Sellwood Investment Partners LLC

PORTLAND, OR · CIK 1763958 · 13F filing filed 2026-07-28

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$2.3bn
Staff16 · 14 in investment roles
Main clients (by assets)Charities 67%, Pension plans 26%, High net worth individuals 6%
Form ADV · 2026-06-29SEC adviser record

Kindinstitutions
Others nearbyChicago, IL, Portland, OR, Indianapolis, IN, Windsor, CT, Boston, MA, Mc Lean, VA
FamilyFIDUCIENT ADVISORS LLC · 3 related pages · largest: FIDUCIENT ADVISORS LLC

$283.6m reported value +11.7% vs Q1 2026

59positions

77.7%in top 10

2 new 22 added 17 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	71,813	$49.3m17.39%	17.39%	Reduced -4.4k	-4,445 -5.8%
2	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	314,328	$41.6m14.66%	14.66%	Reduced -21.1k	-21,083 -6.3%
3	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	263,334	$22.5m7.94%	7.94%	Added +42.4k	+42,369 19.2%
4	PIMCO EQUITY SER RAFI ESG US RAFE	RAFE	470,325	$22.5m7.94%	7.94%	Reduced -29.1k	-29,086 -5.8%
5	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	257,549	$21.2m7.48%	7.48%	Reduced -16.5k	-16,466 -6.0%
6	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	394,459	$19.8m6.99%	6.99%	Reduced -1.1k	-1,142 -0.3%
7	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	557,233	$17.3m6.11%	6.11%	Reduced -50.9k	-50,856 -8.4%
8	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	155,266	$9.2m3.23%	3.23%	Reduced -4.4k	-4,435 -2.8%
9	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	112,414	$8.5m2.98%	2.98%	Added +7.1k	+7,100 6.7%
10	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	128,316	$8.4m2.95%	2.95%	Added +14.3k	+14,318 12.6%
11	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	108,373	$7.5m2.63%	2.63%	Added +31.5k	+31,469 40.9%
12	ISHARES TR CORE US AGGBD ET AGG	AGG	72,941	$7.2m2.55%	2.55%	Added +3.1k	+3,079 4.4%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	81,043	$5.8m2.04%	2.04%	Added +41.2k	+41,155 103.2%
14	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	148,267	$3.7m1.29%	1.29%	Added +78.2k	+78,170 111.5%
15	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	71,720	$3.6m1.28%	1.28%	Added +5.0k	+5,003 7.5%
16	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	45,402	$3.5m1.25%	1.25%	Added +71	+71 0.2%
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,485	$3.5m1.24%	1.24%	Reduced -17	-17 -0.2%
18	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	12,601	$3.1m1.09%	1.09%	Added +133	+133 1.1%
19	ISHARES TR MSCI ACWI ETF ACWI	ACWI	19,160	$3.0m1.06%	1.06%	Added +934	+934 5.1%
20	ISHARES TR RUS 1000 ETF IWB	IWB	6,690	$2.7m0.97%	0.97%	Unchanged
21	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	26,271	$2.7m0.95%	0.95%	Added +2.0k	+2,040 8.4%
22	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	33,779	$2.5m0.87%	0.87%	Added +2.3k	+2,323 7.4%
23	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	36,250	$1.7m0.60%	0.60%	Reduced -4.6k	-4,588 -11.2%
24	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.53%	0.53%	Unchanged
25	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	59,024	$1.4m0.50%	0.50%	Added +943	+943 1.6%
26	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	8,412	$1.3m0.47%	0.47%	Reduced -653	-653 -7.2%
27	BNY MELLON ETF TRUST HIGH YIELD ETF BKHY	BKHY	25,225	$1.2m0.42%	0.42%	Added +2.2k	+2,155 9.3%
28	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	9,314	$937.6k0.33%	0.33%	Added +82	+82 0.9%
29	SCHWAB STRATEGIC TR LONG TERM US SCHQ	SCHQ	23,510	$735.9k0.26%	0.26%	Added +2.1k	+2,087 9.7%
30	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	12,465	$725.5k0.26%	0.26%	Added +30	+30 0.2%
31	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	1,790	$654.6k0.23%	0.23%	New
32	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	14,332	$646.4k0.23%	0.23%	Reduced -1.4k	-1,411 -9.0%
33	ISHARES TR CORE S&P500 ETF IVV	IVV	693	$519.0k0.18%	0.18%	Added +275	+275 65.8%
34	GLOBAL X FDS S&P 500 CATHOLIC CATH	CATH	5,430	$480.6k0.17%	0.17%	Reduced -1.3k	-1,255 -18.8%
35	VIA TRANSN INC COM CL A VIA	VIA	24,047	$436.2k0.15%	0.15%	New
36	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	6,619	$323.5k0.11%	0.11%	Reduced -1.1k	-1,065 -13.9%
37	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	5,971	$312.5k0.11%	0.11%	Reduced -967	-967 -13.9%
38	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,773	$267.4k0.09%	0.09%	Added +4	+4 0.1%
39	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	476	$238.2k0.08%	0.08%	Reduced -41	-41 -7.9%
40	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,312	$162.9k0.06%	0.06%	Unchanged
41	ISHARES TR RUS 1000 VAL ETF IWD	IWD	660	$160.0k0.06%	0.06%	Unchanged
42	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,693	$136.4k0.05%	0.05%	Reduced -263	-263 -13.4%
43	VANGUARD INDEX FDS VALUE ETF VTV	VTV	479	$104.4k0.04%	0.04%	Reduced -137	-137 -22.2%
44	ALPHABET INC CAP STK CL A GOOGL	GOOGL	261	$93.3k0.03%	0.03%	Unchanged
45	ALPHABET INC CAP STK CL C GOOG	GOOG	261	$92.2k0.03%	0.03%	Unchanged
46	CATERPILLAR INC COM CAT	CAT	74	$78.8k0.03%	0.03%	Unchanged
47	CHEVRON CORP NEW COM CVX	CVX	387	$64.1k0.02%	0.02%	Unchanged
48	HEALTHEQUITY INC COM HQY	HQY	550	$49.7k0.02%	0.02%	Unchanged
49	VISA INC COM CL A V	V	91	$31.2k0.01%	0.01%	Unchanged
50	MERCK & CO INC COM MRK	MRK	200	$25.7k0.01%	0.01%	Unchanged
51	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	462	$25.5k0.01%	0.01%	Added +58	+58 14.4%
52	COSTCO WHSL CORP NEW COM COST	COST	21	$19.6k0.01%	0.01%	Unchanged
53	HOME DEPOT INC COM HD	HD	40	$14.1k0.00%	0.00%	Unchanged
54	ISHARES TR CORE MSCI EAFE IEFA	IEFA	129	$12.5k0.00%	0.00%	Unchanged
55	NIKE INC CL B NKE	NKE	296	$12.2k0.00%	0.00%	Unchanged
56	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	269	$9.7k0.00%	0.00%	Unchanged
57	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	195	$4.6k0.00%	0.00%	Added +53	+53 37.3%
58	ISHARES TR RUS MID CAP ETF IWR	IWR	24	$2.6k0.00%	0.00%	Unchanged
59	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5	$1.5k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LINDE PLC LIN	LIN	28	$13.9k28 shares
EXXON MOBIL CORP XOM	XOM	62	$10.5k62 shares