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CIK: 0001763958
Total reported value
$283.6M
$283.6M
49 檔
47.0%
The Q2 2025 SEC filing reveals that Sellwood Investment Partners LLC held a total portfolio value of $283.6M, covering 49 public equity positions.
During Q2 2025, Sellwood Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.27% | -0.56% | -2.43% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 17.51% | -0.18% | -1.10% | |
| 3 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 9.24% | -0.25% | +0.73% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 8.50% | -0.26% | +0.49% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.15% | -0.80% | -1.25% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.23% | -0.56% | -2.02% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.37% | +1.23% | +6.63% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.07% | -0.52% | -2.25% | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.67% | +0.03% | +7.22% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.32% | -0.12% | +6.84% | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.29% | +0.55% | +6.89% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.26% | -0.03% | -8.77% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.09% | +0.03% | — | |
| 14 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.73% | -0.06% | — | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.70% | -0.04% | — | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.67% | -0.04% | -3.72% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.66% | -0.02% | — | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.65% | -0.06% | -4.47% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.64% | +0.08% | +21.13% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.49% | +0.60% | +7.25% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.04% | +2.87% | |
| 22 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.41% | -0.01% | +0.20% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.04% | -2.08% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.38% | -0.04% | +1.04% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.35% | -0.15% | -5.50% | |
| 26 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.27% | -0.03% | — | |
| 27 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.23% | -0.01% | — | |
| 28 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.20% | -0.04% | +1.13% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.18% | -0.03% | +10.19% | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | -0.02% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.02% | -4.23% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | -0.01% | -12.65% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.08% | — | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | -0.01% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | -0.01% | — | |
| 37 | HQY | Healthequity Inc | Stock-Healthcare | 0.03% | — | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | — | |
| 39 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.01% | — | +1.30% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.01% | -0.01% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.01% | — | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.01% | -0.01% | — | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.01% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | +0.07% | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.01% | — | — | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | — | — | +0.51% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | — | — | — | |
| 48 | SCHH | Schwab US Reit ETF | ETF-Other | — | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | — | — | — |
According to official SEC Form 13F filings, Sellwood Investment Partners LLC reported a total U.S. public equity portfolio value of $283.6M across 49 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, ESGV, RAFE) accounted for 47.0% of total reported equity market value during Q2 2025.
During Q2 2025, Sellwood Investment Partners LLC's top holdings by market value included VOO (20.3%)、ESGV (17.5%)、RAFE (9.2%). The largest single position, VOO, represented 20.3% of total portfolio value.
In Q2 2025, Sellwood Investment Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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