13F HOLDINGS REPORT
Sellwood Investment Partners LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001763958-25-000010
Total Value
$251.2M
Positions
107
Other Managers
0
Confidential Omitted
No
Holdings (107)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 74,716 | $45.8M | 18.21% |
| 2 | VANGUARD WORLD FD | 921910733 | 326,962 | $38.7M | 15.41% |
| 3 | PIMCO EQUITY SER | 72201T342 | 508,740 | $20.7M | 8.24% |
| 4 | VANGUARD WORLD FD | 921910725 | 275,512 | $19.1M | 7.61% |
| 5 | VANGUARD MALVERN FDS | 922020805 | 361,210 | $18.3M | 7.28% |
| 6 | SCHWAB STRATEGIC TR | 808524771 | 597,165 | $15.7M | 6.25% |
| 7 | VANGUARD STAR FDS | 921909768 | 175,367 | $12.9M | 5.13% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 156,011 | $9.4M | 3.73% |
| 9 | VANGUARD WORLD FD | 921910709 | 122,790 | $8.4M | 3.35% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C813 | 95,262 | $7.4M | 2.94% |
| 11 | VANGUARD BD INDEX FDS | 921937827 | 73,658 | $5.8M | 2.31% |
| 12 | ISHARES TR | 464287226 | 54,820 | $5.5M | 2.19% |
| 13 | VANGUARD BD INDEX FDS | 921937793 | 71,061 | $5.0M | 2.00% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 49,006 | $3.6M | 1.45% |
| 15 | VANGUARD INDEX FDS | 922908769 | 9,106 | $3.0M | 1.19% |
| 16 | VANGUARD MUN BD FDS | 922907746 | 58,086 | $2.9M | 1.16% |
| 17 | ISHARES TR | 464288257 | 20,163 | $2.8M | 1.11% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C102 | 44,150 | $2.6M | 1.03% |
| 19 | SCHWAB STRATEGIC TR | 808524862 | 106,102 | $2.6M | 1.03% |
| 20 | VANGUARD INDEX FDS | 922908611 | 11,796 | $2.5M | 0.98% |
| 21 | ISHARES TR | 464287622 | 6,690 | $2.4M | 0.97% |
| 22 | DIMENSIONAL ETF TRUST | 25434V716 | 41,003 | $1.7M | 0.69% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.60% |
| 24 | ISHARES TR | 46429B747 | 14,580 | $1.5M | 0.60% |
| 25 | VANGUARD INDEX FDS | 922908652 | 6,954 | $1.5M | 0.58% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042742 | 9,065 | $1.2M | 0.50% |
| 27 | VANGUARD INDEX FDS | 922908629 | 3,951 | $1.2M | 0.46% |
| 28 | SCHWAB STRATEGIC TR | 808524854 | 41,885 | $1.1M | 0.42% |
| 29 | BNY MELLON ETF TRUST | 09661T800 | 19,367 | $943,183 | 0.38% |
| 30 | ISHARES TR | 46436E718 | 8,074 | $813,080 | 0.32% |
| 31 | DIMENSIONAL ETF TRUST | 25434V690 | 15,239 | $624,039 | 0.25% |
| 32 | SCHWAB STRATEGIC TR | 808524680 | 17,875 | $577,541 | 0.23% |
| 33 | GLOBAL X FDS | 37954Y889 | 5,330 | $432,007 | 0.17% |
| 34 | BLACKROCK ETF TRUST II | BLK | 6,909 | $367,824 | 0.15% |
| 35 | DIMENSIONAL ETF TRUST | 25434V682 | 7,684 | $315,736 | 0.13% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 517 | $259,917 | 0.10% |
| 37 | NIKE INC | NKE | 3,408 | $237,640 | 0.09% |
| 38 | VANGUARD INDEX FDS | 922908553 | 2,449 | $223,846 | 0.09% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 601 | $207,525 | 0.08% |
| 40 | ISHARES TR | 464287614 | 328 | $153,638 | 0.06% |
| 41 | ISHARES TR | 464287598 | 660 | $134,369 | 0.05% |
| 42 | VANGUARD INDEX FDS | 922908744 | 616 | $114,878 | 0.05% |
| 43 | ALPHABET INC | GOOG | 373 | $90,844 | 0.04% |
| 44 | CISCO SYS INC | CSCO | 1,125 | $76,973 | 0.03% |
| 45 | ALPHABET INC | GOOG | 261 | $63,449 | 0.03% |
| 46 | HOME DEPOT INC | HD | 154 | $62,399 | 0.02% |
| 47 | CHEVRON CORP NEW | CVX | 387 | $60,097 | 0.02% |
| 48 | AMGEN INC | AMGN | 200 | $56,440 | 0.02% |
| 49 | HEALTHEQUITY INC | HQY | 550 | $52,124 | 0.02% |
| 50 | VISA INC | V | 152 | $51,890 | 0.02% |
| 51 | NVIDIA CORP | NVDA | 270 | $50,377 | 0.02% |
| 52 | MICROSOFT CORP | MSFT | 95 | $49,205 | 0.02% |
| 53 | CATERPILLAR INC | CAT | 74 | $35,309 | 0.01% |
| 54 | APPLE INC | AAPL | 135 | $34,375 | 0.01% |
| 55 | IBM CORP | INTR | 100 | $28,216 | 0.01% |
| 56 | AMAZON.COM INC | AMZN | 123 | $27,007 | 0.01% |
| 57 | COLUMBIA SPORTSWEAR CO | COLM | 494 | $25,836 | 0.01% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C847 | 395 | $22,465 | 0.01% |
| 59 | MEDTRONIC PLC F | MDT | 216 | $20,572 | 0.01% |
| 60 | META PLATFORMS INC | META | 28 | $20,563 | 0.01% |
| 61 | COSTCO WHSL CORP NEW | 22160K105 | 21 | $19,438 | 0.01% |
| 62 | MERCK & CO INC | MRK | 215 | $18,045 | 0.01% |
| 63 | LINDE PLC F | LIN | 34 | $16,150 | 0.01% |
| 64 | ISHARES TR | 464287200 | 21 | $14,055 | 0.01% |
| 65 | ISHARES TR | 46432F842 | 129 | $11,263 | 0.00% |
| 66 | GENERAL MILLS INC | 370334104 | 201 | $10,134 | 0.00% |
| 67 | WELLS FARGO & CO | 949746101 | 105 | $8,801 | 0.00% |
| 68 | PROCTER & GAMBLE CO | 742718109 | 51 | $7,836 | 0.00% |
| 69 | UNION PAC CORP | UNP | 33 | $7,800 | 0.00% |
| 70 | EXXON MOBIL CORP | XOM | 62 | $6,991 | 0.00% |
| 71 | SCHWAB STRATEGIC TR | 808524706 | 197 | $6,559 | 0.00% |
| 72 | JOHNSON & JOHNSON | JNJ | 33 | $6,119 | 0.00% |
| 73 | INTEL CORP | INTC | 151 | $5,066 | 0.00% |
| 74 | JPMORGAN CHASE & CO | VYLD | 13 | $4,101 | 0.00% |
| 75 | MASTERCARD INC | MA | 6 | $3,413 | 0.00% |
| 76 | BROADCOM INC | AVGO | 10 | $3,299 | 0.00% |
| 77 | PAYPAL HLDGS INC | PYPL | 48 | $3,219 | 0.00% |
| 78 | MOTOROLA SOLUTIONS INC | MSI | 7 | $3,201 | 0.00% |
| 79 | CADENCE DESIGN SYS INC | CDNS | 9 | $3,161 | 0.00% |
| 80 | SCHWAB STRATEGIC TR | 808524847 | 142 | $3,063 | 0.00% |
| 81 | CRH PUBLIC LIMITED CO F | CRH | 25 | $2,998 | 0.00% |
| 82 | SERVICENOW INC | NOW | 3 | $2,761 | 0.00% |
| 83 | AUTOMATIC DATA PROCESSIN | ADP | 9 | $2,642 | 0.00% |
| 84 | BANK OF AMERICA CORP | 060505104 | 51 | $2,631 | 0.00% |
| 85 | THE COCA-COLA CO | KO | 38 | $2,520 | 0.00% |
| 86 | ISHARES TR | 464287499 | 24 | $2,317 | 0.00% |
| 87 | ABBVIE INC | ABBV | 10 | $2,315 | 0.00% |
| 88 | US FOODS HLDG CORP | USFD | 30 | $2,299 | 0.00% |
| 89 | LOWES COS INC | 548661107 | 9 | $2,262 | 0.00% |
| 90 | QUANTA SVCS INC | 74762E102 | 5 | $2,072 | 0.00% |
| 91 | CHIPOTLE MEXICAN GRILL I | CMG | 50 | $1,960 | 0.00% |
| 92 | KEYSIGHT TECHNOLOGIES IN | KEYS | 10 | $1,749 | 0.00% |
| 93 | METLIFE INC | MET-PF | 20 | $1,647 | 0.00% |
| 94 | HILTON WORLDWIDE HLDGS I | HLT | 6 | $1,557 | 0.00% |
| 95 | EQUIFAX INC | EFX | 6 | $1,539 | 0.00% |
| 96 | ELI LILLY AND CO | LLY | 2 | $1,526 | 0.00% |
| 97 | DEERE & CO | DE | 3 | $1,372 | 0.00% |
| 98 | SIMON PPTY GROUP INC NEWREIT | 828806109 | 7 | $1,314 | 0.00% |
| 99 | ISHARES TR | 464287655 | 5 | $1,210 | 0.00% |
| 100 | PRUDENTIAL FINL INC | PUKPF | 10 | $1,037 | 0.00% |
| 101 | S&P GLOBAL INC | SPGI | 2 | $973 | 0.00% |
| 102 | SBA COMMUNICATIONS CORP | SBAC | 5 | $967 | 0.00% |
| 103 | CORTEVA INC | CTVA | 12 | $812 | 0.00% |
| 104 | MORGAN STANLEY | MS-PQ | 5 | $795 | 0.00% |
| 105 | MCKESSON CORP | MCK | 1 | $773 | 0.00% |
| 106 | GARTNER INC | IT | 2 | $526 | 0.00% |
| 107 | KENVUE INC | KVUE | 32 | $519 | 0.00% |