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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 79.15% of Vista Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VUG (+$80M), VTI (+$8.2M), VNQ (+$5.6M), IWF, MSFT, SCHG, Exxon Mobil Corp, SHV, DFIC, BRK.A.
Started 20 new stock positions in BNDX, Exxon Mobil Corp, DISV, LRCX, SHW, WDC, MDY, DFEV, STX, AMD. TJX, SHV, BND, UNH, GS, DFSI, C, KLAC, AMAT, QCOM.
Reduced shares in these 10 stocks: VTV, MU, VB, , SCHB, VOO, SBUX, VV, GM, CVX.
Sold out of its positions in XOM, FISV, GM, IJH, PLTR, STT.
Vista Capital Partners was a net buyer of stock by $101M.
Vista Capital Partners has $1.1B in assets under management (AUM), dropping by 15.03%.
Central Index Key (CIK): 0001486946

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Portfolio Holdings for Vista Capital Partners

Vista Capital Partners holds 170 positions in its portfolio as reported in the June 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)	36.9	$422M		1.1M	370.04	View chart
Vanguard Value Index Fund Value ETF (VTV)	14.4	$164M		753k	217.93	View chart
Vanguard REIT Index Fund Reit Etf (VNQ)	12.7	$145M	+4%	1.5M	96.43	View chart
Vanguard Growth Index Fund Growth ETF (VUG)	8.4	$96M	+484%	1.1M	86.14	View chart
Vanguard Small Cap Index Fund Small Cp ETF (VB)	6.8	$77M		255k	303.12	View chart
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB)	1.9	$22M	-4%	765k	28.96	View chart
Apple (AAPL)	1.3	$15M		50k	289.36	View chart
Microsoft Corporation (MSFT)	1.2	$14M	+13%	37k	373.02	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.7	$8.5M	-5%	12k	686.84	View chart
Schwab U.S. REIT Fund Us Reit Etf (SCHH)	0.7	$8.3M		350k	23.68	View chart
DFA International Core Equity II ETF Intl Core Equity (DFIC)	0.7	$7.6M	+11%	203k	37.26	View chart
SPDRs - S&P 500 Index Fund Tr Unit (SPY)	0.6	$6.9M		9.2k	746.75	View chart
NVIDIA Corporation (NVDA)	0.6	$6.7M	-2%	34k	200.09	View chart
Stryker Corporation (SYK)	0.5	$6.1M		19k	314.84	View chart
iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF (IWF)	0.5	$5.7M	+297%	46k	124.17	View chart
DFA Emerging Markets Core Equity II ETF Emerging Mkts Co (DFEM)	0.4	$5.0M	+6%	123k	40.64	View chart
DFA U.S. Core Equity II Fund US Core Equity 2 (DFAC)	0.4	$4.9M	+11%	110k	44.36	View chart
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI)	0.4	$4.3M		96k	44.85	View chart
Amazon (AMZN)	0.4	$4.2M	+5%	18k	238.34	View chart
Google Inc Class A Cap Stk Cl A (GOOGL)	0.4	$4.0M	+2%	11k	357.36	View chart
Berkshire Hathaway Cl B Class B (BRK.A)	0.3	$3.6M	+25%	7.1k	500.39	View chart
Starbucks Corporation (SBUX)	0.3	$3.0M	-11%	29k	102.19	View chart
Micron Technology (MU)	0.2	$2.6M	-35%	2.3k	1154.29	View chart
Costco Wholesale Corporation (COST)	0.2	$2.6M	-6%	2.8k	935.39	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.5M		7.6k	327.33	View chart
Google Inc Class C Cap Stk Cl C (GOOG)	0.2	$2.4M	+4%	6.9k	353.34	View chart
iShares Russell 1000 ETF S&p 1000 Etf (IWB)	0.2	$2.4M		5.8k	409.50	View chart
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA)	0.2	$2.3M		64k	36.13	View chart
DFA International Small Cap ETF Intl Small Cap E (DFIS)	0.2	$2.3M		65k	35.03	View chart
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD)	0.2	$2.2M	-2%	9.2k	242.43	View chart
DFA U.S. Sustainability ETF US Sustainabilty (DFSU)	0.2	$2.2M	-4%	47k	46.63	View chart
Intel Corporation (INTC)	0.2	$2.2M	+2%	16k	139.63	View chart
NASDAQ 100 Shares Unit Ser 1 (QQQ)	0.2	$2.0M	-6%	2.7k	736.52	View chart
Schwab U.S. Large Cap Growth Fund Us Lcap Gr Etf (SCHG)	0.2	$1.9M	+399%	56k	33.84	View chart
iShares Core MSCI EAFE ETF Core MSCI EAFE (IEFA)	0.2	$1.8M		19k	96.58	View chart
Vanguard ESG International Stock Fund Esg Intl Stk ETF (VSGX)	0.2	$1.8M	-2%	22k	82.34	View chart
Broadcom (AVGO)	0.1	$1.7M	+16%	4.5k	377.74	View chart
Avantis U.S. Responsible ETF Avantis Respon U (AVSU)	0.1	$1.6M		18k	88.52	View chart
iShares Core S&P 500 Core S&P 500 ETF (IVV)	0.1	$1.6M	-9%	2.1k	748.89	View chart
Vanguard Developed Markets ETF Van FTSE DEV Mkt (VEA)	0.1	$1.6M	-6%	22k	71.25	View chart
Ishares Tr Russell Russell3000ETF (IWV)	0.1	$1.6M		3.7k	426.40	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M		6.0k	253.97	View chart
DFA U.S. Vector Equity ETF Dimensional US (DXUV)	0.1	$1.5M	+26%	22k	66.50	View chart
Avantis Emerging Markets Small Cap ETF Avantis Emerging (AVEE)	0.1	$1.4M		20k	69.32	View chart
Vanguard Total World Stock Index TT Wrld St ETF (VT)	0.1	$1.4M	+10%	8.7k	156.94	View chart
Vanguard Large Cap Large Cap ETF (VV)	0.1	$1.4M	-17%	4.0k	343.92	View chart
Summit Bank Group (SBKO)	0.1	$1.4M		61k	22.40	View chart
iShares Russell 2000 Index Fund Russell2000ETF (IWM)	0.1	$1.3M		4.3k	300.43	View chart
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR)	0.1	$1.3M	-5%	8.6k	148.31	View chart
Nike (NKE)	0.1	$1.2M	-2%	28k	41.05	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	+8%	956.00	1199.47	View chart
International Business Machines (IBM)	0.1	$1.1M	-3%	4.0k	281.22	View chart
iShares Russell Midcap ETF Rus Miid Cap ETF (IWR)	0.1	$1.1M		9.9k	110.32	View chart
FlexShares Quality Dividend ETF Qualt Divd IDX (QDF)	0.1	$1.1M		12k	89.92	View chart
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC)	0.1	$999k		5.0k	200.04	View chart
Facebook Inc cl a (META)	0.1	$980k	+2%	1.7k	563.25	View chart
DFA Tax-Managed US Marketwide Value II US Mktwide Value (DFUV)	0.1	$969k	+6%	18k	55.01	View chart
Vanguard Int-Term Tax Exempt ETF Intermediate Trm (VTEI)	0.1	$966k		9.6k	100.97	View chart
Cummins (CMI)	0.1	$941k	+2%	1.3k	713.21	View chart
Chevron Corporation (CVX)	0.1	$930k	-21%	5.6k	165.76	View chart
Tesla Motors (TSLA)	0.1	$926k		2.2k	420.60	View chart
Exxon Mobil Corp	0.1	$924k	NEW	6.8k	136.71	View chart
Pacific West Bancorp (PWBK)	0.1	$913k		74k	12.30	View chart
Corning Incorporated (GLW)	0.1	$907k	+5%	3.6k	255.40	View chart
DFA U.S. Small Cap Value ETF US Small Cap Val (DFSV)	0.1	$894k		23k	38.79	View chart
Air Products & Chemicals (APD)	0.1	$882k		3.0k	293.14	View chart
Vanguard Int-Term Treasury Fund Inter Term Treas (VGIT)	0.1	$878k	+7%	15k	58.98	View chart
Ishares Tr Barclays Bd Trust Ishare 0-1 (SHV)	0.1	$878k	NEW	8.0k	110.35	View chart
iShares Emerging Markets Dividend ETF Em Mkts Div ETF (DVYE)	0.1	$869k		27k	32.23	View chart
Southern Company (SO)	0.1	$849k		8.9k	95.71	View chart
Caterpillar (CAT)	0.1	$758k	-13%	712.00	1064.90	View chart
iShares Core MSCI Emerging Markets ETF Core MSCI EMKT (IEMG)	0.1	$741k		8.9k	82.84	View chart
Visa Inc Cl A Com Cl A (V)	0.1	$726k	-6%	2.1k	343.09	View chart
On Holding AG Ord Class A Namen Akt A (ONON)	0.1	$711k		20k	35.42	View chart
Schwab U.S. TIPS Fund Us Tips Etf (SCHP)	0.1	$705k	+32%	27k	26.50	View chart
Schwab International Equity Fund Intl Eqty ETF (SCHF)	0.1	$692k	-5%	25k	27.70	View chart
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS)	0.1	$688k		5.0k	136.68	View chart
Wal-Mart Stores (WMT)	0.1	$685k	-4%	6.0k	113.26	View chart
Parker-Hannifin Corporation (PH)	0.1	$682k	-2%	697.00	978.12	View chart
Bank of America Corporation (BAC)	0.1	$662k	-4%	12k	56.98	View chart
Thermo Fisher Scientific (TMO)	0.1	$649k	-3%	1.3k	501.36	View chart
Vanguard Emerging Markets Fund FTSE Emg Mkt ETF (VWO)	0.1	$643k		11k	59.69	View chart
Portland General Electric Company (POR)	0.1	$626k		12k	51.83	View chart
Abbvie (ABBV)	0.1	$622k	-17%	2.5k	251.68	View chart
Enovix Corp (ENVX)	0.1	$595k	+99%	98k	6.07	View chart
Amphenol Corp Cl A Cl A (APH)	0.1	$592k	+2%	3.4k	176.32	View chart
Quanta Services (PWR)	0.0	$567k	+3%	787.00	720.04	View chart
Capital One Financial (COF)	0.0	$560k	+3%	2.8k	200.65	View chart
iShares Global Tech Fund Global Tech ETF (IXN)	0.0	$555k		3.8k	144.48	View chart
iShares MSCI USA Min Msci Usa Min Vol (USMV)	0.0	$543k	-21%	5.6k	96.46	View chart
Colgate-Palmolive Company (CL)	0.0	$539k		5.9k	91.68	View chart
Allstate Corporation (ALL)	0.0	$535k	+4%	2.2k	237.94	View chart
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV)	0.0	$534k		15k	34.81	View chart
Cisco Systems (CSCO)	0.0	$525k	+13%	4.5k	117.46	View chart
Public Service Enterprise (PEG)	0.0	$518k		6.4k	81.16	View chart
Wells Fargo & Company (WFC)	0.0	$511k	-7%	6.2k	82.64	View chart
iShares International Treasury Fund Intl Trea Bd ETF (IGOV)	0.0	$510k	+6%	12k	41.03	View chart
Advanced Micro Devices (AMD)	0.0	$495k	NEW	852.00	580.91	View chart
Seagate Technology Ord Shs (STX)	0.0	$486k	NEW	504.00	965.00	View chart
Avantis International Equity Fund Intl EQT ETF (AVDE)	0.0	$485k		5.4k	89.20	View chart
Vanguard Total Intl Etf Vg TL Intl Stk F (VXUS)	0.0	$477k	+49%	5.6k	85.48	View chart
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT)	0.0	$474k		2.9k	164.27	View chart
Adobe Systems Incorporated (ADBE)	0.0	$461k	-3%	2.2k	205.02	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$456k		4.4k	103.88	View chart
Ishares Silver TRUST Ishares (SLV)	0.0	$436k		8.2k	53.47	View chart
Technology Select Sector SPDR ETF Technology (XLK)	0.0	$428k	-3%	2.2k	190.56	View chart
Vanguard Small Cap Value Index Fund Sm Cp Val ETF (VBR)	0.0	$424k		1.7k	243.06	View chart
UnitedHealth (UNH)	0.0	$417k	NEW	1.0k	415.63	View chart
Nucor Corporation (NUE)	0.0	$405k	+3%	1.8k	222.75	View chart
Vanguard Extended Mkt Extend MKT ETF (VXF)	0.0	$391k	+6%	1.6k	246.21	View chart
Coca-Cola Company (KO)	0.0	$389k	+4%	4.8k	81.27	View chart
Merck & Co (MRK)	0.0	$381k	+12%	3.0k	128.50	View chart
Vanguard Div Apprciation Div App ETF (VIG)	0.0	$380k	-7%	1.6k	236.66	View chart
Home Depot (HD)	0.0	$379k	-3%	1.1k	352.68	View chart
Amgen (AMGN)	0.0	$370k		1.0k	362.12	View chart
Vanguard Total Int'l Bond Index Total Int Bd ETF (BNDX)	0.0	$366k	NEW	7.6k	48.43	View chart
Vanguard Bond Index Fund Total Bnd Mrkt (BND)	0.0	$364k	NEW	5.0k	73.41	View chart
American Express Company (AXP)	0.0	$354k	-8%	1.0k	338.25	View chart
Oracle Corporation (ORCL)	0.0	$346k	+9%	2.4k	146.55	View chart
Vanguard FTSE All-World ex-US Fund Allwrld EX US (VEU)	0.0	$340k	+32%	4.1k	83.74	View chart
iShares Russell Midcap Growth Rus Md Cp Gr ETF (IWP)	0.0	$339k	-6%	2.3k	146.41	View chart
Cigna Corp (CI)	0.0	$334k	+8%	1.2k	275.68	View chart
Vanguard Whitehall - High Div Yield ETF High Div Yld (VYM)	0.0	$334k	-11%	2.1k	158.03	View chart
Norfolk Southern (NSC)	0.0	$333k	+4%	1.1k	314.59	View chart
Lam Research (LRCX)	0.0	$331k	NEW	764.00	433.33	View chart
Eaton (ETN)	0.0	$329k	+4%	773.00	426.12	View chart
Deere & Company (DE)	0.0	$324k	-3%	511.00	634.33	View chart
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI)	0.0	$313k		2.7k	117.45	View chart
Target Corporation (TGT)	0.0	$311k	+6%	2.4k	130.61	View chart
Procter & Gamble Company (PG)	0.0	$309k	-2%	2.1k	146.64	View chart
Avantis Emerging Markets Fund Avantis EMGMKT (AVEM)	0.0	$306k		3.2k	96.49	View chart
Powershs Exch Trad Fd Tr Dorsey Wright Mo (PDP)	0.0	$304k		2.0k	151.73	View chart
Jacobs Engineering Group (J)	0.0	$299k		2.4k	125.98	View chart
Regal-beloit Corporation (RRX)	0.0	$299k		1.3k	238.19	View chart
State Street SPDR Dow Jones Indust Avg ETF Trust Ut Ser 1 (DIA)	0.0	$297k		569.00	522.65	View chart
Applied Materials (AMAT)	0.0	$288k	NEW	398.00	723.00	View chart
SPDR S&P Dividend Fund S&P Divid ETF (SDY)	0.0	$277k		1.8k	152.14	View chart
Raytheon Technologies Corp (RTX)	0.0	$275k	+3%	1.5k	189.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$275k		2.3k	117.67	View chart
K L A Tencor Corp Com New (KLAC)	0.0	$273k	NEW	906.00	301.71	View chart
Western Digital (WDC)	0.0	$268k	NEW	420.00	638.72	View chart
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC)	0.0	$267k	-13%	5.5k	48.12	View chart
Avantis All Equity Markets Fund Avantis ALL EQT (AVGE)	0.0	$266k		2.7k	99.10	View chart
Entergy Corporation (ETR)	0.0	$261k	-9%	2.3k	114.86	View chart
American Electric Power Company (AEP)	0.0	$259k	-11%	1.9k	136.81	View chart
Marathon Petroleum Corp (MPC)	0.0	$258k	+8%	1.0k	255.67	View chart
DFA International Sustainability ETF International (DFSI)	0.0	$257k	NEW	5.7k	45.10	View chart
Kinder Morgan (KMI)	0.0	$257k	+7%	8.0k	31.97	View chart
Dick's Sporting Goods (DKS)	0.0	$245k	+2%	1.1k	226.81	View chart
Northrop Grumman Corporation (NOC)	0.0	$244k		479.00	509.31	View chart
Qualcomm (QCOM)	0.0	$237k	NEW	1.3k	184.79	View chart
Goldman Sachs (GS)	0.0	$232k	NEW	229.00	1011.37	View chart
MasterCard Incorporated (MA)	0.0	$228k	+4%	444.00	513.60	View chart
Boeing Company (BA)	0.0	$228k		1.1k	216.47	View chart
Pepsi (PEP)	0.0	$227k	+7%	1.7k	135.41	View chart
iShares MSCI ACWI Fund Msci Acwi Etf (ACWI)	0.0	$224k	-6%	1.4k	157.01	View chart
Absci Corp (ABSI)	0.0	$224k	-46%	19k	11.59	View chart
Pfizer (PFE)	0.0	$224k		9.3k	24.08	View chart
Walt Disney Company (DIS)	0.0	$220k	+2%	2.3k	96.27	View chart
DFA Emerging Markets Value Fund Emerging Mkts VA (DFEV)	0.0	$217k	NEW	5.1k	42.67	View chart
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP)	0.0	$216k		2.0k	109.43	View chart
Sherwin-Williams Company (SHW)	0.0	$214k	NEW	622.00	344.32	View chart
iShares Global Healthcare Fund Glov Hlthcre ETF (IXJ)	0.0	$212k		2.2k	98.38	View chart
TJX Companies (TJX)	0.0	$212k	NEW	1.4k	151.50	View chart
SPDR S&P MidCap 400 ETF Ut Ser 1 S&pdcrp (MDY)	0.0	$208k	NEW	296.00	703.86	View chart
Citigroup (C)	0.0	$206k	NEW	1.5k	139.96	View chart
Equifax (EFX)	0.0	$206k		1.3k	158.72	View chart
DFA International Small Cap Value Fund US Small Cap Val (DISV)	0.0	$205k	NEW	5.1k	40.13	View chart
Tiaa Traditional	0.0	$28k		28k	1.00	View chart
Nightfood Hldgs In (NGTF)	0.0	$24k		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 Q2 filed July 24, 2026
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

View all past filings

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