Filed: 10/30/2025ACC: 0001763958-25-000010
📋 What this filing means
SELLWOOD INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $251.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$251.22M
Total AUM (reported)
3.41M
Total Shares
Allocation by class
S&P 500 ETF SHS$45.75M18.2%
ESG US STK ETF$38.73M15.4%
RAFI ESG US$20.71M8.2%
ESG INTL STK ETF$19.11M7.6%
STRM INFPROIDX$18.29M7.3%
FUNDAMENTAL US L$15.71M6.3%
VG TL INTL STK F$12.88M5.1%
Portfolio Concentration
Top 3$105.19M41.9%
4–10$91.16M36.3%
11–25$44.98M17.9%
Rest$9.90M3.9%
Top 3 weight
41.9%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 3.41M
Sole
Full voting authority
3.40M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.62K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole107
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings107
Rows:
VANGUARD INDEX FDS
SOLEShares74.72K
TypeSH
Market value$45.75M
18.21%
Sole
74.72K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares326.96K
TypeSH
Market value$38.73M
15.41%
Sole
326.96K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares508.74K
TypeSH
Market value$20.71M
8.24%
Sole
508.74K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares275.51K
TypeSH
Market value$19.11M
7.61%
Sole
275.51K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares361.21K
TypeSH
Market value$18.29M
7.28%
Sole
361.21K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares597.16K
TypeSH
Market value$15.71M
6.25%
Sole
597.16K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares175.37K
TypeSH
Market value$12.88M
5.13%
Sole
175.37K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares156.01K
TypeSH
Market value$9.37M
3.73%
Sole
156.01K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares122.79K
TypeSH
Market value$8.40M
3.35%
Sole
122.79K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares95.26K
TypeSH
Market value$7.40M
2.94%
Sole
95.26K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares73.66K
TypeSH
Market value$5.81M
2.31%
Sole
73.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares54.82K
TypeSH
Market value$5.50M
2.19%
Sole
54.82K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares71.06K
TypeSH
Market value$5.03M
2.00%
Sole
71.06K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares49.01K
TypeSH
Market value$3.64M
1.45%
Sole
49.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.11K
TypeSH
Market value$2.99M
1.19%
Sole
9.11K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares58.09K
TypeSH
Market value$2.91M
1.16%
Sole
58.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.16K
TypeSH
Market value$2.79M
1.11%
Sole
20.16K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares44.15K
TypeSH
Market value$2.60M
1.03%
Sole
44.15K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares106.10K
TypeSH
Market value$2.59M
1.03%
Sole
106.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11.80K
TypeSH
Market value$2.46M
0.98%
Sole
11.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.69K
TypeSH
Market value$2.45M
0.97%
Sole
6.69K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares41K
TypeSH
Market value$1.74M
0.69%
Sole
41K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
0.60%
Sole
0.00
Shared
0.00
None
2.00
ISHARES TR
SOLEShares14.58K
TypeSH
Market value$1.51M
0.60%
Sole
14.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.95K
TypeSH
Market value$1.46M
0.58%
Sole
6.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 74.72K | SH | $45.75M 18.21% | 74.72K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 326.96K | SH | $38.73M 15.41% | 326.96K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 508.74K | SH | $20.71M 8.24% | 508.74K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 275.51K | SH | $19.11M 7.61% | 275.51K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 361.21K | SH | $18.29M 7.28% | 361.21K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 597.16K | SH | $15.71M 6.25% | 597.16K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 175.37K | SH | $12.88M 5.13% | 175.37K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 156.01K | SH | $9.37M 3.73% | 156.01K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 122.79K | SH | $8.40M 3.35% | 122.79K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 95.26K | SH | $7.40M 2.94% | 95.26K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 73.66K | SH | $5.81M 2.31% | 73.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 54.82K | SH | $5.50M 2.19% | 54.82K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 71.06K | SH | $5.03M 2.00% | 71.06K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 49.01K | SH | $3.64M 1.45% | 49.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.11K | SH | $2.99M 1.19% | 9.11K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 58.09K | SH | $2.91M 1.16% | 58.09K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 20.16K | SH | $2.79M 1.11% | 20.16K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 44.15K | SH | $2.60M 1.03% | 44.15K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 106.10K | SH | $2.59M 1.03% | 106.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 11.80K | SH | $2.46M 0.98% | 11.80K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 6.69K | SH | $2.45M 0.97% | 6.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 41K | SH | $1.74M 0.69% | 41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 0.60% | 0.00 | 0.00 | 2.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 14.58K | SH | $1.51M 0.60% | 14.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 6.95K | SH | $1.46M 0.58% | 6.95K | 0.00 | 0.00 |
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