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VISTA CAPITAL PARTNERS, INC. — 13F Holdings & Portfolio

CIK 1486946 · latest 13F-HR filed 2026-07-24

Backtest portfolio

VISTA CAPITAL PARTNERS, INC. manages $1.14B in 13F-reported U.S. long-equity assets across 170 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (36.89%), VTV (14.35%), VNQ (12.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 6, added to 102, and trimmed 16.

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.

Filer Information
Address
9755 SW BARNES RD, STE 595
PORTLAND, OR 97225
Phone
(503) 772-9500
Filing Manager
VISTA CAPITAL PARTNERS, INC.
PORTLAND, OR
Signatory
John Convery
Chief Compliance Officer
Loading holdings…
AUM

$1.14B

Long-equity book

Holdings

170

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+20 / −6 / ↑102 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard Total U.S. Stock Market Index Fund$63.2M +17.6%
  • Vanguard REIT Index Fund$16.8M +13.1%
  • Vanguard Value Index Fund$14.4M +9.6%
  • Vanguard Growth Index Fund$12.8M +15.4%
  • Vanguard Small Cap Index Fund$9.3M +13.6%
Show all 102 →

Top Trims

  • Chevron-$541.4K -36.8%
  • Nike-$374.6K -24.5%
  • Costco Wholesale-$364.6K -12.3%
  • Ishares Silver TRUST-$119.7K -21.5%
  • iShares MSCI USA Min-$118.2K -17.9%
Show all 16 →

New Positions

  • Exxon Mobil$924.2K
  • Ishares Tr Barclays Bd Fd$877.5K
  • Advanced Micro Devices$494.9K
  • Seagate Technology$486.4K
  • United Healthcare$416.9K
Show all 20 →

Exited Positions

  • Exxon Mobil$1.2M
  • General Motors$268.5K
  • Palantir Technologies Inc$229.8K
  • Fiserv Inc$225.5K
  • State Street$216.7K
Show all 6 →
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 $421.9M 36.89% 1,140,030 SH
2 Vanguard Value Index Fund VTV 922908744 $164.1M 14.35% 753,032 SH
3 Vanguard REIT Index Fund VNQ 922908553 $145.3M 12.71% 1,506,976 SH
4 Vanguard Growth Index Fund VUG 922908736 $96.4M 8.43% 1,118,890 SH
5 Vanguard Small Cap Index Fund VB 922908751 $77.4M 6.77% 255,406 SH
6 Schwab U.S. Broad Market Index Fund SCHB 808524102 $22.2M 1.94% 765,430 SH
7 Apple Inc AAPL 037833100 $14.5M 1.27% 50,214 SH
8 Microsoft Corp MSFT 594918104 $13.7M 1.20% 36,772 SH
9 Vanguard S&P 500 ETF VOO 922908363 $8.5M 0.74% 12,342 SH
10 Schwab U.S. REIT Fund SCHH 808524847 $8.3M 0.72% 349,509 SH
11 DFA International Core Equity II ETF DFIC 25434V799 $7.6M 0.66% 203,209 SH
12 SPDRs - S&P 500 Index Fund SPY 78462F103 $6.9M 0.60% 9,229 SH
13 Nvidia Corp NVDA 67066G104 $6.7M 0.59% 33,656 SH
14 Stryker Corp SYK 863667101 $6.1M 0.53% 19,400 SH
15 iShares Russell 1000 Growth Index Fund IWF 464287614 $5.7M 0.50% 45,973 SH
16 DFA Emerging Markets Core Equity II ETF DFEM 25434V732 $5.0M 0.44% 122,904 SH
17 DFA U.S. Core Equity II Fund DFAC 25434V708 $4.9M 0.43% 109,727 SH
18 Vanguard Int'l REIT Index Fund VNQI 922042676 $4.3M 0.38% 95,755 SH
19 Amazon.com AMZN 023135106 $4.2M 0.37% 17,617 SH
20 Google Inc Class A GOOGL 02079K305 $4.0M 0.35% 11,274 SH
21 Berkshire Hathaway Cl B BRK.A 084670108 $3.6M 0.31% 7,138 SH
22 Starbucks SBUX 855244109 $3.0M 0.26% 29,201 SH
23 Micron Technology Inc MU 595112103 $2.6M 0.23% 2,251 SH
24 Costco Wholesale COST 22160K105 $2.6M 0.23% 2,769 SH
25 J. P. Morgan Chase JPM 46625H100 $2.5M 0.22% 7,589 SH
26 Google Inc Class C GOOG 02079K107 $2.4M 0.21% 6,850 SH
27 iShares Russell 1000 ETF IWB 464287622 $2.4M 0.21% 5,779 SH
28 Schwab U.S. Small Cap Fund SCHA 808524607 $2.3M 0.20% 63,743 SH
29 DFA International Small Cap ETF DFIS 25434V773 $2.3M 0.20% 65,304 SH
30 iShares Russell 1000 Value Index Fund IWD 464287598 $2.2M 0.20% 9,239 SH
31 DFA U.S. Sustainability ETF DFSU 25434V716 $2.2M 0.19% 46,616 SH
32 Intel Corp INTC 458140100 $2.2M 0.19% 15,456 SH
33 NASDAQ 100 Shares QQQ 46090E103 $2.0M 0.17% 2,696 SH
34 Schwab U.S. Large Cap Growth Fund SCHG 808524300 $1.9M 0.16% 55,716 SH
35 iShares Core MSCI EAFE ETF IEFA 46432F842 $1.8M 0.16% 18,671 SH
36 Vanguard ESG International Stock Fund VSGX 921910725 $1.8M 0.16% 21,634 SH
37 Broadcom Inc. AVGO 11135F101 $1.7M 0.15% 4,471 SH
38 Avantis U.S. Responsible ETF AVSU 025072281 $1.6M 0.14% 18,191 SH
39 iShares Core S&P 500 IVV 464287200 $1.6M 0.14% 2,135 SH
40 Vanguard Developed Markets ETF VEA 921943858 $1.6M 0.14% 22,304 SH
41 Ishares Tr Russell IWV 464287689 $1.6M 0.14% 3,690 SH
42 Johnson & Johnson JNJ 478160104 $1.5M 0.13% 5,975 SH
43 DFA U.S. Vector Equity ETF DXUV 25434V559 $1.5M 0.13% 22,023 SH
44 Avantis Emerging Markets Small Cap ETF AVEE 025072141 $1.4M 0.12% 19,926 SH
45 Vanguard Total World Stock Index VT 922042742 $1.4M 0.12% 8,733 SH
46 Vanguard Large Cap VV 922908637 $1.4M 0.12% 3,954 SH
47 Summit Bank Group Inc SBKO 86603R100 $1.4M 0.12% 60,579 SH
48 iShares Russell 2000 Index Fund IWM 464287655 $1.3M 0.11% 4,340 SH
49 iShares Core S&P Small-Cap ETF IJR 464287804 $1.3M 0.11% 8,604 SH
50 Nike NKE 654106103 $1.2M 0.10% 28,123 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $1.14B 170 0001486946-26-000004
2026-03-31 2026-05-06 $994.1M 156 0001486946-26-000003
2025-12-31 2026-02-02 $1.01B 152 0001486946-26-000001