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CIK: 0001763958
Total reported value
$283.6M
$283.6M
107 檔
50.3%
In Q3 2025, Sellwood Investment Partners LLC's U.S. equity holdings reached a combined market value of $283.6M, distributed across 107 disclosed stock positions.
In Q3 2025, Sellwood Investment Partners LLC displayed an active expansion posture, initiating 68 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.21% | -0.56% | +0.06% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 15.41% | -0.18% | -2.16% | |
| 3 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 8.24% | -0.25% | +0.37% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 7.61% | -0.26% | +1.46% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.28% | -0.80% | +6.41% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.25% | -0.56% | -3.14% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.13% | +1.23% | +7.88% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.73% | -0.52% | +9.51% | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.35% | +0.03% | +3.36% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.94% | -0.12% | +3.99% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.31% | -0.15% | +697.08% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.19% | -0.18% | — | |
| 13 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.00% | +0.55% | +3.15% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.04% | +310.16% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | +0.04% | +232.70% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.16% | -0.03% | +8.40% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.11% | +0.07% | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | -0.03% | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.03% | -0.06% | +91.15% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | — | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.97% | +0.03% | — | |
| 22 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.69% | -0.06% | +5.85% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | -0.04% | — | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.60% | -0.04% | +7.60% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.58% | +0.08% | — | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.50% | -0.02% | -15.49% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | -0.01% | +781.92% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.42% | +0.60% | +3.14% | |
| 29 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.38% | -0.01% | +10.25% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | -0.04% | +1.06% | |
| 31 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.25% | -0.03% | +5.60% | |
| 32 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.23% | -0.01% | +19.85% | |
| 33 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.17% | -0.04% | -2.51% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.15% | -0.03% | -3.88% | |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | -0.02% | +5.83% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.02% | +8.61% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.09% | -0.01% | +1051.35% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | -0.01% | +5.88% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.08% | — | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | -14.81% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | — | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | -0.01% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | — | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.03% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | -0.01% | +285.00% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.02% | -0.01% | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.02% | — | — | |
| 49 | HQY | Healthequity Inc | Stock-Healthcare | 0.02% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | — |
According to official SEC Form 13F filings, Sellwood Investment Partners LLC reported a total U.S. public equity portfolio value of $283.6M across 107 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, ESGV, RAFE) accounted for 50.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
AGG
市值: $5.5M
Top Position Liquidated / Trimmed
VOO
前期市值: $39.3M
During Q3 2025, Sellwood Investment Partners LLC's top holdings by market value included VOO (18.2%)、ESGV (15.4%)、RAFE (8.2%). The largest single position, VOO, represented 18.2% of total portfolio value.
In Q3 2025, Sellwood Investment Partners LLC made 101 total portfolio adjustments, initiating 68 new buys, adding to 26 positions, trimming 7 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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