Filed: 1/26/2026ACC: 0001763958-26-000002
📋 What this filing means
SELLWOOD INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $256.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$256.09M
Total AUM (reported)
3.45M
Total Shares
Allocation by class
S&P 500 ETF SHS$46.56M18.2%
ESG US STK ETF$39.21M15.3%
STRM INFPROIDX$21.04M8.2%
RAFI ESG US$20.58M8.0%
ESG INTL STK ETF$19.24M7.5%
VG TL INTL STK F$17.85M7.0%
FUNDAMENTAL US L$16.60M6.5%
Portfolio Concentration
Top 3$106.80M41.7%
4–10$99.86M39.0%
11–25$42.60M16.6%
Rest$6.84M2.7%
Top 3 weight
41.7%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 3.45M
Sole
Full voting authority
3.44M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.90K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings59
Rows:
VANGUARD INDEX FDS
SOLEShares74.24K
TypeSH
Market value$46.56M
18.18%
Sole
74.24K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares324.12K
TypeSH
Market value$39.21M
15.31%
Sole
324.12K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares425.43K
TypeSH
Market value$21.04M
8.22%
Sole
425.43K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares490.13K
TypeSH
Market value$20.58M
8.04%
Sole
490.13K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares268.60K
TypeSH
Market value$19.24M
7.51%
Sole
268.60K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares236.56K
TypeSH
Market value$17.85M
6.97%
Sole
236.56K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares610.03K
TypeSH
Market value$16.60M
6.48%
Sole
610.03K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares160.12K
TypeSH
Market value$9.60M
3.75%
Sole
160.12K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares128.17K
TypeSH
Market value$8.33M
3.25%
Sole
128.17K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares101.05K
TypeSH
Market value$7.66M
2.99%
Sole
101.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares74.40K
TypeSH
Market value$7.43M
2.90%
Sole
74.40K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares75.05K
TypeSH
Market value$5.22M
2.04%
Sole
75.05K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.13K
TypeSH
Market value$4.07M
1.59%
Sole
12.13K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares45.64K
TypeSH
Market value$3.60M
1.40%
Sole
45.64K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares66.31K
TypeSH
Market value$3.33M
1.30%
Sole
66.31K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares42.44K
TypeSH
Market value$3.14M
1.23%
Sole
42.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.91K
TypeSH
Market value$2.82M
1.10%
Sole
19.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.69K
TypeSH
Market value$2.50M
0.98%
Sole
6.69K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares40.72K
TypeSH
Market value$1.77M
0.69%
Sole
40.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.29K
TypeSH
Market value$1.73M
0.68%
Sole
8.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.81K
TypeSH
Market value$1.72M
0.67%
Sole
16.81K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
0.59%
Sole
0.00
Shared
0.00
None
2.00
VANGUARD INTL EQUITY INDEX F
SOLEShares9.06K
TypeSH
Market value$1.28M
0.50%
Sole
9.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares50.96K
TypeSH
Market value$1.28M
0.50%
Sole
50.96K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares49.24K
TypeSH
Market value$1.20M
0.47%
Sole
49.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 74.24K | SH | $46.56M 18.18% | 74.24K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 324.12K | SH | $39.21M 15.31% | 324.12K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 425.43K | SH | $21.04M 8.22% | 425.43K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 490.13K | SH | $20.58M 8.04% | 490.13K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 268.60K | SH | $19.24M 7.51% | 268.60K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 236.56K | SH | $17.85M 6.97% | 236.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 610.03K | SH | $16.60M 6.48% | 610.03K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 160.12K | SH | $9.60M 3.75% | 160.12K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 128.17K | SH | $8.33M 3.25% | 128.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 101.05K | SH | $7.66M 2.99% | 101.05K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 74.40K | SH | $7.43M 2.90% | 74.40K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 75.05K | SH | $5.22M 2.04% | 75.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.13K | SH | $4.07M 1.59% | 12.13K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 45.64K | SH | $3.60M 1.40% | 45.64K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 66.31K | SH | $3.33M 1.30% | 66.31K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 42.44K | SH | $3.14M 1.23% | 42.44K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 19.91K | SH | $2.82M 1.10% | 19.91K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 6.69K | SH | $2.50M 0.98% | 6.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 40.72K | SH | $1.77M 0.69% | 40.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 8.29K | SH | $1.73M 0.68% | 8.29K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 16.81K | SH | $1.72M 0.67% | 16.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 0.59% | 0.00 | 0.00 | 2.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 9.06K | SH | $1.28M 0.50% | 9.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 50.96K | SH | $1.28M 0.50% | 50.96K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 49.24K | SH | $1.20M 0.47% | 49.24K | 0.00 | 0.00 |
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