Vista Capital Partners

Vista Capital Partners as of June 30, 2025

Portfolio Holdings for Vista Capital Partners

Vista Capital Partners holds 127 positions in its portfolio as reported in the June 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 $339M 1.1M 303.93
Vanguard Value Index Fund Value ETF (VTV) 15.1 $138M 781k 176.74
Vanguard REIT Index Fund Reit Etf (VNQ) 12.4 $113M 1.3M 89.06
Vanguard Growth Index Fund Growth ETF (VUG) 9.9 $91M 207k 438.40
Vanguard Small Cap Index Fund Small Cp ETF (VB) 6.9 $63M 266k 236.98
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB) 2.3 $21M 889k 23.83
Microsoft Corporation (MSFT) 1.5 $14M 28k 497.42
Apple (AAPL) 1.0 $9.4M 46k 205.17
Stryker Corporation (SYK) 0.8 $7.7M 19k 395.63
Schwab U.S. REIT Fund Us Reit Etf (SCHH) 0.8 $7.1M 337k 21.16
NVIDIA Corporation (NVDA) 0.6 $5.6M 36k 157.99
SPDRs - S&P 500 Index Fund Tr Unit (SPY) 0.6 $5.6M 9.1k 617.86
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.6 $5.4M 9.4k 568.03
DFA International Core Equity II ETF Intl Core Equity (DFIC) 0.5 $5.0M 161k 31.09
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI) 0.5 $4.8M 104k 46.15
DFA U.S. Core Equity II Fund US Core Equity 2 (DFAC) 0.5 $4.7M 131k 35.84
iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF (IWF) 0.4 $3.7M 8.7k 424.58
DFA Emerging Markets Core Equity II ETF Emerging Mkts Co (DFEM) 0.4 $3.5M 119k 29.68
Starbucks Corporation (SBUX) 0.4 $3.2M 35k 91.63
Costco Wholesale Corporation (COST) 0.3 $2.8M 2.9k 990.04
Berkshire Hathaway Cl B Class B (BRK.A) 0.3 $2.6M 5.5k 485.77
Amazon (AMZN) 0.3 $2.4M 11k 219.39
DFA International Small Cap ETF Intl Small Cap V (DFIS) 0.2 $2.2M 74k 29.84
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD) 0.2 $2.1M 11k 194.23
Nike (NKE) 0.2 $2.0M 28k 71.04
DFA U.S. Sustainability ETF US Sustainabilty (DFSU) 0.2 $1.8M 45k 39.25
Vanguard ESG International Stock Fund Esg Intl Stk ETF (VSGX) 0.2 $1.6M 25k 65.50
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA) 0.2 $1.6M 65k 25.30
Avantis Emerging Markets Small Cap ETF Avantis Emerging (AVEE) 0.2 $1.6M 27k 60.25
Vanguard Large Cap Large Cap ETF (VV) 0.2 $1.5M 5.4k 285.31
iShares Core S&P 500 Core S&P 500 ETF (IVV) 0.2 $1.5M 2.5k 620.90
Ishares Tr Russell Russell3000ETF (IWV) 0.1 $1.3M 3.8k 351.00
Avantis U.S. Responsible ETF Avantis Respon U (AVSU) 0.1 $1.3M 20k 68.60
NASDAQ 100 Shares Unit Ser 1 (QQQ) 0.1 $1.2M 2.3k 551.52
JPMorgan Chase & Co. (JPM) 0.1 $1.2M 4.0k 289.91
Google Inc Class C Cap Stk Cl C (GOOG) 0.1 $971k 5.5k 177.38
On Holding AG Ord Class A Namen Akt A (ONON) 0.1 $953k 18k 52.05
Vanguard Total World Stock Index TT Wrld St ETF (VT) 0.1 $924k 7.2k 128.53
Summit Bank Group (SBKO) 0.1 $857k 61k 14.15
iShares Russell 1000 ETF S&p 1000 Etf (IWB) 0.1 $822k 2.4k 339.57
Johnson & Johnson (JNJ) 0.1 $821k 5.4k 152.75
iShares Core MSCI EAFE ETF Core MSCI EAFE (IEFA) 0.1 $816k 9.8k 83.48
iShares Russell 2000 Index Fund Russell2000ETF (IWM) 0.1 $815k 3.8k 215.78
Southern Company (SO) 0.1 $800k 8.7k 91.83
Pacific West Bancorp (PWBK) 0.1 $798k 74k 10.75
Meta Platforms Cla (META) 0.1 $794k 1.1k 738.18
Google Inc Class A Cap Stk Cl A (GOOGL) 0.1 $745k 4.2k 176.24
Air Products & Chemicals (APD) 0.1 $742k 2.6k 282.06
International Business Machines (IBM) 0.1 $707k 2.4k 294.83
DFA Tax-Managed US Marketwide Value II US Mktwide Value (DFUV) 0.1 $696k 17k 42.28
Fiserv (FI) 0.1 $694k 4.0k 172.41
iShares MSCI USA Min Msci Usa Min Vol (USMV) 0.1 $693k 7.4k 93.87
DFA U.S. Small Cap Value ETF US Small Cap Val (DFSV) 0.1 $683k 23k 29.43
Chevron Corporation (CVX) 0.1 $660k 4.6k 143.20
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR) 0.1 $641k 5.9k 109.29
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC) 0.1 $637k 5.0k 127.66
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA) 0.1 $576k 6.4k 89.39
Exxon Mobil Corporation (XOM) 0.1 $559k 5.2k 107.80
iShares International Treasury Fund Intl Trea Bd ETF (IGOV) 0.1 $555k 13k 43.10
Eli Lilly & Co. (LLY) 0.1 $550k 705.00 779.53
Nakanishi (NKNSF) 0.1 $546k 42k 13.16
Vanguard MSCI EAFE Van FTSE Dev Mkt (VEA) 0.1 $540k 9.5k 57.01
iShares Russell Midcap Growth Rus Md Cp Gr ETF (IWP) 0.1 $530k 3.8k 138.68
Tesla Motors (TSLA) 0.1 $525k 1.7k 317.66
Intel Corporation (INTC) 0.1 $515k 23k 22.40
Schwab International Equity Fund Intl Eqty ETF (SCHF) 0.1 $513k 23k 22.10
Enovix Corp (ENVX) 0.1 $508k 49k 10.34
Avantis International Equity Fund Intl EQT ETF (AVDE) 0.1 $488k 6.6k 74.01
Portland General Electric Company (POR) 0.1 $487k 12k 40.63
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT) 0.1 $477k 3.5k 135.04
Vanguard Int-Term Treasury Fund Inter Term Treas (VGIT) 0.1 $466k 7.8k 59.81
iShares Core MSCI Emerging Markets ETF Core MSCI EMKT (IEMG) 0.0 $431k 7.2k 60.03
Schwab U.S. TIPS Fund Us Tips Etf (SCHP) 0.0 $427k 16k 26.68
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS) 0.0 $426k 4.3k 99.49
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV) 0.0 $423k 15k 27.67
Bank of America Corporation (BAC) 0.0 $417k 8.8k 47.32
Abbvie (ABBV) 0.0 $415k 2.2k 185.64
Cummins (CMI) 0.0 $402k 1.2k 327.50
Broadcom (AVGO) 0.0 $395k 1.4k 275.68
Visa (V) 0.0 $392k 1.1k 355.05
Franklin Intl Low Volatility Hi Div ETF Franklin Intl Lw (LVHI) 0.0 $392k 12k 32.55
Quanta Services (PWR) 0.0 $390k 1.0k 378.08
Vanguard Div Apprciation Div App ETF (VIG) 0.0 $372k 1.8k 204.68
Jacobs Engineering Group (J) 0.0 $371k 2.8k 131.44
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI) 0.0 $366k 3.1k 119.09
Vanguard Small Cap Value Index Fund Sm Cp Val ETF (VBR) 0.0 $364k 1.9k 195.01
iShares Global Tech Fund Global Tech ETF (IXN) 0.0 $355k 3.8k 92.34
Schwab U.S. Large Cap Growth Fund Us Lcap Gr Etf (SCHG) 0.0 $353k 12k 29.21
Netflix (NFLX) 0.0 $350k 261.00 1339.13
Blackstone Group Inc Com Cl A (BX) 0.0 $343k 2.3k 149.57
Vanguard Whitehall - High Div Yield ETF High Div Yld (VYM) 0.0 $339k 2.5k 133.30
Vanguard Emerging Markets Fund FTSE Emg Mkt ETF (VWO) 0.0 $319k 6.4k 49.46
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC) 0.0 $319k 7.5k 42.59
Allstate Corporation (ALL) 0.0 $318k 1.6k 201.31
Wal-Mart Stores (WMT) 0.0 $310k 3.2k 97.79
Home Depot (HD) 0.0 $308k 841.00 366.64
DFA U.S. Vector Equity ETF Dimensional US (DXUV) 0.0 $308k 5.7k 54.23
Diamonds TRUST Series I Ut Ser 1 (DIA) 0.0 $301k 683.00 440.87
iShares Russell Midcap Value Rus Md Cp Val ETF (IWS) 0.0 $293k 2.2k 132.14
Technology Select Sector SPDR ETF Technology (XLK) 0.0 $284k 1.1k 253.33
SPDR S&P Dividend Fund S&P Divid ETF (SDY) 0.0 $282k 2.1k 135.70
Avantis Emerging Markets Fund Avantis EMGMKT (AVEM) 0.0 $266k 3.9k 68.54
Parker-Hannifin Corporation (PH) 0.0 $265k 380.00 698.47
Vanguard Extended Mkt Extend MKT ETF (VXF) 0.0 $264k 1.4k 192.71
Eaton (ETN) 0.0 $259k 725.00 356.99
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP) 0.0 $249k 2.3k 110.04
Schwab U.S. Agg Bond Fund US Aggregate B (SCHZ) 0.0 $243k 10k 23.24
Adobe Systems Incorporated (ADBE) 0.0 $241k 624.00 386.88
Kinder Morgan (KMI) 0.0 $241k 8.2k 29.40
iShares MSCI ACWI Fund Msci Acwi Etf (ACWI) 0.0 $233k 1.8k 128.62
Boeing Company (BA) 0.0 $225k 1.1k 209.53
Deere & Company (DE) 0.0 $223k 438.00 508.49
Powershs Exch Trad Fd Tr Dorsey Wright Mo (PDP) 0.0 $217k 2.0k 108.59
Northrop Grumman Corporation (NOC) 0.0 $217k 434.00 499.98
Nucor Corporation (NUE) 0.0 $216k 1.7k 129.54
Amgen (AMGN) 0.0 $216k 774.00 279.21
Copart (CPRT) 0.0 $208k 4.2k 49.07
Target Corporation (TGT) 0.0 $207k 2.1k 98.65
Capital One Financial (COF) 0.0 $206k 966.00 212.71
Dick's Sporting Goods (DKS) 0.0 $205k 1.0k 197.81
Avantis All Equity Markets Fund Avantis ALL EQT (AVGE) 0.0 $205k 2.6k 77.48
Ishares Trust S&p 500/barra Value Index Fund SP 500 Val ETF (IVE) 0.0 $205k 1.0k 195.42
salesforce (CRM) 0.0 $200k 734.00 272.69
Absci Corp (ABSI) 0.0 $111k 43k 2.57
Tiaa Traditional 0.0 $32k 32k 1.00
Nightfood Hldgs In (NGTF) 0.0 $13k 700k 0.02
Tilray (TLRY) 0.0 $10k 24k 0.41