13F HOLDINGS REPORT
Sellwood Investment Partners LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001763958-26-000002
Total Value
$256.1M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 74,237 | $46.6M | 18.18% |
| 2 | VANGUARD WORLD FD | 921910733 | 324,119 | $39.2M | 15.31% |
| 3 | VANGUARD MALVERN FDS | 922020805 | 425,432 | $21.0M | 8.22% |
| 4 | PIMCO EQUITY SER | 72201T342 | 490,135 | $20.6M | 8.04% |
| 5 | VANGUARD WORLD FD | 921910725 | 268,597 | $19.2M | 7.51% |
| 6 | VANGUARD STAR FDS | 921909768 | 236,564 | $17.8M | 6.97% |
| 7 | SCHWAB STRATEGIC TR | 808524771 | 610,030 | $16.6M | 6.48% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 160,118 | $9.6M | 3.75% |
| 9 | VANGUARD WORLD FD | 921910709 | 128,167 | $8.3M | 3.25% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C813 | 101,046 | $7.7M | 2.99% |
| 11 | ISHARES TR | 464287226 | 74,396 | $7.4M | 2.90% |
| 12 | VANGUARD BD INDEX FDS | 921937793 | 75,046 | $5.2M | 2.04% |
| 13 | VANGUARD INDEX FDS | 922908769 | 12,130 | $4.1M | 1.59% |
| 14 | VANGUARD BD INDEX FDS | 921937827 | 45,640 | $3.6M | 1.40% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 66,314 | $3.3M | 1.30% |
| 16 | VANGUARD BD INDEX FDS | 921937835 | 42,439 | $3.1M | 1.23% |
| 17 | ISHARES TR | 464288257 | 19,908 | $2.8M | 1.10% |
| 18 | ISHARES TR | 464287622 | 6,690 | $2.5M | 0.98% |
| 19 | DIMENSIONAL ETF TRUST | 25434V716 | 40,723 | $1.8M | 0.69% |
| 20 | VANGUARD INDEX FDS | 922908652 | 8,295 | $1.7M | 0.68% |
| 21 | ISHARES TR | 46429B747 | 16,812 | $1.7M | 0.67% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.59% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042742 | 9,065 | $1.3M | 0.50% |
| 24 | SCHWAB STRATEGIC TR | 808524854 | 50,958 | $1.3M | 0.50% |
| 25 | SCHWAB STRATEGIC TR | 808524862 | 49,240 | $1.2M | 0.47% |
| 26 | BNY MELLON ETF TRUST | 09661T800 | 23,034 | $1.1M | 0.43% |
| 27 | ISHARES TR | 46436E718 | 9,179 | $921,367 | 0.36% |
| 28 | VANGUARD SCOTTSDALE FDS | 92206C102 | 13,041 | $765,874 | 0.30% |
| 29 | DIMENSIONAL ETF TRUST | 25434V690 | 15,743 | $674,509 | 0.26% |
| 30 | SCHWAB STRATEGIC TR | 808524680 | 17,875 | $566,638 | 0.22% |
| 31 | GLOBAL X FDS | 37954Y889 | 6,554 | $538,878 | 0.21% |
| 32 | BLACKROCK ETF TRUST II | BLK | 7,070 | $373,104 | 0.15% |
| 33 | DIMENSIONAL ETF TRUST | 25434V682 | 7,684 | $318,732 | 0.12% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 517 | $259,870 | 0.10% |
| 35 | VANGUARD INDEX FDS | 922908553 | 2,764 | $244,565 | 0.10% |
| 36 | ISHARES TR | 464287614 | 328 | $155,242 | 0.06% |
| 37 | VANGUARD INDEX FDS | 922908629 | 489 | $141,918 | 0.06% |
| 38 | ISHARES TR | 464287598 | 660 | $138,824 | 0.05% |
| 39 | VANGUARD INDEX FDS | 922908744 | 616 | $117,650 | 0.05% |
| 40 | ALPHABET INC | GOOG | 261 | $81,902 | 0.03% |
| 41 | ALPHABET INC | GOOG | 261 | $81,693 | 0.03% |
| 42 | CHEVRON CORP NEW | CVX | 387 | $58,983 | 0.02% |
| 43 | HEALTHEQUITY INC | HQY | 550 | $50,386 | 0.02% |
| 44 | CATERPILLAR INC | CAT | 74 | $42,392 | 0.02% |
| 45 | VISA INC | V | 91 | $31,915 | 0.01% |
| 46 | VANGUARD SCOTTSDALE FDS | 92206C847 | 401 | $22,374 | 0.01% |
| 47 | MERCK & CO INC | MRK | 200 | $21,052 | 0.01% |
| 48 | NIKE INC | NKE | 296 | $18,858 | 0.01% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 21 | $18,109 | 0.01% |
| 50 | ISHARES TR | 464287200 | 21 | $14,384 | 0.01% |
| 51 | HOME DEPOT INC | HD | 40 | $13,764 | 0.01% |
| 52 | LINDE PLC F | LIN | 28 | $11,939 | 0.00% |
| 53 | ISHARES TR | 46432F842 | 129 | $11,540 | 0.00% |
| 54 | WELLS FARGO & CO | 949746101 | 105 | $9,786 | 0.00% |
| 55 | SCHWAB STRATEGIC TR | 808524706 | 269 | $8,797 | 0.00% |
| 56 | EXXON MOBIL CORP | XOM | 62 | $7,461 | 0.00% |
| 57 | SCHWAB STRATEGIC TR | 808524847 | 142 | $2,966 | 0.00% |
| 58 | ISHARES TR | 464287499 | 24 | $2,310 | 0.00% |
| 59 | ISHARES TR | 464287655 | 5 | $1,231 | 0.00% |