Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 79.32% of Vista Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VNQ, VTI, VOO, AAPL, AMZN, DFIC, GOOGL, NVDA, MSFT, VEA.
Started 11 new stock positions in STT, BA, MA, MPC, ETR, MRK, VEU, PG, RRX, DIS. PFE.
Reduced shares in these 10 stocks: VTV, VUG, VB, AGG, QQQ, , SCHF, DFIS, , ADP.
Sold out of its positions in ADP, CCJ, AGG, IVE, CORP, CRM, BNDX.
Vista Capital Partners was a net buyer of stock by $9.5M.
Vista Capital Partners has $994M in assets under management (AUM), dropping by -1.88%.
Central Index Key (CIK): 0001486946

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Vista Capital Partners

Vista Capital Partners holds 156 positions in its portfolio as reported in the March 2026 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)	36.1	$359M		1.1M	320.81	View chart
Vanguard Value Index Fund Value ETF (VTV)	15.1	$150M		763k	196.20	View chart
Vanguard REIT Index Fund Reit Etf (VNQ)	12.9	$129M	+3%	1.4M	88.70	View chart
Vanguard Growth Index Fund Growth ETF (VUG)	8.4	$84M		191k	436.79	View chart
Vanguard Small Cap Index Fund Small Cp ETF (VB)	6.9	$68M		260k	261.92	View chart
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB)	2.0	$20M		800k	25.10	View chart
Apple (AAPL)	1.3	$13M	+6%	51k	253.79	View chart
Microsoft Corporation (MSFT)	1.2	$12M	+3%	33k	370.17	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.8	$7.8M	+22%	13k	597.54	View chart
Schwab U.S. REIT Fund Us Reit Etf (SCHH)	0.7	$7.4M		346k	21.49	View chart
DFA International Core Equity II ETF Intl Core Equity (DFIC)	0.6	$6.5M	+10%	182k	35.53	View chart
Stryker Corporation (SYK)	0.6	$6.4M		19k	328.59	View chart
NVIDIA Corporation (NVDA)	0.6	$6.0M	+7%	35k	174.40	View chart
SPDRs - S&P 500 Index Fund Tr Unit (SPY)	0.6	$6.0M		9.3k	650.37	View chart
iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF (IWF)	0.5	$4.9M		12k	426.40	View chart
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI)	0.4	$4.2M		95k	44.45	View chart
DFA Emerging Markets Core Equity II ETF Emerging Mkts Co (DFEM)	0.4	$4.0M		116k	34.55	View chart
DFA U.S. Core Equity II Fund US Core Equity 2 (DFAC)	0.4	$3.8M	+3%	98k	38.86	View chart
Amazon (AMZN)	0.4	$3.5M	+21%	17k	208.27	View chart
Google Inc Class A Cap Stk Cl A (GOOGL)	0.3	$3.2M	+23%	11k	287.57	View chart
Starbucks Corporation (SBUX)	0.3	$3.0M	-3%	33k	89.59	View chart
Costco Wholesale Corporation (COST)	0.3	$3.0M	+6%	3.0k	996.54	View chart
Berkshire Hathaway Cl B Class B (BRK.A)	0.3	$2.7M		5.7k	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.2M	+18%	7.5k	294.16	View chart
DFA International Small Cap ETF Intl Small Cap V (DFIS)	0.2	$2.2M	-13%	65k	33.67	View chart
iShares Russell 1000 ETF S&p 1000 Etf (IWB)	0.2	$2.1M	-4%	5.8k	356.56	View chart
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD)	0.2	$2.0M		9.5k	213.67	View chart
DFA U.S. Sustainability ETF US Sustainabilty (DFSU)	0.2	$2.0M		49k	41.09	View chart
Google Inc Class C Cap Stk Cl C (GOOG)	0.2	$1.9M	+5%	6.5k	286.85	View chart
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA)	0.2	$1.9M	-3%	64k	29.08	View chart
iShares Core MSCI EAFE ETF Core MSCI EAFE (IEFA)	0.2	$1.7M	-5%	19k	90.53	View chart
NASDAQ 100 Shares Unit Ser 1 (QQQ)	0.2	$1.7M	-27%	2.9k	577.28	View chart
Vanguard ESG International Stock Fund Esg Intl Stk ETF (VSGX)	0.2	$1.6M		22k	71.73	View chart
iShares Core S&P 500 Core S&P 500 ETF (IVV)	0.2	$1.5M	-5%	2.4k	653.21	View chart
Nike (NKE)	0.2	$1.5M		29k	52.82	View chart
Vanguard Developed Markets ETF Van FTSE DEV Mkt (VEA)	0.2	$1.5M	+37%	24k	64.08	View chart
Chevron Corporation (CVX)	0.1	$1.5M	+28%	7.1k	206.89	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M		6.0k	244.44	View chart
Vanguard Large Cap Large Cap ETF (VV)	0.1	$1.4M		4.8k	298.86	View chart
Ishares Tr Russell Russell3000ETF (IWV)	0.1	$1.4M	-3%	3.7k	370.68	View chart
Avantis U.S. Responsible ETF Avantis Respon U (AVSU)	0.1	$1.3M		18k	73.92	View chart
Avantis Emerging Markets Small Cap ETF Avantis Emerging (AVEE)	0.1	$1.3M	-12%	20k	63.43	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	+23%	7.2k	169.66	View chart
Broadcom (AVGO)	0.1	$1.2M	+34%	3.8k	309.47	View chart
Micron Technology (MU)	0.1	$1.2M	+5%	3.5k	337.84	View chart
Summit Bank Group (SBKO)	0.1	$1.2M		61k	19.45	View chart
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR)	0.1	$1.1M	-4%	9.2k	124.31	View chart
Vanguard Total World Stock Index TT Wrld St ETF (VT)	0.1	$1.1M	+11%	7.9k	138.33	View chart
iShares Russell 2000 Index Fund Russell2000ETF (IWM)	0.1	$1.1M	+10%	4.3k	247.99	View chart
DFA U.S. Vector Equity ETF Dimensional US (DXUV)	0.1	$1.0M	+37%	17k	59.35	View chart
International Business Machines (IBM)	0.1	$1.0M	+20%	4.2k	242.40	View chart
Facebook Inc cl a (META)	0.1	$975k	+35%	1.7k	572.02	View chart
iShares Russell Midcap ETF Rus Miid Cap ETF (IWR)	0.1	$961k		9.9k	97.23	View chart
Vanguard Int-Term Tax Exempt ETF Intermediate Trm (VTEI)	0.1	$956k		9.6k	99.94	View chart
FlexShares Quality Dividend ETF Qualt Divd IDX (QDF)	0.1	$930k		12k	79.09	View chart
iShares Emerging Markets Dividend ETF Em Mkts Div ETF (DVYE)	0.1	$927k		27k	34.38	View chart
Pacific West Bancorp (PWBK)	0.1	$865k		74k	11.65	View chart
Air Products & Chemicals (APD)	0.1	$864k	+12%	3.0k	290.45	View chart
Southern Company (SO)	0.1	$849k		8.8k	96.52	View chart
Tesla Motors (TSLA)	0.1	$829k	+20%	2.2k	371.75	View chart
Vanguard Int-Term Treasury Fund Inter Term Treas (VGIT)	0.1	$828k	+40%	14k	59.55	View chart
Eli Lilly & Co. (LLY)	0.1	$812k	-7%	883.00	919.77	View chart
DFA U.S. Small Cap Value ETF US Small Cap Val (DFSV)	0.1	$807k		23k	35.04	View chart
DFA Tax-Managed US Marketwide Value II US Mktwide Value (DFUV)	0.1	$799k		17k	48.46	View chart
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC)	0.1	$797k		5.0k	159.61	View chart
Wal-Mart Stores (WMT)	0.1	$787k	+54%	6.3k	124.28	View chart
On Holding AG Ord Class A Namen Akt A (ONON)	0.1	$691k	+2%	20k	34.02	View chart
Cummins (CMI)	0.1	$691k	+2%	1.3k	538.02	View chart
Visa Inc Cl A Com Cl A (V)	0.1	$685k	+69%	2.3k	302.24	View chart
Intel Corporation (INTC)	0.1	$668k	+2%	15k	44.13	View chart
iShares MSCI USA Min Msci Usa Min Vol (USMV)	0.1	$662k		7.1k	92.74	View chart
Thermo Fisher Scientific (TMO)	0.1	$656k	-4%	1.3k	491.53	View chart
Schwab International Equity Fund Intl Eqty ETF (SCHF)	0.1	$652k	-36%	26k	24.75	View chart
Abbvie (ABBV)	0.1	$649k	+38%	3.0k	217.47	View chart
Parker-Hannifin Corporation (PH)	0.1	$643k	+23%	718.00	895.24	View chart
Portland General Electric Company (POR)	0.1	$637k		12k	52.77	View chart
iShares Core MSCI Emerging Markets ETF Core MSCI EMKT (IEMG)	0.1	$635k	-6%	9.1k	69.75	View chart
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS)	0.1	$596k	-7%	5.0k	118.45	View chart
Bank of America Corporation (BAC)	0.1	$591k		12k	48.75	View chart
Caterpillar (CAT)	0.1	$585k	-13%	825.00	708.46	View chart
Vanguard Emerging Markets Fund FTSE Emg Mkt ETF (VWO)	0.1	$582k	-16%	11k	54.05	View chart
Adobe Systems Incorporated (ADBE)	0.1	$569k	+27%	2.3k	243.08	View chart
Ishares Silver TRUST Ishares (SLV)	0.1	$556k		8.2k	68.14	View chart
Schwab U.S. TIPS Fund Us Tips Etf (SCHP)	0.1	$534k	+5%	20k	26.61	View chart
Wells Fargo & Company (WFC)	0.1	$533k	+25%	6.7k	79.61	View chart
Public Service Enterprise (PEG)	0.1	$511k		6.3k	80.95	View chart
Colgate-Palmolive Company (CL)	0.0	$494k	+5%	5.8k	85.23	View chart
Capital One Financial (COF)	0.0	$493k		2.7k	182.45	View chart
iShares International Treasury Fund Intl Trea Bd ETF (IGOV)	0.0	$478k	-5%	12k	41.06	View chart
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV)	0.0	$469k	-7%	15k	30.50	View chart
Avantis International Equity Fund Intl EQT ETF (AVDE)	0.0	$461k	-14%	5.4k	84.83	View chart
Corning Incorporated (GLW)	0.0	$458k	+4%	3.4k	135.96	View chart
Allstate Corporation (ALL)	0.0	$445k	+2%	2.1k	207.34	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$426k	-19%	4.4k	97.13	View chart
Quanta Services (PWR)	0.0	$419k	+2%	763.00	549.02	View chart
Amphenol Corp Cl A Cl A (APH)	0.0	$413k	+2%	3.3k	126.35	View chart
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT)	0.0	$410k	-28%	2.9k	142.43	View chart
iShares Global Tech Fund Global Tech ETF (IXN)	0.0	$384k		3.8k	99.97	View chart
Vanguard Small Cap Value Index Fund Sm Cp Val ETF (VBR)	0.0	$379k		1.7k	217.25	View chart
Vanguard Div Apprciation Div App ETF (VIG)	0.0	$373k		1.7k	215.09	View chart
Home Depot (HD)	0.0	$366k	+53%	1.1k	328.89	View chart
Amgen (AMGN)	0.0	$356k	+14%	1.0k	351.85	View chart
Vanguard Whitehall - High Div Yield ETF High Div Yld (VYM)	0.0	$353k	-6%	2.4k	148.09	View chart
Coca-Cola Company (KO)	0.0	$350k	-15%	4.6k	76.05	View chart
American Express Company (AXP)	0.0	$345k		1.1k	302.48	View chart
Schwab U.S. Large Cap Growth Fund Us Lcap Gr Etf (SCHG)	0.0	$325k	-5%	11k	29.13	View chart
Northrop Grumman Corporation (NOC)	0.0	$325k	+4%	476.00	682.24	View chart
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI)	0.0	$322k	-8%	2.7k	118.60	View chart
Oracle Corporation (ORCL)	0.0	$317k	-15%	2.2k	147.11	View chart
Merck & Co (MRK)	0.0	$317k	NEW	2.6k	120.29	View chart
iShares Russell Midcap Growth Rus Md Cp Gr ETF (IWP)	0.0	$316k	-4%	2.5k	128.12	View chart
Procter & Gamble Company (PG)	0.0	$313k	NEW	2.2k	144.44	View chart
Technology Select Sector SPDR ETF Technology (XLK)	0.0	$309k	-27%	2.3k	132.92	View chart
Cisco Systems (CSCO)	0.0	$307k	+23%	4.0k	77.59	View chart
Jacobs Engineering Group (J)	0.0	$307k	+9%	2.4k	127.25	View chart
Vanguard Extended Mkt Extend MKT ETF (VXF)	0.0	$306k	+8%	1.5k	205.80	View chart
Cigna Corp (CI)	0.0	$299k	+6%	1.1k	266.75	View chart
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC)	0.0	$298k	-31%	6.4k	46.74	View chart
Deere & Company (DE)	0.0	$297k	+16%	528.00	563.30	View chart
Nucor Corporation (NUE)	0.0	$297k	+2%	1.8k	169.10	View chart
Norfolk Southern (NSC)	0.0	$290k	+2%	1.0k	287.00	View chart
Vanguard Total Intl Etf Vg TL Intl Stk F (VXUS)	0.0	$288k		3.7k	77.12	View chart
Entergy Corporation (ETR)	0.0	$283k	NEW	2.5k	112.36	View chart
American Electric Power Company (AEP)	0.0	$279k	+12%	2.1k	131.08	View chart
Raytheon Technologies Corp (RTX)	0.0	$271k	+6%	1.4k	192.93	View chart
Target Corporation (TGT)	0.0	$270k	+4%	2.2k	121.20	View chart
General Motors Company (GM)	0.0	$269k	+7%	3.6k	74.50	View chart
SPDR S&P Dividend Fund S&P Divid ETF (SDY)	0.0	$265k	-9%	1.8k	145.90	View chart
Eaton (ETN)	0.0	$265k		741.00	357.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$265k		2.3k	114.99	View chart
State Street SPDR Dow Jones Indust Avg ETF Trust Ut Ser 1 (DIA)	0.0	$264k	-45%	569.00	463.09	View chart
Pfizer (PFE)	0.0	$262k	NEW	9.3k	28.08	View chart
Avantis Emerging Markets Fund Avantis EMGMKT (AVEM)	0.0	$255k	-15%	3.2k	80.58	View chart
Enovix Corp (ENVX)	0.0	$255k		49k	5.18	View chart
Kinder Morgan (KMI)	0.0	$251k		7.5k	33.53	View chart
Pepsi (PEP)	0.0	$242k	+9%	1.6k	155.30	View chart
Powershs Exch Trad Fd Tr Dorsey Wright Mo (PDP)	0.0	$242k		2.0k	120.74	View chart
Equifax (EFX)	0.0	$236k		1.3k	180.07	View chart
Avantis All Equity Markets Fund Avantis ALL EQT (AVGE)	0.0	$234k		2.7k	88.02	View chart
Regal-beloit Corporation (RRX)	0.0	$231k	NEW	1.2k	187.26	View chart
Vanguard FTSE All-World ex-US Fund Allwrld EX US (VEU)	0.0	$231k	NEW	3.1k	75.09	View chart
Palantir Technologies Cl A (PLTR)	0.0	$230k	+36%	1.6k	146.28	View chart
Marathon Petroleum Corp (MPC)	0.0	$227k	NEW	931.00	244.18	View chart
Fiserv (FISV)	0.0	$226k		4.0k	55.80	View chart
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP)	0.0	$218k	-11%	2.0k	110.36	View chart
State Street Corporation (STT)	0.0	$217k	NEW	1.7k	126.56	View chart
Walt Disney Company (DIS)	0.0	$215k	NEW	2.2k	96.40	View chart
MasterCard Incorporated (MA)	0.0	$212k	NEW	425.00	499.66	View chart
Boeing Company (BA)	0.0	$212k	NEW	1.1k	199.03	View chart
iShares MSCI ACWI Fund Msci Acwi Etf (ACWI)	0.0	$212k	-4%	1.5k	138.40	View chart
Dick's Sporting Goods (DKS)	0.0	$209k		1.1k	198.29	View chart
iShares Core S&P Mid-Cap ETF Core S&P MCP ETF (IJH)	0.0	$208k	-13%	3.1k	67.52	View chart
iShares Global Healthcare Fund Glov Hlthcre ETF (IXJ)	0.0	$201k		2.2k	93.54	View chart
Absci Corp (ABSI)	0.0	$109k	-7%	36k	3.00	View chart
Tiaa Traditional	0.0	$28k		28k	1.00	View chart
Nightfood Hldgs In (NGTF)	0.0	$22k		700k	0.03	View chart

Past Filings by Vista Capital Partners

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

Vista Capital Partners 2026 Q1 filed May 6, 2026
Vista Capital Partners 2025 Q4 filed Feb. 2, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z