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Sellwood Investment Partners LLC Top Holdings and 13F Report (2025)

About Sellwood Investment Partners LLC

Investment Activity

  • Sellwood Investment Partners LLC has $186.03 million in total holdings as of December 31, 2024.
  • Sellwood Investment Partners LLC owns shares of 55 different stocks, but just 8 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofSellwood Investment Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$39,777,10973,82421.4%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$33,446,001318,86718.0%ETF
RAFE
Pimco Rafi Esg U.S. Etf
$16,863,603463,9239.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$16,081,314332,1218.6%Manufacturing
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$14,638,790258,1807.9%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$14,308,853604,2597.7%ETF
Vanguard Extended Duration Treasury ETF stock logo
EDV
Vanguard Extended Duration Treasury ETF
$8,364,189123,5114.5%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$8,328,570143,5964.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$7,963,190135,1304.3%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$6,398,29085,5623.4%Manufacturing
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$4,381,73764,0322.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,409,44848,0641.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,155,2506,6901.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,714,51771,2600.9%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,378,01913,6980.7%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$976,3075,1390.5%ETF
BKHY
BNY Mellon High Yield Beta ETF
$834,48017,4980.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$787,8907,8540.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$766,1329,9150.4%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$708,88429,1840.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$549,8247,6460.3%ETF
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$468,74714,9140.3%ETF
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$380,8145,3760.2%Manufacturing
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$356,1966,8470.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$285,1136290.2%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$184,2172,0680.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$183,9771,3700.1%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$154,6083850.1%ETF
Apple Inc. stock logo
AAPL
Apple
$147,4975890.1%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$122,1866600.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$120,1282850.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$91,6271000.0%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$89,0724060.0%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$71,3882460.0%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$68,7651,1400.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$43,4202280.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$40,7691290.0%Business Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$38,938680.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$38,8991000.0%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$35,2712920.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$33,5591400.0%Finance
American Express stock logo
AXP
American Express
$32,6471100.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$32,4581400.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$31,789540.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$25,9185420.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$22,8041000.0%Transportation
NIKE, Inc. stock logo
NKE
NIKE
$22,3982960.0%Consumer Discretionary
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$21,2403840.0%ETF
Intuit Inc. stock logo
INTU
Intuit
$18,855300.0%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$9,0661290.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$8,7983300.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$8,133920.0%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$2,022960.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,68270.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,10550.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data