Sellwood Investment Partners LLC — Q4 2025 13F Holdings

Name: Sellwood Investment Partners LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001763958

Total reported value

$253.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	18.18%	-0.23%	-0.64%
2	ESGV	Vanguard Esg US Stock ETF	ETF-Other	15.31%	-0.47%	-0.87%
3	VTIP	Vanguard Short-term Tips	ETF-Other	8.22%	-0.43%	+17.78%
4	RAFE	Pimco Rafi Esg US ETF	ETF-Other	8.04%	+0.15%	-3.66%
5	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	7.51%	+0.23%	-2.51%
6	VXUS	Vanguard Total Intl Stock	ETF-Other	6.97%	-0.26%	+34.90%
7	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	6.48%	+0.19%	+2.15%
8	VGIT	Vanguard Intermediate-term T	ETF-Other	3.75%	—	+2.63%
9	EDV	Vanguard Extended Dur Treas	ETF-Other	3.25%	-0.33%	+4.38%
10	VCLT	Vanguard Long-term CORP Bond	ETF-Corp Bonds	2.99%	+0.11%	+6.07%
11	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.90%	-0.17%	+35.71%
12	BLV	Vanguard Long-term Bond ETF	ETF-Other	2.04%	+0.04%	+5.61%
13	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.59%	-0.39%	+33.21%
14	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.40%	—	-38.04%
15	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.30%	+0.01%	+14.17%
16	BND	Vanguard Total Bond Market	ETF-Other	1.23%	-0.32%	-13.40%
17	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.10%	-0.11%	-1.26%
18	IWB	Ishares Russell 1000 ETF	ETF-Other	0.98%	-0.04%	—
19	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.69%	-0.03%	-0.68%
20	VXF	Vanguard Extended Market ETF	ETF-Other	0.68%	+0.33%	+19.28%
21	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.67%	+0.32%	+15.31%
22	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.59%	-0.02%	—
23	VT	Vanguard Tot World Stk ETF	ETF-Other	0.50%	-0.01%	—
24	SCHR	Schwab Intermediate-term US	ETF-Other	0.50%	+0.19%	+21.66%
25	SCHO	Schwab Short-term US Treas	ETF-Other	0.47%	+0.09%	-53.59%
26	BKHY	Bny Mellon High Yield ETF	ETF-High Yield	0.43%	—	+18.93%
27	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.36%	+0.01%	+13.69%
28	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.30%	-0.01%	-70.46%
29	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.26%	—	+3.31%
30	SCHQ	Schwab Long-term US Treasury	ETF-Gov Bonds	0.22%	+0.05%	—
31	CATH	Global X S&p 500 Ca Val ETF	ETF-Large Cap & Growth	0.21%	—	+22.96%
32	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.15%	-0.01%	+2.33%
33	DFSE	Dimensional Em Sus Core1 ETF	ETF-Other	0.12%	+0.01%	—
34	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.10%	—	—
35	VNQ	Vanguard Real Estate ETF	ETF-Other	0.10%	—	+12.86%
36	IWF	Ishares Russell 1000 Growth	ETF-Other	0.06%	—	—
37	VO	Vanguard Mid-cap ETF	ETF-Other	0.06%	—	-87.62%
38	IWD	Ishares Russell 1000 Value E	ETF-Other	0.05%	+0.01%	—
39	VTV	Vanguard Value ETF	ETF-Other	0.05%	—	—
40	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.03%	—	-30.03%
41	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.03%	—	—
42	CVX	Chevron CORP	Stock-Energy	0.02%	+0.01%	—
43	HQY	Healthequity INC	Stock-Healthcare	0.02%	—	—
44	CAT	Caterpillar INC	Stock-Industrials	0.02%	—	—
45	V	Visa Inc-class A Shares	Stock-Financials	0.01%	—	-40.13%
46	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.01%	—	+1.52%
47	MRK	Merck & Co. INC.	Stock-Healthcare	0.01%	—	-6.98%
48	NKE	Nike INC -cl B	Stock-Consumer Disc	0.01%	—	-91.31%
49	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.01%	—	—
50	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.01%	+0.10%	—

1–50 of 59

Holding changes this quarter

Position changes disclosed by Sellwood Investment Partners LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VXUS	Vanguard Total Intl Stock	+1.8%	+34.90%	Add
2	VTIP	Vanguard Short-term Tips	+0.9%	+17.78%	Add
3	AGG	Ishares Core U.s. Aggregate	+0.7%	+35.71%	Add
4	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+33.21%	Add
5	FNDX	Schwab Fndmntl US Lrg Co ETF	+0.2%	+2.15%	Add
6	VTEB	Vanguard Tax-exempt Bond ETF	+0.1%	+14.17%	Add
7	VXF	Vanguard Extended Market ETF	+0.1%	+19.28%	Add
8	SCHR	Schwab Intermediate-term US	+0.1%	+21.66%	Add
9	STIP	Ishares 0-5 Year Tips Bond E	+0.1%	+15.31%	Add
10	VCLT	Vanguard Long-term CORP Bond	+0.1%	+6.07%	Add
11	BKHY	Bny Mellon High Yield ETF	+0.1%	+18.93%	Add
12	BLV	Vanguard Long-term Bond ETF	0%	+5.61%	Add
13	SGOV	Ishares 0-3 Month Treasury B	0%	+13.69%	Add
14	CATH	Global X S&p 500 Ca Val ETF	0%	+22.96%	Add
15	VGIT	Vanguard Intermediate-term T	0%	+2.63%	Add
16	IWB	Ishares Russell 1000 ETF	0%	—	Unchanged
17	DFSI	Dimensional Int Sus Cor1 ETF	0%	+3.31%	Add
18	VNQ	Vanguard Real Estate ETF	0%	+12.86%	Add
19	VT	Vanguard Tot World Stk ETF	—	—	Unchanged
20	DFSU	Dimensional US Sus Core1 ETF	—	-0.68%	Trim
21	GOOGL	Alphabet Inc-cl A	—	—	Unchanged
22	HD	Home Depot INC	0%	-74.03%	Trim
23	ACWI	Ishares Msci Acwi ETF	0%	-1.26%	Trim
24	V	Visa Inc-class A Shares	0%	-40.13%	Trim
25	SCHQ	Schwab Long-term US Treasury	0%	—	Unchanged
26	GOOG	Alphabet Inc-cl C	0%	-30.03%	Trim
27	VOO	Vanguard S&p 500 ETF	0%	-0.64%	Trim
28	NKE	Nike INC -cl B	-0.1%	-91.31%	Trim
29	ESGV	Vanguard Esg US Stock ETF	-0.1%	-0.87%	Trim
30	VSGX	Vanguard Esg Intl Stock ETF	-0.1%	-2.51%	Trim
31	EDV	Vanguard Extended Dur Treas	-0.1%	+4.38%	Add
32	RAFE	Pimco Rafi Esg US ETF	-0.2%	-3.66%	Trim
33	BND	Vanguard Total Bond Market	-0.2%	-13.40%	Trim
34	VO	Vanguard Mid-cap ETF	-0.4%	-87.62%	Trim
35	SCHO	Schwab Short-term US Treas	-0.6%	-53.59%	Trim
36	VGSH	Vanguard Short-term Treasury	-0.7%	-70.46%	Trim
37	BSV	Vanguard Short-term Bond ETF	-0.9%	-38.04%	Trim
38	VBR	Vanguard Small-cap Value ETF	—	EXIT	Sold out
39	UNH	Unitedhealth Group INC	—	EXIT	Sold out
40	CSCO	Cisco Systems INC	—	EXIT	Sold out
41	AMGN	Amgen INC	—	EXIT	Sold out
42	NVDA	Nvidia CORP	—	EXIT	Sold out
43	MSFT	Microsoft CORP	—	EXIT	Sold out
44	AAPL	Apple INC	—	EXIT	Sold out
45	IBM	Intl Business Machines CORP	—	EXIT	Sold out
46	AMZN	Amazon.com INC	—	EXIT	Sold out
47	COLM	Columbia Sportswear Co	—	EXIT	Sold out
48	MDT	Medtronic plc	—	EXIT	Sold out
49	META	Meta Platforms Inc-class A	—	EXIT	Sold out
50	GIS	General Mills INC	—	EXIT	Sold out