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Portfolio (Quarterly) Guide ↗

Sellwood Investment Partners LLC

· CIK 0001763958
13F Portfolio $254M AUM 59 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 16 Added 10 Reduced 1 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BND VANGUARD BD INDEX FDS 31,456.0 $2.3M 0.91% -11K -25.9% $73.64 -0.3%
22 SCHR SCHWAB STRATEGIC TR 70,097.0 $1.7M 0.69% +19K +37.6% $24.91 -0.8%
23 DFSU DIMENSIONAL ETF TRUST 40,838.0 $1.7M 0.66% $41.09 +13.5%
24 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.57% $718140.00
25 SCHO SCHWAB STRATEGIC TR 58,081.0 $1.4M 0.56% +9K +17.9% $24.27 -0.3%
26 VT VANGUARD INTL EQUITY INDEX F 9,065.0 $1.3M 0.49% $138.33 +14.1%
27 BKHY BNY MELLON ETF TRUST 23,070.0 $1.1M 0.43% $47.41 +0.6%
28 SGOV ISHARES TR 9,232.0 $929K 0.37% +53.0 +0.6% $100.66 -0.0%
29 VGSH VANGUARD SCOTTSDALE FDS 12,435.0 $728K 0.29% -606.0 -4.7% $58.54 -0.4%
30 SCHQ SCHWAB STRATEGIC TR 21,423.0 $673K 0.27% +4K +19.9% $31.43 -1.0%
31 DFSI DIMENSIONAL ETF TRUST 15,743.0 $668K 0.26% $42.40 +7.5%
32 CATH GLOBAL X FDS 6,685.0 $522K 0.21% +131.0 +2.0% $78.15 +15.1%
33 BINC BLACKROCK ETF TRUST II 6,938.0 $360K 0.14% -132.0 -1.9% $51.93 +0.7%
34 DFSE DIMENSIONAL ETF TRUST 7,684.0 $326K 0.13% $42.37 +17.4%
35 IVV ISHARES TR 418.0 $273K 0.11% +397.0 +1890.5% $653.21 +16.1%
36 BERKSHIRE HATHAWAY INC DEL 517.0 $248K 0.10% $479.20
37 VNQ VANGUARD INDEX FDS 2,769.0 $246K 0.10% $88.69 +8.9%
38 IWD ISHARES TR 660.0 $141K 0.06% $213.67 +11.4%
39 VO VANGUARD INDEX FDS 489.0 $140K 0.06% $287.18 -72.6%
40 IWF ISHARES TR 328.0 $140K 0.06% $426.40 -70.2%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 33.0%
Energy 20.0%
Healthcare 15.4%
Industrials 11.5%
Consumer Cyclical 6.3%
Financial Services 6.1%
Consumer Defensive 4.6%
Basic Materials 3.1%