Vista Capital Partners

PORTLAND, ORfiles as VISTA CAPITAL PARTNERS, INC.

$1.1bn in 170 US stocks at the end of 30 June 2026. The top 10 are 85.0% of the money. It changed about 2.3% of the portfolio this quarter.

Value

$1.1bn

Stocks

170

Top 10 share

85.0%

Turnover

2.3%

What changed this quarter

New

Bought for the first time this quarter.

ExxonMobil HoldingsXOM
<0.1% of the fund
Ishares TRSHV
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
Vanguard Charlotte FDSBNDX
<0.1% of the fund
Vanguard BD Index FDSBND
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Dimensional ETF TrustDFSI
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
Dimensional ETF TrustDFEV
<0.1% of the fund
Sherwin-WilliamsSHW
<0.1% of the fund
TJX CompaniesTJX
<0.1% of the fund
State STR Spdr S&P Midcap 40MDY
<0.1% of the fund
CitigroupC
<0.1% of the fund
Dimensional ETF TrustDISV
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVNQ
12.7% of the fund
+4%
MicrosoftMSFT
1.2% of the fund
+13%
Dimensional ETF TrustDFIC
0.7% of the fund
+12%
Dimensional ETF TrustDFEM
0.4% of the fund
+6%
Dimensional ETF TrustDFAC
0.4% of the fund
+12%
Amazon.comAMZN
0.4% of the fund
+5%
AlphabetGOOGL
0.4% of the fund
+3%
Berkshire Hathaway INC DELBRK-A
0.3% of the fund
+26%
AlphabetGOOG
0.2% of the fund
+5%
IntelINTC
0.2% of the fund
+2%
Schwab Strategic TRSCHG
0.2% of the fund
+399%
BroadcomAVGO
0.1% of the fund
+17%
Dimensional ETF TrustDXUV
0.1% of the fund
+27%
Vanguard Intl Equity Index FVT
0.1% of the fund
+11%
Eli LillyLLY
0.1% of the fund
+8%
Meta PlatformsMETA
<0.1% of the fund
+2%
Dimensional ETF TrustDFUV
<0.1% of the fund
+7%
CumminsCMI
<0.1% of the fund
+3%
CorningGLW
<0.1% of the fund
+5%
Vanguard Scottsdale FDSVGIT
<0.1% of the fund
+7%
Schwab Strategic TRSCHP
<0.1% of the fund
+33%
EnovixENVX
<0.1% of the fund
+99%
AmphenolAPH
<0.1% of the fund
+3%
Quanta ServicesPWR
<0.1% of the fund
+3%
Capital One FinancialCOF
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Vanguard Index FDSVUG
8.4% of the fund
-3%
Schwab Strategic TRSCHB
1.9% of the fund
-4%
Vanguard Index FDSVOO
0.7% of the fund
-5%
NvidiaNVDA
0.6% of the fund
-3%
StarbucksSBUX
0.3% of the fund
-12%
Micron TechnologyMU
0.2% of the fund
-36%
Costco WholesaleCOST
0.2% of the fund
-7%
Ishares TRIWD
0.2% of the fund
-3%
Dimensional ETF TrustDFSU
0.2% of the fund
-5%
Invesco QQQ TRQQQ
0.2% of the fund
-6%
Vanguard World FDVSGX
0.2% of the fund
-3%
Ishares TRIVV
0.1% of the fund
-10%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
-6%
Vanguard Index FDSVV
0.1% of the fund
-17%
Ishares TRIJR
0.1% of the fund
-6%
NikeNKE
0.1% of the fund
-3%
International Business MachinesIBM
<0.1% of the fund
-3%
ChevronCVX
<0.1% of the fund
-21%
CaterpillarCAT
<0.1% of the fund
-14%
VisaV
<0.1% of the fund
-7%
Schwab Strategic TRSCHF
<0.1% of the fund
-5%
WalmartWMT
<0.1% of the fund
-5%
Parker-HannifinPH
<0.1% of the fund
-3%
Bank of AmericaBAC
<0.1% of the fund
-4%
Thermo Fisher ScientificTMO
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Holdings

Vanguard Index FDSVTI
Share
36.9%
Value
$422m
Shares
1,140,030
Held
Vanguard Index FDSVTV
Share
14.4%
Value
$164m
Shares
753,032
Held
Vanguard Index FDSVNQ
Share
12.7%
Value
$145m
Shares
1,506,976
+4%
Vanguard Index FDSVUG
Share
8.4%
Value
$96m
Shares
1,118,890
-3%
Vanguard Index FDSVB
Share
6.8%
Value
$77m
Shares
255,406
Held
Schwab Strategic TRSCHB
Share
1.9%
Value
$22m
Shares
765,430
-4%
AppleAAPL
Share
1.3%
Value
$15m
Shares
50,214
Held
MicrosoftMSFT
Share
1.2%
Value
$14m
Shares
36,772
+13%
Vanguard Index FDSVOO
Share
0.7%
Value
$8m
Shares
12,342
-5%
Schwab Strategic TRSCHH
Share
0.7%
Value
$8m
Shares
349,509
Held
Dimensional ETF TrustDFIC
Share
0.7%
Value
$8m
Shares
203,209
+12%
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$7m
Shares
9,229
Held
NvidiaNVDA
Share
0.6%
Value
$7m
Shares
33,656
-3%
StrykerSYK
Share
0.5%
Value
$6m
Shares
19,400
Held
Ishares TRIWF
Share
0.5%
Value
$6m
Shares
45,973
Held
Dimensional ETF TrustDFEM
Share
0.4%
Value
$5m
Shares
122,904
+6%
Dimensional ETF TrustDFAC
Share
0.4%
Value
$5m
Shares
109,727
+12%
Vanguard Intl Equity Index FVNQI
Share
0.4%
Value
$4m
Shares
95,755
Held
Amazon.comAMZN
Share
0.4%
Value
$4m
Shares
17,617
+5%
AlphabetGOOGL
Share
0.4%
Value
$4m
Shares
11,274
+3%
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$4m
Shares
7,138
+26%
StarbucksSBUX
Share
0.3%
Value
$3m
Shares
29,201
-12%
Micron TechnologyMU
Share
0.2%
Value
$3m
Shares
2,251
-36%
Costco WholesaleCOST
Share
0.2%
Value
$3m
Shares
2,769
-7%
JPMorgan ChaseJPM
Share
0.2%
Value
$2m
Shares
7,589
Held
AlphabetGOOG
Share
0.2%
Value
$2m
Shares
6,850
+5%
Ishares TRIWB
Share
0.2%
Value
$2m
Shares
5,779
Held
Schwab Strategic TRSCHA
Share
0.2%
Value
$2m
Shares
63,743
Held
Dimensional ETF TrustDFIS
Share
0.2%
Value
$2m
Shares
65,304
Held
Ishares TRIWD
Share
0.2%
Value
$2m
Shares
9,239
-3%
Dimensional ETF TrustDFSU
Share
0.2%
Value
$2m
Shares
46,616
-5%
IntelINTC
Share
0.2%
Value
$2m
Shares
15,456
+2%
Invesco QQQ TRQQQ
Share
0.2%
Value
$2m
Shares
2,696
-6%
Schwab Strategic TRSCHG
Share
0.2%
Value
$2m
Shares
55,716
+399%
Ishares TRIEFA
Share
0.2%
Value
$2m
Shares
18,671
Held
Vanguard World FDVSGX
Share
0.2%
Value
$2m
Shares
21,634
-3%
BroadcomAVGO
Share
0.1%
Value
$2m
Shares
4,471
+17%
American Centy ETF TRAVSU
Share
0.1%
Value
$2m
Shares
18,191
Held
Ishares TRIVV
Share
0.1%
Value
$2m
Shares
2,135
-10%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$2m
Shares
22,304
-6%
Ishares TRIWV
Share
0.1%
Value
$2m
Shares
3,690
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$2m
Shares
5,975
Held
Dimensional ETF TrustDXUV
Share
0.1%
Value
$1m
Shares
22,023
+27%
American Centy ETF TRAVEE
Share
0.1%
Value
$1m
Shares
19,926
Held
Vanguard Intl Equity Index FVT
Share
0.1%
Value
$1m
Shares
8,733
+11%
Vanguard Index FDSVV
Share
0.1%
Value
$1m
Shares
3,954
-17%
Summit Bank GroupSBKO
Share
0.1%
Value
$1m
Shares
60,579
Held
Ishares TRIWM
Share
0.1%
Value
$1m
Shares
4,340
Held
Ishares TRIJR
Share
0.1%
Value
$1m
Shares
8,604
-6%
NikeNKE
Share
0.1%
Value
$1m
Shares
28,123
-3%
Eli LillyLLY
Share
0.1%
Value
$1m
Shares
956
+8%
International Business MachinesIBM
Share
<0.1%
Value
$1m
Shares
4,047
-3%
Ishares TRIWR
Share
<0.1%
Value
$1m
Shares
9,886
Held
Flexshares TRQDF
Share
<0.1%
Value
$1m
Shares
11,762
Held
Ishares TRIWC
Share
<0.1%
Value
$998,800
Shares
4,993
Held
Meta PlatformsMETA
Share
<0.1%
Value
$980,051
Shares
1,740
+2%
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$968,859
Shares
17,612
+7%
Vanguard MUN BD FDSVTEI
Share
<0.1%
Value
$966,081
Shares
9,568
Held
CumminsCMI
Share
<0.1%
Value
$941,437
Shares
1,320
+3%
ChevronCVX
Share
<0.1%
Value
$930,389
Shares
5,613
-21%
TeslaTSLA
Share
<0.1%
Value
$925,741
Shares
2,201
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$924,163
Shares
6,760
New
Pacific West Bancorp
Share
<0.1%
Value
$912,746
Shares
74,207
Held
CorningGLW
Share
<0.1%
Value
$906,921
Shares
3,551
+5%
Dimensional ETF TrustDFSV
Share
<0.1%
Value
$893,460
Shares
23,033
Held
Air Products & ChemicalsAPD
Share
<0.1%
Value
$882,070
Shares
3,009
Held
Vanguard Scottsdale FDSVGIT
Share
<0.1%
Value
$877,722
Shares
14,882
+7%
Ishares TRSHV
Share
<0.1%
Value
$877,503
Shares
7,952
New
IsharesDVYE
Share
<0.1%
Value
$868,824
Shares
26,957
Held
Southern CompanySO
Share
<0.1%
Value
$848,469
Shares
8,865
Held
CaterpillarCAT
Share
<0.1%
Value
$758,209
Shares
712
-14%
IsharesIEMG
Share
<0.1%
Value
$740,507
Shares
8,939
Held
VisaV
Share
<0.1%
Value
$725,635
Shares
2,115
-7%
On Holding AGONON
Share
<0.1%
Value
$711,304
Shares
20,082
Held
Schwab Strategic TRSCHP
Share
<0.1%
Value
$705,189
Shares
26,611
+33%
Schwab Strategic TRSCHF
Share
<0.1%
Value
$692,205
Shares
24,989
-5%
Ishares TRIJS
Share
<0.1%
Value
$688,047
Shares
5,034
Held
WalmartWMT
Share
<0.1%
Value
$685,018
Shares
6,048
-5%
Parker-HannifinPH
Share
<0.1%
Value
$681,750
Shares
697
-3%
Bank of AmericaBAC
Share
<0.1%
Value
$661,538
Shares
11,610
-4%
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$648,760
Shares
1,294
-3%
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$642,981
Shares
10,772
Held
Portland General ElectricPOR
Share
<0.1%
Value
$625,588
Shares
12,070
Held
AbbVieABBV
Share
<0.1%
Value
$622,402
Shares
2,473
-17%
EnovixENVX
Share
<0.1%
Value
$595,133
Shares
98,045
+99%
AmphenolAPH
Share
<0.1%
Value
$592,083
Shares
3,358
+3%
Quanta ServicesPWR
Share
<0.1%
Value
$566,671
Shares
787
+3%
Capital One FinancialCOF
Share
<0.1%
Value
$559,811
Shares
2,790
+3%
Ishares TRIXN
Share
<0.1%
Value
$554,659
Shares
3,839
Held
Ishares TRUSMV
Share
<0.1%
Value
$543,346
Shares
5,633
-21%
Colgate-PalmoliveCL
Share
<0.1%
Value
$538,620
Shares
5,875
Held
AllstateALL
Share
<0.1%
Value
$534,651
Shares
2,247
+5%
Schwab Strategic TRSCHV
Share
<0.1%
Value
$533,517
Shares
15,327
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$525,399
Shares
4,473
+13%
Public Service Enterprise GroupPEG
Share
<0.1%
Value
$517,476
Shares
6,376
Held
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$510,880
Shares
6,182
-8%
Ishares TRIGOV
Share
<0.1%
Value
$509,715
Shares
12,423
+7%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$494,935
Shares
852
New
Seagate Technology HoldingsSTX
Share
<0.1%
Value
$486,360
Shares
504
New
American Centy ETF TRAVDE
Share
<0.1%
Value
$484,525
Shares
5,432
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	36.9%	$422m	1,140,030	Held
Vanguard Index FDSVTV	14.4%	$164m	753,032	Held
Vanguard Index FDSVNQ	12.7%	$145m	1,506,976	+4%
Vanguard Index FDSVUG	8.4%	$96m	1,118,890	-3%
Vanguard Index FDSVB	6.8%	$77m	255,406	Held
Schwab Strategic TRSCHB	1.9%	$22m	765,430	-4%
AppleAAPL	1.3%	$15m	50,214	Held
MicrosoftMSFT	1.2%	$14m	36,772	+13%
Vanguard Index FDSVOO	0.7%	$8m	12,342	-5%
Schwab Strategic TRSCHH	0.7%	$8m	349,509	Held
Dimensional ETF TrustDFIC	0.7%	$8m	203,209	+12%
State STR Spdr S&P 500 ETF TSPY	0.6%	$7m	9,229	Held
NvidiaNVDA	0.6%	$7m	33,656	-3%
StrykerSYK	0.5%	$6m	19,400	Held
Ishares TRIWF	0.5%	$6m	45,973	Held
Dimensional ETF TrustDFEM	0.4%	$5m	122,904	+6%
Dimensional ETF TrustDFAC	0.4%	$5m	109,727	+12%
Vanguard Intl Equity Index FVNQI	0.4%	$4m	95,755	Held
Amazon.comAMZN	0.4%	$4m	17,617	+5%
AlphabetGOOGL	0.4%	$4m	11,274	+3%
Berkshire Hathaway INC DELBRK-A	0.3%	$4m	7,138	+26%
StarbucksSBUX	0.3%	$3m	29,201	-12%
Micron TechnologyMU	0.2%	$3m	2,251	-36%
Costco WholesaleCOST	0.2%	$3m	2,769	-7%
JPMorgan ChaseJPM	0.2%	$2m	7,589	Held
AlphabetGOOG	0.2%	$2m	6,850	+5%
Ishares TRIWB	0.2%	$2m	5,779	Held
Schwab Strategic TRSCHA	0.2%	$2m	63,743	Held
Dimensional ETF TrustDFIS	0.2%	$2m	65,304	Held
Ishares TRIWD	0.2%	$2m	9,239	-3%
Dimensional ETF TrustDFSU	0.2%	$2m	46,616	-5%
IntelINTC	0.2%	$2m	15,456	+2%
Invesco QQQ TRQQQ	0.2%	$2m	2,696	-6%
Schwab Strategic TRSCHG	0.2%	$2m	55,716	+399%
Ishares TRIEFA	0.2%	$2m	18,671	Held
Vanguard World FDVSGX	0.2%	$2m	21,634	-3%
BroadcomAVGO	0.1%	$2m	4,471	+17%
American Centy ETF TRAVSU	0.1%	$2m	18,191	Held
Ishares TRIVV	0.1%	$2m	2,135	-10%
Vanguard Tax-Managed FDSVEA	0.1%	$2m	22,304	-6%
Ishares TRIWV	0.1%	$2m	3,690	Held
Johnson & JohnsonJNJ	0.1%	$2m	5,975	Held
Dimensional ETF TrustDXUV	0.1%	$1m	22,023	+27%
American Centy ETF TRAVEE	0.1%	$1m	19,926	Held
Vanguard Intl Equity Index FVT	0.1%	$1m	8,733	+11%
Vanguard Index FDSVV	0.1%	$1m	3,954	-17%
Summit Bank GroupSBKO	0.1%	$1m	60,579	Held
Ishares TRIWM	0.1%	$1m	4,340	Held
Ishares TRIJR	0.1%	$1m	8,604	-6%
NikeNKE	0.1%	$1m	28,123	-3%
Eli LillyLLY	0.1%	$1m	956	+8%
International Business MachinesIBM	<0.1%	$1m	4,047	-3%
Ishares TRIWR	<0.1%	$1m	9,886	Held
Flexshares TRQDF	<0.1%	$1m	11,762	Held
Ishares TRIWC	<0.1%	$998,800	4,993	Held
Meta PlatformsMETA	<0.1%	$980,051	1,740	+2%
Dimensional ETF TrustDFUV	<0.1%	$968,859	17,612	+7%
Vanguard MUN BD FDSVTEI	<0.1%	$966,081	9,568	Held
CumminsCMI	<0.1%	$941,437	1,320	+3%
ChevronCVX	<0.1%	$930,389	5,613	-21%
TeslaTSLA	<0.1%	$925,741	2,201	Held
ExxonMobil HoldingsXOM	<0.1%	$924,163	6,760	New
Pacific West Bancorp	<0.1%	$912,746	74,207	Held
CorningGLW	<0.1%	$906,921	3,551	+5%
Dimensional ETF TrustDFSV	<0.1%	$893,460	23,033	Held
Air Products & ChemicalsAPD	<0.1%	$882,070	3,009	Held
Vanguard Scottsdale FDSVGIT	<0.1%	$877,722	14,882	+7%
Ishares TRSHV	<0.1%	$877,503	7,952	New
IsharesDVYE	<0.1%	$868,824	26,957	Held
Southern CompanySO	<0.1%	$848,469	8,865	Held
CaterpillarCAT	<0.1%	$758,209	712	-14%
IsharesIEMG	<0.1%	$740,507	8,939	Held
VisaV	<0.1%	$725,635	2,115	-7%
On Holding AGONON	<0.1%	$711,304	20,082	Held
Schwab Strategic TRSCHP	<0.1%	$705,189	26,611	+33%
Schwab Strategic TRSCHF	<0.1%	$692,205	24,989	-5%
Ishares TRIJS	<0.1%	$688,047	5,034	Held
WalmartWMT	<0.1%	$685,018	6,048	-5%
Parker-HannifinPH	<0.1%	$681,750	697	-3%
Bank of AmericaBAC	<0.1%	$661,538	11,610	-4%
Thermo Fisher ScientificTMO	<0.1%	$648,760	1,294	-3%
Vanguard Intl Equity Index FVWO	<0.1%	$642,981	10,772	Held
Portland General ElectricPOR	<0.1%	$625,588	12,070	Held
AbbVieABBV	<0.1%	$622,402	2,473	-17%
EnovixENVX	<0.1%	$595,133	98,045	+99%
AmphenolAPH	<0.1%	$592,083	3,358	+3%
Quanta ServicesPWR	<0.1%	$566,671	787	+3%
Capital One FinancialCOF	<0.1%	$559,811	2,790	+3%
Ishares TRIXN	<0.1%	$554,659	3,839	Held
Ishares TRUSMV	<0.1%	$543,346	5,633	-21%
Colgate-PalmoliveCL	<0.1%	$538,620	5,875	Held
AllstateALL	<0.1%	$534,651	2,247	+5%
Schwab Strategic TRSCHV	<0.1%	$533,517	15,327	Held
Cisco SystemsCSCO	<0.1%	$525,399	4,473	+13%
Public Service Enterprise GroupPEG	<0.1%	$517,476	6,376	Held
Wells Fargo & CompanyWFC	<0.1%	$510,880	6,182	-8%
Ishares TRIGOV	<0.1%	$509,715	12,423	+7%
Advanced Micro DevicesAMD	<0.1%	$494,935	852	New
Seagate Technology HoldingsSTX	<0.1%	$486,360	504	New
American Centy ETF TRAVDE	<0.1%	$484,525	5,432	Held

Showing the largest 100 of 170.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 25.2% since 30 June 2025.

Where the money is

Technology4.2%

Health care1.0%

Retail & consumer0.9%

Media & telecom0.7%

Financial services0.6%

Industrials0.5%

Everyday goods0.4%

Utilities0.2%

Energy0.2%

Materials0.1%

Other91.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.