Filed: 7/14/2025ACC: 0001763958-25-000008
📋 What this filing means
SELLWOOD INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $209.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$209.30M
Total AUM (reported)
3.06M
Total Shares
Allocation by class
S&P 500 ETF SHS$42.41M20.3%
ESG US STK ETF$36.64M17.5%
RAFI ESG US$19.33M9.2%
ESG INTL STK ETF$17.79M8.5%
STRM INFPROIDX$17.06M8.2%
FUNDAMENTAL US L$15.13M7.2%
VG TL INTL STK F$11.23M5.4%
Portfolio Concentration
Top 3$98.38M47.0%
4–10$84.36M40.3%
11–25$23.24M11.1%
Rest$3.31M1.6%
Top 3 weight
47.0%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 3.06M
Sole
Full voting authority
3.06M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.02K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings49
Rows:
VANGUARD INDEX FDS
SOLEShares74.67K
TypeSH
Market value$42.41M
20.27%
Sole
74.67K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares334.17K
TypeSH
Market value$36.64M
17.51%
Sole
334.17K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares506.86K
TypeSH
Market value$19.33M
9.24%
Sole
506.86K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares271.54K
TypeSH
Market value$17.79M
8.50%
Sole
271.54K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares339.44K
TypeSH
Market value$17.06M
8.15%
Sole
339.44K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares616.55K
TypeSH
Market value$15.13M
7.23%
Sole
616.55K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares162.56K
TypeSH
Market value$11.23M
5.37%
Sole
162.56K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares142.46K
TypeSH
Market value$8.52M
4.07%
Sole
142.46K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares118.80K
TypeSH
Market value$7.68M
3.67%
Sole
118.80K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares91.61K
TypeSH
Market value$6.95M
3.32%
Sole
91.61K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares68.89K
TypeSH
Market value$4.79M
2.29%
Sole
68.89K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares53.58K
TypeSH
Market value$2.63M
1.26%
Sole
53.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.69K
TypeSH
Market value$2.27M
1.09%
Sole
6.69K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.74K
TypeSH
Market value$1.52M
0.73%
Sole
38.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.46M
0.70%
Sole
0.00
Shared
0.00
None
2.00
ISHARES TR
SOLEShares13.55K
TypeSH
Market value$1.39M
0.67%
Sole
13.55K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares10.73K
TypeSH
Market value$1.38M
0.66%
Sole
10.73K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares55.51K
TypeSH
Market value$1.35M
0.65%
Sole
55.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.95K
TypeSH
Market value$1.34M
0.64%
Sole
6.95K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares40.61K
TypeSH
Market value$1.02M
0.49%
Sole
40.61K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares11.95K
TypeSH
Market value$879.7K
0.42%
Sole
11.95K
Shared
0.00
None
0.00
BNY MELLON ETF TRUST
SOLEShares17.57K
TypeSH
Market value$848.1K
0.41%
Sole
17.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.74K
TypeSH
Market value$832.0K
0.40%
Sole
2.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.99K
TypeSH
Market value$804.4K
0.38%
Sole
7.99K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares9.24K
TypeSH
Market value$727.3K
0.35%
Sole
9.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 74.67K | SH | $42.41M 20.27% | 74.67K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 334.17K | SH | $36.64M 17.51% | 334.17K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 506.86K | SH | $19.33M 9.24% | 506.86K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 271.54K | SH | $17.79M 8.50% | 271.54K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 339.44K | SH | $17.06M 8.15% | 339.44K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 616.55K | SH | $15.13M 7.23% | 616.55K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 162.56K | SH | $11.23M 5.37% | 162.56K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 142.46K | SH | $8.52M 4.07% | 142.46K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 118.80K | SH | $7.68M 3.67% | 118.80K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 91.61K | SH | $6.95M 3.32% | 91.61K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 68.89K | SH | $4.79M 2.29% | 68.89K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 53.58K | SH | $2.63M 1.26% | 53.58K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 6.69K | SH | $2.27M 1.09% | 6.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 38.74K | SH | $1.52M 0.73% | 38.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.46M 0.70% | 0.00 | 0.00 | 2.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 13.55K | SH | $1.39M 0.67% | 13.55K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 10.73K | SH | $1.38M 0.66% | 10.73K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 55.51K | SH | $1.35M 0.65% | 55.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 6.95K | SH | $1.34M 0.64% | 6.95K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 40.61K | SH | $1.02M 0.49% | 40.61K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 11.95K | SH | $879.7K 0.42% | 11.95K | 0.00 | 0.00 |
BNY MELLON ETF TRUSTSOLE | HIGH YIELD ETF | 17.57K | SH | $848.1K 0.41% | 17.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.74K | SH | $832.0K 0.40% | 2.74K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 7.99K | SH | $804.4K 0.38% | 7.99K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 9.24K | SH | $727.3K 0.35% | 9.24K | 0.00 | 0.00 |
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