Sellwood Investment Partners LLC

Institutional manager (13F) · CIK 1763958

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $254M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$46M	76,258
2	VANGUARD WORLD FD	$38M	335,411
3	PIMCO EQUITY SER	$21M	499,411
4	VANGUARD MALVERN FDS	$20M	395,601
5	VANGUARD WORLD FD	$20M	274,015
6	VANGUARD STAR FDS	$17M	220,965
7	SCHWAB STRATEGIC TR	$17M	608,089
8	VANGUARD SCOTTSDALE FDS	$10M	159,701
9	VANGUARD SCOTTSDALE FDS	$8M	105,314
10	VANGUARD WORLD FD	$7M	113,998
11	ISHARES TR	$7M	69,862
12	VANGUARD BD INDEX FDS	$5M	76,904
13	VANGUARD BD INDEX FDS	$4M	45,331
14	VANGUARD MUN BD FDS	$3M	66,717
15	VANGUARD INDEX FDS	$3M	9,502
16	VANGUARD INDEX FDS	$3M	12,468
17	VANGUARD TAX-MANAGED FDS	$3M	39,888
18	ISHARES TR	$3M	18,226
19	ISHARES TR	$3M	24,231
20	ISHARES TR	$2M	6,690
21	VANGUARD BD INDEX FDS	$2M	31,456
22	SCHWAB STRATEGIC TR	$2M	70,097
23	DIMENSIONAL ETF TRUST	$2M	40,838
24	BERKSHIRE HATHAWAY INC DEL	$1M	2
25	SCHWAB STRATEGIC TR	$1M	58,081
26	VANGUARD INTL EQUITY INDEX F	$1M	9,065
27	BNY MELLON ETF TRUST	$1M	23,070
28	ISHARES TR	$929k	9,232
29	VANGUARD SCOTTSDALE FDS	$728k	12,435
30	SCHWAB STRATEGIC TR	$673k	21,423
31	DIMENSIONAL ETF TRUST	$668k	15,743
32	GLOBAL X FDS	$522k	6,685
33	BLACKROCK ETF TRUST II	$360k	6,938
34	DIMENSIONAL ETF TRUST	$326k	7,684
35	ISHARES TR	$273k	418
36	BERKSHIRE HATHAWAY INC DEL	$248k	517
37	VANGUARD INDEX FDS	$246k	2,769
38	ISHARES TR	$141k	660
39	VANGUARD INDEX FDS	$140k	489
40	ISHARES TR	$140k	328
41	VANGUARD INDEX FDS	$121k	616
42	CHEVRON CORP NEW	$80k	387
43	ALPHABET INC	$75k	261
44	ALPHABET INC	$75k	261
45	CATERPILLAR INC	$52k	74
46	HEALTHEQUITY INC	$46k	550
47	VISA INC	$28k	91
48	MERCK & CO INC	$24k	200
49	VANGUARD SCOTTSDALE FDS	$22k	404
50	COSTCO WHSL CORP NEW	$21k	21

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.