VISTA CAPITAL PARTNERS, INC. — 13F Holdings & Portfolio
CIK 1486946 · latest 13F-HR filed 2026-05-06
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$994.1M
Long-equity book
Holdings
156
Distinct positions
Period
2026-03-31
Filed 2026-05-06
Q/Q Activity
+11 / −7 / ↑51 / ↓44
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Vanguard S&P 500 ETF$1.1M +16.8%
- DFA International Core Equity II ETF$794.8K +14.0%
- Chevron$630.1K +74.9%
- Costco Wholesale$558.4K +23.3%
- Exxon Mobil$521.5K +74.3%
Top Trims
- Vanguard Growth Index Fund-$11.2M -11.8%
- Microsoft Corp-$3.1M -20.6%
- NASDAQ 100 Shares-$761.7K -31.4%
- iShares Russell 1000 Growth Index Fund-$602.4K -10.9%
- Stryker Corp-$433.5K -6.4%
New Positions
- Merck$316.6K
- Procter & Gamble$312.7K
- Entergy Corp$282.7K
- Pfizer$261.7K
- Regal Rexnord Corp$231.3K
Exited Positions
- iShares Barclays Agg. Bond Index Fund$746.0K
- Cameco Corp$596.1K
- PIMCO Investment Grade Corporate Bd ETF$290.1K
- Automatic Data Processing$237.7K
- Ishares Trust S&p 500/barra Value Index Fund$226.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total U.S. Stock Market Index Fund | VTI | 922908769 | $358.7M | 36.08% | 1,117,965 | SH |
| 2 | Vanguard Value Index Fund | VTV | 922908744 | $149.7M | 15.06% | 763,114 | SH |
| 3 | Vanguard REIT Index Fund | VNQ | 922908553 | $128.5M | 12.92% | 1,448,406 | SH |
| 4 | Vanguard Growth Index Fund | VUG | 922908736 | $83.5M | 8.40% | 191,279 | SH |
| 5 | Vanguard Small Cap Index Fund | VB | 922908751 | $68.1M | 6.85% | 260,102 | SH |
| 6 | Schwab U.S. Broad Market Index Fund | SCHB | 808524102 | $20.1M | 2.02% | 799,554 | SH |
| 7 | Apple Inc | AAPL | 037833100 | $12.8M | 1.29% | 50,614 | SH |
| 8 | Microsoft Corp | MSFT | 594918104 | $12.0M | 1.21% | 32,480 | SH |
| 9 | Vanguard S&P 500 ETF | VOO | 922908363 | $7.8M | 0.78% | 13,035 | SH |
| 10 | Schwab U.S. REIT Fund | SCHH | 808524847 | $7.4M | 0.75% | 345,641 | SH |
| 11 | DFA International Core Equity II ETF | DFIC | 25434V799 | $6.5M | 0.65% | 181,694 | SH |
| 12 | Stryker Corp | SYK | 863667101 | $6.4M | 0.64% | 19,409 | SH |
| 13 | Nvidia Corp | NVDA | 67066G104 | $6.0M | 0.61% | 34,651 | SH |
| 14 | SPDRs - S&P 500 Index Fund | SPY | 78462F103 | $6.0M | 0.61% | 9,254 | SH |
| 15 | iShares Russell 1000 Growth Index Fund | IWF | 464287614 | $4.9M | 0.50% | 11,562 | SH |
| 16 | Vanguard Int'l REIT Index Fund | VNQI | 922042676 | $4.2M | 0.43% | 95,253 | SH |
| 17 | DFA Emerging Markets Core Equity II ETF | DFEM | 25434V732 | $4.0M | 0.40% | 115,934 | SH |
| 18 | DFA U.S. Core Equity II Fund | DFAC | 25434V708 | $3.8M | 0.38% | 98,397 | SH |
| 19 | Amazon.com | AMZN | 023135106 | $3.5M | 0.35% | 16,761 | SH |
| 20 | Google Inc Class A | GOOGL | 02079K305 | $3.2M | 0.32% | 10,974 | SH |
| 21 | Starbucks | SBUX | 855244109 | $3.0M | 0.30% | 33,127 | SH |
| 22 | Costco Wholesale | COST | 22160K105 | $3.0M | 0.30% | 2,965 | SH |
| 23 | Berkshire Hathaway Cl B | BRK.A | 084670108 | $2.7M | 0.27% | 5,676 | SH |
| 24 | J. P. Morgan Chase | JPM | 46625H100 | $2.2M | 0.22% | 7,537 | SH |
| 25 | DFA International Small Cap ETF | DFIS | 25434V773 | $2.2M | 0.22% | 65,333 | SH |
| 26 | iShares Russell 1000 ETF | IWB | 464287622 | $2.1M | 0.21% | 5,779 | SH |
| 27 | iShares Russell 1000 Value Index Fund | IWD | 464287598 | $2.0M | 0.20% | 9,479 | SH |
| 28 | DFA U.S. Sustainability ETF | DFSU | 25434V716 | $2.0M | 0.20% | 49,004 | SH |
| 29 | Google Inc Class C | GOOG | 02079K107 | $1.9M | 0.19% | 6,534 | SH |
| 30 | Schwab U.S. Small Cap Fund | SCHA | 808524607 | $1.9M | 0.19% | 63,804 | SH |
| 31 | iShares Core MSCI EAFE ETF | IEFA | 46432F842 | $1.7M | 0.17% | 18,816 | SH |
| 32 | NASDAQ 100 Shares | QQQ | 46090E103 | $1.7M | 0.17% | 2,882 | SH |
| 33 | Vanguard ESG International Stock Fund | VSGX | 921910725 | $1.6M | 0.16% | 22,258 | SH |
| 34 | iShares Core S&P 500 | IVV | 464287200 | $1.5M | 0.16% | 2,368 | SH |
| 35 | Nike | NKE | 654106103 | $1.5M | 0.15% | 28,948 | SH |
| 36 | Vanguard Developed Markets ETF | VEA | 921943858 | $1.5M | 0.15% | 23,741 | SH |
| 37 | Chevron | CVX | 166764100 | $1.5M | 0.15% | 7,114 | SH |
| 38 | Johnson & Johnson | JNJ | 478160104 | $1.5M | 0.15% | 5,964 | SH |
| 39 | Vanguard Large Cap | VV | 922908637 | $1.4M | 0.14% | 4,765 | SH |
| 40 | Ishares Tr Russell | IWV | 464287689 | $1.4M | 0.14% | 3,690 | SH |
| 41 | Avantis U.S. Responsible ETF | AVSU | 025072281 | $1.3M | 0.14% | 18,216 | SH |
| 42 | Avantis Emerging Markets Small Cap ETF | AVEE | 025072141 | $1.3M | 0.13% | 20,068 | SH |
| 43 | Exxon Mobil | XOM | 30231G102 | $1.2M | 0.12% | 7,210 | SH |
| 44 | Broadcom Inc. | AVGO | 11135F101 | $1.2M | 0.12% | 3,834 | SH |
| 45 | Micron Technology Inc | MU | 595112103 | $1.2M | 0.12% | 3,490 | SH |
| 46 | Summit Bank Group Inc | SBKO | 86603R100 | $1.2M | 0.12% | 60,579 | SH |
| 47 | iShares Core S&P Small-Cap ETF | IJR | 464287804 | $1.1M | 0.11% | 9,150 | SH |
| 48 | Vanguard Total World Stock Index | VT | 922042742 | $1.1M | 0.11% | 7,888 | SH |
| 49 | iShares Russell 2000 Index Fund | IWM | 464287655 | $1.1M | 0.11% | 4,340 | SH |
| 50 | DFA U.S. Vector Equity ETF | DXUV | 25434V559 | $1.0M | 0.10% | 17,363 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $994.1M | 156 | 0001486946-26-000003 |
| 2025-12-31 | 2026-02-02 | $1.01B | 152 | 0001486946-26-000001 |