Holders — by stockHoldings — by fund
Sellwood Investment Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001763958
$283.6M
disclosed book value
59
positions
17.4%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 71,813 | $49.3M | 17.4% |
| 2 | ESGVVANGUARD WORLD FD | 314,328 | $41.6M | 14.7% |
| 3 | VXUSVANGUARD STAR FDS | 263,334 | $22.5M | 7.9% |
| 4 | RAFEPIMCO EQUITY SER | 470,325 | $22.5M | 7.9% |
| 5 | VSGXVANGUARD WORLD FD | 257,549 | $21.2M | 7.5% |
| 6 | VTIPVANGUARD MALVERN FDS | 394,459 | $19.8M | 7% |
| 7 | FNDXSCHWAB STRATEGIC TR | 557,233 | $17.3M | 6.1% |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 155,266 | $9.2M | 3.2% |
| 9 | VCLTVANGUARD SCOTTSDALE FDS | 112,414 | $8.5M | 3% |
| 10 | EDVVANGUARD WORLD FD | 128,316 | $8.4M | 2.9% |
| 11 | BLVVANGUARD BD INDEX FDS | 108,373 | $7.5M | 2.6% |
| 12 | AGGISHARES TR | 72,941 | $7.2M | 2.5% |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 81,043 | $5.8M | 2% |
| 14 | SCHRSCHWAB STRATEGIC TR | 148,267 | $3.7M | 1.3% |
| 15 | VTEBVANGUARD MUN BD FDS | 71,720 | $3.6M | 1.3% |
| 16 | BSVVANGUARD BD INDEX FDS | 45,402 | $3.5M | 1.2% |
| 17 | VTIVANGUARD INDEX FDS | 9,485 | $3.5M | 1.2% |
| 18 | VXFVANGUARD INDEX FDS | 12,601 | $3.1M | 1.1% |
| 19 | ACWIISHARES TR | 19,160 | $3.0M | 1.1% |
| 20 | IWBISHARES TR | 6,690 | $2.7M | 1% |
| 21 | STIPISHARES TR | 26,271 | $2.7M | 0.9% |
| 22 | BNDVANGUARD BD INDEX FDS | 33,779 | $2.5M | 0.9% |
| 23 | DFSUDIMENSIONAL ETF TRUST | 36,250 | $1.7M | 0.6% |
| 24 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.5% |
| 25 | SCHOSCHWAB STRATEGIC TR | 59,024 | $1.4M | 0.5% |
| 26 | VTVANGUARD INTL EQUITY INDEX F | 8,412 | $1.3M | 0.5% |
| 27 | BKHYBNY MELLON ETF TRUST | 25,225 | $1.2M | 0.4% |
| 28 | SGOVISHARES TR | 9,314 | $937,649 | 0.3% |
| 29 | SCHQSCHWAB STRATEGIC TR | 23,510 | $735,863 | 0.3% |
| 30 | VGSHVANGUARD SCOTTSDALE FDS | 12,465 | $725,472 | 0.3% |
| 31 | VBKVANGUARD INDEX FDS | 1,790 | $654,603 | 0.2% |
| 32 | DFSIDIMENSIONAL ETF TRUST | 14,332 | $646,373 | 0.2% |
| 33 | IVVISHARES TR | 693 | $518,981 | 0.2% |
| 34 | CATHGLOBAL X FDS | 5,430 | $480,571 | 0.2% |
| 35 | VIAVIA TRANSN INC | 24,047 | $436,213 | 0.2% |
| 36 | DFSEDIMENSIONAL ETF TRUST | 6,619 | $323,533 | 0.1% |
| 37 | BINCBLACKROCK ETF TRUST II | 5,971 | $312,532 | 0.1% |
| 38 | VNQVANGUARD INDEX FDS | 2,773 | $267,395 | 0.1% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 476 | $238,186 | 0.1% |
| 40 | IWFISHARES TR | 1,312 | $162,911 | 0.1% |
| 41 | IWDISHARES TR | 660 | $160,004 | 0.1% |
| 42 | VOVANGUARD INDEX FDS | 1,693 | $136,405 | 0% |
| 43 | VTVVANGUARD INDEX FDS | 479 | $104,388 | 0% |
| 44 | GOOGLALPHABET INC | 261 | $93,274 | 0% |
| 45 | GOOGALPHABET INC | 261 | $92,219 | 0% |
| 46 | CATCATERPILLAR INC | 74 | $78,803 | 0% |
| 47 | CVXCHEVRON CORP NEW | 387 | $64,149 | 0% |
| 48 | HQYHEALTHEQUITY INC | 550 | $49,676 | 0% |
| 49 | VVISA INC | 91 | $31,221 | 0% |
| 50 | MRKMERCK & CO INC | 200 | $25,700 | 0% |
| 51 | VGLTVANGUARD SCOTTSDALE FDS | 462 | $25,497 | 0% |
| 52 | COSTCOSTCO WHSL CORP NEW | 21 | $19,645 | 0% |
| 53 | HDHOME DEPOT INC | 40 | $14,107 | 0% |
| 54 | IEFAISHARES TR | 129 | $12,459 | 0% |
| 55 | NKENIKE INC | 296 | $12,151 | 0% |
| 56 | SCHESCHWAB STRATEGIC TR | 269 | $9,748 | 0% |
| 57 | SCHHSCHWAB STRATEGIC TR | 195 | $4,618 | 0% |
| 58 | IWRISHARES TR | 24 | $2,648 | 0% |
| 59 | IWMISHARES TR | 5 | $1,502 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.