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Vista Capital Partners, Inc. Top Holdings and 13F Report (2026)

About Vista Capital Partners, Inc.

Investment Activity

  • Vista Capital Partners, Inc. has $994.15 million in total holdings as of March 31, 2026.
  • Vista Capital Partners, Inc. owns shares of 156 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 2.04% of the portfolio was purchased this quarter.
  • About 1.09% of the portfolio was sold this quarter.
  • This quarter, Vista Capital Partners, Inc. has purchased 152 new stocks and bought additional shares in 75 stocks.
  • Vista Capital Partners, Inc. sold shares of 54 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$149,722,873

Largest New Holdings this Quarter

58933Y105 - Merck & Co., Inc.
$316,603 Holding
742718109 - Procter & Gamble
$312,713 Holding
29364G103 - Entergy
$282,698 Holding
717081103 - Pfizer
$261,654 Holding
758750103 - Regal Rexnord
$231,266 Holding

Largest Purchases this Quarter

Vanguard Real Estate ETF
47,250 shares (about $4.19M)
Vanguard Total Stock Market ETF
9,228 shares (about $2.96M)
Vanguard S&P 500 ETF
2,399 shares (about $1.43M)
Apple
3,141 shares (about $797.16K)
Amazon.com
2,981 shares (about $620.85K)

Largest Sales this Quarter

Vanguard Value ETF
10,726 shares (about $2.10M)
Vanguard Growth ETF
2,938 shares (about $1.28M)
Vanguard Small-Cap ETF
2,984 shares (about $781.57K)
Invesco QQQ
1,066 shares (about $615.38K)
Schwab International Equity ETF
15,328 shares (about $379.37K)

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
$358,654,303$2,960,434 â–²0.8%1,117,96536.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$149,722,873$2,104,440 â–¼-1.4%763,11415.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$128,473,633$4,191,076 â–²3.4%1,448,40612.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$83,548,923$1,283,292 â–¼-1.5%191,2798.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$68,125,859$781,569 â–¼-1.1%260,1026.9%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$20,068,809$136,393 â–¼-0.7%799,5542.0%ETF
Apple Inc. stock logo
AAPL
Apple
$12,845,347$797,156 â–²6.6%50,6141.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,023,179$433,471 â–²3.7%32,4801.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,788,979$1,433,507 â–²22.6%13,0350.8%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$7,427,828$95,996 â–¼-1.3%345,6410.7%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$6,455,578$619,038 â–²10.6%181,6940.6%ETF
Stryker Corporation stock logo
SYK
Stryker
$6,377,603$9,858 â–²0.2%19,4090.6%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,043,165$437,572 â–²7.8%34,6510.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,018,532$61,135 â–¼-1.0%9,2540.6%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,930,014$54,153 â–¼-1.1%11,5620.5%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$4,233,992$12,490 â–¼-0.3%95,2530.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,005,525$71,035 â–²1.8%115,9340.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$3,823,703$132,940 â–²3.6%98,3970.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,490,813$620,853 â–²21.6%16,7610.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,155,796$599,009 â–²23.4%10,9740.3%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$2,967,870$122,829 â–¼-4.0%33,1270.3%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,954,739$185,356 â–²6.7%2,9650.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,719,939$33,544 â–²1.2%5,6760.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,217,105$347,995 â–²18.6%7,5370.2%Finance
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,199,770$340,708 â–¼-13.4%65,3330.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,060,560$88,070 â–¼-4.1%5,7790.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,025,3780.0%9,4790.2%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$2,013,586$34,803 â–²1.8%49,0040.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,874,301$101,546 â–²5.7%6,5340.2%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,855,419$67,349 â–¼-3.5%63,8040.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,703,412$102,389 â–¼-5.7%18,8160.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,663,713$615,378 â–¼-27.0%2,8820.2%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,596,566$23,743 â–¼-1.5%22,2580.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,546,801$90,796 â–¼-5.5%2,3680.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,529,020$27,308 â–²1.8%28,9480.2%Consumer Discretionary
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,521,323$417,609 â–²37.8%23,7410.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,471,825$329,164 â–²28.8%7,1140.1%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,457,840$2,444 â–²0.2%5,9640.1%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,424,057$9,563 â–¼-0.7%4,7650.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,367,809$48,930 â–¼-3.5%3,6900.1%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$1,346,6180.0%18,2160.1%ETF
Avantis Emerging Markets Small Cap ETF
$1,272,892$182,422 â–¼-12.5%20,0680.1%Avantis Emerging
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,223,259$233,793 â–²23.6%7,2100.1%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$1,186,508$305,756 â–²34.7%3,8340.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,179,062$63,514 â–²5.7%3,4900.1%Computer and Technology
Summit Bank Group Inc
$1,178,2620.0%60,5790.1%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,137,437$51,589 â–¼-4.3%9,1500.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,091,122$110,385 â–²11.3%7,8880.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,076,256$101,674 â–²10.4%4,3400.1%Finance
DFA U.S. Vector Equity ETF
$1,030,482$280,366 â–²37.4%17,3630.1%Dimensional US
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,015,635$170,646 â–²20.2%4,1900.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$974,714$255,691 â–²35.6%1,7040.1%Computer and Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$961,216$4,959 â–¼-0.5%9,8860.1%ETF
Vanguard Int-Term Tax Exempt ETF
$956,2260.0%9,5680.1%Intermediate Trm
QDF
FlexShares Quality Dividend Index Fund
$930,2570.0%11,7620.1%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$926,7820.0%26,9570.1%ETF
Pacific West Bancorp Ord
$864,5120.0%74,2070.1%COM
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$863,519$94,978 â–²12.4%2,9730.1%Basic Materials
Southern Company (The) stock logo
SO
Southern
$848,604$5,888 â–²0.7%8,7920.1%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$828,631$142,380 â–²20.7%2,2290.1%Auto/Tires/Trucks
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$827,600$237,180 â–²40.2%13,8980.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$812,157$68,983 â–¼-7.8%8830.1%Medical
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$806,669$3,469 â–¼-0.4%23,0210.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$798,638$194 â–²0.0%16,4800.1%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$796,9330.0%4,9930.1%ETF
Wal-Mart Stores
$787,089$278,396 â–²54.7%6,3330.1%COM
On Holding AG stock logo
ONON
ON
$690,912$14,356 â–²2.1%20,3090.1%Retail/Wholesale
Cummins Inc. stock logo
CMI
Cummins
$690,818$16,141 â–²2.4%1,2840.1%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$684,574$280,177 â–²69.3%2,2650.1%Business Services
Intel Corporation stock logo
INTC
Intel
$667,863$15,534 â–²2.4%15,1340.1%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$661,5830.0%7,1340.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$656,193$30,475 â–¼-4.4%1,3350.1%Medical
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$651,638$379,365 â–¼-36.8%26,3290.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$649,146$182,022 â–²39.0%2,9850.1%Medical
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$642,782$121,753 â–²23.4%7180.1%Industrials
Portland General Electric Company stock logo
POR
Portland General Electric
$636,881$3,008 â–¼-0.5%12,0690.1%Utilities
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$635,423$46,105 â–¼-6.8%9,1100.1%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$596,277$48,209 â–¼-7.5%5,0340.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$591,045$10,140 â–²1.7%12,1240.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$584,480$89,266 â–¼-13.2%8250.1%Industrials
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$582,227$113,883 â–¼-16.4%10,7720.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$568,807$123,485 â–²27.7%2,3400.1%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$556,0910.0%8,1610.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$533,884$25,519 â–²5.0%20,0630.1%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$533,387$108,429 â–²25.5%6,7000.1%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$511,118$5,505 â–²1.1%6,3140.1%Utilities
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$494,078$24,631 â–²5.2%5,7970.0%Consumer Staples
Capital One Financial Corporation stock logo
COF
Capital One Financial
$492,988$3,467 â–²0.7%2,7020.0%Finance
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$478,102$29,810 â–¼-5.9%11,6440.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$468,537$36,234 â–¼-7.2%15,3620.0%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$460,481$77,284 â–¼-14.4%5,4280.0%ETF
Corning Incorporated stock logo
GLW
Corning
$457,762$20,665 â–²4.7%3,3670.0%Computer and Technology
The Allstate Corporation stock logo
ALL
Allstate
$444,537$9,538 â–²2.2%2,1440.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$426,201$100,528 â–¼-19.1%4,3880.0%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$418,902$11,529 â–²2.8%7630.0%Construction
Amphenol Corporation stock logo
APH
Amphenol
$413,038$9,729 â–²2.4%3,2690.0%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
$409,482$160,944 â–¼-28.2%2,8750.0%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$383,7850.0%3,8390.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$379,318$3,910 â–²1.0%1,7460.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$372,9650.0%1,7340.0%ETF

Showing largest 100 holdings. View all holdings.
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