Filed: 8/14/2025ACC: 0001486946-25-000005
📋 What this filing means
VISTA CAPITAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $913.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$913.41M
Total AUM (reported)
7.36M
Total Shares
Allocation by class
TOTAL STK MKT$338.66M37.1%
VALUE ETF$138.11M15.1%
REIT ETF$112.87M12.4%
GROWTH ETF$90.73M9.9%
COM$65.95M7.2%
SMALL CP ETF$62.95M6.9%
US BRD MKT ETF$21.17M2.3%
Portfolio Concentration
Top 3$589.64M64.6%
4–10$213.19M23.3%
11–25$55.70M6.1%
Rest$54.88M6.0%
Top 3 weight
64.6%
Top 10 weight
87.9%
Voting Authority Distribution
Total shares with voting rights: 7.36M
Sole
Full voting authority
7.36M
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)
Sole127
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings127
Rows:
Vanguard Total U.S. Stock Market Index Fund
SOLEShares1.11M
TypeSH
Market value$338.66M
37.08%
Sole
1.11M
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares781.42K
TypeSH
Market value$138.11M
15.12%
Sole
781.42K
Shared
0.00
None
0.00
Vanguard REIT Index Fund
SOLEShares1.27M
TypeSH
Market value$112.87M
12.36%
Sole
1.27M
Shared
0.00
None
0.00
Vanguard Growth Index Fund
SOLEShares206.96K
TypeSH
Market value$90.73M
9.93%
Sole
206.96K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund
SOLEShares265.63K
TypeSH
Market value$62.95M
6.89%
Sole
265.63K
Shared
0.00
None
0.00
Schwab U.S. Broad Market Index Fund
SOLEShares888.46K
TypeSH
Market value$21.17M
2.32%
Sole
888.46K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares28.40K
TypeSH
Market value$14.13M
1.55%
Sole
28.40K
Shared
0.00
None
0.00
Apple Inc
SOLEShares45.94K
TypeSH
Market value$9.43M
1.03%
Sole
45.94K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares19.34K
TypeSH
Market value$7.65M
0.84%
Sole
19.34K
Shared
0.00
None
0.00
Schwab U.S. REIT Fund
SOLEShares337.17K
TypeSH
Market value$7.13M
0.78%
Sole
337.17K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares35.68K
TypeSH
Market value$5.64M
0.62%
Sole
35.68K
Shared
0.00
None
0.00
SPDRs - S&P 500 Index Fund
SOLEShares9.10K
TypeSH
Market value$5.63M
0.62%
Sole
9.10K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares9.44K
TypeSH
Market value$5.36M
0.59%
Sole
9.44K
Shared
0.00
None
0.00
DFA International Core Equity II ETF
SOLEShares160.59K
TypeSH
Market value$4.99M
0.55%
Sole
160.59K
Shared
0.00
None
0.00
Vanguard Int'l REIT Index Fund
SOLEShares103.78K
TypeSH
Market value$4.79M
0.52%
Sole
103.78K
Shared
0.00
None
0.00
DFA U.S. Core Equity II Fund
SOLEShares130.53K
TypeSH
Market value$4.68M
0.51%
Sole
130.53K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index Fund
SOLEShares8.72K
TypeSH
Market value$3.70M
0.41%
Sole
8.72K
Shared
0.00
None
0.00
DFA Emerging Markets Core Equity II ETF
SOLEShares118.73K
TypeSH
Market value$3.52M
0.39%
Sole
118.73K
Shared
0.00
None
0.00
Starbucks
SOLEShares35.27K
TypeSH
Market value$3.23M
0.35%
Sole
35.27K
Shared
0.00
None
0.00
Costco Wholesale
SOLEShares2.86K
TypeSH
Market value$2.83M
0.31%
Sole
2.86K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
SOLEShares5.45K
TypeSH
Market value$2.65M
0.29%
Sole
5.45K
Shared
0.00
None
0.00
Amazon.com
SOLEShares11.06K
TypeSH
Market value$2.43M
0.27%
Sole
11.06K
Shared
0.00
None
0.00
DFA International Small Cap ETF
SOLEShares74.26K
TypeSH
Market value$2.22M
0.24%
Sole
74.26K
Shared
0.00
None
0.00
iShares Russell 1000 Value Index Fund
SOLEShares10.60K
TypeSH
Market value$2.06M
0.23%
Sole
10.60K
Shared
0.00
None
0.00
Nike
SOLEShares27.82K
TypeSH
Market value$1.98M
0.22%
Sole
27.82K
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 | 1.11M | SH | $338.66M 37.08% | 1.11M | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | Value ETF | 781.42K | SH | $138.11M 15.12% | 781.42K | 0.00 | 0.00 |
Vanguard REIT Index FundSOLE | REIT ETF | 1.27M | SH | $112.87M 12.36% | 1.27M | 0.00 | 0.00 |
Vanguard Growth Index FundSOLE | Growth ETF | 206.96K | SH | $90.73M 9.93% | 206.96K | 0.00 | 0.00 |
Vanguard Small Cap Index FundSOLE | Small Cp ETF | 265.63K | SH | $62.95M 6.89% | 265.63K | 0.00 | 0.00 |
Schwab U.S. Broad Market Index FundSOLE | US Brd Mkt ETF | 888.46K | SH | $21.17M 2.32% | 888.46K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 28.40K | SH | $14.13M 1.55% | 28.40K | 0.00 | 0.00 |
Apple IncSOLE | COM | 45.94K | SH | $9.43M 1.03% | 45.94K | 0.00 | 0.00 |
Stryker CorpSOLE | COM | 19.34K | SH | $7.65M 0.84% | 19.34K | 0.00 | 0.00 |
Schwab U.S. REIT FundSOLE | US REIT ETF | 337.17K | SH | $7.13M 0.78% | 337.17K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 35.68K | SH | $5.64M 0.62% | 35.68K | 0.00 | 0.00 |
SPDRs - S&P 500 Index FundSOLE | TR UNIT | 9.10K | SH | $5.63M 0.62% | 9.10K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 9.44K | SH | $5.36M 0.59% | 9.44K | 0.00 | 0.00 |
DFA International Core Equity II ETFSOLE | Intl Core Equity | 160.59K | SH | $4.99M 0.55% | 160.59K | 0.00 | 0.00 |
Vanguard Int'l REIT Index FundSOLE | Glb EX US ETF | 103.78K | SH | $4.79M 0.52% | 103.78K | 0.00 | 0.00 |
DFA U.S. Core Equity II FundSOLE | US Core Equity 2 | 130.53K | SH | $4.68M 0.51% | 130.53K | 0.00 | 0.00 |
iShares Russell 1000 Growth Index FundSOLE | Rus 1000 Grw ETF | 8.72K | SH | $3.70M 0.41% | 8.72K | 0.00 | 0.00 |
DFA Emerging Markets Core Equity II ETFSOLE | Emerging Mkts Co | 118.73K | SH | $3.52M 0.39% | 118.73K | 0.00 | 0.00 |
StarbucksSOLE | COM | 35.27K | SH | $3.23M 0.35% | 35.27K | 0.00 | 0.00 |
Costco WholesaleSOLE | COM | 2.86K | SH | $2.83M 0.31% | 2.86K | 0.00 | 0.00 |
Berkshire Hathaway Cl BSOLE | Class B | 5.45K | SH | $2.65M 0.29% | 5.45K | 0.00 | 0.00 |
Amazon.comSOLE | COM | 11.06K | SH | $2.43M 0.27% | 11.06K | 0.00 | 0.00 |
DFA International Small Cap ETFSOLE | Intl Small Cap V | 74.26K | SH | $2.22M 0.24% | 74.26K | 0.00 | 0.00 |
iShares Russell 1000 Value Index FundSOLE | Russell1000VAL | 10.60K | SH | $2.06M 0.23% | 10.60K | 0.00 | 0.00 |
NikeSOLE | COM | 27.82K | SH | $1.98M 0.22% | 27.82K | 0.00 | 0.00 |
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