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Vista Capital Partners, INC. 13F holdings
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Vista Capital Partners, INC. 13F holdings

Vista Capital Partners, INC. reported 169 positions with a total reported value of $1.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-24. Top holdings by reported value: Vanguard Total U.S. Stock Market Index Fund (36.9%), Vanguard Value Index Fund (14.4%), Vanguard REIT Index Fund (12.7%), Vanguard Growth Index Fund (8.4%), Vanguard Small Cap Index Fund (6.8%). Against 2026-03-31 it opened 19 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 169 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
Vanguard Total U.S. Stock Market Index Fund1,140,030$421.9M36.9%
Vanguard Value Index Fund753,032$164.1M14.4%
Vanguard REIT Index Fund1,506,976$145.3M12.7%
Vanguard Growth Index Fund1,118,890$96.4M8.4%
Vanguard Small Cap Index Fund255,406$77.4M6.8%
Schwab U.S. Broad Market Index Fund765,430$22.2M1.9%
AAPL Apple Inc50,214$14.5M1.3%
MSFT Microsoft Corp36,772$13.7M1.2%
Vanguard S&P 500 ETF12,342$8.5M0.7%
Schwab U.S. REIT Fund349,509$8.3M0.7%
DFA International Core Equity II ETF203,209$7.6M0.7%
SPY SPDRs - S&P 500 Index Fund9,229$6.9M0.6%
NVDA Nvidia Corp33,656$6.7M0.6%
GOOGL Google Inc Class A18,124$6.4M0.6%
SYK Stryker Corp19,400$6.1M0.5%
iShares Russell 1000 Growth Index Fund45,973$5.7M0.5%
DFA Emerging Markets Core Equity II ETF122,904$5.0M0.4%
DFA U.S. Core Equity II Fund109,727$4.9M0.4%
Vanguard Int'l REIT Index Fund95,755$4.3M0.4%
AMZN Amazon.com17,617$4.2M0.4%
BRK-B Berkshire Hathaway Cl B7,138$3.6M0.3%
SBUX Starbucks29,201$3.0M0.3%
MU Micron Technology Inc2,251$2.6M0.2%
COST Costco Wholesale2,769$2.6M0.2%
JPM J. P. Morgan Chase7,589$2.5M0.2%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 19 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
Ishares Tr Barclays Bd Fd7,952$877.5K<0.1%
AMD Advanced Micro Devices852$494.9K<0.1%
STX Seagate Technology504$486.4K<0.1%
UNH United Healthcare1,003$416.9K<0.1%
Vanguard Total Int'l Bond Index7,553$365.8K<0.1%
Vanguard Bond Index Fund4,951$363.5K<0.1%
LRCX Lam Research Corp764$331.1K<0.1%
Applied Materials398$287.8K<0.1%
KLAC K L A Tencor Corp906$273.3K<0.1%
WDC Western Digital Corp420$268.3K<0.1%
DFA International Sustainability ETF5,704$257.3K<0.1%
QCOM Qualcomm1,284$237.3K<0.1%
GS Goldman Sachs Group Inc229$231.6K<0.1%
DFA Emerging Markets Value Fund5,085$217.0K<0.1%
SHW Sherwin-Williams622$214.2K<0.1%
T J X Cos Inc1,398$211.8K<0.1%
SPDR S&P MidCap 400 ETF296$208.3K<0.1%
C Citigroup1,471$205.9K<0.1%
DFA International Small Cap Value Fund5,115$205.2K<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
General Motors3,604$268.5K<0.1%
PLTR Palantir Technologies Inc1,571$229.8K<0.1%
FISV Fiserv Inc4,042$225.5K<0.1%
STT State Street1,712$216.7K<0.1%
iShares Core S&P Mid-Cap ETF3,078$207.8K<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
Vanguard Growth Index Fund191,2791,118,890+485.0%$96.4M
Vanguard Total U.S. Stock Market Index Fund1,117,9651,140,030+2.0%$421.9M
Vanguard REIT Index Fund1,448,4061,506,976+4.0%$145.3M
iShares Russell 1000 Growth Index Fund11,56245,973+297.6%$5.7M
MSFT Microsoft Corp32,48036,772+13.2%$13.7M
Schwab U.S. Large Cap Growth Fund11,16555,716+399.0%$1.9M
DFA International Core Equity II ETF181,694203,209+11.8%$7.6M
BRK-B Berkshire Hathaway Cl B5,6767,138+25.8%$3.6M
DFA U.S. Core Equity II Fund98,397109,727+11.5%$4.9M
DFA U.S. Vector Equity ETF17,36322,023+26.8%$1.5M
ENVX Enovix Corp49,17298,045+99.4%$595.1K
DFA Emerging Markets Core Equity II ETF115,934122,904+6.0%$5.0M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
Vanguard Value Index Fund763,114753,032-1.3%$164.1M
MU Micron Technology Inc3,4902,251-35.5%$2.6M
Vanguard Small Cap Index Fund260,102255,406-1.8%$77.4M
Schwab U.S. Broad Market Index Fund799,554765,430-4.3%$22.2M
Vanguard S&P 500 ETF13,03512,342-5.3%$8.5M
SBUX Starbucks33,12729,201-11.9%$3.0M
Vanguard Large Cap4,7653,954-17.0%$1.4M
CVX Chevron7,1145,613-21.1%$930.4K
NVDA Nvidia Corp34,65133,656-2.9%$6.7M
ABSI Absi Corp36,31719,317-46.8%$223.9K
COST Costco Wholesale2,9652,769-6.6%$2.6M
iShares Core S&P 5002,3682,135-9.8%$1.6M
CIK 1486946 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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