Vista Capital Partners, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Vista Capital Partners, Inc. reported 113 stock positions worth $823.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 16.7%) and Vanguard Real Estate ETF (VNQ, 14.1%). Compared with Q4 2024, it opened 5 new positions, sold out of 7, added to 25 and reduced 57. The biggest buy was Vanguard Real Estate ETF (VNQ, shares +3%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).

Most Recent 13F
Q2 2026
Location
PORTLAND, OR
CIK
0001486946
Portfolio Value
$823.7M (Q1 2025)
SEC Filing
0001486946-25-000002 ↗ filed May 6, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $799.7M Q1 2024 Q2 2024: $806.5M Q2 2024 Q3 2024: $864.2M Q3 2024 Q4 2024: $859.6M Q4 2024 Q1 2025: $823.7M $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 113 stocks · $823.7M
VTI VG Morningstar TS MKT ETF-US 37.76% 1,131,593 $311.0M Reduce -0.4%
VTV Vanguard Mrngstr Val ETF-Aui 16.70% 796,525 $137.6M Reduce -0.5%
VNQ Vanguard Real Estate ETF 14.12% 1,284,432 $116.3M Add +3.2%
VUG Vanguard Mrngstar GR ETF-Sui 9.46% 210,135 $77.9M Reduce -2.3%
VB Vanguard Most SM-Cap ETF-Usd 7.34% 272,712 $60.5M Reduce -0.3%
SCHB Schwab US Broad Market ETF 1.37% 522,699 $11.3M Reduce -1.5%
MSFT Microsoft Corp. 1.25% 27,520 $10.3M Reduce -5.2%
AAPL Apple Inc. 1.00% 37,211 $8.3M Reduce -1.3%
SYK Stryker Corp. 0.87% 19,332 $7.2M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 9,160 $5.1M Reduce -6.9%
VOO Vanguard S&P 500 ETF 0.59% 9,443 $4.9M Reduce -0.9%
DFAC Dimensional US Core Equity 2 0.48% 119,151 $3.9M Reduce -7.8%
SBUX Starbucks Corp. 0.42% 35,220 $3.5M Reduce -0.6%
SCHH Schwab US REIT ETF 0.41% 156,895 $3.4M Reduce -0.2%
BRK.A Berkshire Hathaway Inc. Class A 0.40% 6,173 $3.3M Reduce -6.9%
COST Costco Wholesale Corp. 0.33% 2,847 $2.7M Reduce -1.2%
IWF iShares Russell 1000 Growth 0.33% 7,429 $2.7M Add +0.0%
VNQI Vanguard GLBL Ex-US Real Est 0.28% 57,681 $2.3M Reduce -18.0%
NVDA Nvidia Corp. 0.26% 19,794 $2.1M Reduce -3.8%
AMZN Amazon.com Inc. 0.24% 10,513 $2.0M Reduce -4.3%
VSGX Vanguard ESG Intl Stock ETF 0.18% 25,828 $1.5M Reduce -3.5%
IWD iShares Russell 1000 Value E 0.17% 7,607 $1.4M No change
IVV iShares Core S&P 500 ETF 0.17% 2,510 $1.4M Reduce -13.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.17% 5,426 $1.4M No change
NKE Nike Inc. Class B 0.15% 19,225 $1.2M Reduce -1.5%
AVSU Avantis Resp US Equity ETF 0.15% 19,564 $1.2M Reduce -8.8%
IWV iShares Russell 3000 ETF 0.15% 3,822 $1.2M No change
DFIC Dimensional International Co. 0.13% 37,498 $1.0M Add +334.6%
CVX Chevron Corp. 0.12% 5,938 $993K Add +9.1%
DFEM Dimensional Emrg MRKT Core 0.12% 37,371 $989K Add +56.3%
SBKO Summit Bank Group Inc. 0.11% 60,579 $901K No change
FISV Fiserv Inc. 0.11% 4,036 $891K Add +0.4%
JPM JPMorgan Chase & Co. 0.11% 3,625 $889K Add +6.4%
JNJ Johnson & Johnson 0.10% 5,171 $858K Add +1.4%
QQQ Invesco QQQ Trust Series 1 0.10% 1,797 $843K Add +5.1%
GOOG Alphabet Inc. Class C 0.10% 5,323 $832K Reduce -11.5%
ONON On Holding AG Class A filed as ON HLDG AG 0.10% 18,430 $809K No change
SO The Southern Co. 0.10% 8,666 $797K Add +0.1%
APD Air Products & Chemicals Inc. 0.09% 2,606 $769K Add +0.2%
IWM iShares Russell 2000 ETF 0.09% 3,777 $753K No change
PWBK Pacific West Bancorp 0.09% 74,207 $746K No change
IWB iShares Russell 1000 ETF 0.09% 2,420 $742K No change
VT Vanguard Tot World STK ETF 0.09% 6,315 $732K Add +3.9%
DFIS Dimensional International SM 0.09% 27,988 $723K Reduce -23.1%
USMV iShares MSCI USA Min Vol Fac 0.08% 7,377 $691K No change
DFUV Dimensional US Marketwide Va 0.08% 16,461 $678K No change
IGOV iShares International Treasu 0.08% 15,973 $630K Reduce -5.7%
META Meta Platforms Inc. Class A 0.07% 1,061 $612K Reduce -1.0%
XOM Exxon Mobil Corp. 0.07% 5,088 $605K Reduce -0.2%
NKNSF Nakanishi Inc. 0.07% 41,455 $592K No change
EFA iShares MSCI Eafe ETF 0.07% 7,062 $577K Add +0.1%
IWC iShares Micro-Cap ETF 0.07% 4,993 $554K No change
GOOGL Alphabet Inc. Class A 0.07% 3,472 $537K Add +0.4%
POR Portland General Electric Co. 0.06% 11,961 $533K Add +0.1%
IJR iShares Core S&P Small-Cap E 0.06% 4,956 $518K No change
IEFA iShares Core MSCI Eafe ETF 0.06% 6,768 $512K No change
LLY Eli Lilly & Co. 0.06% 617 $510K Reduce -60.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,874 $466K Add +0.3%
AVDE Avantis International Equity 0.06% 6,972 $462K Reduce -3.3%
INTC Intel Corp. 0.05% 19,836 $450K Reduce -4.2%
ITOT iShares Core S&P Total U.S. 0.05% 3,529 $431K No change
ABBV Abbvie Inc. 0.05% 2,021 $423K Add +4.4%
IJS iShares S&P Small-Cap 600 Va 0.05% 4,284 $418K No change
IEI iShares 3-7 Year Treasury Bo 0.05% 3,281 $388K Reduce -1.5%
CMI Cummins Inc. 0.05% 1,219 $382K Reduce -1.9%
TSLA Tesla Inc. 0.05% 1,443 $374K Reduce -26.7%
IWO iShares Russell 2000 Growth 0.05% 1,459 $373K No change
SCHF Schwab Intl Equity ETF 0.04% 18,669 $369K Reduce -44.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,754 $365K Add +4.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,957 $365K Reduce -3.5%
ENVX Enovix Corp. 0.04% 49,172 $361K No change
SCHA Schwab US Small-Cap ETF 0.04% 15,265 $358K Reduce -6.3%
IXN iShares Global Tech ETF 0.04% 4,698 $356K No change
VIG Vanguard Dividend Apprec ETF 0.04% 1,819 $353K Reduce -9.4%
SCHP Schwab U.S. Tips ETF 0.04% 13,021 $350K Reduce -2.9%
UNH Unitedhealth Group Inc. 0.04% 663 $347K Reduce -10.0%
VGIT Vanguard Intermediate-Term T 0.04% 5,843 $347K Add +0.9%
VYM Vanguard High DVD Yield ETF 0.04% 2,540 $328K No change
V Visa Inc. Class A 0.04% 924 $324K Reduce -7.0%
ALL Allstate Corp. 0.04% 1,536 $318K Add +1.2%
BX Blackstone Inc. 0.04% 2,275 $318K Reduce -0.0%
J Jacobs Solutions Inc. 0.04% 2,577 $311K Reduce -1.4%
SCHG Schwab US Large-Cap Growth 0.04% 12,360 $309K Reduce -9.7%
SCHC Schwab Intl Small-Cap Equity 0.04% 8,212 $295K Reduce -10.8%
SCHV Schwab US Large-Cap Value 0.04% 10,987 $292K Reduce -9.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.03% 683 $287K Reduce -12.1%
SDY SS SPDR S&P Dividend ETF 0.03% 2,076 $282K No change
IWP iShares Russell Mid-Cap Grow 0.03% 2,312 $272K No change
IEMG iShares Core MSCI Emerging 0.03% 5,023 $271K Reduce -33.4%
IXJ iShares Global Healthcare Et 0.03% 2,956 $270K No change
NFLX Netflix Inc. 0.03% 289 $270K Reduce -2.7%
HD Home Depot Inc. 0.03% 728 $267K Add +2.5%
VEA Vanguard Ftse Developed ETF 0.03% 5,110 $260K Reduce -18.3%
TIP iShares Tips Bond ETF 0.03% 2,302 $256K Reduce -0.5%
AMT American Tower Corp. 0.03% 1,104 $240K New
AVEM Avantis Emerging Markets Eq 0.03% 3,964 $239K Reduce -5.7%
VXF Vanguard Extended Market ETF 0.03% 1,372 $236K Reduce -17.1%
AMGN Amgen Inc. 0.03% 756 $236K New
CPRT Copart Inc. 0.03% 4,104 $232K Reduce -0.6%
PH Parker Hannifin Corp. 0.03% 373 $227K Add +0.3%

Show all 113 holdings

Portfolio Sells Q4 2024 → Q1 2025
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.3% 9.46% −0.81
VTI VG Morningstar TS MKT ETF-US Reduce -0.4% 37.76% −0.53
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.3% 7.34% −0.30
MSFT Microsoft Corp. Reduce -5.2% 1.25% −0.17
AAPL Apple Inc. Reduce -1.3% 1.00% −0.09
LLY Eli Lilly & Co. Reduce -60.9% 0.06% −0.08
NVDA Nvidia Corp. Reduce -3.8% 0.26% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.9% 0.62% −0.05
TSLA Tesla Inc. Reduce -26.7% 0.05% −0.05
DFAC Dimensional US Core Equity 2 Reduce -7.8% 0.48% −0.04
VNQI Vanguard GLBL Ex-US Real Est Reduce -18.0% 0.28% −0.04
NOW ServiceNow Inc. Sold out 0.00% −0.04
AMZN Amazon.com Inc. Reduce -4.3% 0.24% −0.04
SCHB Schwab US Broad Market ETF Reduce -1.5% 1.37% −0.04
WFC Wells Fargo & Co. Sold out 0.00% −0.04
GOOG Alphabet Inc. Class C Reduce -11.5% 0.10% −0.03
ETN Eaton Corp. PLC Sold out 0.00% −0.03
AVGO Broadcom Inc. Sold out 0.00% −0.03
USB US Bancorp Sold out 0.00% −0.03
IVV iShares Core S&P 500 ETF Reduce -13.5% 0.17% −0.03
SCHF Schwab Intl Equity ETF Reduce -44.1% 0.04% −0.03
PDP Invesco Dorsey Wright Moment Sold out 0.00% −0.03
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.02
NKE Nike Inc. Class B Reduce -1.5% 0.15% −0.02
AVSU Avantis Resp US Equity ETF Reduce -8.8% 0.15% −0.02
DFIS Dimensional International SM Reduce -23.1% 0.09% −0.02
IEMG iShares Core MSCI Emerging Reduce -33.4% 0.03% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.9% 0.59% −0.01
VXF Vanguard Extended Market ETF Reduce -17.1% 0.03% −0.01
BX Blackstone Inc. Reduce -0.0% 0.04% −0.01
SCHG Schwab US Large-Cap Growth Reduce -9.7% 0.04% −0.01
TGT Target Corp. Reduce -0.4% 0.03% −0.01
SCHA Schwab US Small-Cap ETF Reduce -6.3% 0.04% −0.01
CRM Salesforce Inc. Reduce -1.5% 0.03% −0.01
CMI Cummins Inc. Reduce -1.9% 0.05% −0.00
ABSI Absci Corp. Reduce -21.7% 0.01% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -12.1% 0.03% −0.00
VEA Vanguard Ftse Developed ETF Reduce -18.3% 0.03% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -9.4% 0.04% −0.00
J Jacobs Solutions Inc. Reduce -1.4% 0.04% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.5% 0.04% −0.00
SCHV Schwab US Large-Cap Value Reduce -9.7% 0.04% −0.00
UNH Unitedhealth Group Inc. Reduce -10.0% 0.04% −0.00
SCHC Schwab Intl Small-Cap Equity Reduce -10.8% 0.04% −0.00
ACWI iShares MSCI Acwi ETF Reduce -5.0% 0.03% −0.00
AVEM Avantis Emerging Markets Eq Reduce -5.7% 0.03% +0.00
CPRT Copart Inc. Reduce -0.6% 0.03% +0.00
IGOV iShares International Treasu Reduce -5.7% 0.08% +0.00
META Meta Platforms Inc. Class A Reduce -1.0% 0.07% +0.00
NFLX Netflix Inc. Reduce -2.7% 0.03% +0.00

Portfolio Buys Q4 2024 → Q1 2025
VNQ Vanguard Real Estate ETF Add +3.2% 14.12% +1.22
DFIC Dimensional International Co. Add +334.6% 0.13% +0.10
DFEM Dimensional Emrg MRKT Core Add +56.3% 0.12% +0.05
AMT American Tower Corp. New 0.03% +0.03
CVX Chevron Corp. Add +9.1% 0.12% +0.03
AMGN Amgen Inc. New 0.03% +0.03
AEP American Electric Power New 0.03% +0.03
NOC Northrop Grumman Corp. New 0.03% +0.03
JNJ Johnson & Johnson Add +1.4% 0.10% +0.02
SO The Southern Co. Add +0.1% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +6.4% 0.11% +0.01
FISV Fiserv Inc. Add +0.4% 0.11% +0.01
ABBV Abbvie Inc. Add +4.4% 0.05% +0.01
IBM Intl Business Machines Corp. Add +0.3% 0.06% +0.01
EFA iShares MSCI Eafe ETF Add +0.1% 0.07% +0.01
VT Vanguard Tot World STK ETF Add +3.9% 0.09% +0.01
APD Air Products & Chemicals Inc. Add +0.2% 0.09% +0.01
ALL Allstate Corp. Add +1.2% 0.04% +0.00
POR Portland General Electric Co. Add +0.1% 0.06% +0.00
TIAA Traditional New 0.00% +0.00
VGIT Vanguard Intermediate-Term T Add +0.9% 0.04% +0.00
KMI Kinder Morgan Inc. Add +0.4% 0.03% +0.00
BAC Bank of America Corp. Add +4.5% 0.04% +0.00
QQQ Invesco QQQ Trust Series 1 Add +5.1% 0.10% +0.00
HD Home Depot Inc. Add +2.5% 0.03% +0.00
PH Parker Hannifin Corp. Add +0.3% 0.03% 0.00
DKS Dick's Sporting Goods Inc. Add +1.0% 0.02% −0.00
ADBE Adobe Inc. Add +2.8% 0.03% −0.00
GOOGL Alphabet Inc. Class A Add +0.4% 0.07% −0.01
IWF iShares Russell 1000 Growth Add +0.0% 0.33% −0.02

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