Vista Capital Partners, Inc. Top Holdings and 13F Report (2025) About Vista Capital Partners, Inc.Investment ActivityVista Capital Partners, Inc. has $859.58 million in total holdings as of December 31, 2024.Vista Capital Partners, Inc. owns shares of 115 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Vista Capital Partners, Inc. has purchased 109 new stocks and bought additional shares in 49 stocks.Vista Capital Partners, Inc. sold shares of 33 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $329,117,366Vanguard Value ETF $135,469,854Vanguard Real Estate ETF $110,856,198Vanguard Growth ETF $88,268,457Vanguard Small-Cap ETF $65,691,116 Largest New Holdings this Quarter iShares Core MSCI EAFE ETF $475,655 HoldingCummins $432,961 HoldingServiceNow $337,118 HoldingVanguard Intermediate-Term Treasury Index ETF $335,924 HoldingSPDR Dow Jones Industrial Average ETF Trust $330,745 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 343,599 shares (about $7.80M)Vanguard Real Estate ETF 36,255 shares (about $3.23M)NVIDIA 11,077 shares (about $1.49M)Vanguard Global ex-U.S. Real Estate ETF 19,203 shares (about $759.67K)iShares Core MSCI EAFE ETF 6,768 shares (about $475.66K) Largest Sales this Quarter Vanguard Total Stock Market ETF 14,227 shares (about $4.12M)Vanguard Growth ETF 8,550 shares (about $3.51M)Vanguard Value ETF 13,483 shares (about $2.28M)Dimensional U.S. Core Equity 2 ETF 46,555 shares (about $1.61M)Vanguard Small-Cap ETF 3,686 shares (about $885.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Capital Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$329,117,366$4,123,125 ▼-1.2%1,135,63238.3%ETFVTVVanguard Value ETF$135,469,854$2,282,673 ▼-1.7%800,17615.8%ETFVNQVanguard Real Estate ETF$110,856,198$3,229,594 ▲3.0%1,244,45712.9%ETFVUGVanguard Growth ETF$88,268,457$3,509,264 ▼-3.8%215,05810.3%ETFVBVanguard Small-Cap ETF$65,691,116$885,672 ▼-1.3%273,3947.6%ETFMSFTMicrosoft$12,240,282$101,581 ▼-0.8%29,0401.4%Computer and TechnologySCHBSchwab US Broad Market ETF$12,045,914$7,799,697 ▲183.7%530,6571.4%ETFAAPLApple$9,438,097$137,982 ▲1.5%37,6891.1%Computer and TechnologySYKStryker$6,962,647$1,800 ▲0.0%19,3380.8%MedicalSPYSPDR S&P 500 ETF Trust$5,766,704$59,197 ▼-1.0%9,8390.7%FinanceVOOVanguard S&P 500 ETF$5,132,997$137,929 ▲2.8%9,5270.6%ETFDFACDimensional U.S. Core Equity 2 ETF$4,468,690$1,610,340 ▼-26.5%129,1900.5%ETFSCHHSchwab U.S. REIT ETF$3,311,348$77,122 ▼-2.3%157,2340.4%ETFSBUXStarbucks$3,234,384$56,210 ▼-1.7%35,4450.4%Retail/WholesaleBRK.ABerkshire Hathaway$3,004,340$35,356 ▼-1.2%6,6280.3%FinanceIWFiShares Russell 1000 Growth ETF$2,982,133$113,647 ▼-3.7%7,4260.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,781,927$759,668 ▲37.6%70,3220.3%ETFNVDANVIDIA$2,762,081$1,487,533 ▲116.7%20,5680.3%Computer and TechnologyCOSTCostco Wholesale$2,640,685$223,569 ▲9.2%2,8820.3%Retail/WholesaleAMZNAmazon.com$2,411,315$66,256 ▲2.8%10,9910.3%Retail/WholesaleIVViShares Core S&P 500 ETF$1,707,761$38,264 ▼-2.2%2,9010.2%ETFVSGXVanguard ESG International Stock ETF$1,518,4260.0%26,7800.2%ETFNKENIKE$1,477,258$53,727 ▲3.8%19,5220.2%Consumer DiscretionaryVVVanguard Large-Cap ETF$1,463,425$97,364 ▼-6.2%5,4260.2%ETFAVSUAvantis Responsible U.S. Equity ETF$1,418,3970.0%21,4510.2%ETFIWDiShares Russell 1000 Value ETF$1,408,2840.0%7,6070.2%ETFIWViShares Russell 3000 ETF$1,277,504$68,187 ▼-5.1%3,8220.1%ETFLLYEli Lilly and Company$1,216,672$110,396 ▼-8.3%1,5760.1%MedicalGOOGAlphabet$1,145,718$196,730 ▲20.7%6,0160.1%Computer and TechnologyONONON$1,009,411$23,551 ▲2.4%18,4300.1%Retail/WholesalePacific West Bancorp Ord$927,5880.0%74,2070.1%COMSummit Bank Group Inc$896,5690.0%60,5790.1%COMDFISDimensional International Small Cap ETF$893,363$103,279 ▲13.1%36,3820.1%ETFQQQInvesco QQQ$874,093$21,469 ▲2.5%1,7100.1%FinanceIWMiShares Russell 2000 ETF$834,5080.0%3,7770.1%FinanceFIFiserv$825,583$2,876 ▲0.3%4,0190.1%Business ServicesJPMJPMorgan Chase & Co.$816,457$49,141 ▲6.4%3,4060.1%FinanceTSLATesla$795,161$10,904 ▲1.4%1,9690.1%Auto/Tires/TrucksCVXChevron$788,383$407,734 ▲107.1%5,4430.1%Oils/EnergyIWBiShares Russell 1000 ETF$779,627$8,054 ▼-1.0%2,4200.1%ETFAPDAir Products and Chemicals$754,104$2,320 ▲0.3%2,6000.1%Basic MaterialsJNJJohnson & Johnson$737,128$15,908 ▲2.2%5,0970.1%MedicalVTVanguard Total World Stock ETF$713,782$47,225 ▲7.1%6,0760.1%ETFSOSouthern$712,315$988 ▲0.1%8,6530.1%UtilitiesDFUVDimensional US Marketwide Value ETF$673,584$48,449 ▲7.8%16,4610.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$654,9810.0%7,3770.1%ETFGOOGLAlphabet$654,423$81,779 ▼-11.1%3,4570.1%Computer and TechnologyIWCiShares Micro-Cap ETF$650,987$5,867 ▼-0.9%4,9930.1%ETFIGOViShares International Treasury Bond ETF$650,684$457,085 ▲236.1%16,9360.1%ETFMETAMeta Platforms$627,541$278,647 ▲79.9%1,0720.1%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$626,096$29,856 ▲5.0%23,9060.1%ETFSCHFSchwab International Equity ETF$617,718$314,280 ▲103.6%33,3900.1%ETFIJRiShares Core S&P Small-Cap ETF$571,030$63,371 ▼-10.0%4,9560.1%ETFNakanishi Inc$559,6430.0%41,4550.1%COMXOMExxon Mobil$548,410$232,682 ▲73.7%5,0980.1%Oils/EnergyENVXEnovix$534,5000.0%49,1720.1%Oils/EnergyEFAiShares MSCI EAFE ETF$533,2210.0%7,0520.1%FinancePORPortland General Electric$521,390$422,722 ▼-44.8%11,9530.1%UtilitiesIEFAiShares Core MSCI EAFE ETF$475,655$475,655 ▲New Holding6,7680.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$465,285$33,017 ▲7.6%4,2840.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$453,896$64,309 ▲16.5%3,5290.1%ETFAVDEAvantis International Equity ETF$442,306$44,617 ▼-9.2%7,2070.1%ETFCMICummins$432,961$432,961 ▲New Holding1,2420.1%Auto/Tires/TrucksSCHASchwab US Small-Cap ETF$421,388$206,569 ▲96.2%16,2950.0%ETFIWOiShares Russell 2000 Growth ETF$419,929$95,844 ▲29.6%1,4590.0%ETFINTCIntel$414,9750.0%20,6970.0%Computer and TechnologyIBMInternational Business Machines$410,930$4,397 ▼-1.1%1,8690.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$401,977$8,721 ▼-2.1%2,0280.0%ETFIXNiShares Global Tech ETF$398,1560.0%4,6980.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$394,000$33,682 ▲9.3%7,5450.0%ETFVIGVanguard Dividend Appreciation ETF$393,244$20,759 ▼-5.0%2,0080.0%ETFBXBlackstone$392,411$862 ▲0.2%2,2760.0%FinanceIEIiShares 3-7 Year Treasury Bond ETF$384,7820.0%3,3300.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$381,262$285,947 ▲300.0%13,6800.0%ETFUNHUnitedHealth Group$372,681$60,175 ▲19.3%7370.0%MedicalBACBank of America$368,257$22,854 ▲6.6%8,3790.0%FinanceJJacobs Solutions$349,312$1,203 ▲0.3%2,6140.0%Business ServicesSCHPSchwab U.S. TIPS ETF$346,213$239,255 ▲223.7%13,4040.0%ETFABBVAbbVie$344,110$135,440 ▲64.9%1,9360.0%MedicalNOWServiceNow$337,118$337,118 ▲New Holding3180.0%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$335,924$335,924 ▲New Holding5,7920.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$330,745$330,745 ▲New Holding7770.0%FinanceVYMVanguard High Dividend Yield ETF$324,0490.0%2,5400.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$317,025$201,930 ▲175.4%12,1610.0%ETFSCHCSchwab International Small-Cap Equity ETF$315,992$42,395 ▼-11.8%9,2050.0%ETFVXFVanguard Extended Market ETF$314,227$23,748 ▼-7.0%1,6540.0%ETFVVisa$314,144$314,144 ▲New Holding9940.0%Business ServicesWFCWells Fargo & Company$301,962$4,566 ▲1.5%4,2990.0%FinanceVEAVanguard FTSE Developed Markets ETF$298,923$120,889 ▼-28.8%6,2510.0%ETFIWPiShares Russell Mid-Cap Growth ETF$293,046$15,464 ▼-5.0%2,3120.0%ETFALLAllstate$292,655$2,699 ▲0.9%1,5180.0%FinanceTGTTarget$283,337$18,114 ▲6.8%2,0960.0%Retail/WholesaleHDHome Depot$276,183$40,066 ▲17.0%7100.0%Retail/WholesaleSDYSPDR S&P Dividend ETF$274,1810.0%2,0760.0%ETFETNEaton$268,815$268,815 ▲New Holding8100.0%Industrial ProductsAVGOBroadcom$267,278$267,278 ▲New Holding1,1530.0%Computer and TechnologyNFLXNetflix$264,722$264,722 ▲New Holding2970.0%Consumer DiscretionaryCRMSalesforce$261,112$261,112 ▲New Holding7810.0%Computer and TechnologyADBEAdobe$255,246$44,468 ▲21.1%5740.0%Computer and TechnologyIXJiShares Global Healthcare ETF$254,1270.0%2,9560.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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