Vista Capital Partners

Vista Capital Partners as of Sept. 30, 2025

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