VISTA CAPITAL PARTNERS, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1486946
Institutional-grade research for retail investors
Sector Allocation
- Other90.5%$1.0B
- Technology4.9%$56.2M
- Healthcare1.1%$12.0M
- Financials1.0%$11.3M
- Consumer Discretionary0.9%$10.8M
- Industrials0.6%$6.4M
- Consumer Staples0.4%$5.0M
- Utilities0.2%$2.5M
- Materials0.2%$2.4M
- Energy0.2%$2.4M
AUM History
13fpro.ai/research/fund/vista-capital-partners-inc-1486946
Conviction and streaks
Diversifying · top 10 = 85.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Vanguard$421.9M
- Vanguard$164.1M
- Vanguard$145.3M
- Vanguard$96.4M
- Vanguard$77.4M
- Schwab$22.2M
AAPL
$14.5MMSFT
$13.7M- Vanguard$8.5M
- Schwab$8.3M
- DFA$7.6M
SPY
$6.9MNVDA
$6.7MSYK
$6.1M- iShares$5.7M
- DFA$5.0M
- DFA$4.9M
- Vanguard$4.3M
AMZN
$4.2MGOOGL
$4.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/vista-capital-partners-inc-1486946
VISTA CAPITAL PARTNERS, INC. 13F holdings — Q2 2026
$1.1B portfolio (-69.2% QoQ) · 170 holdings · Q2 2026 13F · top 10 are 85% of the stock portfolio
- 1
Vanguard Total U.S. Stock Market Index Fund - Total Stk Mkt
$421.9M
36.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Vanguard Value Index Fund - Value ETF
$164.1M
14.3% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Vanguard REIT Index Fund - REIT ETF
$145.3M
12.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
Vanguard Growth Index Fund - Growth ETF
$96.4M
8.4% of stocks
+485%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Vanguard Small Cap Index Fund - Small Cp ETF
$77.4M
6.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
Schwab U.S. Broad Market Index Fund - US Brd Mkt ETF
$22.2M
1.9% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $14.5M
1.3% of stocks
-0.8%This quarter+3.3%Since filed1+ qtrsHeld$13.7M
1.2% of stocks
+13%This quarter+39.5%Since filed1+ qtrsHeld- 9
Vanguard S&P 500 ETF - S&P 500 ETF SHS
$8.5M
0.7% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
Schwab U.S. REIT Fund - US REIT ETF
$8.3M
0.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total U.S. Stock Market Index Fund - Total Stk Mkt | $421.9M | 36.9% | +2% | — | — | — | — | |
| 2 | Vanguard Value Index Fund - Value ETF | $164.1M | 14.3% | -1% | — | — | — | — | |
| 3 | Vanguard REIT Index Fund - REIT ETF | $145.3M | 12.7% | +4% | — | — | — | — | |
| 4 | Vanguard Growth Index Fund - Growth ETF | $96.4M | 8.4% | +485% | — | — | — | — | |
| 5 | Vanguard Small Cap Index Fund - Small Cp ETF | $77.4M | 6.8% | -2% | — | — | — | — | |
| 6 | Schwab U.S. Broad Market Index Fund - US Brd Mkt ETF | $22.2M | 1.9% | -4% | — | — | — | — | |
| 7 | $14.5M | 1.3% | -0.8% | +3.3% | 1+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $13.7M | 1.2% | +13% | +39.5% | 1+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | Vanguard S&P 500 ETF - S&P 500 ETF SHS | $8.5M | 0.7% | -5% | — | — | — | — | |
| 10 | Schwab U.S. REIT Fund - US REIT ETF | $8.3M | 0.7% | +1% | — | — | — | — |
All holdings — VISTA CAPITAL PARTNERS, INC. (Q2 2026)
170 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DFA International Core Equity II ETF - Intl Core Equityetf/fund | — | $7.6M | 0.7% | 203K | +12% | — | — | 13F |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $6.9M | 0.6% | 9,229 | -0.3% | 1+ qtrs | — | 13F | |
| 13 | NVIDIA CORP | Technology | $6.7M | 0.6% | 34K | -3% | 1+ qtrs | 86.0 | 13F | |
| 14 | STRYKER CORP | Healthcare | $6.1M | 0.5% | 19K | -0.0% | 1+ qtrs | 72.1 | 13F | |
| 15 | — | iShares Russell 1000 Growth Index Fund - Rus 1000 Grw ETFetf/fund | — | $5.7M | 0.5% | 46K | +298% | — | — | 13F |
| 16 | — | DFA Emerging Markets Core Equity II ETF - Emerging Mkts Coetf/fund | — | $5.0M | 0.4% | 123K | +6% | — | — | 13F |
| 17 | — | DFA U.S. Core Equity II Fund - US Core Equity 2 | — | $4.9M | 0.4% | 110K | +12% | — | — | 13F |
| 18 | — | Vanguard Int'l REIT Index Fund - Glb EX US ETFetf/fund | — | $4.3M | 0.4% | 96K | +0.5% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $4.2M | 0.4% | 18K | +5% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $4.0M | 0.3% | 11K | +3% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $3.6M | 0.3% | 7,138 | +26% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | STARBUCKS CORP | Consumer Discretionary | $3.0M | 0.3% | 29K | -12% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICRON TECHNOLOGY INC | Technology | $2.6M | 0.2% | 2,251 | -36% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.6M | 0.2% | 2,769 | -7% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $2.5M | 0.2% | 7,589 | +0.7% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOG | Alphabet Inc. | Technology | $2.4M | 0.2% | 6,850 | +5% | |||
| 27 | — | iShares Russell 1000 ETF - S&P 1000 ETF | — | $2.4M | 0.2% | 5,779 | — | |||
| 28 | — | Schwab U.S. Small Cap Fund - US Sml Capt ETF | — | $2.3M | 0.2% | 64K | -0.1% | |||
| 29 | — | DFA International Small Cap ETF - Intl Small Cap E | — | $2.3M | 0.2% | 65K | -0.0% | |||
| 30 | — | iShares Russell 1000 Value Index Fund - Russell1000VAL | — | $2.2M | 0.2% | 9,239 | -3% | |||
| 31 | — | DFA U.S. Sustainability ETF - US Sustainabilty | — | $2.2M | 0.2% | 47K | -5% | |||
| 32 | $INTC | INTEL CORP | Technology | $2.2M | 0.2% | 15K | +2% | |||
| 33 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.0M | 0.2% | 2,696 | -6% | |||
| 34 | — | Schwab U.S. Large Cap Growth Fund - US LCAP GR ETF | — | $1.9M | 0.2% | 56K | +399% | |||
| 35 | — | iShares Core MSCI EAFE ETF - Core MSCI EAFE | — | $1.8M | 0.2% | 19K | -0.8% | |||
| 36 | — | Vanguard ESG International Stock Fund - Esg Intl Stk ETF | — | $1.8M | 0.2% | 22K | -3% | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $1.7M | 0.1% | 4,471 | +17% | |||
| 38 | — | Avantis U.S. Responsible ETF - Avantis Respon U | — | $1.6M | 0.1% | 18K | -0.1% | |||
| 39 | — | iShares Core S&P 500 - Core S&P 500 ETF | — | $1.6M | 0.1% | 2,135 | -10% | |||
| 40 | — | Vanguard Developed Markets ETF - Van FTSE DEV Mkt | — | $1.6M | 0.1% | 22K | -6% | |||
| 41 | — | Ishares Tr Russell - Russell3000ETF | — | $1.6M | 0.1% | 3,690 | — | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.1% | 5,975 | +0.2% | |||
| 43 | — | DFA U.S. Vector Equity ETF - Dimensional US | — | $1.5M | 0.1% | 22K | +27% | |||
| 44 | — | Avantis Emerging Markets Small Cap ETF - Avantis Emerging | — | $1.4M | 0.1% | 20K | -0.7% | |||
| 45 | $DOV | DOVER Corp | Industrials | $1.4M | 0.1% | 8,733 | +11% | |||
| 46 | — | Vanguard Large Cap - Large Cap ETF | — | $1.4M | 0.1% | 3,954 | -17% | |||
| 47 | — | Summit Bank Group Inc - COM | — | $1.4M | 0.1% | 61K | — | |||
| 48 | — | iShares Russell 2000 Index Fund - Russell2000ETF | — | $1.3M | 0.1% | 4,340 | — | |||
| 49 | — | iShares Core S&P Small-Cap ETF - Core S&P SCP ETF | — | $1.3M | 0.1% | 8,604 | -6% | |||
| 50 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.2M | 0.1% | 28K | -3% | |||
| 51 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.1% | 956 | +8% | |||
| 52 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.1% | 4,047 | -3% | |||
| 53 | — | iShares Russell Midcap ETF - Rus Miid Cap ETF | — | $1.1M | 0.1% | 9,886 | — | |||
| 54 | $FLEX | FLEX LTD. | Technology | $1.1M | 0.1% | 12K | — | |||
| 55 | — | iShares Russell Microcap Index Fund - Rssl Mcrcp Idx | — | $999K | 0.1% | 4,993 | — | |||
| 56 | $META | Meta Platforms, Inc. | Technology | $980K | 0.1% | 1,740 | +2% | |||
| 57 | — | DFA Tax-Managed US Marketwide Value II - US Mktwide Value | — | $969K | 0.1% | 18K | +7% | |||
| 58 | — | Vanguard Int-Term Tax Exempt ETF - Intermediate Trm | — | $966K | 0.1% | 9,568 | — | |||
| 59 | $CMI | CUMMINS INC | Industrials | $941K | 0.1% | 1,320 | +3% | |||
| 60 | $CVX | CHEVRON CORP | Energy | $930K | 0.1% | 5,613 | -21% | |||
| 61 | $TSLA | Tesla, Inc. | Consumer Discretionary | $926K | 0.1% | 2,201 | -1% | |||
| 62 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $924K | 0.1% | 6,760 | -6% | |||
| 63 | — | Pacific West Bancorp Ord - COM | — | $913K | 0.1% | 74K | — | |||
| 64 | $GLW | CORNING INC /NY | Materials | $907K | 0.1% | 3,551 | +5% | |||
| 65 | — | DFA U.S. Small Cap Value ETF - US Small Cap Val | — | $893K | 0.1% | 23K | +0.1% | |||
| 66 | $APD | Air Products & Chemicals, Inc. | Materials | $882K | 0.1% | 3,009 | +1% | |||
| 67 | — | Vanguard Int-Term Treasury Fund - Inter Term Treas | — | $878K | 0.1% | 15K | +7% | |||
| 68 | — | Ishares Tr Barclays Bd Fd - Trust Ishare 0-1 | — | $878K | 0.1% | 7,952 | New | |||
| 69 | — | iShares Emerging Markets Dividend ETF - Em Mkts Div ETF | — | $869K | 0.1% | 27K | — | |||
| 70 | $SO | SOUTHERN CO | Utilities | $848K | 0.1% | 8,865 | +0.8% | |||
| 71 | $CAT | CATERPILLAR INC | Industrials | $758K | 0.1% | 712 | -14% | |||
| 72 | — | iShares Core MSCI Emerging Markets ETF - Core MSCI EMKT | — | $741K | 0.1% | 8,939 | -2% | |||
| 73 | $V | VISA INC. | Financials | $726K | 0.1% | 2,115 | -7% | |||
| 74 | $ONON | On Holding AG | Consumer Discretionary | $711K | 0.1% | 20K | -1% | |||
| 75 | — | Schwab U.S. TIPS Fund - US TIPS ETF | — | $705K | 0.1% | 27K | +33% | |||
| 76 | — | Schwab International Equity Fund - Intl Eqty ETF | — | $692K | 0.1% | 25K | -5% | |||
| 77 | — | Ishares Trust S&p Smallcap 600/barra Value Index F - SP SMCP600VL ETF | — | $688K | 0.1% | 5,034 | — | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $685K | 0.1% | 6,048 | -5% | |||
| 79 | $PH | Parker-Hannifin Corp | Industrials | $682K | 0.1% | 697 | -3% | |||
| 80 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $662K | 0.1% | 12K | -4% | |||
| 81 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $649K | 0.1% | 1,294 | -3% | |||
| 82 | — | Vanguard Emerging Markets Fund - FTSE Emg Mkt ETF | — | $643K | 0.1% | 11K | — | |||
| 83 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $626K | 0.1% | 12K | +0.0% | |||
| 84 | $ABBV | AbbVie Inc. | Healthcare | $622K | 0.1% | 2,473 | -17% | |||
| 85 | $ENVX | Enovix Corp | Technology | $595K | 0.1% | 98K | +99% | |||
| 86 | $APH | AMPHENOL CORP /DE/ | Technology | $592K | 0.1% | 3,358 | +3% | |||
| 87 | $PWR | QUANTA SERVICES, INC. | Industrials | $567K | 0.1% | 787 | +3% | |||
| 88 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $560K | 0.1% | 2,790 | +3% | |||
| 89 | — | iShares Global Tech Fund - Global Tech ETF | — | $555K | 0.1% | 3,839 | — | |||
| 90 | — | iShares MSCI USA Min - MSCI USA MIN VOL | — | $543K | 0.1% | 5,633 | -21% | |||
| 91 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $539K | 0.1% | 5,875 | +1% | |||
| 92 | $ALL | ALLSTATE CORP | Financials | $535K | 0.1% | 2,247 | +5% | |||
| 93 | — | Schwab U.S. Large Cap Value Fund - US Lcap VA ETF | — | $534K | 0.1% | 15K | -0.2% | |||
| 94 | $CSCO | CISCO SYSTEMS, INC. | Technology | $525K | 0.1% | 4,473 | +13% | |||
| 95 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $517K | 0.1% | 6,376 | +1.0% | |||
| 96 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $511K | 0.0% | 6,182 | -8% | |||
| 97 | — | iShares International Treasury Fund - Intl Trea Bd ETF | — | $510K | 0.0% | 12K | +7% | |||
| 98 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $495K | 0.0% | 852 | New | |||
| 99 | $STX | Seagate Technology Holdings plc | Technology | $486K | 0.0% | 504 | New | |||
| 100 | — | Avantis International Equity Fund - Intl EQT ETF | — | $485K | 0.0% | 5,432 | +0.1% | |||
| 101 | — | Vanguard Total Intl Etf - Vg TL Intl Stk F | — | $477K | 0.0% | 5,582 | +49% | |||
| 102 | — | iShares Core S&P Total US Stock Mkt ETF - Core S&P TTL STK | — | $474K | 0.0% | 2,888 | +0.5% | |||
| 103 | $ADBE | ADOBE INC. | Technology | $461K | 0.0% | 2,249 | -4% | |||
| 104 | — | iShares MSCI EAFE Index Fund - MSCI EAFE ETF | — | $456K | 0.0% | 4,388 | — | |||
| 105 | $SLV | iShares Silver Trust | Financials | $436K | 0.0% | 8,161 | — | |||
| 106 | — | Technology Select Sector SPDR ETF - Technology | — | $428K | 0.0% | 2,245 | -4% | |||
| 107 | — | Vanguard Small Cap Value Index Fund - Sm Cp Val ETF | — | $424K | 0.0% | 1,743 | -0.2% | |||
| 108 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $417K | 0.0% | 1,003 | New | |||
| 109 | $NUE | NUCOR CORP | Materials | $405K | 0.0% | 1,820 | +4% | |||
| 110 | — | Vanguard Extended Mkt - Extend MKT ETF | — | $390K | 0.0% | 1,586 | +7% | |||
| 111 | $KO | COCA COLA CO | Consumer Staples | $389K | 0.0% | 4,789 | +4% | |||
| 112 | $MRK | Merck & Co., Inc. | Healthcare | $381K | 0.0% | 2,968 | +13% | |||
| 113 | — | Vanguard Div Apprciation - Div App ETF | — | $380K | 0.0% | 1,605 | -7% | |||
| 114 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $379K | 0.0% | 1,075 | -3% | |||
| 115 | $AMGN | AMGEN INC | Healthcare | $370K | 0.0% | 1,022 | +0.9% | |||
| 116 | — | Vanguard Total Int'l Bond Index - Total Int Bd ETF | — | $366K | 0.0% | 7,553 | New | |||
| 117 | — | Vanguard Bond Index Fund - Total Bnd Mrkt | — | $363K | 0.0% | 4,951 | New | |||
| 118 | $AXP | AMERICAN EXPRESS CO | Financials | $354K | 0.0% | 1,046 | -8% | |||
| 119 | $ORCL | ORACLE CORP | Technology | $346K | 0.0% | 2,362 | +10% | |||
| 120 | — | Vanguard FTSE All-World ex-US Fund - Allwrld EX US | — | $340K | 0.0% | 4,055 | +32% | |||
| 121 | — | iShares Russell Midcap Growth - Rus Md Cp Gr ETF | — | $339K | 0.0% | 2,312 | -6% | |||
| 122 | $CI | Cigna Group | Healthcare | $334K | 0.0% | 1,212 | +8% | |||
| 123 | — | Vanguard Whitehall - High Div Yield ETF - High Div Yld | — | $334K | 0.0% | 2,113 | -11% | |||
| 124 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $333K | 0.0% | 1,057 | +5% | |||
| 125 | $LRCX | LAM RESEARCH CORP | Technology | $331K | 0.0% | 764 | New | |||
| 126 | $ETN | Eaton Corp plc | Industrials | $329K | 0.0% | 773 | +4% | |||
| 127 | $DE | DEERE & CO | Industrials | $324K | 0.0% | 511 | -3% | |||
| 128 | — | iShares Barclays 3-7 Yr TSY Bond Fund - Barclys 3-7 YR | — | $313K | 0.0% | 2,666 | -2% | |||
| 129 | $TGT | TARGET CORP | Consumer Staples | $311K | 0.0% | 2,381 | +7% | |||
| 130 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $309K | 0.0% | 2,109 | -3% | |||
| 131 | — | Avantis Emerging Markets Fund - Avantis EMGMKT | — | $306K | 0.0% | 3,173 | +0.1% | |||
| 132 | $IVZ | Invesco Ltd. | Financials | $303K | 0.0% | 2,000 | — | |||
| 133 | $J | JACOBS SOLUTIONS INC. | Industrials | $299K | 0.0% | 2,370 | -2% | |||
| 134 | $RRX | REGAL REXNORD CORP | Industrials | $298K | 0.0% | 1,253 | +1% | |||
| 135 | — | State Street SPDR Dow Jones Indust Avg ETF Trust - UT SER 1 | — | $297K | 0.0% | 569 | — | |||
| 136 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $288K | 0.0% | 398 | New | |||
| 137 | — | SPDR S&P Dividend Fund - S&P Divid ETF | — | $277K | 0.0% | 1,819 | — | |||
| 138 | $RTX | RTX Corp | Industrials | $275K | 0.0% | 1,451 | +3% | |||
| 139 | $BX | Blackstone Inc. | Financials | $275K | 0.0% | 2,336 | +2% | |||
| 140 | $KLAC | KLA CORP | Technology | $273K | 0.0% | 906 | New | |||
| 141 | $WDC | WESTERN DIGITAL CORP | Technology | $268K | 0.0% | 420 | New | |||
| 142 | — | Schwab International Small Cap Fund - Intl Sceqt ETF | — | $267K | 0.0% | 5,539 | -13% | |||
| 143 | — | Avantis All Equity Markets Fund - Avantis ALL EQT | — | $266K | 0.0% | 2,687 | +0.9% | |||
| 144 | $ETR | ENTERGY CORP /DE/ | Utilities | $261K | 0.0% | 2,270 | -10% | |||
| 145 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $259K | 0.0% | 1,890 | -11% | |||
| 146 | $MPC | Marathon Petroleum Corp | Energy | $258K | 0.0% | 1,009 | +8% | |||
| 147 | — | DFA International Sustainability ETF - International | — | $257K | 0.0% | 5,704 | New | |||
| 148 | $KMI | KINDER MORGAN, INC. | Energy | $257K | 0.0% | 8,044 | +8% | |||
| 149 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $245K | 0.0% | 1,079 | +2% | |||
| 150 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $244K | 0.0% | 479 | +0.6% |
What changed in Q2 2026
Against the previous quarter's 13F: 19 new, 67 added to, 63 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
- Ishares Tr Barclays Bd Fd - Trust Ishare 0-1$878K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$495K
first bought this quarter
$STXSeagate Technology Holdings plc$486K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$417K
first bought this quarter
- Vanguard Total Int'l Bond Index - Total Int Bd ETF$366K
first bought this quarter
- Vanguard Bond Index Fund - Total Bnd Mrkt$363K
first bought this quarter
+13 more in the Excel export
Added to (67)
- Vanguard Growth Index Fund - Growth ETF+485%
now $96.4M
- Vanguard Total U.S. Stock Market Index Fund - Total Stk Mkt+2%
now $421.9M
- Vanguard REIT Index Fund - REIT ETF+4%
now $145.3M
- iShares Russell 1000 Growth Index Fund - Rus 1000 Grw ETF+298%
now $5.7M
now $13.7M · held 1+ qtrs
- Schwab U.S. Large Cap Growth Fund - US LCAP GR ETF+399%
now $1.9M
+61 more in the Excel export
Trimmed (63)
- Vanguard Value Index Fund - Value ETF-1%
now $164.1M
$MUMICRON TECHNOLOGY INC-36%
now $2.6M · held 1+ qtrs
- Vanguard Small Cap Index Fund - Small Cp ETF-2%
now $77.4M
- Schwab U.S. Broad Market Index Fund - US Brd Mkt ETF-4%
now $22.2M
- Vanguard S&P 500 ETF - S&P 500 ETF SHS-5%
now $8.5M
$SBUXSTARBUCKS CORP-12%
now $3.0M · held 1+ qtrs
+57 more in the Excel export
Holdings by quarter
Every 13F VISTA CAPITAL PARTNERS, INC. has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of VISTA CAPITAL PARTNERS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+10.0%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
85%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
VISTA CAPITAL PARTNERS, INC. disclosed 170 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 19 new positions and exited 5 and a full exit from $GM. The portfolio is most concentrated in Other (90.5% of disclosed assets). All figures are sourced directly from VISTA CAPITAL PARTNERS, INC.’s Form 13F-HR filing with the SEC under CIK 1486946.
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AI-Powered Hedge Fund Analysis: VISTA CAPITAL PARTNERS, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For VISTA CAPITAL PARTNERS, INC. (SEC CIK: 1486946), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in VISTA CAPITAL PARTNERS, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.