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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 $1.14 billion in total holdings as of June 30, 2026.
  • Vista Capital Partners, Inc. owns shares of 170 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 9.91% of the portfolio was purchased this quarter.
  • About 1.08% of the portfolio was sold this quarter.
  • This quarter, Vista Capital Partners, Inc. has purchased 156 new stocks and bought additional shares in 67 stocks.
  • Vista Capital Partners, Inc. sold shares of 62 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$164,108,180

Largest New Holdings this Quarter

30233Q108 - Exxon Mobil
$924,163 Holding
464288679 - iShares Short Treasury Bond ETF
$877,503 Holding
007903107 - Advanced Micro Devices
$494,935 Holding
G7997R103 - Seagate Technology
$486,360 Holding
91324P102 - UnitedHealth Group
$416,877 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
927,611 shares (about $79.90M)
Vanguard Total Stock Market ETF
22,065 shares (about $8.16M)
Vanguard Real Estate ETF
58,570 shares (about $5.65M)
iShares Russell 1000 Growth ETF
34,411 shares (about $4.27M)
Microsoft
4,292 shares (about $1.60M)

Largest Sales this Quarter

Vanguard Value ETF
10,082 shares (about $2.20M)
Micron Technology
1,239 shares (about $1.43M)
Vanguard Small-Cap ETF
4,696 shares (about $1.42M)
Schwab US Broad Market ETF
34,124 shares (about $988.23K)
Vanguard S&P 500 ETF
693 shares (about $475.98K)

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
$421,856,602$8,164,931 â–²2.0%1,140,03036.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$164,108,180$2,197,169 â–¼-1.3%753,03214.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$145,317,671$5,647,904 â–²4.0%1,506,97612.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$96,381,155$79,904,387 â–²485.0%1,118,8908.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$77,418,579$1,423,450 â–¼-1.8%255,4066.8%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$22,166,855$988,231 â–¼-4.3%765,4301.9%ETF
Apple Inc. stock logo
AAPL
Apple
$14,529,937$115,744 â–¼-0.8%50,2141.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$13,716,670$1,600,999 â–²13.2%36,7721.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,476,925$475,977 â–¼-5.3%12,3420.7%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$8,276,372$91,594 â–²1.1%349,5090.7%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$7,571,571$801,649 â–²11.8%203,2090.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,891,781$18,669 â–¼-0.3%9,2290.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,734,230$199,090 â–¼-2.9%33,6560.6%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$6,107,896$2,834 â–¼0.0%19,4000.5%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$5,708,463$4,272,811 â–²297.6%45,9730.5%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,994,823$283,261 â–²6.0%122,9040.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,867,506$502,600 â–²11.5%109,7270.4%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$4,294,608$22,515 â–²0.5%95,7550.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,198,836$204,019 â–²5.1%17,6170.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,028,862$107,208 â–²2.7%11,2740.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,571,784$731,570 â–²25.8%7,1380.3%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$2,984,077$401,202 â–¼-11.9%29,2010.3%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,598,307$1,430,165 â–¼-35.5%2,2510.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,590,097$183,337 â–¼-6.6%2,7690.2%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,484,134$17,021 â–²0.7%7,5890.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$2,420,361$111,655 â–²4.8%6,8500.2%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,366,5010.0%5,7790.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,303,049$2,204 â–¼-0.1%63,7430.2%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,287,616$1,016 â–¼0.0%65,3040.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,239,811$58,183 â–¼-2.5%9,2390.2%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$2,173,725$111,354 â–¼-4.9%46,6160.2%ETF
Intel Corporation stock logo
INTC
Intel
$2,158,121$44,961 â–²2.1%15,4560.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,985,661$136,993 â–¼-6.5%2,6960.2%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,885,432$1,507,608 â–²399.0%55,7160.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,803,245$14,004 â–¼-0.8%18,6710.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,781,344$51,380 â–¼-2.8%21,6340.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,688,883$240,621 â–²16.6%4,4710.1%Computer and Technology
AVSU
Avantis Responsible U.S. Equity ETF
$1,610,267$2,213 â–¼-0.1%18,1910.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,598,880$174,491 â–¼-9.8%2,1350.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,589,160$102,386 â–¼-6.1%22,3040.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,573,4160.0%3,6900.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,517,471$2,794 â–²0.2%5,9750.1%Medical
DFA U.S. Vector Equity ETF
$1,464,544$309,893 â–²26.8%22,0230.1%Dimensional US
Avantis Emerging Markets Small Cap ETF
$1,381,352$9,844 â–¼-0.7%19,9260.1%Avantis Emerging
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,370,589$132,617 â–²10.7%8,7330.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,359,862$278,920 â–¼-17.0%3,9540.1%ETF
Summit Bank Group Inc
$1,356,9090.0%60,5790.1%COM
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,303,8750.0%4,3400.1%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,276,059$80,977 â–¼-6.0%8,6040.1%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,154,433$33,866 â–¼-2.8%28,1230.1%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,146,689$87,561 â–²8.3%9560.1%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,138,081$40,214 â–¼-3.4%4,0470.1%Computer and Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,090,6240.0%9,8860.1%ETF
QDF
FlexShares Quality Dividend Index Fund
$1,057,6390.0%11,7620.1%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$998,8000.0%4,9930.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$980,051$20,277 â–²2.1%1,7400.1%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$968,859$62,273 â–²6.9%17,6120.1%ETF
Vanguard Int-Term Tax Exempt ETF
$966,0810.0%9,5680.1%Intermediate Trm
Cummins Inc. stock logo
CMI
Cummins
$941,437$25,676 â–²2.8%1,3200.1%Auto/Tires/Trucks
Chevron Corporation stock logo
CVX
Chevron
$930,389$248,800 â–¼-21.1%5,6130.1%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$925,741$11,777 â–¼-1.3%2,2010.1%Auto/Tires/Trucks
Exxon Mobil
$924,163$924,163 â–²New Holding6,7600.1%COM
Pacific West Bancorp Ord
$912,7460.0%74,2070.1%COM
Corning Incorporated stock logo
GLW
Corning
$906,921$46,993 â–²5.5%3,5510.1%Computer and Technology
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$893,460$465 â–²0.1%23,0330.1%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$882,070$10,553 â–²1.2%3,0090.1%Basic Materials
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$877,722$58,035 â–²7.1%14,8820.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$877,503$877,503 â–²New Holding7,9520.1%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$868,8240.0%26,9570.1%ETF
Southern Company (The) stock logo
SO
Southern
$848,469$6,987 â–²0.8%8,8650.1%Utilities
Caterpillar Inc. stock logo
CAT
Caterpillar
$758,209$120,334 â–¼-13.7%7120.1%Industrials
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$740,507$14,166 â–¼-1.9%8,9390.1%ETF
Visa Inc. stock logo
V
Visa
$725,635$51,463 â–¼-6.6%2,1150.1%Business Services
On Holding AG stock logo
ONON
ON
$711,304$8,040 â–¼-1.1%20,0820.1%Retail/Wholesale
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$705,189$173,521 â–²32.6%26,6110.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$692,205$37,119 â–¼-5.1%24,9890.1%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$688,0470.0%5,0340.1%ETF
Wal-Mart Stores
$685,018$32,280 â–¼-4.5%6,0480.1%COM
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$681,750$20,541 â–¼-2.9%6970.1%Industrials
Bank of America Corporation stock logo
BAC
Bank of America
$661,538$29,288 â–¼-4.2%11,6100.1%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$648,760$20,556 â–¼-3.1%1,2940.1%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$642,9810.0%10,7720.1%ETF
Portland General Electric Company stock logo
POR
Portland General Electric
$625,588$52 â–²0.0%12,0700.1%Utilities
AbbVie Inc. stock logo
ABBV
AbbVie
$622,402$128,860 â–¼-17.2%2,4730.1%Medical
Enovix Corporation stock logo
ENVX
Enovix
$595,133$296,659 â–²99.4%98,0450.1%Energy
Amphenol Corporation stock logo
APH
Amphenol
$592,083$15,692 â–²2.7%3,3580.1%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$566,671$17,281 â–²3.1%7870.0%Construction
Capital One Financial Corporation stock logo
COF
Capital One Financial
$559,811$17,657 â–²3.3%2,7900.0%Finance
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$554,6590.0%3,8390.0%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$543,346$144,783 â–¼-21.0%5,6330.0%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$538,620$7,151 â–²1.3%5,8750.0%Consumer Staples
The Allstate Corporation stock logo
ALL
Allstate
$534,651$24,508 â–²4.8%2,2470.0%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$533,517$1,218 â–¼-0.2%15,3270.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$525,399$60,609 â–²13.0%4,4730.0%Computer and Technology
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$517,476$5,032 â–²1.0%6,3760.0%Utilities
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$510,880$42,807 â–¼-7.7%6,1820.0%Finance
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$509,715$31,962 â–²6.7%12,4230.0%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$494,935$494,935 â–²New Holding8520.0%Computer and Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$486,360$486,360 â–²New Holding5040.0%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$484,525$357 â–²0.1%5,4320.0%ETF

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