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Vista Capital Partners

Latest statistics and disclosures from Vista Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VTV, VNQ, VUG, VB, and represent 80.77% of Vista Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VNQ, VXUS, VTEI, QDF, DVYE, MSFT, GOOGL, IWR, IEFA, ORCL.
Started 26 new stock positions in ORCL, DIS, GLW, RSP, DES, VTEI, TMUS, DVYE, AEP, AXP.
Reduced shares in these 10 stocks: VUG, SCHB, VTI, DFAC, IWD, IWF, AVGO, LVHI, VNQI, IWS.
Sold out of its positions in AVGO, CPRT, DE, IWS, LVHI, CRM, SCHZ, TGT.
Vista Capital Partners was a net buyer of stock by $7.3M.
Vista Capital Partners has $983M in assets under management (AUM), dropping by 7.62%.
Central Index Key (CIK): 0001486946

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Positions held by Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vista Capital Partners

Vista Capital Partners holds 145 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total U.S. Stock Market Index Fund Total Stk Mkt (VTI)	37.1	$365M		1.1M	328.17	View chart
Vanguard Value Index Fund Value ETF (VTV)	14.8	$146M		780k	186.49	View chart
Vanguard REIT Index Fund Reit Etf (VNQ)	12.1	$119M	+2%	1.3M	91.42	View chart
Vanguard Growth Index Fund Growth ETF (VUG)	9.9	$97M	-2%	203k	479.61	View chart
Vanguard Small Cap Index Fund Small Cp ETF (VB)	6.9	$67M		265k	254.28	View chart
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB)	2.1	$21M	-7%	819k	25.71	View chart
Microsoft Corporation (MSFT)	1.6	$16M	+5%	30k	517.95	View chart
Apple (AAPL)	1.2	$12M	+2%	47k	254.63	View chart
Schwab U.S. REIT Fund Us Reit Etf (SCHH)	0.7	$7.3M		337k	21.57	View chart
Stryker Corporation (SYK)	0.7	$7.2M		19k	369.67	View chart
NVIDIA Corporation (NVDA)	0.7	$6.5M		35k	186.58	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.6	$6.0M	+3%	9.8k	612.37	View chart
SPDRs - S&P 500 Index Fund Tr Unit (SPY)	0.6	$5.9M	-2%	8.9k	666.17	View chart
DFA International Core Equity II ETF Intl Core Equity (DFIC)	0.5	$5.3M		162k	32.79	View chart
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI)	0.5	$4.6M	-6%	97k	47.74	View chart
DFA U.S. Core Equity II Fund US Core Equity 2 (DFAC)	0.4	$4.0M	-20%	104k	38.57	View chart
DFA Emerging Markets Core Equity II ETF Emerging Mkts Co (DFEM)	0.4	$3.8M		120k	32.07	View chart
iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF (IWF)	0.4	$3.6M	-12%	7.6k	468.41	View chart
Starbucks Corporation (SBUX)	0.3	$3.0M		35k	84.60	View chart
Amazon (AMZN)	0.3	$2.8M	+16%	13k	219.57	View chart
Berkshire Hathaway Cl B Class B (BRK.A)	0.3	$2.7M		5.4k	502.74	View chart
Costco Wholesale Corporation (COST)	0.3	$2.7M	+2%	2.9k	925.49	View chart
DFA International Small Cap ETF Intl Small Cap V (DFIS)	0.2	$2.4M		75k	31.63	View chart
DFA U.S. Sustainability ETF US Sustainabilty (DFSU)	0.2	$2.0M	+5%	48k	42.47	View chart
Nike (NKE)	0.2	$1.9M		28k	69.73	View chart
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA)	0.2	$1.8M		64k	27.90	View chart
Google Inc Class A Cap Stk Cl A (GOOGL)	0.2	$1.8M	+71%	7.2k	243.10	View chart
Vanguard ESG International Stock Fund Esg Intl Stk ETF (VSGX)	0.2	$1.6M	-7%	23k	69.37	View chart
iShares Core S&P 500 Core S&P 500 ETF (IVV)	0.2	$1.6M	-2%	2.4k	669.30	View chart
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD)	0.2	$1.6M	-25%	7.8k	203.59	View chart
Avantis Emerging Markets Small Cap ETF Avantis Emerging (AVEE)	0.2	$1.6M	-7%	25k	64.12	View chart
Vanguard Large Cap Large Cap ETF (VV)	0.2	$1.6M	-5%	5.1k	307.87	View chart
iShares Core MSCI EAFE ETF Core MSCI EAFE (IEFA)	0.2	$1.5M	+73%	17k	87.31	View chart
Ishares Tr Russell Russell3000ETF (IWV)	0.1	$1.4M		3.8k	378.94	View chart
Google Inc Class C Cap Stk Cl C (GOOG)	0.1	$1.4M	+2%	5.6k	243.56	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M	+6%	4.3k	315.43	View chart
Avantis U.S. Responsible ETF Avantis Respon U (AVSU)	0.1	$1.3M	-6%	18k	73.57	View chart
NASDAQ 100 Shares Unit Ser 1 (QQQ)	0.1	$1.2M	-8%	2.1k	600.42	View chart
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR)	0.1	$1.1M	+64%	9.6k	118.83	View chart
Vanguard Total Intl Etf Vg TL Intl Stk F (VXUS)	0.1	$1.1M	NEW	14k	73.46	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	+3%	5.6k	185.42	View chart
Chevron Corporation (CVX)	0.1	$975k	+36%	6.3k	155.29	View chart
Summit Bank Group (SBKO)	0.1	$968k		61k	15.98	View chart
Vanguard Int-Term Tax Exempt ETF Intermediate Trm (VTEI)	0.1	$960k	NEW	9.6k	100.33	View chart
Vanguard Total World Stock Index TT Wrld St ETF (VT)	0.1	$941k	-5%	6.8k	137.80	View chart
FlexShares Quality Dividend ETF Qualt Divd IDX (QDF)	0.1	$934k	NEW	12k	79.40	View chart
iShares Russell 2000 Index Fund Russell2000ETF (IWM)	0.1	$914k		3.8k	241.94	View chart
iShares Russell 1000 ETF S&p 1000 Etf (IWB)	0.1	$885k		2.4k	365.48	View chart
Pacific West Bancorp (PWBK)	0.1	$876k		74k	11.80	View chart
Meta Platforms Cla (META)	0.1	$850k	+7%	1.2k	734.55	View chart
Southern Company (SO)	0.1	$827k		8.7k	94.77	View chart
iShares Emerging Markets Dividend ETF Em Mkts Div ETF (DVYE)	0.1	$800k	NEW	27k	29.69	View chart
On Holding AG Ord Class A Namen Akt A (ONON)	0.1	$775k		18k	42.35	View chart
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC)	0.1	$744k		5.0k	149.09	View chart
DFA Tax-Managed US Marketwide Value II US Mktwide Value (DFUV)	0.1	$736k		17k	44.69	View chart
DFA U.S. Small Cap Value ETF US Small Cap Val (DFSV)	0.1	$733k		23k	31.84	View chart
Air Products & Chemicals (APD)	0.1	$719k		2.6k	272.72	View chart
iShares Russell Midcap ETF Rus Miid Cap ETF (IWR)	0.1	$705k	NEW	7.3k	96.55	View chart
iShares MSCI USA Min Msci Usa Min Vol (USMV)	0.1	$702k		7.4k	95.14	View chart
Bank of America Corporation (BAC)	0.1	$688k	+51%	13k	51.59	View chart
Fiserv (FI)	0.1	$665k	+28%	5.2k	128.93	View chart
Tesla Motors (TSLA)	0.1	$661k	-9%	1.5k	444.72	View chart
International Business Machines (IBM)	0.1	$630k	-6%	2.2k	282.17	View chart
Eli Lilly & Co. (LLY)	0.1	$626k	+16%	820.00	763.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$619k	+5%	5.5k	112.75	View chart
Cummins (CMI)	0.1	$588k	+13%	1.4k	422.37	View chart
Nakanishi (NKNSF)	0.1	$574k		42k	13.84	View chart
Oracle Corporation (ORCL)	0.1	$572k	NEW	2.0k	281.24	View chart
Vanguard Developed Markets ETF Van FTSE DEV Mkt (VEA)	0.1	$567k		9.5k	59.92	View chart
Vanguard Int-Term Treasury Fund Inter Term Treas (VGIT)	0.1	$561k	+19%	9.3k	60.03	View chart
Parker-Hannifin Corporation (PH)	0.1	$550k	+91%	726.00	758.15	View chart
Cameco Corporation (CCJ)	0.1	$546k	NEW	6.5k	83.86	View chart
DFA U.S. Vector Equity ETF Dimensional US (DXUV)	0.1	$541k	+63%	9.3k	58.44	View chart
iShares International Treasury Fund Intl Trea Bd ETF (IGOV)	0.1	$538k		13k	42.60	View chart
Portland General Electric Company (POR)	0.1	$528k		12k	44.00	View chart
Schwab International Equity Fund Intl Eqty ETF (SCHF)	0.1	$520k	-3%	22k	23.28	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.1	$512k	-14%	5.5k	93.37	View chart
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT)	0.1	$509k		3.5k	145.65	View chart
Avantis International Equity Fund Intl EQT ETF (AVDE)	0.1	$503k	-3%	6.4k	78.90	View chart
Schwab U.S. TIPS Fund Us Tips Etf (SCHP)	0.1	$501k	+16%	19k	26.95	View chart
Intel Corporation (INTC)	0.1	$498k	-35%	15k	33.55	View chart
Abbvie (ABBV)	0.1	$497k	-3%	2.1k	231.52	View chart
Enovix Corp (ENVX)	0.0	$490k		49k	9.97	View chart
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS)	0.0	$474k		4.3k	110.59	View chart
iShares Core MSCI Emerging Markets ETF Core MSCI EMKT (IEMG)	0.0	$473k		7.2k	65.92	View chart
Vanguard Emerging Markets Fund FTSE Emg Mkt ETF (VWO)	0.0	$471k	+34%	8.7k	54.18	View chart
Allstate Corporation (ALL)	0.0	$462k	+36%	2.2k	214.65	View chart
Visa Inc Cl A Com Cl A (V)	0.0	$455k	+20%	1.3k	341.38	View chart
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV)	0.0	$439k		15k	29.11	View chart
iShares Global Tech Fund Global Tech ETF (IXN)	0.0	$396k		3.8k	103.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$392k		2.3k	170.84	View chart
American Express Company (AXP)	0.0	$392k	NEW	1.2k	332.16	View chart
Jacobs Engineering Group (J)	0.0	$382k	-9%	2.6k	149.86	View chart
Schwab U.S. Large Cap Growth Fund Us Lcap Gr Etf (SCHG)	0.0	$375k	-2%	12k	31.91	View chart
Vanguard Div Apprciation Div App ETF (VIG)	0.0	$374k	-4%	1.7k	215.81	View chart
Wells Fargo & Company (WFC)	0.0	$373k	NEW	4.4k	83.82	View chart
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI)	0.0	$366k		3.1k	119.50	View chart
Vanguard Whitehall - High Div Yield ETF High Div Yld (VYM)	0.0	$358k		2.5k	140.94	View chart
Vanguard Small Cap Value Index Fund Sm Cp Val ETF (VBR)	0.0	$357k	-8%	1.7k	208.75	View chart
iShares Russell Midcap Growth Rus Md Cp Gr ETF (IWP)	0.0	$352k	-35%	2.5k	142.41	View chart
Home Depot (HD)	0.0	$346k		853.00	405.19	View chart
Wal-Mart Stores (WMT)	0.0	$325k		3.2k	103.07	View chart
Netflix (NFLX)	0.0	$324k	+3%	270.00	1198.92	View chart
Diamonds TRUST Series I Ut Ser 1 (DIA)	0.0	$317k		684.00	463.62	View chart
Technology Select Sector SPDR ETF Technology (XLK)	0.0	$316k		1.1k	281.97	View chart
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC)	0.0	$314k	-7%	6.9k	45.51	View chart
Quanta Services (PWR)	0.0	$298k	-30%	720.00	414.42	View chart
SPDR S&P Dividend Fund S&P Divid ETF (SDY)	0.0	$291k		2.1k	140.02	View chart
Ishares Tr Comex Gold Ishares New (IAU)	0.0	$290k	NEW	4.0k	72.77	View chart
Vanguard Extended Mkt Extend MKT ETF (VXF)	0.0	$287k		1.4k	209.34	View chart
Avantis Emerging Markets Fund Avantis EMGMKT (AVEM)	0.0	$282k	-3%	3.8k	75.11	View chart
Northrop Grumman Corporation (NOC)	0.0	$273k	+3%	448.00	609.32	View chart
Amgen (AMGN)	0.0	$263k	+20%	932.00	282.20	View chart
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP)	0.0	$258k	+2%	2.3k	111.24	View chart
Caterpillar (CAT)	0.0	$254k	NEW	532.00	477.15	View chart
Eaton (ETN)	0.0	$253k	-6%	677.00	374.25	View chart
Corning Incorporated (GLW)	0.0	$252k	NEW	3.1k	82.02	View chart
Adobe Systems Incorporated (ADBE)	0.0	$248k	+12%	704.00	352.75	View chart
Raytheon Technologies Corp (RTX)	0.0	$241k	NEW	1.4k	167.35	View chart
Powershs Exch Trad Fd Tr Dorsey Wright Mo (PDP)	0.0	$236k		2.0k	118.05	View chart
Walt Disney Company (DIS)	0.0	$234k	NEW	2.0k	114.52	View chart
Pepsi (PEP)	0.0	$233k	NEW	1.7k	140.45	View chart
iShares MSCI ACWI Fund Msci Acwi Etf (ACWI)	0.0	$232k	-7%	1.7k	138.27	View chart
Dick's Sporting Goods (DKS)	0.0	$232k		1.0k	222.22	View chart
Honeywell International (HON)	0.0	$230k	NEW	1.1k	210.50	View chart
Nucor Corporation (NUE)	0.0	$227k		1.7k	135.43	View chart
Kinder Morgan (KMI)	0.0	$225k	-2%	7.9k	28.31	View chart
Boeing Company (BA)	0.0	$225k	-2%	1.0k	215.83	View chart
Metropcs Communications (TMUS)	0.0	$223k	NEW	932.00	239.38	View chart
Avantis All Equity Markets Fund Avantis ALL EQT (AVGE)	0.0	$223k		2.7k	83.41	View chart
Amphenol Corp Cl A Cl A (APH)	0.0	$221k	NEW	1.8k	123.75	View chart
Ishares Trust S&p 500/barra Value Index Fund SP 500 Val ETF (IVE)	0.0	$216k		1.0k	206.51	View chart
Wisdomtree Smallcap Div US Small cap Divd (DES)	0.0	$214k	NEW	6.4k	33.68	View chart
American Electric Power Company (AEP)	0.0	$208k	NEW	1.8k	112.50	View chart
Zscaler Incorporated (ZS)	0.0	$208k	NEW	693.00	299.66	View chart
Guggenheim S&P 500 Equalweight ETF S&p500 Eql Wgt (RSP)	0.0	$205k	NEW	1.1k	189.70	View chart
Chart Industries (GTLS)	0.0	$204k	NEW	1.0k	200.15	View chart
Capital One Financial (COF)	0.0	$202k		948.00	212.68	View chart
iShares Core S&P Mid-Cap ETF Core S&P MCP ETF (IJH)	0.0	$201k	NEW	3.1k	65.25	View chart
Kenvue (KVUE)	0.0	$164k	NEW	10k	16.23	View chart
Absci Corp (ABSI)	0.0	$132k		43k	3.04	View chart
Tilray (TLRY)	0.0	$42k		24k	1.73	View chart
Transocean Sedco Forex Registered SHS (RIG)	0.0	$41k	NEW	13k	3.12	View chart
Tiaa Traditional	0.0	$30k	-7%	30k	1.00	View chart
Nightfood Hldgs In (NGTF)	0.0	$28k		700k	0.04	View chart

Past Filings by Vista Capital Partners

SEC 13F filings are viewable for Vista Capital Partners going back to 2010

Vista Capital Partners 2025 Q3 filed Nov. 7, 2025
Vista Capital Partners 2025 Q2 filed Aug. 14, 2025
Vista Capital Partners 2025 Q1 filed May 6, 2025
Vista Capital Partners 2024 Q4 filed Feb. 3, 2025
Vista Capital Partners 2024 Q3 filed Oct. 31, 2024
Vista Capital Partners 2024 Q2 filed Aug. 8, 2024
Vista Capital Partners 2024 Q1 filed May 3, 2024
Vista Capital Partners 2023 Q4 filed Feb. 9, 2024
Vista Capital Partners 2023 Q3 filed Oct. 26, 2023
Vista Capital Partners 2023 Q2 filed Aug. 3, 2023
Vista Capital Partners 2023 Q1 filed May 3, 2023
Vista Capital Partners 2022 Q4 filed Feb. 7, 2023
Vista Capital Partners 2022 Q3 filed Nov. 8, 2022
Vista Capital Partners 2022 Q2 filed Aug. 8, 2022
Vista Capital Partners 2022 Q1 filed May 9, 2022
Vista Capital Partners 2021 Q4 filed Feb. 7, 2022

View all past filings

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