Filed: 2/3/2025ACC: 0001486946-25-000001
📋 What this filing means
VISTA CAPITAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $859.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$859.58M
Total AUM (reported)
6.31M
Total Shares
Allocation by class
TOTAL STK MKT$329.12M38.3%
VALUE ETF$135.47M15.8%
S&P 500 ETF SHS$110.86M12.9%
GROWTH ETF$88.27M10.3%
SM CP VAL ETF$65.69M7.6%
COM$59.65M6.9%
US BRD MKT ETF$12.05M1.4%
Portfolio Concentration
Top 3$575.44M66.9%
4–10$200.41M23.3%
11–25$40.32M4.7%
Rest$43.41M5.0%
Top 3 weight
66.9%
Top 10 weight
90.3%
Voting Authority Distribution
Total shares with voting rights: 6.31M
Sole
Full voting authority
6.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings115
Rows:
Vanguard Total U.S. Stock Market Index Fund
SOLEShares1.14M
TypeSH
Market value$329.12M
38.29%
Sole
1.14M
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares800.18K
TypeSH
Market value$135.47M
15.76%
Sole
800.18K
Shared
0.00
None
0.00
Vanguard REIT Index Fund
SOLEShares1.24M
TypeSH
Market value$110.86M
12.90%
Sole
1.24M
Shared
0.00
None
0.00
Vanguard Growth Index Fund
SOLEShares215.06K
TypeSH
Market value$88.27M
10.27%
Sole
215.06K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund
SOLEShares273.39K
TypeSH
Market value$65.69M
7.64%
Sole
273.39K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares29.04K
TypeSH
Market value$12.24M
1.42%
Sole
29.04K
Shared
0.00
None
0.00
Schwab U.S. Broad Market Index Fund
SOLEShares530.66K
TypeSH
Market value$12.05M
1.40%
Sole
530.66K
Shared
0.00
None
0.00
Apple Inc
SOLEShares37.69K
TypeSH
Market value$9.44M
1.10%
Sole
37.69K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares19.34K
TypeSH
Market value$6.96M
0.81%
Sole
19.34K
Shared
0.00
None
0.00
SPDRs - S&P 500 Index Fund
SOLEShares9.84K
TypeSH
Market value$5.77M
0.67%
Sole
9.84K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares9.53K
TypeSH
Market value$5.13M
0.60%
Sole
9.53K
Shared
0.00
None
0.00
DFA U.S. Core Equity II Fund
SOLEShares129.19K
TypeSH
Market value$4.47M
0.52%
Sole
129.19K
Shared
0.00
None
0.00
Schwab U.S. REIT Fund
SOLEShares157.23K
TypeSH
Market value$3.31M
0.39%
Sole
157.23K
Shared
0.00
None
0.00
Starbucks
SOLEShares35.45K
TypeSH
Market value$3.23M
0.38%
Sole
35.45K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
SOLEShares6.63K
TypeSH
Market value$3.00M
0.35%
Sole
6.63K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index Fund
SOLEShares7.43K
TypeSH
Market value$2.98M
0.35%
Sole
7.43K
Shared
0.00
None
0.00
Vanguard Int'l REIT Index Fund
SOLEShares70.32K
TypeSH
Market value$2.78M
0.32%
Sole
70.32K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares20.57K
TypeSH
Market value$2.76M
0.32%
Sole
20.57K
Shared
0.00
None
0.00
Costco Wholesale
SOLEShares2.88K
TypeSH
Market value$2.64M
0.31%
Sole
2.88K
Shared
0.00
None
0.00
Amazon.com
SOLEShares10.99K
TypeSH
Market value$2.41M
0.28%
Sole
10.99K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares2.90K
TypeSH
Market value$1.71M
0.20%
Sole
2.90K
Shared
0.00
None
0.00
Vanguard ESG International Stock Fund
SOLEShares26.78K
TypeSH
Market value$1.52M
0.18%
Sole
26.78K
Shared
0.00
None
0.00
Nike
SOLEShares19.52K
TypeSH
Market value$1.48M
0.17%
Sole
19.52K
Shared
0.00
None
0.00
Vanguard Large Cap
SOLEShares5.43K
TypeSH
Market value$1.46M
0.17%
Sole
5.43K
Shared
0.00
None
0.00
Avantis U.S. Responsible ETF
SOLEShares21.45K
TypeSH
Market value$1.42M
0.17%
Sole
21.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total U.S. Stock Market Index FundSOLE | Total Stk Mkt | 1.14M | SH | $329.12M 38.29% | 1.14M | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | Value ETF | 800.18K | SH | $135.47M 15.76% | 800.18K | 0.00 | 0.00 |
Vanguard REIT Index FundSOLE | S&P 500 ETF SHS | 1.24M | SH | $110.86M 12.90% | 1.24M | 0.00 | 0.00 |
Vanguard Growth Index FundSOLE | Growth ETF | 215.06K | SH | $88.27M 10.27% | 215.06K | 0.00 | 0.00 |
Vanguard Small Cap Index FundSOLE | Sm Cp Val ETF | 273.39K | SH | $65.69M 7.64% | 273.39K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 29.04K | SH | $12.24M 1.42% | 29.04K | 0.00 | 0.00 |
Schwab U.S. Broad Market Index FundSOLE | US Brd Mkt ETF | 530.66K | SH | $12.05M 1.40% | 530.66K | 0.00 | 0.00 |
Apple IncSOLE | COM | 37.69K | SH | $9.44M 1.10% | 37.69K | 0.00 | 0.00 |
Stryker CorpSOLE | COM | 19.34K | SH | $6.96M 0.81% | 19.34K | 0.00 | 0.00 |
SPDRs - S&P 500 Index FundSOLE | TR UNIT | 9.84K | SH | $5.77M 0.67% | 9.84K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Small Cp ETF | 9.53K | SH | $5.13M 0.60% | 9.53K | 0.00 | 0.00 |
DFA U.S. Core Equity II FundSOLE | US Core Equity 2 | 129.19K | SH | $4.47M 0.52% | 129.19K | 0.00 | 0.00 |
Schwab U.S. REIT FundSOLE | US REIT ETF | 157.23K | SH | $3.31M 0.39% | 157.23K | 0.00 | 0.00 |
StarbucksSOLE | COM | 35.45K | SH | $3.23M 0.38% | 35.45K | 0.00 | 0.00 |
Berkshire Hathaway Cl BSOLE | Class B | 6.63K | SH | $3.00M 0.35% | 6.63K | 0.00 | 0.00 |
iShares Russell 1000 Growth Index FundSOLE | Rus 1000 Grw ETF | 7.43K | SH | $2.98M 0.35% | 7.43K | 0.00 | 0.00 |
Vanguard Int'l REIT Index FundSOLE | Glb EX US ETF | 70.32K | SH | $2.78M 0.32% | 70.32K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 20.57K | SH | $2.76M 0.32% | 20.57K | 0.00 | 0.00 |
Costco WholesaleSOLE | COM | 2.88K | SH | $2.64M 0.31% | 2.88K | 0.00 | 0.00 |
Amazon.comSOLE | COM | 10.99K | SH | $2.41M 0.28% | 10.99K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | Core S&P 500 ETF | 2.90K | SH | $1.71M 0.20% | 2.90K | 0.00 | 0.00 |
Vanguard ESG International Stock FundSOLE | Esg Intl Stk ETF | 26.78K | SH | $1.52M 0.18% | 26.78K | 0.00 | 0.00 |
NikeSOLE | COM | 19.52K | SH | $1.48M 0.17% | 19.52K | 0.00 | 0.00 |
Vanguard Large CapSOLE | Van Ftse Dev MKT | 5.43K | SH | $1.46M 0.17% | 5.43K | 0.00 | 0.00 |
Avantis U.S. Responsible ETFSOLE | Avantis Respon U | 21.45K | SH | $1.42M 0.17% | 21.45K | 0.00 | 0.00 |
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