sellwood Investment Partners

PORTLAND, ORfiles as Sellwood Investment Partners LLC

$284m in 59 US stocks at the end of 30 June 2026. The top 10 are 77.7% of the money. It changed about 4.1% of the portfolio this quarter.

Value

$284m

Stocks

Top 10 share

77.7%

Turnover

4.1%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Index FDSVBK
0.2% of the fund
Via TransportationVIA
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Star FDSVXUS
7.9% of the fund
+19%
Vanguard Scottsdale FDSVCLT
3.0% of the fund
+7%
Vanguard World FDEDV
2.9% of the fund
+13%
Vanguard BD Index FDSBLV
2.6% of the fund
+41%
Ishares TRAGG
2.5% of the fund
+4%
Vanguard Tax-Managed FDSVEA
2.0% of the fund
+103%
Schwab Strategic TRSCHR
1.3% of the fund
+112%
Vanguard MUN BD FDSVTEB
1.3% of the fund
+8%
Ishares TRACWI
1.1% of the fund
+5%
Ishares TRSTIP
0.9% of the fund
+8%
Vanguard BD Index FDSBND
0.9% of the fund
+7%
BNY Mellon ETF TrustBKHY
0.4% of the fund
+9%
Schwab Strategic TRSCHQ
0.3% of the fund
+10%
Ishares TRIVV
0.2% of the fund
+66%
Vanguard Scottsdale FDSVGLT
<0.1% of the fund
+14%
Schwab Strategic TRSCHH
<0.1% of the fund
+37%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
17.4% of the fund
-6%
Vanguard World FDESGV
14.7% of the fund
-6%
Pimco Equity SERRAFE
7.9% of the fund
-6%
Vanguard World FDVSGX
7.5% of the fund
-6%
Schwab Strategic TRFNDX
6.1% of the fund
-8%
Vanguard Scottsdale FDSVGIT
3.2% of the fund
-3%
Dimensional ETF TrustDFSU
0.6% of the fund
-11%
Vanguard Intl Equity Index FVT
0.5% of the fund
-7%
Dimensional ETF TrustDFSI
0.2% of the fund
-9%
Global X FDSCATH
0.2% of the fund
-19%
Dimensional ETF TrustDFSE
0.1% of the fund
-14%
Blackrock ETF Trust IIBINC
0.1% of the fund
-14%
Berkshire HathawayBRK-B
<0.1% of the fund
-8%
Vanguard Index FDSVO
<0.1% of the fund
-13%
Vanguard Index FDSVTV
<0.1% of the fund
-22%

Sold out

Sold their entire stake.

LindeLIN
-100%
ExxonMobil HoldingsXOM
-100%

Holdings

Vanguard Index FDSVOO
Share
17.4%
Value
$49m
Shares
71,813
-6%
Vanguard World FDESGV
Share
14.7%
Value
$42m
Shares
314,328
-6%
Vanguard Star FDSVXUS
Share
7.9%
Value
$23m
Shares
263,334
+19%
Pimco Equity SERRAFE
Share
7.9%
Value
$23m
Shares
470,325
-6%
Vanguard World FDVSGX
Share
7.5%
Value
$21m
Shares
257,549
-6%
Vanguard Malvern FDSVTIP
Share
7.0%
Value
$20m
Shares
394,459
Held
Schwab Strategic TRFNDX
Share
6.1%
Value
$17m
Shares
557,233
-8%
Vanguard Scottsdale FDSVGIT
Share
3.2%
Value
$9m
Shares
155,266
-3%
Vanguard Scottsdale FDSVCLT
Share
3.0%
Value
$8m
Shares
112,414
+7%
Vanguard World FDEDV
Share
2.9%
Value
$8m
Shares
128,316
+13%
Vanguard BD Index FDSBLV
Share
2.6%
Value
$7m
Shares
108,373
+41%
Ishares TRAGG
Share
2.5%
Value
$7m
Shares
72,941
+4%
Vanguard Tax-Managed FDSVEA
Share
2.0%
Value
$6m
Shares
81,043
+103%
Schwab Strategic TRSCHR
Share
1.3%
Value
$4m
Shares
148,267
+112%
Vanguard MUN BD FDSVTEB
Share
1.3%
Value
$4m
Shares
71,720
+8%
Vanguard BD Index FDSBSV
Share
1.2%
Value
$4m
Shares
45,402
Held
Vanguard Index FDSVTI
Share
1.2%
Value
$4m
Shares
9,485
Held
Vanguard Index FDSVXF
Share
1.1%
Value
$3m
Shares
12,601
Held
Ishares TRACWI
Share
1.1%
Value
$3m
Shares
19,160
+5%
Ishares TRIWB
Share
1.0%
Value
$3m
Shares
6,690
Held
Ishares TRSTIP
Share
0.9%
Value
$3m
Shares
26,271
+8%
Vanguard BD Index FDSBND
Share
0.9%
Value
$2m
Shares
33,779
+7%
Dimensional ETF TrustDFSU
Share
0.6%
Value
$2m
Shares
36,250
-11%
Berkshire Hathaway INC DELBRK-A
Share
0.5%
Value
$1m
Shares
2
Held
Schwab Strategic TRSCHO
Share
0.5%
Value
$1m
Shares
59,024
Held
Vanguard Intl Equity Index FVT
Share
0.5%
Value
$1m
Shares
8,412
-7%
BNY Mellon ETF TrustBKHY
Share
0.4%
Value
$1m
Shares
25,225
+9%
Ishares TRSGOV
Share
0.3%
Value
$937,649
Shares
9,314
Held
Schwab Strategic TRSCHQ
Share
0.3%
Value
$735,863
Shares
23,510
+10%
Vanguard Scottsdale FDSVGSH
Share
0.3%
Value
$725,472
Shares
12,465
Held
Vanguard Index FDSVBK
Share
0.2%
Value
$654,603
Shares
1,790
New
Dimensional ETF TrustDFSI
Share
0.2%
Value
$646,373
Shares
14,332
-9%
Ishares TRIVV
Share
0.2%
Value
$518,981
Shares
693
+66%
Global X FDSCATH
Share
0.2%
Value
$480,571
Shares
5,430
-19%
Via TransportationVIA
Share
0.2%
Value
$436,213
Shares
24,047
New
Dimensional ETF TrustDFSE
Share
0.1%
Value
$323,533
Shares
6,619
-14%
Blackrock ETF Trust IIBINC
Share
0.1%
Value
$312,532
Shares
5,971
-14%
Vanguard Index FDSVNQ
Share
<0.1%
Value
$267,395
Shares
2,773
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$238,186
Shares
476
-8%
Ishares TRIWF
Share
<0.1%
Value
$162,911
Shares
1,312
Held
Ishares TRIWD
Share
<0.1%
Value
$160,004
Shares
660
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$136,405
Shares
1,693
-13%
Vanguard Index FDSVTV
Share
<0.1%
Value
$104,388
Shares
479
-22%
AlphabetGOOGL
Share
<0.1%
Value
$93,274
Shares
261
Held
AlphabetGOOG
Share
<0.1%
Value
$92,219
Shares
261
Held
CaterpillarCAT
Share
<0.1%
Value
$78,803
Shares
74
Held
ChevronCVX
Share
<0.1%
Value
$64,149
Shares
387
Held
HealthequityHQY
Share
<0.1%
Value
$49,676
Shares
550
Held
VisaV
Share
<0.1%
Value
$31,221
Shares
91
Held
MerckMRK
Share
<0.1%
Value
$25,700
Shares
200
Held
Vanguard Scottsdale FDSVGLT
Share
<0.1%
Value
$25,497
Shares
462
+14%
Costco WholesaleCOST
Share
<0.1%
Value
$19,645
Shares
21
Held
Home DepotHD
Share
<0.1%
Value
$14,107
Shares
40
Held
Ishares TRIEFA
Share
<0.1%
Value
$12,459
Shares
129
Held
NikeNKE
Share
<0.1%
Value
$12,151
Shares
296
Held
Schwab Strategic TRSCHE
Share
<0.1%
Value
$9,748
Shares
269
Held
Schwab Strategic TRSCHH
Share
<0.1%
Value
$4,618
Shares
195
+37%
Ishares TRIWR
Share
<0.1%
Value
$2,648
Shares
24
Held
Ishares TRIWM
Share
<0.1%
Value
$1,502
Shares
5
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	17.4%	$49m	71,813	-6%
Vanguard World FDESGV	14.7%	$42m	314,328	-6%
Vanguard Star FDSVXUS	7.9%	$23m	263,334	+19%
Pimco Equity SERRAFE	7.9%	$23m	470,325	-6%
Vanguard World FDVSGX	7.5%	$21m	257,549	-6%
Vanguard Malvern FDSVTIP	7.0%	$20m	394,459	Held
Schwab Strategic TRFNDX	6.1%	$17m	557,233	-8%
Vanguard Scottsdale FDSVGIT	3.2%	$9m	155,266	-3%
Vanguard Scottsdale FDSVCLT	3.0%	$8m	112,414	+7%
Vanguard World FDEDV	2.9%	$8m	128,316	+13%
Vanguard BD Index FDSBLV	2.6%	$7m	108,373	+41%
Ishares TRAGG	2.5%	$7m	72,941	+4%
Vanguard Tax-Managed FDSVEA	2.0%	$6m	81,043	+103%
Schwab Strategic TRSCHR	1.3%	$4m	148,267	+112%
Vanguard MUN BD FDSVTEB	1.3%	$4m	71,720	+8%
Vanguard BD Index FDSBSV	1.2%	$4m	45,402	Held
Vanguard Index FDSVTI	1.2%	$4m	9,485	Held
Vanguard Index FDSVXF	1.1%	$3m	12,601	Held
Ishares TRACWI	1.1%	$3m	19,160	+5%
Ishares TRIWB	1.0%	$3m	6,690	Held
Ishares TRSTIP	0.9%	$3m	26,271	+8%
Vanguard BD Index FDSBND	0.9%	$2m	33,779	+7%
Dimensional ETF TrustDFSU	0.6%	$2m	36,250	-11%
Berkshire Hathaway INC DELBRK-A	0.5%	$1m	2	Held
Schwab Strategic TRSCHO	0.5%	$1m	59,024	Held
Vanguard Intl Equity Index FVT	0.5%	$1m	8,412	-7%
BNY Mellon ETF TrustBKHY	0.4%	$1m	25,225	+9%
Ishares TRSGOV	0.3%	$937,649	9,314	Held
Schwab Strategic TRSCHQ	0.3%	$735,863	23,510	+10%
Vanguard Scottsdale FDSVGSH	0.3%	$725,472	12,465	Held
Vanguard Index FDSVBK	0.2%	$654,603	1,790	New
Dimensional ETF TrustDFSI	0.2%	$646,373	14,332	-9%
Ishares TRIVV	0.2%	$518,981	693	+66%
Global X FDSCATH	0.2%	$480,571	5,430	-19%
Via TransportationVIA	0.2%	$436,213	24,047	New
Dimensional ETF TrustDFSE	0.1%	$323,533	6,619	-14%
Blackrock ETF Trust IIBINC	0.1%	$312,532	5,971	-14%
Vanguard Index FDSVNQ	<0.1%	$267,395	2,773	Held
Berkshire HathawayBRK-B	<0.1%	$238,186	476	-8%
Ishares TRIWF	<0.1%	$162,911	1,312	Held
Ishares TRIWD	<0.1%	$160,004	660	Held
Vanguard Index FDSVO	<0.1%	$136,405	1,693	-13%
Vanguard Index FDSVTV	<0.1%	$104,388	479	-22%
AlphabetGOOGL	<0.1%	$93,274	261	Held
AlphabetGOOG	<0.1%	$92,219	261	Held
CaterpillarCAT	<0.1%	$78,803	74	Held
ChevronCVX	<0.1%	$64,149	387	Held
HealthequityHQY	<0.1%	$49,676	550	Held
VisaV	<0.1%	$31,221	91	Held
MerckMRK	<0.1%	$25,700	200	Held
Vanguard Scottsdale FDSVGLT	<0.1%	$25,497	462	+14%
Costco WholesaleCOST	<0.1%	$19,645	21	Held
Home DepotHD	<0.1%	$14,107	40	Held
Ishares TRIEFA	<0.1%	$12,459	129	Held
NikeNKE	<0.1%	$12,151	296	Held
Schwab Strategic TRSCHE	<0.1%	$9,748	269	Held
Schwab Strategic TRSCHH	<0.1%	$4,618	195	+37%
Ishares TRIWR	<0.1%	$2,648	24	Held
Ishares TRIWM	<0.1%	$1,502	5	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 35.5% since 30 June 2025.

Where the money is

Technology0.2%

Financial services0.1%

Media & telecom0.1%

Industrials0.0%

Health care0.0%

Energy0.0%

Retail & consumer0.0%

Everyday goods0.0%

Other99.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.