Vista Capital Partners, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Vista Capital Partners, Inc. reported 94 stock positions worth $806.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 38.5% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 16.6%) and Vanguard Real Estate ETF (VNQ, 12.5%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 46 and reduced 28. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −1%).

Most Recent 13F
Q2 2026
Location
PORTLAND, OR
CIK
0001486946
Portfolio Value
$806.5M (Q2 2024)
SEC Filing
0001486946-24-000003 ↗ filed Aug 8, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $799.7M Q1 2024 Q2 2024: $806.5M $806.5M Q2 2024 Q3 2024: $864.2M Q3 2024 Q4 2024: $859.6M Q4 2024 Q1 2025: $823.7M Q1 2025 Q2 2025: $913.4M Q2 2025 Q3 2025: $983.0M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $994.1M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 94 stocks · $806.5M
VTI VG Morningstar TS MKT ETF-US 38.50% 1,160,690 $310.5M Reduce -1.2%
VTV Vanguard Mrngstr Val ETF-Aui 16.60% 834,374 $133.8M Reduce -0.7%
VNQ Vanguard Real Estate ETF 12.55% 1,208,031 $101.2M Add +3.5%
VUG Vanguard Mrngstar GR ETF-Sui 10.72% 231,225 $86.5M Reduce -2.6%
VB Vanguard Most SM-Cap ETF-Usd 7.71% 285,014 $62.1M Reduce -0.5%
MSFT Microsoft Corp. 1.61% 29,062 $13.0M Add +1.2%
SCHB Schwab US Broad Market ETF 1.48% 189,816 $11.9M Reduce -3.1%
AAPL Apple Inc. 0.96% 36,876 $7.8M Add +2.9%
SYK Stryker Corp. 0.82% 19,355 $6.6M Add +0.1%
DFAC Dimensional US Core Equity 2 0.70% 174,250 $5.6M Reduce -3.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.68% 10,047 $5.5M Reduce -2.3%
VOO Vanguard S&P 500 ETF 0.58% 9,374 $4.7M Add +2.0%
SCHH Schwab US REIT ETF 0.40% 162,527 $3.2M Reduce -15.4%
IWF iShares Russell 1000 Growth 0.35% 7,709 $2.8M No change
BRK.A Berkshire Hathaway Inc. Class A 0.34% 6,737 $2.7M Add +21.9%
SBUX Starbucks Corp. 0.32% 33,139 $2.6M Add +0.3%
COST Costco Wholesale Corp. 0.27% 2,566 $2.2M Add +2.5%
VNQI Vanguard GLBL Ex-US Real Est 0.26% 51,777 $2.1M Reduce -5.9%
AMZN Amazon.com Inc. 0.23% 9,690 $1.9M Reduce -2.6%
IVV iShares Core S&P 500 ETF 0.23% 3,336 $1.8M Reduce -2.6%
VSGX Vanguard ESG Intl Stock ETF 0.19% 26,808 $1.5M Reduce -3.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.19% 6,149 $1.5M Reduce -13.8%
NKE Nike Inc. Class B 0.18% 19,646 $1.5M Add +28.9%
AVSU Avantis Resp US Equity ETF 0.17% 21,659 $1.3M Add +0.5%
IWD iShares Russell 1000 Value E 0.16% 7,607 $1.3M No change
IWV iShares Russell 3000 ETF 0.15% 4,026 $1.2M No change
LLY Eli Lilly & Co. 0.12% 1,069 $968K Add +5.7%
POR Portland General Electric Co. 0.12% 21,644 $936K Add +0.0%
GOOG Alphabet Inc. Class C 0.11% 4,817 $883K Add +1.1%
QQQ Invesco QQQ Trust Series 1 0.10% 1,668 $799K Add +3.0%
JNJ Johnson & Johnson 0.10% 5,340 $780K Reduce -2.7%
ENVX Enovix Corp. 0.09% 49,172 $760K No change
NVDA Nvidia Corp. 0.09% 5,956 $736K Add +28.4%
ONON On Holding AG Class A filed as ON HLDG AG 0.09% 18,000 $698K No change
SO The Southern Co. 0.08% 8,743 $678K Add +1.4%
INTC Intel Corp. 0.08% 21,869 $677K Add +0.1%
JPM JPMorgan Chase & Co. 0.08% 3,334 $674K Add +9.2%
APD Air Products & Chemicals Inc. 0.08% 2,591 $669K Add +0.1%
NKNSF Nakanishi Inc. 0.08% 41,455 $658K New
IWM iShares Russell 2000 ETF 0.08% 3,121 $633K No change
VT Vanguard Tot World STK ETF 0.08% 5,550 $625K Add +18.3%
IJR iShares Core S&P Small-Cap E 0.08% 5,832 $622K Add +13.2%
USMV iShares MSCI USA Min Vol Fac 0.08% 7,377 $619K No change
FISV Fiserv Inc. 0.08% 4,072 $607K Add +1.8%
SCHF Schwab Intl Equity ETF 0.07% 15,617 $600K Add +98.0%
DFUV Dimensional US Marketwide Va 0.07% 15,277 $600K No change
PWBK Pacific West Bancorp 0.07% 74,207 $594K Add +3.4%
IWC iShares Micro-Cap ETF 0.07% 5,038 $574K No change
AVDE Avantis International Equity 0.07% 8,720 $543K Add +3.7%
GOOGL Alphabet Inc. Class A 0.06% 2,724 $496K Add +17.9%
ITOT iShares Core S&P Total U.S. 0.06% 3,933 $467K Reduce -13.0%
SCHA Schwab US Small-Cap ETF 0.05% 8,966 $425K Reduce -0.6%
VIG Vanguard Dividend Apprec ETF 0.05% 2,320 $424K Reduce -9.0%
CVX Chevron Corp. 0.05% 2,694 $421K Add +4.1%
EFA iShares MSCI Eafe ETF 0.05% 5,336 $418K Add +8.2%
SCHC Schwab Intl Small-Cap Equity 0.05% 11,744 $418K Add +2.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 2,234 $408K Reduce -7.7%
SCHV Schwab US Large-Cap Value 0.05% 5,341 $396K Reduce -4.7%
IXN iShares Global Tech ETF 0.05% 4,698 $389K No change
IJS iShares S&P Small-Cap 600 Va 0.05% 3,980 $387K No change
IEI iShares 3-7 Year Treasury Bo 0.05% 3,349 $387K No change
TSLA Tesla Inc. 0.05% 1,937 $383K Reduce -13.3%
J Jacobs Solutions Inc. 0.05% 2,602 $363K Add +0.1%
IWB iShares Russell 1000 ETF 0.04% 1,182 $352K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,027 $351K Add +0.1%
XOM Exxon Mobil Corp. 0.04% 3,026 $348K Add +8.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,195 $326K Add +3.9%
UNH Unitedhealth Group Inc. 0.04% 639 $325K Add +5.3%
VYM Vanguard High DVD Yield ETF 0.04% 2,540 $301K Reduce -8.1%
TGT Target Corp. 0.04% 1,960 $290K Add +0.3%
BX Blackstone Inc. 0.03% 2,270 $281K Reduce -0.3%
AVEM Avantis Emerging Markets Eq 0.03% 4,528 $277K Add +1.2%
IXJ iShares Global Healthcare Et 0.03% 2,956 $274K No change
IWP iShares Russell Mid-Cap Grow 0.03% 2,434 $269K No change
SDY SS SPDR S&P Dividend ETF 0.03% 2,076 $264K Reduce -6.1%
IEMG iShares Core MSCI Emerging 0.03% 4,821 $258K New
SCHG Schwab US Large-Cap Growth 0.03% 2,519 $254K Reduce -1.7%
NUE Nucor Corp. 0.03% 1,604 $254K Add +0.3%
TIP iShares Tips Bond ETF 0.03% 2,338 $250K Add +0.1%
SCHP Schwab U.S. Tips ETF 0.03% 4,759 $248K Reduce -5.0%
ALL Allstate Corp. 0.03% 1,503 $240K Add +0.2%
VXF Vanguard Extended Market ETF 0.03% 1,394 $235K Reduce -9.2%
ACWI iShares MSCI Acwi ETF 0.03% 2,077 $233K No change
DECK Deckers Outdoor Corp. 0.03% 237 $229K Reduce -5.2%
META Meta Platforms Inc. Class A 0.03% 452 $228K Add +3.0%
DKS Dick's Sporting Goods Inc. 0.03% 1,057 $227K Add +5.7%
CPRT Copart Inc. 0.03% 4,060 $220K Add +1.5%
PH Parker Hannifin Corp. 0.03% 426 $215K Add +13.6%
ABBV Abbvie Inc. 0.03% 1,214 $208K Add +10.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 2,698 $208K New
HD Home Depot Inc. 0.03% 600 $207K Add +1.2%
IGOV iShares International Treasu 0.03% 5,312 $205K Add +0.8%
ABSI Absci Corp. 0.02% 58,317 $180K Reduce -10.0%
NGTF Nightfood Holdings Inc. 0.00% 700,000 $13K No change

Portfolio Sells Q1 2024 → Q2 2024
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.7% 16.60% −0.52
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.5% 7.71% −0.48
SCHH Schwab US REIT ETF Reduce -15.4% 0.40% −0.09
DFAW Dimensional World Eqty ETF Sold out 0.00% −0.06
VNQI Vanguard GLBL Ex-US Real Est Reduce -5.9% 0.26% −0.03
RXI iShares Global Consumer Disc Sold out 0.00% −0.03
NOC Northrop Grumman Corp. Sold out 0.00% −0.03
ABSI Absci Corp. Reduce -10.0% 0.02% −0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -13.8% 0.19% −0.02
DFAC Dimensional US Core Equity 2 Reduce -3.0% 0.70% −0.02
ZFOX Zerofox Holdings Inc. Sold out 0.00% −0.02
SCHB Schwab US Broad Market ETF Reduce -3.1% 1.48% −0.02
JNJ Johnson & Johnson Reduce -2.7% 0.10% −0.01
VSGX Vanguard ESG Intl Stock ETF Reduce -3.4% 0.19% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -7.7% 0.05% −0.01
ITOT iShares Core S&P Total U.S. Reduce -13.0% 0.06% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -9.0% 0.05% −0.01
VYM Vanguard High DVD Yield ETF Reduce -8.1% 0.04% −0.00
VXF Vanguard Extended Market ETF Reduce -9.2% 0.03% −0.00
SCHV Schwab US Large-Cap Value Reduce -4.7% 0.05% −0.00
SDY SS SPDR S&P Dividend ETF Reduce -6.1% 0.03% −0.00
SCHA Schwab US Small-Cap ETF Reduce -0.6% 0.05% −0.00
BX Blackstone Inc. Reduce -0.3% 0.03% −0.00
SCHP Schwab U.S. Tips ETF Reduce -5.0% 0.03% −0.00
TSLA Tesla Inc. Reduce -13.3% 0.05% −0.00
DECK Deckers Outdoor Corp. Reduce -5.2% 0.03% −0.00
IVV iShares Core S&P 500 ETF Reduce -2.6% 0.23% +0.00
SCHG Schwab US Large-Cap Growth Reduce -1.7% 0.03% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.3% 0.68% +0.01
AMZN Amazon.com Inc. Reduce -2.6% 0.23% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.2% 38.50% +0.32
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.6% 10.72% +0.50

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +2.9% 0.96% +0.19
MSFT Microsoft Corp. Add +1.2% 1.61% +0.10
NKNSF Nakanishi Inc. New 0.08% +0.08
BRK.A Berkshire Hathaway Inc. Class A Add +21.9% 0.34% +0.05
COST Costco Wholesale Corp. Add +2.5% 0.27% +0.04
NVDA Nvidia Corp. Add +28.4% 0.09% +0.04
SCHF Schwab Intl Equity ETF Add +98.0% 0.07% +0.04
IEMG iShares Core MSCI Emerging New 0.03% +0.03
VOO Vanguard S&P 500 ETF Add +2.0% 0.58% +0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.03% +0.03
LLY Eli Lilly & Co. Add +5.7% 0.12% +0.02
GOOG Alphabet Inc. Class C Add +1.1% 0.11% +0.02
GOOGL Alphabet Inc. Class A Add +17.9% 0.06% +0.02
VT Vanguard Tot World STK ETF Add +18.3% 0.08% +0.01
QQQ Invesco QQQ Trust Series 1 Add +3.0% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +9.2% 0.08% +0.01
SO The Southern Co. Add +1.4% 0.08% +0.01
PWBK Pacific West Bancorp Add +3.4% 0.07% +0.01
IJR iShares Core S&P Small-Cap E Add +13.2% 0.08% +0.01
APD Air Products & Chemicals Inc. Add +0.1% 0.08% +0.00
NKE Nike Inc. Class B Add +28.9% 0.18% +0.00
BAC Bank of America Corp. Add +3.9% 0.04% +0.00
UNH Unitedhealth Group Inc. Add +5.3% 0.04% +0.00
XOM Exxon Mobil Corp. Add +8.5% 0.04% +0.00
EFA iShares MSCI Eafe ETF Add +8.2% 0.05% +0.00
POR Portland General Electric Co. Add +0.0% 0.12% +0.00
AVEM Avantis Emerging Markets Eq Add +1.2% 0.03% +0.00
META Meta Platforms Inc. Class A Add +3.0% 0.03% +0.00
CVX Chevron Corp. Add +4.1% 0.05% +0.00
ABBV Abbvie Inc. Add +10.5% 0.03% +0.00
PH Parker Hannifin Corp. Add +13.6% 0.03% +0.00
AVSU Avantis Resp US Equity ETF Add +0.5% 0.17% +0.00
AVDE Avantis International Equity Add +3.7% 0.07% +0.00
SCHC Schwab Intl Small-Cap Equity Add +2.0% 0.05% +0.00
DKS Dick's Sporting Goods Inc. Add +5.7% 0.03% 0.00
TIP iShares Tips Bond ETF Add +0.1% 0.03% −0.00
IGOV iShares International Treasu Add +0.8% 0.03% −0.00
CPRT Copart Inc. Add +1.5% 0.03% −0.00
ALL Allstate Corp. Add +0.2% 0.03% −0.00
HD Home Depot Inc. Add +1.2% 0.03% −0.00
FISV Fiserv Inc. Add +1.8% 0.08% −0.00
IBM Intl Business Machines Corp. Add +0.1% 0.04% −0.00
J Jacobs Solutions Inc. Add +0.1% 0.05% −0.00
TGT Target Corp. Add +0.3% 0.04% −0.01
NUE Nucor Corp. Add +0.3% 0.03% −0.01
INTC Intel Corp. Add +0.1% 0.08% −0.04
SYK Stryker Corp. Add +0.1% 0.82% −0.05
SBUX Starbucks Corp. Add +0.3% 0.32% −0.06
VNQ Vanguard Real Estate ETF Add +3.5% 12.55% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 170$1.1BVTI, VTV, VNQ, VUG, VB
Q1 2026 156$994.1MVTI, VTV, VNQ, VUG, VB
Q4 2025 152$1.0BVTI, VTV, VNQ, VUG, VB
Q3 2025 145$983.0MVTI, VTV, VNQ, VUG, VB
Q2 2025 127$913.4MVTI, VTV, VNQ, VUG, VB
Q1 2025 113$823.7MVTI, VTV, VNQ, VUG, VB
Q4 2024 115$859.6MVTI, VTV, VNQ, VUG, VB
Q3 2024 109$864.2MVTI, VTV, VNQ, VUG, VB
Q2 2024 94$806.5MVTI, VTV, VNQ, VUG, VB
Q1 2024 95$799.7MVTI, VTV, VNQ, VUG, VB