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Sellwood Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+1.32%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$4.87M
Cap. Flow
+$1.72M
Cap. Flow %
0.67%
Top 10 Hldgs %
80.7%
Holding
107
New
–
Increased
21
Reduced
17
Closed
48

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.57M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.21M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.01M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$446K

Top Sells

Rank Stock Value
1
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$2.46M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.21M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.83M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.39M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.01M

Sector Composition

Rank Sector Weight
1 Financials 0.71%
2 Communication Services 0.06%
3 Healthcare 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$46.6M 18.18%
74,237
-479
-0.6% -$298K
ESGV icon
2
Vanguard ESG US Stock ETF
ESGV
$13.7B
$39.2M 15.31%
324,119
-2,843
-0.9% -$341K
VTIP icon
3
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$21M 8.22%
425,432
+64,222
+18% +$3.21M
RAFE icon
4
PIMCO RAFI ESG US ETF
RAFE
$169M
$20.6M 8.04%
490,135
-18,605
-4% -$768K
VSGX icon
5
Vanguard ESG International Stock ETF
VSGX
$6.76B
$19.2M 7.51%
268,597
-6,915
-3% -$488K
VXUS icon
6
Vanguard Total International Stock ETF
VXUS
$163B
$17.8M 6.97%
236,564
+61,197
+35% +$4.57M
FNDX icon
7
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$16.6M 6.48%
610,030
+12,865
+2% +$344K
VGIT icon
8
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$9.6M 3.75%
160,118
+4,107
+3% +$247K
EDV icon
9
Vanguard World Funds Extended Duration ETF
EDV
$3.5B
$8.33M 3.25%
128,167
+5,377
+4% +$366K
VCLT icon
10
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$7.66M 2.99%
101,046
+5,784
+6% +$446K
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$138B
$7.43M 2.9%
74,396
+19,576
+36% +$1.96M
BLV icon
12
Vanguard Long-Term Bond ETF
BLV
$5.74B
$5.22M 2.04%
75,046
+3,985
+6% +$282K
VTI icon
13
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$4.07M 1.59%
12,130
+3,024
+33% +$1.01M
BSV icon
14
Vanguard Short-Term Bond ETF
BSV
$45.6B
$3.6M 1.4%
45,640
-28,018
-38% -$2.21M
VTEB icon
15
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$3.33M 1.3%
66,314
+8,228
+14% +$414K
BND icon
16
Vanguard Total Bond Market
BND
$161B
$3.14M 1.23%
42,439
-6,567
-13% -$489K
ACWI icon
17
iShares MSCI ACWI ETF
ACWI
$33.4B
$2.82M 1.1%
19,908
-255
-1% -$35.8K
IWB icon
18
iShares Russell 1000 ETF
IWB
$50.2B
$2.5M 0.98%
6,690
– –
DFSU
19
Dimensional US Sustainability Core 1 ETF
DFSU
$2.37B
$1.77M 0.69%
40,723
-280
-0.7% -$12K
VXF icon
20
Vanguard Extended Market ETF
VXF
$31.9B
$1.73M 0.68%
8,295
+1,341
+19% +$282K
STIP icon
21
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$1.72M 0.67%
16,812
+2,232
+15% +$230K
BRK.A icon
22
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.51M 0.59%
2
– –
VT icon
23
Vanguard Total World Stock ETF
VT
$81.3B
$1.28M 0.5%
9,065
– –
SCHR
24
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.28M 0.5%
50,958
+9,073
+22% +$228K
SCHO icon
25
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.2M 0.47%
49,240
-56,862
-54% -$1.39M
1
2 3 4 5

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Sellwood Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Sellwood Investment Partners held 107 positions worth $256M, up 1.9% from $251M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sellwood Investment Partners's Q4 2025 filing shows 21 increased, 17 reduced and 48 closed positions. The largest sale was Vanguard Morningstar Small-Cap Value ETF, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 0.71% of assets, down from 0.74% a quarter earlier, followed by Communication Services and Healthcare.

  • Sellwood Investment Partners added most to Vanguard Total International Stock ETF in Q4 2025, an estimated $4.57M increase.
  • Sellwood Investment Partners's biggest Q4 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $2.21M.
  • Sellwood Investment Partners fully exited Vanguard Morningstar Small-Cap Value ETF in Q4 2025, selling an estimated $2.46M.
  • Sellwood Investment Partners's ten largest holdings make up 81% of its $256M portfolio in Q4 2025.
  • Sellwood Investment Partners opened 0 new positions and closed 48 in Q4 2025.
  • Sellwood Investment Partners's portfolio value rose 1.9% quarter-over-quarter to $256M.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.