Vista Capital Partners, Inc.
Vista Capital Partners, Inc. reported 170 US-listed holdings worth $1.14 billion in its 13F for the quarter ended 30 June 2026, filed 24 July 2026. Its largest: VG Totl STK Vprs (36.9%), Vanguard Value ETF (14.4%) and Vanguard Real Estate ETF (12.7%). Against the quarter before, it opened 20 positions, added to 63, trimmed 59 and sold out of 6.
The 14 largest of its 170 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 20
- ExxonMobil Holdings Corp. XOM$924,163
- iShares SHV$877,503
- Advanced Micro Devices Inc. AMD$494,935
- Seagate Technology Holdings plc STX$486,360
- UnitedHealth Group Inc. UNH$416,877
- Vanguard Charlotte FDS BNDX$365,792
- Vanguard Total Bond Market ETF BND$363,453
- Lam Research Corp. LRCX$331,064
and 12 more in the table below
Added to 63
- Vanguard Growth ETF VUG+927,611 shares · +485%
- VG Totl STK Vprs VTI+22,065 shares · +2%
- Vanguard Real Estate ETF VNQ+58,570 shares · +4%
- iShares Trust IWF+34,411 shares · +298%
- Microsoft Corp. MSFT+4,292 shares · +13%
- Schwab Strategic Trust SCHG+44,551 shares · +399%
- Dimensional ETF Trust DFIC+21,515 shares · +12%
- Berkshire Hathaway Inc. Del+1,462 shares · +26%
and 55 more in the table below
Trimmed 59
- Vanguard Value ETF VTV-10,082 shares · -1%
- Micron Technology Inc. MU-1,239 shares · -36%
- Vanguard Small Cap ETF VB-4,696 shares · -2%
- Schwab Strategic Trust SCHB-34,124 shares · -4%
- Vanguard S&P 500 VOO-693 shares · -5%
- Starbucks Corp. SBUX-3,926 shares · -12%
- Vanguard Large Cap ETF VV-811 shares · -17%
- Chevron Corp. CVX-1,501 shares · -21%
and 51 more in the table below
Sold out of 6
- ExxonMobil Holdings Corp. XOM$1.2 million last quarter
- General Motors Co. GM$268,498 last quarter
- Palantir Technologies Inc. PLTR$229,806 last quarter
- Fiserv Inc. FISV$225,544 last quarter
- State Street Corp. STT$216,671 last quarter
- iShares Core S&P Mid-Cap ETF IJH$207,838 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| VG Totl STK Vprs VTI | 1,140,030 | $421.9 million | 36.89% | +22,065 |
| Vanguard Value ETF VTV | 753,032 | $164.1 million | 14.35% | -10,082 |
| Vanguard Real Estate ETF VNQ | 1,506,976 | $145.3 million | 12.71% | +58,570 |
| Vanguard Growth ETF VUG | 1,118,890 | $96.4 million | 8.43% | +927,611 |
| Vanguard Small Cap ETF VB | 255,406 | $77.4 million | 6.77% | -4,696 |
| Schwab Strategic Trust SCHB | 765,430 | $22.2 million | 1.94% | -34,124 |
| Apple Inc. AAPL | 50,214 | $14.5 million | 1.27% | -400 |
| Microsoft Corp. MSFT | 36,772 | $13.7 million | 1.20% | +4,292 |
| Vanguard S&P 500 VOO | 12,342 | $8.5 million | 0.74% | -693 |
| Schwab Strategic Trust SCHH | 349,509 | $8.3 million | 0.72% | +3,868 |
| Dimensional ETF Trust DFIC | 203,209 | $7.6 million | 0.66% | +21,515 |
| SPDR S&P 500 SPY | 9,229 | $6.9 million | 0.60% | -25 |
| NVIDIA Corp. NVDA | 33,656 | $6.7 million | 0.59% | -995 |
| Stryker Corp. SYK | 19,400 | $6.1 million | 0.53% | -9 |
| iShares Trust IWF | 45,973 | $5.7 million | 0.50% | +34,411 |
| Dimensional ETF Trust DFEM | 122,904 | $5.0 million | 0.44% | +6,970 |
| Dimensional ETF Trust DFAC | 109,727 | $4.9 million | 0.43% | +11,330 |
| Vanguard Intl Equity Index F VNQI | 95,755 | $4.3 million | 0.38% | +502 |
| Amazon.com Inc. AMZN | 17,617 | $4.2 million | 0.37% | +856 |
| Alphabet Inc. GOOGL | 11,274 | $4.0 million | 0.35% | +300 |
| Berkshire Hathaway Inc. Del | 7,138 | $3.6 million | 0.31% | +1,462 |
| Starbucks Corp. SBUX | 29,201 | $3.0 million | 0.26% | -3,926 |
| Micron Technology Inc. MU | 2,251 | $2.6 million | 0.23% | -1,239 |
| Costco Wholesale Corp. COST | 2,769 | $2.6 million | 0.23% | -196 |
| JPMorgan Chase & Co. JPM | 7,589 | $2.5 million | 0.22% | +52 |
| Alphabet Inc. GOOG | 6,850 | $2.4 million | 0.21% | +316 |
| iShares Trust IWB | 5,779 | $2.4 million | 0.21% | no change |
| Schwab Strategic Trust SCHA | 63,743 | $2.3 million | 0.20% | -61 |
| Dimensional ETF Trust DFIS | 65,304 | $2.3 million | 0.20% | -29 |
| iShares Russell 1000 Value Inde IWD | 9,239 | $2.2 million | 0.20% | -240 |
| Dimensional ETF Trust DFSU | 46,616 | $2.2 million | 0.19% | -2,388 |
| Intel Corp. INTC | 15,456 | $2.2 million | 0.19% | +322 |
| Invesco QQQ Trust QQQ | 2,696 | $2.0 million | 0.17% | -186 |
| Schwab Strategic Trust SCHG | 55,716 | $1.9 million | 0.16% | +44,551 |
| iShares Core MSCI Eafe ETF IEFA | 18,671 | $1.8 million | 0.16% | -145 |
| Vanguard World FD VSGX | 21,634 | $1.8 million | 0.16% | -624 |
| Broadcom Inc. AVGO | 4,471 | $1.7 million | 0.15% | +637 |
| American Centy ETF Trust AVSU | 18,191 | $1.6 million | 0.14% | -25 |
| iShares Core S&P 500 ETF IVV | 2,135 | $1.6 million | 0.14% | -233 |
| Vanguard Ftse Developed Markets VEA | 22,304 | $1.6 million | 0.14% | -1,437 |
| iShares Trust IWV | 3,690 | $1.6 million | 0.14% | no change |
| Johnson & Johnson JNJ | 5,975 | $1.5 million | 0.13% | +11 |
| Dimensional ETF Trust DXUV | 22,023 | $1.5 million | 0.13% | +4,660 |
| American Centy ETF Trust AVEE | 19,926 | $1.4 million | 0.12% | -142 |
| Vanguard Intl Equity Index F VT | 8,733 | $1.4 million | 0.12% | +845 |
| Vanguard Large Cap ETF VV | 3,954 | $1.4 million | 0.12% | -811 |
| Summit Bank Group, Inc. SBKO | 60,579 | $1.4 million | 0.12% | no change |
| iShares Russell 2000 ETF IWM | 4,340 | $1.3 million | 0.11% | no change |
| iShares Core S&P Small-Cap ETF IJR | 8,604 | $1.3 million | 0.11% | -546 |
| Nike, Inc. NKE | 28,123 | $1.2 million | 0.10% | -825 |
| Eli Lilly & Co. LLY | 956 | $1.1 million | 0.10% | +73 |
| International Business Machines Corp. IBM | 4,047 | $1.1 million | 0.10% | -143 |
| iShares Trust IWR | 9,886 | $1.1 million | 0.10% | no change |
| Flexshares Quality Dividend Index Fund QDF | 11,762 | $1.1 million | 0.09% | no change |
| iShares Trust IWC | 4,993 | $998,800 | 0.09% | no change |
| Meta Platforms, Inc. META | 1,740 | $980,051 | 0.09% | +36 |
| Dimensional ETF Trust DFUV | 17,612 | $968,859 | 0.08% | +1,132 |
| Vanguard Mun BD FDS VTEI | 9,568 | $966,081 | 0.08% | no change |
| Cummins Inc. CMI | 1,320 | $941,437 | 0.08% | +36 |
| Chevron Corp. CVX | 5,613 | $930,389 | 0.08% | -1,501 |
| Tesla, Inc. TSLA | 2,201 | $925,741 | 0.08% | -28 |
| ExxonMobil Holdings Corp. XOM | 6,760 | $924,163 | 0.08% | new |
| Pacific West Bancorp PWBK | 74,207 | $912,746 | 0.08% | no change |
| Corning Inc. GLW | 3,551 | $906,921 | 0.08% | +184 |
| Dimensional ETF Trust DFSV | 23,033 | $893,460 | 0.08% | +12 |
| Air Products & Chemicals, Inc. APD | 3,009 | $882,070 | 0.08% | +36 |
| Vanguard Scottsdale FDS VGIT | 14,882 | $877,722 | 0.08% | +984 |
| iShares SHV | 7,952 | $877,503 | 0.08% | new |
| iShares Inc. DVYE | 26,957 | $868,824 | 0.08% | no change |
| Southern Co. SO | 8,865 | $848,469 | 0.07% | +73 |
| Caterpillar Inc. CAT | 712 | $758,209 | 0.07% | -113 |
| iShares Core MSCI Emerging Mark IEMG | 8,939 | $740,507 | 0.06% | -171 |
| Visa Inc. V | 2,115 | $725,635 | 0.06% | -150 |
| On Holding AG ONON | 20,082 | $711,304 | 0.06% | -227 |
| Schwab Strategic Trust SCHP | 26,611 | $705,189 | 0.06% | +6,548 |
| Schwab Strategic Trust SCHF | 24,989 | $692,205 | 0.06% | -1,340 |
| iShares Trust IJS | 5,034 | $688,047 | 0.06% | no change |
| Walmart Inc. WMT | 6,048 | $685,018 | 0.06% | -285 |
| Parker-Hannifin Corp. PH | 697 | $681,750 | 0.06% | -21 |
| Bank of America Corp. BAC | 11,610 | $661,538 | 0.06% | -514 |
| Thermo Fisher Scientific Inc. TMO | 1,294 | $648,760 | 0.06% | -41 |
| Vanguard Ftse Emerging Markets VWO | 10,772 | $642,981 | 0.06% | no change |
| Portland General Electric Co. POR | 12,070 | $625,588 | 0.05% | +1 |
| AbbVie Inc. ABBV | 2,473 | $622,402 | 0.05% | -512 |
| Enovix Corporation ENVX | 98,045 | $595,133 | 0.05% | +48,873 |
| Amphenol Corp. APH | 3,358 | $592,083 | 0.05% | +89 |
| Quanta Services, Inc. PWR | 787 | $566,671 | 0.05% | +24 |
| Capital One Financial Corp. COF | 2,790 | $559,811 | 0.05% | +88 |
| iShares Trust IXN | 3,839 | $554,659 | 0.05% | no change |
| iShares Edge MSCI Min Vol USA ETF USMV | 5,633 | $543,346 | 0.05% | -1,501 |
| Colgate-Palmolive Co. CL | 5,875 | $538,620 | 0.05% | +78 |
| Allstate Corp. ALL | 2,247 | $534,651 | 0.05% | +103 |
| Schwab Strategic Trust SCHV | 15,327 | $533,517 | 0.05% | -35 |
| Cisco Systems, Inc. CSCO | 4,473 | $525,399 | 0.05% | +516 |
| Public Service Enterprise Group Inc. PEG | 6,376 | $517,476 | 0.05% | +62 |
| Wells Fargo & Company WFC | 6,182 | $510,880 | 0.04% | -518 |
| iShares ETFs IGOV | 12,423 | $509,715 | 0.04% | +779 |
| Advanced Micro Devices Inc. AMD | 852 | $494,935 | 0.04% | new |
| Seagate Technology Holdings plc STX | 504 | $486,360 | 0.04% | new |
| American Century ETF Trust AVDE | 5,432 | $484,525 | 0.04% | +4 |
| Vanguard Star FDS VXUS | 5,582 | $477,167 | 0.04% | +1,847 |
| iShares Trust ITOT | 2,888 | $474,407 | 0.04% | +13 |
| Adobe Inc. ADBE | 2,249 | $461,090 | 0.04% | -91 |
| iShares Trust EFA | 4,388 | $455,835 | 0.04% | no change |
| iShares Silver Trust SLV | 8,161 | $436,369 | 0.04% | no change |
| Technology Select Sector SPDR ETF XLK | 2,245 | $427,800 | 0.04% | -82 |
| Vanguard Small Cap Value ETF VBR | 1,743 | $423,651 | 0.04% | -3 |
| UnitedHealth Group Inc. UNH | 1,003 | $416,877 | 0.04% | new |
| Nucor Corp. NUE | 1,820 | $405,405 | 0.04% | +63 |
| Vanguard Index FDS VXF | 1,586 | $390,489 | 0.03% | +99 |
| Coca-Cola Co. KO | 4,789 | $389,210 | 0.03% | +189 |
| Merck & Co., Inc. MRK | 2,968 | $381,388 | 0.03% | +336 |
| Vanguard Specialized Funds VIG | 1,605 | $379,839 | 0.03% | -129 |
| Home Depot, Inc. HD | 1,075 | $379,131 | 0.03% | -38 |
| Amgen Inc. AMGN | 1,022 | $370,087 | 0.03% | +9 |
| Vanguard Charlotte FDS BNDX | 7,553 | $365,792 | 0.03% | new |
| Vanguard Total Bond Market ETF BND | 4,951 | $363,453 | 0.03% | new |
| American Express Co. AXP | 1,046 | $353,810 | 0.03% | -94 |
| Oracle Corp. ORCL | 2,362 | $346,151 | 0.03% | +207 |
| Vanguard FTSE All-World ex-US ETF VEU | 4,055 | $339,579 | 0.03% | +984 |
| iShares Russell Mid-Cap Growth ETF IWP | 2,312 | $338,500 | 0.03% | -156 |
| Cigna Group CI | 1,212 | $334,124 | 0.03% | +90 |
| Vanguard Whitehall FDS VYM | 2,113 | $333,917 | 0.03% | -271 |
| Norfolk Southern Corp. NSC | 1,057 | $332,522 | 0.03% | +46 |
| Lam Research Corp. LRCX | 764 | $331,064 | 0.03% | new |
| Eaton Corp. plc ETN | 773 | $329,391 | 0.03% | +32 |
| Deere & Co. DE | 511 | $324,143 | 0.03% | -17 |
| iShares Trust IEI | 2,666 | $313,122 | 0.03% | -52 |
| Target Corp. TGT | 2,381 | $310,982 | 0.03% | +150 |
| Procter & Gamble Co. PG | 2,109 | $309,264 | 0.03% | -56 |
| American Century ETF Trust AVEM | 3,173 | $306,168 | 0.03% | +3 |
| Invesco ETFs PDP | 2,000 | $303,460 | 0.03% | no change |
| Jacobs Solutions Inc. J | 2,370 | $298,579 | 0.03% | -41 |
| Regal Rexnord Corp. RRX | 1,253 | $298,452 | 0.03% | +18 |
| SPDR Dow Jones Indl Average DIA | 569 | $297,386 | 0.03% | no change |
| Applied Materials Inc. AMAT | 398 | $287,754 | 0.03% | new |
| SPDR S&P Dividend ETF SDY | 1,819 | $276,748 | 0.02% | no change |
| RTX Corp. RTX | 1,451 | $275,345 | 0.02% | +45 |
| Blackstone Inc. BX | 2,336 | $274,866 | 0.02% | +36 |
| KLA Corp. KLAC | 906 | $273,349 | 0.02% | new |
| Western Digital Corp. WDC | 420 | $268,262 | 0.02% | new |
| Schwab International Small-Cap Equity ETF SCHC | 5,539 | $266,530 | 0.02% | -845 |
| Avantis All Equity Markets ETF AVGE | 2,687 | $266,282 | 0.02% | +25 |
| Entergy Corp. ETR | 2,270 | $260,732 | 0.02% | -246 |
| American Electric Power Co. Inc. AEP | 1,890 | $258,571 | 0.02% | -236 |
| Marathon Petroleum Corp. MPC | 1,009 | $257,971 | 0.02% | +78 |
| Dimensional ETF Trust DFSI | 5,704 | $257,251 | 0.02% | new |
| Kinder Morgan, Inc. KMI | 8,044 | $257,174 | 0.02% | +573 |
| Dick'S Sporting Goods, Inc. DKS | 1,079 | $244,728 | 0.02% | +24 |
| Northrop Grumman Corp. NOC | 479 | $243,959 | 0.02% | +3 |
| Qualcomm Inc. QCOM | 1,284 | $237,270 | 0.02% | new |
| Goldman Sachs Group Inc. GS | 229 | $231,604 | 0.02% | new |
| Mastercard Inc. MA | 444 | $228,038 | 0.02% | +19 |
| Boeing Co. BA | 1,051 | $227,510 | 0.02% | -15 |
| PepsiCo Inc. PEP | 1,673 | $226,542 | 0.02% | +116 |
| iShares Trust ACWI | 1,426 | $223,890 | 0.02% | -106 |
| Absci Corporation ABSI | 19,317 | $223,884 | 0.02% | -17,000 |
| Pfizer Inc. PFE | 9,292 | $223,744 | 0.02% | -26 |
| Walt Disney Co. DIS | 2,289 | $220,355 | 0.02% | +61 |
| Dimensional ETF Trust DFEV | 5,085 | $216,979 | 0.02% | new |
| iShares Barclays Tips Bond TIP | 1,971 | $215,687 | 0.02% | no change |
| Sherwin Williams Co. SHW | 622 | $214,167 | 0.02% | new |
| iShares Trust IXJ | 2,153 | $211,812 | 0.02% | no change |
| TJX Companies Inc. TJX | 1,398 | $211,797 | 0.02% | new |
| SPDR S&P MidCap 400 ETF MDY | 296 | $208,342 | 0.02% | new |
| Citigroup Inc. C | 1,471 | $205,881 | 0.02% | new |
| Equifax Inc. EFX | 1,295 | $205,542 | 0.02% | -13 |
| Dimensional ETF Trust DISV | 5,115 | $205,246 | 0.02% | new |
| TIAA Traditional | 27,799 | $27,799 | 0.00% | -559 |
| NightFood Holdings Inc NGTF | 700,000 | $23,450 | 0.00% | no change |