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 84.86% of Vista Capital Partners's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$7.8M), VNQ, NVDA, VNQI, IEFA, IGOV, CMI, CVX, NOW, VGIT.
Started 12 new stock positions in NFLX, CMI, VGIT, IEFA, AVGO, CRM, NOW, DIA, ETN, KMI. DFIC, V.
Reduced shares in these 10 stocks: VTI, VUG, VTV, DFAC, BIV, VB, BNDX, POR, NUE, AMGN.
Sold out of its positions in AMGN, LOW, NOC, NUE, BIV, BNDX.
Vista Capital Partners was a net buyer of stock by $4.7M.
Vista Capital Partners has $860M in assets under management (AUM), dropping by -0.53%.
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 115 positions in its portfolio as reported in the December 2024 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)	38.3	$329M		1.1M	289.81	View chart
Vanguard Value Index Fund Value ETF (VTV)	15.8	$136M		800k	169.30	View chart
Vanguard REIT Index Fund S&p 500 Etf Shs (VNQ)	12.9	$111M	+3%	1.2M	89.08	View chart
Vanguard Growth Index Fund Growth ETF (VUG)	10.3	$88M	-3%	215k	410.44	View chart
Vanguard Small Cap Index Fund Sm Cp Val ETF (VB)	7.6	$66M		273k	240.28	View chart
Microsoft Corporation (MSFT)	1.4	$12M		29k	421.50	View chart
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB)	1.4	$12M	+183%	531k	22.70	View chart
Apple (AAPL)	1.1	$9.4M		38k	250.42	View chart
Stryker Corporation (SYK)	0.8	$7.0M		19k	360.05	View chart
SPDRs - S&P 500 Index Fund Tr Unit (SPY)	0.7	$5.8M		9.8k	586.11	View chart
Vanguard S&P 500 ETF Small Cp ETF (VOO)	0.6	$5.1M	+2%	9.5k	538.78	View chart
DFA U.S. Core Equity II Fund US Core Equity 2 (DFAC)	0.5	$4.5M	-26%	129k	34.59	View chart
Schwab U.S. REIT Fund Us Reit Etf (SCHH)	0.4	$3.3M	-2%	157k	21.06	View chart
Starbucks Corporation (SBUX)	0.4	$3.2M		35k	91.25	View chart
Berkshire Hathaway Cl B Class B (BRK.A)	0.3	$3.0M		6.6k	453.28	View chart
iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF (IWF)	0.3	$3.0M	-3%	7.4k	401.58	View chart
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI)	0.3	$2.8M	+37%	70k	39.56	View chart
NVIDIA Corporation (NVDA)	0.3	$2.8M	+116%	21k	134.29	View chart
Costco Wholesale Corporation (COST)	0.3	$2.6M	+9%	2.9k	916.27	View chart
Amazon (AMZN)	0.3	$2.4M	+2%	11k	219.39	View chart
iShares Core S&P 500 Core S&P 500 ETF (IVV)	0.2	$1.7M	-2%	2.9k	588.68	View chart
Vanguard ESG International Stock Fund Esg Intl Stk ETF (VSGX)	0.2	$1.5M		27k	56.70	View chart
Nike (NKE)	0.2	$1.5M	+3%	20k	75.67	View chart
Vanguard Large Cap Van Ftse Dev MKT (VV)	0.2	$1.5M	-6%	5.4k	269.71	View chart
Avantis U.S. Responsible ETF Avantis Respon U (AVSU)	0.2	$1.4M		22k	66.12	View chart
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD)	0.2	$1.4M		7.6k	185.13	View chart
Ishares Tr Russell Russell3000ETF (IWV)	0.1	$1.3M	-5%	3.8k	334.25	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	-8%	1.6k	772.00	View chart
Google Inc Class C Cap Stk Cl C (GOOG)	0.1	$1.1M	+20%	6.0k	190.45	View chart
On Holding AG Ord Class A Namen Akt A (ONON)	0.1	$1.0M	+2%	18k	54.77	View chart
Pacific West Bancorp (PWBK)	0.1	$928k		74k	12.50	View chart
Summit Bank Group (SBKO)	0.1	$897k		61k	14.80	View chart
DFA International Small Cap ETF Intl Small Cap V (DFIS)	0.1	$893k	+13%	36k	24.56	View chart
Invesco Qqq Trust Series 1 (QQQ)	0.1	$874k	+2%	1.7k	511.17	View chart
iShares Russell 2000 Index Fund Russell2000ETF (IWM)	0.1	$835k		3.8k	220.94	View chart
Fiserv (FI)	0.1	$826k		4.0k	205.42	View chart
JPMorgan Chase & Co. (JPM)	0.1	$817k	+6%	3.4k	239.71	View chart
Tesla Motors (TSLA)	0.1	$795k		2.0k	403.84	View chart
Chevron Corporation (CVX)	0.1	$788k	+107%	5.4k	144.84	View chart
iShares Russell 1000 ETF S&p 1000 Etf (IWB)	0.1	$780k		2.4k	322.16	View chart
Air Products & Chemicals (APD)	0.1	$754k		2.6k	290.04	View chart
Johnson & Johnson (JNJ)	0.1	$737k	+2%	5.1k	144.62	View chart
Vanguard Total World Stock Index TT Wrld St ETF (VT)	0.1	$714k	+7%	6.1k	117.48	View chart
Southern Company (SO)	0.1	$712k		8.7k	82.32	View chart
DFA Tax-Managed US Marketwide Value II US Mktwide Value (DFUV)	0.1	$674k	+7%	17k	40.92	View chart
iShares MSCI USA Min Msci Usa Min Vol (USMV)	0.1	$655k		7.4k	88.79	View chart
Google Inc Class A Cap Stk Cl A (GOOGL)	0.1	$654k	-11%	3.5k	189.30	View chart
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC)	0.1	$651k		5.0k	130.38	View chart
iShares International Treasury Fund Intl Trea Bd ETF (IGOV)	0.1	$651k	+236%	17k	38.42	View chart
Meta Platforms Cla (META)	0.1	$628k	+79%	1.1k	585.39	View chart
DFA Emerging Markets Core Equity II ETF Emerging Mkts Co (DFEM)	0.1	$626k	+5%	24k	26.19	View chart
Schwab International Equity Fund Intl Eqty ETF (SCHF)	0.1	$618k	+103%	33k	18.50	View chart
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR)	0.1	$571k	-9%	5.0k	115.22	View chart
Nakanishi (NKNSF)	0.1	$560k		42k	13.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$548k	+73%	5.1k	107.57	View chart
Enovix Corp (ENVX)	0.1	$535k		49k	10.87	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.1	$533k		7.1k	75.61	View chart
Portland General Electric Company (POR)	0.1	$521k	-44%	12k	43.62	View chart
Ishares Core Msci Eafe Core MSCI EAFE (IEFA)	0.1	$476k	NEW	6.8k	70.28	View chart
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS)	0.1	$465k	+7%	4.3k	108.61	View chart
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT)	0.1	$454k	+16%	3.5k	128.62	View chart
Avantis International Equity Fund Intl EQT ETF (AVDE)	0.1	$442k	-9%	7.2k	61.37	View chart
Cummins (CMI)	0.1	$433k	NEW	1.2k	348.60	View chart
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA)	0.0	$421k	+96%	16k	25.86	View chart
iShares Russell 2000 Growth Rus 2000 GRW ETF (IWO)	0.0	$420k	+29%	1.5k	287.82	View chart
Intel Corporation (INTC)	0.0	$415k		21k	20.05	View chart
International Business Machines (IBM)	0.0	$411k		1.9k	219.87	View chart
Vanguard Small Cap Value Index Fund Total Int BD ETF (VBR)	0.0	$402k	-2%	2.0k	198.21	View chart
iShares Global Tech Fund Global Tech ETF (IXN)	0.0	$398k		4.7k	84.75	View chart
iShares Core MSCI Emerging Markets ETF Core MSCI EMKT (IEMG)	0.0	$394k	+9%	7.5k	52.22	View chart
Vanguard Div Apprciation Div App ETF (VIG)	0.0	$393k	-5%	2.0k	195.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$392k		2.3k	172.41	View chart
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI)	0.0	$385k		3.3k	115.55	View chart
Schwab U.S. Large Cap Growth Fund Us Lcap Gr Etf (SCHG)	0.0	$381k	+300%	14k	27.87	View chart
UnitedHealth (UNH)	0.0	$373k	+19%	737.00	505.67	View chart
Bank of America Corporation (BAC)	0.0	$368k	+6%	8.4k	43.95	View chart
Jacobs Engineering Group (J)	0.0	$349k		2.6k	133.63	View chart
Schwab U.S. TIPS Fund Us Tips Etf (SCHP)	0.0	$346k	+223%	13k	25.83	View chart
Abbvie (ABBV)	0.0	$344k	+64%	1.9k	177.74	View chart
Servicenow (NOW)	0.0	$337k	NEW	318.00	1060.12	View chart
Vanguard Int-Term Treasury Fund Large Cap ETF (VGIT)	0.0	$336k	NEW	5.8k	58.00	View chart
Diamonds TRUST Series I Ut Ser 1 (DIA)	0.0	$331k	NEW	777.00	425.67	View chart
Vanguard Whitehall - High Div Yield ETF High Div Yld (VYM)	0.0	$324k		2.5k	127.58	View chart
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV)	0.0	$317k	+175%	12k	26.07	View chart
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC)	0.0	$316k	-11%	9.2k	34.33	View chart
Vanguard Extended Mkt Extend MKT ETF (VXF)	0.0	$314k	-7%	1.7k	189.98	View chart
Visa Inc Cl A Com Cl A (V)	0.0	$314k	NEW	994.00	316.04	View chart
Wells Fargo & Company (WFC)	0.0	$302k		4.3k	70.24	View chart
Vanguard MSCI EAFE Reit Etf (VEA)	0.0	$299k	-28%	6.3k	47.82	View chart
iShares Russell Midcap Growth Rus Md Cp Gr ETF (IWP)	0.0	$293k	-5%	2.3k	126.75	View chart
Allstate Corporation (ALL)	0.0	$293k		1.5k	192.79	View chart
Target Corporation (TGT)	0.0	$283k	+6%	2.1k	135.18	View chart
Home Depot (HD)	0.0	$276k	+16%	710.00	388.99	View chart
SPDR S&P Dividend Fund S&P Divid ETF (SDY)	0.0	$274k		2.1k	132.07	View chart
Eaton Corporation SHS (ETN)	0.0	$269k	NEW	810.00	331.87	View chart
Broadcom (AVGO)	0.0	$267k	NEW	1.2k	231.81	View chart
Netflix (NFLX)	0.0	$265k	NEW	297.00	891.32	View chart
salesforce (CRM)	0.0	$261k	NEW	781.00	334.33	View chart
Adobe Systems Incorporated (ADBE)	0.0	$255k	+21%	574.00	444.68	View chart
iShares Global Healthcare Fund Glob Hlthcre ETF (IXJ)	0.0	$254k		3.0k	85.97	View chart
Avantis Emerging Markets Fund Avantis EMGMKT (AVEM)	0.0	$247k		4.2k	58.79	View chart
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP)	0.0	$247k		2.3k	106.55	View chart
U.S. Bancorp (USB)	0.0	$244k	+9%	5.1k	47.83	View chart
Copart (CPRT)	0.0	$237k		4.1k	57.39	View chart
Parker-Hannifin Corporation (PH)	0.0	$237k		372.00	636.03	View chart
Dick's Sporting Goods (DKS)	0.0	$230k		1.0k	228.84	View chart
iShares MSCI ACWI Fund Msci Acwi Etf (ACWI)	0.0	$224k	-8%	1.9k	117.52	View chart
iShares Global Consumer Discretionary Fund Glb Cns Disc ETF (RXI)	0.0	$224k		1.2k	184.35	View chart
DFA International Core Equity II ETF Intl Core Equity (DFIC)	0.0	$223k	NEW	8.6k	25.84	View chart
Kinder Morgan (KMI)	0.0	$216k	NEW	7.9k	27.40	View chart
Powershs Exch Trad Fd Tr Dorsey Wrgt Tech (PDP)	0.0	$215k		2.0k	107.61	View chart
Vanguard Emerging Markets Fund Ftse Emr MKT ETF (VWO)	0.0	$208k	-19%	4.7k	44.04	View chart
Absci Corp (ABSI)	0.0	$145k	-5%	55k	2.62	View chart
Tilray (TLRY)	0.0	$32k		24k	1.33	View chart
Nightfood Hldgs In (NGTF)	0.0	$4.6k		700k	0.01	View chart

Past Filings by Vista Capital Partners

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

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
Vista Capital Partners 2021 Q3 filed Nov. 10, 2021
Vista Capital Partners 2021 Q2 filed Aug. 9, 2021
Vista Capital Partners 2021 Q1 filed May 10, 2021

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