Filed: 4/23/2026ACC: 0001763958-26-000005
📋 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 $253.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$253.82M
Total AUM (reported)
3.48M
Total Shares
Allocation by class
S&P 500 ETF SHS$45.57M18.0%
ESG US STK ETF$37.66M14.8%
RAFI ESG US$20.78M8.2%
STRM INFPROIDX$19.76M7.8%
ESG INTL STK ETF$19.66M7.7%
VG TL INTL STK F$17.04M6.7%
FUNDAMENTAL US L$16.94M6.7%
Portfolio Concentration
Top 3$104.01M41.0%
4–10$98.17M38.7%
11–25$43.28M17.1%
Rest$8.37M3.3%
Top 3 weight
41.0%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Sole
Full voting authority
3.48M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.79K
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
SOLEShares76.26K
TypeSH
Market value$45.57M
17.95%
Sole
76.26K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares335.41K
TypeSH
Market value$37.66M
14.84%
Sole
335.41K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares499.41K
TypeSH
Market value$20.78M
8.19%
Sole
499.41K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares395.60K
TypeSH
Market value$19.76M
7.79%
Sole
395.60K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares274.01K
TypeSH
Market value$19.66M
7.74%
Sole
274.01K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares220.97K
TypeSH
Market value$17.04M
6.71%
Sole
220.97K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares608.09K
TypeSH
Market value$16.94M
6.67%
Sole
608.09K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares159.70K
TypeSH
Market value$9.51M
3.75%
Sole
159.70K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares105.31K
TypeSH
Market value$7.87M
3.10%
Sole
105.31K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares114K
TypeSH
Market value$7.40M
2.92%
Sole
114K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares69.86K
TypeSH
Market value$6.94M
2.73%
Sole
69.86K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares76.90K
TypeSH
Market value$5.29M
2.08%
Sole
76.90K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares45.33K
TypeSH
Market value$3.55M
1.40%
Sole
45.33K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares66.72K
TypeSH
Market value$3.33M
1.31%
Sole
66.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.50K
TypeSH
Market value$3.05M
1.20%
Sole
9.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.47K
TypeSH
Market value$2.57M
1.01%
Sole
12.47K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares39.89K
TypeSH
Market value$2.56M
1.01%
Sole
39.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.23K
TypeSH
Market value$2.52M
0.99%
Sole
18.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.23K
TypeSH
Market value$2.51M
0.99%
Sole
24.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.69K
TypeSH
Market value$2.39M
0.94%
Sole
6.69K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares31.46K
TypeSH
Market value$2.32M
0.91%
Sole
31.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares70.10K
TypeSH
Market value$1.75M
0.69%
Sole
70.10K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares40.84K
TypeSH
Market value$1.68M
0.66%
Sole
40.84K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.44M
0.57%
Sole
0.00
Shared
0.00
None
2.00
SCHWAB STRATEGIC TR
SOLEShares58.08K
TypeSH
Market value$1.41M
0.56%
Sole
58.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 76.26K | SH | $45.57M 17.95% | 76.26K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 335.41K | SH | $37.66M 14.84% | 335.41K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 499.41K | SH | $20.78M 8.19% | 499.41K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 395.60K | SH | $19.76M 7.79% | 395.60K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 274.01K | SH | $19.66M 7.74% | 274.01K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 220.97K | SH | $17.04M 6.71% | 220.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 608.09K | SH | $16.94M 6.67% | 608.09K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 159.70K | SH | $9.51M 3.75% | 159.70K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 105.31K | SH | $7.87M 3.10% | 105.31K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 114K | SH | $7.40M 2.92% | 114K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 69.86K | SH | $6.94M 2.73% | 69.86K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 76.90K | SH | $5.29M 2.08% | 76.90K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 45.33K | SH | $3.55M 1.40% | 45.33K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 66.72K | SH | $3.33M 1.31% | 66.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.50K | SH | $3.05M 1.20% | 9.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 12.47K | SH | $2.57M 1.01% | 12.47K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 39.89K | SH | $2.56M 1.01% | 39.89K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 18.23K | SH | $2.52M 0.99% | 18.23K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 24.23K | SH | $2.51M 0.99% | 24.23K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 6.69K | SH | $2.39M 0.94% | 6.69K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 31.46K | SH | $2.32M 0.91% | 31.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 70.10K | SH | $1.75M 0.69% | 70.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 40.84K | SH | $1.68M 0.66% | 40.84K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 0.57% | 0.00 | 0.00 | 2.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 58.08K | SH | $1.41M 0.56% | 58.08K | 0.00 | 0.00 |
Page 1 of 3