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Vista Capital Partners, Inc. Top Holdings and 13F Report (2025)

About Vista Capital Partners, Inc.

Investment Activity

  • Vista Capital Partners, Inc. has $823.68 million in total holdings as of March 31, 2025.
  • Vista Capital Partners, Inc. owns shares of 113 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 0.73% of the portfolio was purchased this quarter.
  • About 1.31% of the portfolio was sold this quarter.
  • This quarter, Vista Capital Partners, Inc. has purchased 115 new stocks and bought additional shares in 25 stocks.
  • Vista Capital Partners, Inc. sold shares of 57 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$137,591,814

Largest New Holdings this Quarter

03027X100 - American Tower
$240,230 Holding
031162100 - Amgen
$235,532 Holding
025537101 - American Electric Power
$224,878 Holding
666807102 - Northrop Grumman
$220,676 Holding
878094101 - TIAA Traditional
$32,347 Holding

Largest Purchases this Quarter

Vanguard Real Estate ETF
39,975 shares (about $3.62M)
Dimensional International Core Equity 2 ETF
28,869 shares (about $801.70K)
Dimensional Emerging Markets Core Equity 2 ETF
13,465 shares (about $356.28K)
American Tower
1,104 shares (about $240.23K)
Amgen
756 shares (about $235.53K)

Largest Sales this Quarter

Vanguard Growth ETF
4,923 shares (about $1.83M)
Vanguard Total Stock Market ETF
4,039 shares (about $1.11M)
Eli Lilly and Company
959 shares (about $792.05K)
Vanguard Value ETF
3,651 shares (about $630.67K)
Microsoft
1,520 shares (about $570.60K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVista Capital Partners, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$311,007,068$1,110,079 -0.4%1,131,59337.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$137,591,814$630,674 -0.5%796,52516.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$116,292,438$3,619,335 3.2%1,284,43214.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$77,922,327$1,825,548 -2.3%210,1359.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$60,473,915$151,234 -0.2%272,7127.3%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$11,253,699$171,336 -1.5%522,6991.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$10,330,908$570,602 -5.2%27,5201.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,265,673$106,178 -1.3%37,2111.0%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$7,196,337$2,234 0.0%19,3320.9%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,124,193$379,839 -6.9%9,1600.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,852,848$43,168 -0.9%9,4430.6%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$3,930,785$331,186 -7.8%119,1510.5%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$3,454,728$22,070 -0.6%35,2200.4%Retail/Wholesale
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$3,374,808$7,292 -0.2%156,8950.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,287,616$242,324 -6.9%6,1730.4%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,692,700$33,103 -1.2%2,8470.3%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,682,512$1,083 0.0%7,4290.3%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$2,333,758$511,452 -18.0%57,6810.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,145,277$83,886 -3.8%19,7940.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,000,203$90,944 -4.3%10,5130.2%Retail/Wholesale
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,523,335$56,149 -3.6%25,8280.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,431,3330.0%7,6070.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,410,369$219,703 -13.5%2,5100.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,394,6760.0%5,4260.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,220,399$18,853 -1.5%19,2250.1%Consumer Discretionary
AVSU
Avantis Responsible U.S. Equity ETF
$1,220,030$117,675 -8.8%19,5640.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,214,0200.0%3,8220.1%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$1,041,324$801,696 334.6%37,4980.1%ETF
Chevron Co. stock logo
CVX
Chevron
$993,444$82,815 9.1%5,9380.1%Energy
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$988,830$356,282 56.3%37,3710.1%ETF
Summit Bank Group Inc
$900,8100.0%60,5790.1%COM
Fiserv, Inc. stock logo
FI
Fiserv
$891,270$3,754 0.4%4,0360.1%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$889,220$53,721 6.4%3,6250.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$857,559$12,272 1.5%5,1710.1%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$842,548$40,791 5.1%1,7970.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$831,646$108,272 -11.5%5,3230.1%Computer and Technology
On Holding AG stock logo
ONON
ON
$809,4460.0%18,4300.1%Retail/Wholesale
The Southern Company stock logo
SO
Southern
$796,839$1,195 0.2%8,6660.1%Utilities
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$768,562$1,770 0.2%2,6060.1%Basic Materials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$753,4220.0%3,7770.1%Finance
Pacific West Bancorp Ord
$745,7800.0%74,2070.1%COM
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$742,3110.0%2,4200.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$732,181$27,710 3.9%6,3150.1%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$723,205$216,899 -23.1%27,9880.1%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$690,9060.0%7,3770.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$678,3580.0%16,4610.1%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$629,658$37,962 -5.7%15,9730.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$611,500$6,340 -1.0%1,0610.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$605,115$1,189 -0.2%5,0880.1%Energy
Nakanishi Inc
$592,3710.0%41,4550.1%COM
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$577,145$817 0.1%7,0620.1%Finance
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$553,7740.0%4,9930.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$536,924$2,320 0.4%3,4720.1%Computer and Technology
Portland General Electric stock logo
POR
Portland General Electric
$533,461$357 0.1%11,9610.1%Utilities
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$518,2490.0%4,9560.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$511,9990.0%6,7680.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$509,586$792,047 -60.9%6170.1%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$465,963$1,243 0.3%1,8740.1%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$462,009$15,573 -3.3%6,9720.1%ETF
Intel Co. stock logo
INTC
Intel
$450,476$19,553 -4.2%19,8360.1%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$430,5700.0%3,5290.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$423,394$17,807 4.4%2,0210.1%Medical
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$417,6040.0%4,2840.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$387,601$5,789 -1.5%3,2810.0%ETF
Cummins Inc. stock logo
CMI
Cummins
$382,083$7,209 -1.9%1,2190.0%Auto/Tires/Trucks
Tesla, Inc. stock logo
TSLA
Tesla
$373,968$136,318 -26.7%1,4430.0%Auto/Tires/Trucks
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$372,8180.0%1,4590.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$369,280$291,187 -44.1%18,6690.0%ETF
Bank of America Co. stock logo
BAC
Bank of America
$365,304$15,649 4.5%8,7540.0%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$364,518$13,225 -3.5%1,9570.0%ETF
Enovix Co. stock logo
ENVX
Enovix
$360,9220.0%49,1720.0%Energy
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$357,657$24,133 -6.3%15,2650.0%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$355,8270.0%4,6980.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$352,892$36,667 -9.4%1,8190.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$350,129$10,299 -2.9%13,0210.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$347,246$38,757 -10.0%6630.0%Medical
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$347,077$3,029 0.9%5,8430.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$327,5280.0%2,5400.0%ETF
Visa Inc. stock logo
V
Visa
$323,825$24,532 -7.0%9240.0%Business Services
The Allstate Co. stock logo
ALL
Allstate
$318,060$3,727 1.2%1,5360.0%Finance
Blackstone Inc. stock logo
BX
Blackstone
$317,986$140 0.0%2,2750.0%Finance
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$311,472$4,472 -1.4%2,5770.0%Business Services
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$309,494$33,053 -9.6%12,3600.0%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$294,629$35,627 -10.8%8,2120.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$292,043$31,206 -9.7%10,9870.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$286,749$39,465 -12.1%6830.0%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$281,6120.0%2,0760.0%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$271,6370.0%2,3120.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$271,091$136,112 -33.4%5,0230.0%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$269,5870.0%2,9560.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$269,501$7,460 -2.7%2890.0%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$266,805$6,597 2.5%7280.0%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$259,765$58,002 -18.3%5,1100.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$255,729$1,333 -0.5%2,3020.0%ETF
American Tower Co. stock logo
AMT
American Tower
$240,230$240,230 New Holding1,1040.0%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$238,509$14,441 -5.7%3,9640.0%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$236,341$48,577 -17.0%1,3720.0%ETF
Amgen Inc. stock logo
AMGN
Amgen
$235,532$235,532 New Holding7560.0%Medical
Copart, Inc. stock logo
CPRT
Copart
$232,245$1,302 -0.6%4,1040.0%Business Services
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$226,728$608 0.3%3730.0%Industrials

Showing largest 100 holdings. View all holdings.
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