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Vista Capital Partners reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 24 July 2026, signed by John Convery, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Vista Capital Partners’ reported 13F holdings total $1.14B across 170 positions as of 30 June 2026. The ten largest make up 85.0% of it, and its value rose 15.0% from the prior quarter.

$1.14B
Reported 13F value
170
Positions
85.0%
In the 10 largest
+15.0%
Value vs. prior quarter

Largest positions

Vanguard Total U.S. Stock Market Index FundTotal Stk Mkt$422M
Class
Total Stk Mkt
Share
36.9%
Vanguard Value Index FundValue ETF$164M
Class
Value ETF
Share
14.4%
Vanguard REIT Index FundREIT ETF$145M
Class
REIT ETF
Share
12.7%
Vanguard Growth Index FundGrowth ETF$96.4M
Class
Growth ETF
Share
8.4%
Vanguard Small Cap Index FundSmall Cp ETF$77.4M
Class
Small Cp ETF
Share
6.8%
Schwab U.S. Broad Market Index FundUS Brd Mkt ETF$22.2M
Class
US Brd Mkt ETF
Share
1.9%
Apple Inc.COM$14.5M
Class
COM
Share
1.3%
Microsoft Corp.COM$13.7M
Class
COM
Share
1.2%
Vanguard S&P 500 ETFS&P 500 ETF SHS$8.48M
Class
S&P 500 ETF SHS
Share
0.7%
Schwab U.S. REIT FundUS REIT ETF$8.28M
Class
US REIT ETF
Share
0.7%
Dfa International Core Equity II ETFIntl Core Equity$7.57M
Class
Intl Core Equity
Share
0.7%
Spdrs - S&P 500 Index FundTR UNIT$6.89M
Class
TR UNIT
Share
0.6%
Nvidia Corp.COM$6.73M
Class
COM
Share
0.6%
Stryker Corp.COM$6.11M
Class
COM
Share
0.5%
iShares Russell 1000 Growth Index FundRus 1000 Grw ETF$5.71M
Class
Rus 1000 Grw ETF
Share
0.5%
Dfa Emerging Markets Core Equity II ETFEmerging Mkts Co$4.99M
Class
Emerging Mkts Co
Share
0.4%
Dfa U.S. Core Equity II FundUS Core Equity 2$4.87M
Class
US Core Equity 2
Share
0.4%
Vanguard Int'l REIT Index FundGlb EX US ETF$4.29M
Class
Glb EX US ETF
Share
0.4%
Amazon.comCOM$4.2M
Class
COM
Share
0.4%
Google Inc. Class ACap Stk Cl A$4.03M
Class
Cap Stk Cl A
Share
0.4%
Berkshire Hathaway CL BClass B$3.57M
Class
Class B
Share
0.3%
StarbucksCOM$2.98M
Class
COM
Share
0.3%
Micron Technology Inc.COM$2.6M
Class
COM
Share
0.2%
Costco WholesaleCOM$2.59M
Class
COM
Share
0.2%
J. P. Morgan ChaseCOM$2.48M
Class
COM
Share
0.2%
Google Inc. Class CCAP STK CL C$2.42M
Class
CAP STK CL C
Share
0.2%
iShares Russell 1000 ETFS&P 1000 ETF$2.37M
Class
S&P 1000 ETF
Share
0.2%
Schwab U.S. Small Cap FundUS Sml Capt ETF$2.3M
Class
US Sml Capt ETF
Share
0.2%
Dfa International Small Cap ETFIntl Small Cap E$2.29M
Class
Intl Small Cap E
Share
0.2%
iShares Russell 1000 Value Index FundRussell1000VAL$2.24M
Class
Russell1000VAL
Share
0.2%
Dfa U.S. Sustainability ETFUS Sustainabilty$2.17M
Class
US Sustainabilty
Share
0.2%
Intel Corp.COM$2.16M
Class
COM
Share
0.2%
Nasdaq 100 SharesUNIT SER 1$1.99M
Class
UNIT SER 1
Share
0.2%
Schwab U.S. Large Cap Growth FundUS LCAP GR ETF$1.89M
Class
US LCAP GR ETF
Share
0.2%
iShares Core MSCI Eafe ETFCore MSCI EAFE$1.8M
Class
Core MSCI EAFE
Share
0.2%
Vanguard Esg International Stock FundEsg Intl Stk ETF$1.78M
Class
Esg Intl Stk ETF
Share
0.2%
Broadcom Inc..COM$1.69M
Class
COM
Share
0.1%
Avantis U.S. Responsible ETFAvantis Respon U$1.61M
Class
Avantis Respon U
Share
0.1%
iShares Core S&P 500Core S&P 500 ETF$1.6M
Class
Core S&P 500 ETF
Share
0.1%
Vanguard Developed Markets ETFVan FTSE DEV Mkt$1.59M
Class
Van FTSE DEV Mkt
Share
0.1%
iShares Tr RussellRussell3000ETF$1.57M
Class
Russell3000ETF
Share
0.1%
Johnson & JohnsonCOM$1.52M
Class
COM
Share
0.1%
Dfa U.S. Vector Equity ETFDimensional US$1.46M
Class
Dimensional US
Share
0.1%
Avantis Emerging Markets Small Cap ETFAvantis Emerging$1.38M
Class
Avantis Emerging
Share
0.1%
Vanguard Total World Stock IndexTT Wrld St ETF$1.37M
Class
TT Wrld St ETF
Share
0.1%
Vanguard Large CapLarge Cap ETF$1.36M
Class
Large Cap ETF
Share
0.1%
Summit Bank Group Inc.COM$1.36M
Class
COM
Share
0.1%
iShares Russell 2000 Index FundRussell2000ETF$1.3M
Class
Russell2000ETF
Share
0.1%
iShares Core S&P Small-cap ETFCore S&P SCP ETF$1.28M
Class
Core S&P SCP ETF
Share
0.1%
NikeCOM$1.15M
Class
COM
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 170 positions by value, with holdings of the same security combined. The 170 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1486946
File number
028-14437
Options
0 call, 0 put
In the 25 largest
91.1%
Prior quarter
$994M at 31 March 2026
Positions opened
20
Positions closed
6

Common questions

What are Vista Capital Partners’ 13F holdings worth?

$1.14 billion across 170 positions for the quarter ended 30 June 2026.

What is Vista Capital Partners’ largest 13F holding?

Vanguard Total U.S. Stock Market Index Fund (Total Stk Mkt) was the largest position at $422 million, or 36.9% of reported 13F value, as of 30 June 2026.

How concentrated is Vista Capital Partners’ 13F portfolio?

The ten largest positions accounted for 85.0% of reported value and the twenty-five largest for 91.1%, across 170 positions as of 30 June 2026.

Does Form 13F show everything Vista Capital Partners manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Vista Capital Partners file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Vista Capital Partners profile

Sources

  1. Form 13F-HR, accession 0001486946-26-000004, filed 24 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001486946-26-000003, filed 6 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Vista Capital Partners, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.