We are live on ! Find out more
SIP

Sellwood Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+6.77%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$17.7M
Cap. Flow
+$5.32M
Cap. Flow %
2.54%
Top 10 Hldgs %
87.31%
Holding
49
New
10
Increased
15
Reduced
12
Closed
–

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.52M
2
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$1.41M
3
VT icon
Vanguard Total World Stock ETF
VT
+$1.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$656K
5
DFSI
Dimensional International Sustainability Core 1 ETF
DFSI
+$536K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$978K
2
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$374K
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$295K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$252K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$215K

Sector Composition

Rank Sector Weight
1 Financials 0.81%
2 Healthcare 0.04%
3 Energy 0.03%
4 Consumer Discretionary 0.02%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFSI
26
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$569K 0.27%
+14,431
New +$536K
SCHQ
27
Schwab Long-Term US Treasury ETF
SCHQ
$793M
$476K 0.23%
14,914
– –
CATH icon
28
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$412K 0.2%
5,467
+61
+1% +$4.24K
BINC icon
29
BlackRock Flexible Income ETF
BINC
$16.3B
$380K 0.18%
7,188
+665
+10% +$34.6K
DFSE
30
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$636M
$276K 0.13%
+7,261
New +$255K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$231K 0.11%
476
-21
-4% -$10.7K
VNQ icon
32
Vanguard Real Estate ETF
VNQ
$38.6B
$206K 0.1%
2,313
-335
-13% -$29.5K
IWF icon
33
iShares Russell 1000 Growth ETF
IWF
$128B
$163K 0.08%
1,540
– –
IWD icon
34
iShares Russell 1000 Value ETF
IWD
$84.1B
$128K 0.06%
660
– –
VO icon
35
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$125K 0.06%
+1,792
New +$118K
VTV icon
36
Vanguard Morningstar Value ETF
VTV
$193B
$109K 0.05%
+616
New +$104K
HQY icon
37
HealthEquity
HQY
$8.85B
$57.6K 0.03%
+550
New +$52.1K
CVX icon
38
Chevron
CVX
$386B
$55.4K 0.03%
+387
New +$54.6K
VGLT icon
39
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$21.9K 0.01%
391
+5
+1% +$277
NKE icon
40
Nike
NKE
$60.3B
$21K 0.01%
296
– –
MRK icon
41
Merck
MRK
$331B
$15.8K 0.01%
+200
New +$15.9K
HD icon
42
Home Depot
HD
$344B
$14.7K 0.01%
40
– –
AAPL icon
43
Apple
AAPL
$4.4T
$13.1K 0.01%
64
– –
IVV icon
44
iShares Core S&P 500 ETF
IVV
$904B
$13K 0.01%
21
– –
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$196B
$10.8K 0.01%
129
– –
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$5.92K ﹤0.01%
197
+1
+0.5% +$28
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$57.9B
$2.21K ﹤0.01%
24
– –
SCHH icon
48
Schwab US REIT ETF
SCHH
$11.3B
$2.03K ﹤0.01%
96
– –
IWM icon
49
iShares Russell 2000 ETF
IWM
$82.3B
$1.08K ﹤0.01%
5
– –
1
2

Similar funds

BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
DRD
Dennis R. Delaney $282M AUM 16.32% 1-Year Est. Return
VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return

Sellwood Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Sellwood Investment Partners held 49 positions worth $209M, up 9.3% from $192M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Sellwood Investment Partners's Q2 2025 filing shows 10 new, 15 increased and 12 reduced positions. Its largest new stake was Berkshire Hathaway Class A: 2 shares worth $1.46M. The largest sale was Vanguard S&P 500 ETF, an estimated $978K.

By sector, the portfolio is most concentrated in Financials at 0.81% of assets, up from 0.14% a quarter earlier, followed by Healthcare and Energy.

  • Sellwood Investment Partners's largest Q2 2025 buy was Berkshire Hathaway Class A: 2 shares worth $1.46M.
  • Sellwood Investment Partners added most to Vanguard Total International Stock ETF in Q2 2025, an estimated $656K increase.
  • Sellwood Investment Partners's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $978K.
  • Sellwood Investment Partners's ten largest holdings make up 87% of its $209M portfolio in Q2 2025.
  • Sellwood Investment Partners opened 10 new positions and closed 0 in Q2 2025.
  • Sellwood Investment Partners's portfolio value rose 9.3% quarter-over-quarter to $209M.

Based on Sellwood Investment Partners's 13F filing for Q2 2025, filed 14 Jul 2025.