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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 $913.41 million in total holdings as of June 30, 2025.
  • Vista Capital Partners, Inc. owns shares of 127 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 4.60% of the portfolio was purchased this quarter.
  • About 1.67% of the portfolio was sold this quarter.
  • This quarter, Vista Capital Partners, Inc. has purchased 113 new stocks and bought additional shares in 59 stocks.
  • Vista Capital Partners, Inc. sold shares of 26 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$138,108,081

Largest New Holdings this Quarter

25434V716 - Dimensional US Sustainability Core 1 ETF
$1,776,280 Holding
025072141 - Avantis Emerging Markets Small Cap ETF
$1,617,101 Holding
25434V815 - Dimensional US Small Cap Value ETF
$682,939 Holding
11135F101 - Broadcom
$394,778 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF
365,760 shares (about $8.72M)
Dimensional International Core Equity 2 ETF
123,093 shares (about $3.83M)
Schwab U.S. REIT ETF
180,271 shares (about $3.81M)
NVIDIA
15,887 shares (about $2.51M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
17,328 shares (about $5.27M)
Vanguard Value ETF
15,106 shares (about $2.67M)
Vanguard Small-Cap ETF
7,082 shares (about $1.68M)
Vanguard Real Estate ETF
17,038 shares (about $1.52M)
Vanguard Growth ETF
3,178 shares (about $1.39M)

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
$338,658,638$5,266,500 -1.5%1,114,26537.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$138,108,081$2,669,836 -1.9%781,41915.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$112,874,067$1,517,404 -1.3%1,267,39412.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$90,730,027$1,393,236 -1.5%206,9579.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$62,949,028$1,678,293 -2.6%265,6306.9%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$21,171,987$8,716,065 70.0%888,4592.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$14,126,097$437,228 3.2%28,3991.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,425,178$1,790,534 23.5%45,9381.0%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$7,653,067$4,748 0.1%19,3440.8%Medical
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$7,134,425$3,814,530 114.9%337,1660.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,637,253$2,509,992 80.3%35,6810.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,625,010$34,600 -0.6%9,1040.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,363,9020.0%9,4430.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$4,992,781$3,826,967 328.3%160,5910.5%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$4,789,366$2,127,382 79.9%103,7780.5%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,678,170$407,788 9.5%130,5290.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,701,460$547,279 17.4%8,7180.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,523,780$2,414,611 217.7%118,7260.4%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$3,232,265$5,040 0.2%35,2750.4%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,832,501$13,861 0.5%2,8610.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,648,904$349,754 -11.7%5,4530.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,427,550$121,103 5.3%11,0650.3%Retail/Wholesale
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,215,878$1,380,720 165.3%74,2590.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,059,615$582,107 39.4%10,6040.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,976,418$610,664 44.7%27,8210.2%Consumer Discretionary
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,776,280$1,776,280 New Holding45,2560.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,641,430$50,304 -3.0%25,0600.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,633,715$1,247,512 323.0%64,5740.2%ETF
Avantis Emerging Markets Small Cap ETF
$1,617,101$1,617,101 New Holding26,8400.2%Avantis Emerging
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,548,0730.0%5,4260.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,529,277$29,182 -1.9%2,4630.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,341,5220.0%3,8220.1%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$1,340,444$1,646 -0.1%19,5400.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,245,335$254,251 25.7%2,2580.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,168,930$117,995 11.2%4,0320.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$970,995$26,785 2.8%5,4740.1%Computer and Technology
On Holding AG stock logo
ONON
ON
$953,036$6,246 -0.7%18,3100.1%Retail/Wholesale
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$924,373$112,719 13.9%7,1920.1%ETF
Summit Bank Group Inc
$857,1930.0%60,5790.1%COM
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$821,7590.0%2,4200.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$820,726$30,856 3.9%5,3730.1%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$815,934$250,941 44.4%9,7740.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$814,9830.0%3,7770.1%Finance
Southern Company (The) stock logo
SO
Southern
$799,839$4,041 0.5%8,7100.1%Utilities
Pacific West Bancorp Ord
$797,7250.0%74,2070.1%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$793,539$10,334 1.3%1,0750.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$744,769$132,881 21.7%4,2260.1%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$741,536$6,487 0.9%2,6290.1%Basic Materials
International Business Machines Corporation stock logo
IBM
International Business Machines
$706,716$154,198 27.9%2,3970.1%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$696,205$254 0.0%16,4670.1%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$694,123$1,724 -0.2%4,0260.1%Business Services
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$692,4550.0%7,3770.1%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$682,939$682,939 New Holding23,2060.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$659,565$190,738 -22.4%4,6060.1%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$640,658$99,017 18.3%5,8620.1%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$637,4060.0%4,9930.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$575,741$55,509 -8.8%6,4410.1%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$558,503$10,025 1.8%5,1810.1%Energy
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$555,303$133,137 -19.3%12,8840.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$549,569$68,599 14.3%7050.1%Medical
Nakanishi Inc
$545,7470.0%41,4550.1%COM
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$539,885$248,564 85.3%9,4700.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$529,480$208,852 65.1%3,8180.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$524,774$66,391 14.5%1,6520.1%Auto/Tires/Trucks
Intel Corporation stock logo
INTC
Intel
$514,842$70,515 15.9%22,9840.1%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$513,392$100,800 24.4%23,2300.1%ETF
Enovix Corporation stock logo
ENVX
Enovix
$508,4380.0%49,1720.1%Energy
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$488,145$27,826 -5.4%6,5960.1%ETF
Portland General Electric Company stock logo
POR
Portland General Electric
$486,504$528 0.1%11,9740.1%Utilities
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$476,5520.0%3,5290.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$466,410$116,931 33.5%7,7980.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$430,775$129,245 42.9%7,1760.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$426,934$79,533 22.9%16,0020.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$426,2150.0%4,2840.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$423,124$119,118 39.2%15,2920.0%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$416,984$2,745 0.7%8,8120.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$414,902$39,727 10.6%2,2350.0%Medical
Cummins Inc. stock logo
CMI
Cummins
$402,170$2,948 0.7%1,2280.0%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$394,778$394,778 New Holding1,4320.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$391,975$63,909 19.5%1,1040.0%Business Services
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$391,707$391,707 New Holding12,0340.0%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$390,179$390,179 New Holding1,0320.0%Construction
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$372,3200.0%1,8190.0%ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$370,788$32,071 9.5%2,8210.0%Business Services
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$366,083$24,652 -6.3%3,0740.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$363,702$17,941 -4.7%1,8650.0%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$354,493$79,320 -18.3%3,8390.0%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$352,769$8,266 -2.3%12,0770.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$349,513$37,496 -9.7%2610.0%Consumer Discretionary
Blackstone Inc. stock logo
BX
Blackstone
$342,524$2,244 0.7%2,2900.0%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$338,5760.0%2,5400.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$318,720$318,720 New Holding6,4440.0%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$318,653$31,090 -8.9%7,4820.0%ETF
The Allstate Corporation stock logo
ALL
Allstate
$317,868$8,656 2.8%1,5790.0%Finance
Walmart Inc. stock logo
WMT
Walmart
$310,275$310,275 New Holding3,1730.0%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$308,344$41,430 15.5%8410.0%Retail/Wholesale
DFA U.S. Vector Equity ETF
$307,765$307,765 New Holding5,6750.0%Dimensional US
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$301,1150.0%6830.0%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$292,558$292,558 New Holding2,2140.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$283,727$283,727 New Holding1,1200.0%ETF

Showing largest 100 holdings. View all holdings.
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