# EDGAR Filing Document

**Accession Number:** 0001763958
**File Stem:** 0001763958-25-000008
**Filing Date:** 2025-7
**Character Count:** 8834
**Document Hash:** e8303c17c195a2ef5b59fc0f922ecf42
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001763958-25-000008.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001763958-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250711

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sellwood Investment Partners LLC
- **CENTRAL INDEX KEY:** 0001763958

**ORGANIZATION NAME:**
- **EIN:** 800827237
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24927
- **FILM NUMBER:** 251119921

**BUSINESS ADDRESS:**
- **STREET 1:** 6650 SW REDWOOD LANE, SUITE 370
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97224
- **BUSINESS PHONE:** 503-596-2880

**MAIL ADDRESS:**
- **STREET 1:** 6650 SW REDWOOD LANE, SUITE 370
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97224

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Sellwood Consulting LLC
- **DATE OF NAME CHANGE:** 20190108

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sellwood Investment Partners LLC<br>**Address:** 6650 SW REDWOOD LANE SUITE 370<br>PORTLAND, OR 97224

**Form 13F File Number:** 028-24927

**CRD Number (if applicable):** 000164696

**SEC File Number (if applicable):** 801-76867

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashlee Moehring<br>**Title:** Principal Chief Compliance Officer<br>**Phone:** 5035692880

**Signature, Place, and Date of Signing:**

Ashlee Moehring  Portland, OR  07-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $209299155

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 13131 | 64 | SH |  | SOLE |  | 0 | 0 | 64 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 231227 | 476 | SH |  | SOLE |  | 0 | 0 | 476 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1457600 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 379830 | 7188 | SH |  | SOLE |  | 7188 | 0 | 0 |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | 09661T800 |  | 848149 | 17566 | SH |  | SOLE |  | 17566 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 55415 | 387 | SH |  | SOLE |  | 0 | 0 | 387 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 276354 | 7261 | SH |  | SOLE |  | 7261 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 568726 | 14431 | SH |  | SOLE |  | 14431 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 1520388 | 38736 | SH |  | SOLE |  | 38736 | 0 | 0 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 412492 | 5467 | SH |  | SOLE |  | 5467 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 |  | 57618 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| HOME DEPOT INC | COM | 437076102 |  | 14666 | 40 | SH |  | SOLE |  | 0 | 0 | 40 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 804401 | 7989 | SH |  | SOLE |  | 7989 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 1394431 | 13550 | SH |  | SOLE |  | 13550 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 10769 | 129 | SH |  | SOLE |  | 129 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 13039 | 21 | SH |  | SOLE |  | 21 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2271723 | 6690 | SH |  | SOLE |  | 6690 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 163463 | 385 | SH |  | SOLE |  | 385 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 128192 | 660 | SH |  | SOLE |  | 660 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 2207 | 24 | SH |  | SOLE |  | 24 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1079 | 5 | SH |  | SOLE |  | 5 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 15832 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| NIKE INC | CL B | 654106103 |  | 21028 | 296 | SH |  | SOLE |  | 0 | 0 | 296 |
| PIMCO EQUITY SER | RAFI ESG US | 72201T342 |  | 19331772 | 506863 | SH |  | SOLE |  | 506863 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 5924 | 197 | SH |  | SOLE |  | 197 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 15130211 | 616553 | SH |  | SOLE |  | 616553 | 0 | 0 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 1016486 | 40611 | SH |  | SOLE |  | 40611 | 0 | 0 |
| SCHWAB STRATEGIC TR | LONG TERM US | 808524680 |  | 475607 | 14914 | SH |  | SOLE |  | 14914 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 1353238 | 55506 | SH |  | SOLE |  | 55506 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 2031 | 96 | SH |  | SOLE |  | 96 | 0 | 0 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 4790472 | 68888 | SH |  | SOLE |  | 68888 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 727267 | 9241 | SH |  | SOLE |  | 9241 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 879731 | 11948 | SH |  | SOLE |  | 11948 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 1340105 | 6954 | SH |  | SOLE |  | 6954 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 206007 | 2313 | SH |  | SOLE |  | 2313 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 42414800 | 74670 | SH |  | SOLE |  | 74670 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 831956 | 2737 | SH |  | SOLE |  | 2737 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 108872 | 616 | SH |  | SOLE |  | 616 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 125364 | 448 | SH |  | SOLE |  | 448 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1378560 | 10726 | SH |  | SOLE |  | 10726 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 17063719 | 339441 | SH |  | SOLE |  | 339441 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 2627174 | 53583 | SH |  | SOLE |  | 53583 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 8520422 | 142458 | SH |  | SOLE |  | 142458 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 6952895 | 91606 | SH |  | SOLE |  | 91606 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 21925 | 391 | SH |  | SOLE |  | 391 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 11231406 | 162562 | SH |  | SOLE |  | 162562 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 17786004 | 271542 | SH |  | SOLE |  | 271542 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 36638380 | 334170 | SH |  | SOLE |  | 334170 | 0 | 0 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 7677067 | 118796 | SH |  | SOLE |  | 118796 | 0 | 0 |

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