Filed: 11/7/2025ACC: 0001486946-25-000008
๐ What this filing means
VISTA CAPITAL PARTNERS, INC. filed this quarterly 13FโHR report disclosing 145 equity positions with a total reported market value of $982.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$982.99M
Total AUM (reported)
7.40M
Total Shares
Allocation by class
TOTAL STK MKT$364.53M37.1%
VALUE ETF$145.52M14.8%
REIT ETF$119.21M12.1%
GROWTH ETF$97.24M9.9%
COM$75.21M7.7%
SMALL CP ETF$67.44M6.9%
US BRD MKT ETF$21.06M2.1%
Portfolio Concentration
Top 3$629.26M64.0%
4โ10$227.61M23.2%
11โ25$57.43M5.8%
Rest$68.69M7.0%
Top 3 weight
64.0%
Top 10 weight
87.2%
Voting Authority Distribution
Total shares with voting rights: 7.40M
Sole
Full voting authority
7.40M
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)
Sole145
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings145
Rows:
Vanguard Total U.S. Stock Market Index Fund
SOLEShares1.11M
TypeSH
Market value$364.53M
37.08%
Sole
1.11M
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares780.31K
TypeSH
Market value$145.52M
14.80%
Sole
780.31K
Shared
0.00
None
0.00
Vanguard REIT Index Fund
SOLEShares1.30M
TypeSH
Market value$119.21M
12.13%
Sole
1.30M
Shared
0.00
None
0.00
Vanguard Growth Index Fund
SOLEShares202.75K
TypeSH
Market value$97.24M
9.89%
Sole
202.75K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund
SOLEShares265.21K
TypeSH
Market value$67.44M
6.86%
Sole
265.21K
Shared
0.00
None
0.00
Schwab U.S. Broad Market Index Fund
SOLEShares818.96K
TypeSH
Market value$21.06M
2.14%
Sole
818.96K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares29.89K
TypeSH
Market value$15.48M
1.57%
Sole
29.89K
Shared
0.00
None
0.00
Apple Inc
SOLEShares47.02K
TypeSH
Market value$11.97M
1.22%
Sole
47.02K
Shared
0.00
None
0.00
Schwab U.S. REIT Fund
SOLEShares336.88K
TypeSH
Market value$7.27M
0.74%
Sole
336.88K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares19.36K
TypeSH
Market value$7.16M
0.73%
Sole
19.36K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares34.98K
TypeSH
Market value$6.53M
0.66%
Sole
34.98K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares9.82K
TypeSH
Market value$6.01M
0.61%
Sole
9.82K
Shared
0.00
None
0.00
SPDRs - S&P 500 Index Fund
SOLEShares8.88K
TypeSH
Market value$5.92M
0.60%
Sole
8.88K
Shared
0.00
None
0.00
DFA International Core Equity II ETF
SOLEShares162.09K
TypeSH
Market value$5.31M
0.54%
Sole
162.09K
Shared
0.00
None
0.00
Vanguard Int'l REIT Index Fund
SOLEShares97.08K
TypeSH
Market value$4.63M
0.47%
Sole
97.08K
Shared
0.00
None
0.00
DFA U.S. Core Equity II Fund
SOLEShares104.05K
TypeSH
Market value$4.01M
0.41%
Sole
104.05K
Shared
0.00
None
0.00
DFA Emerging Markets Core Equity II ETF
SOLEShares119.79K
TypeSH
Market value$3.84M
0.39%
Sole
119.79K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index Fund
SOLEShares7.64K
TypeSH
Market value$3.58M
0.36%
Sole
7.64K
Shared
0.00
None
0.00
Starbucks
SOLEShares35.34K
TypeSH
Market value$2.99M
0.30%
Sole
35.34K
Shared
0.00
None
0.00
Amazon.com
SOLEShares12.91K
TypeSH
Market value$2.84M
0.29%
Sole
12.91K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
SOLEShares5.41K
TypeSH
Market value$2.72M
0.28%
Sole
5.41K
Shared
0.00
None
0.00
Costco Wholesale
SOLEShares2.92K
TypeSH
Market value$2.71M
0.28%
Sole
2.92K
Shared
0.00
None
0.00
DFA International Small Cap ETF
SOLEShares75.18K
TypeSH
Market value$2.38M
0.24%
Sole
75.18K
Shared
0.00
None
0.00
DFA U.S. Sustainability ETF
SOLEShares47.56K
TypeSH
Market value$2.02M
0.21%
Sole
47.56K
Shared
0.00
None
0.00
Nike
SOLEShares27.68K
TypeSH
Market value$1.93M
0.20%
Sole
27.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total U.S. Stock Market Index FundSOLE | Total Stk Mkt | 1.11M | SH | $364.53M 37.08% | 1.11M | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | Value ETF | 780.31K | SH | $145.52M 14.80% | 780.31K | 0.00 | 0.00 |
Vanguard REIT Index FundSOLE | REIT ETF | 1.30M | SH | $119.21M 12.13% | 1.30M | 0.00 | 0.00 |
Vanguard Growth Index FundSOLE | Growth ETF | 202.75K | SH | $97.24M 9.89% | 202.75K | 0.00 | 0.00 |
Vanguard Small Cap Index FundSOLE | Small Cp ETF | 265.21K | SH | $67.44M 6.86% | 265.21K | 0.00 | 0.00 |
Schwab U.S. Broad Market Index FundSOLE | US Brd Mkt ETF | 818.96K | SH | $21.06M 2.14% | 818.96K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 29.89K | SH | $15.48M 1.57% | 29.89K | 0.00 | 0.00 |
Apple IncSOLE | COM | 47.02K | SH | $11.97M 1.22% | 47.02K | 0.00 | 0.00 |
Schwab U.S. REIT FundSOLE | US REIT ETF | 336.88K | SH | $7.27M 0.74% | 336.88K | 0.00 | 0.00 |
Stryker CorpSOLE | COM | 19.36K | SH | $7.16M 0.73% | 19.36K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 34.98K | SH | $6.53M 0.66% | 34.98K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 9.82K | SH | $6.01M 0.61% | 9.82K | 0.00 | 0.00 |
SPDRs - S&P 500 Index FundSOLE | TR UNIT | 8.88K | SH | $5.92M 0.60% | 8.88K | 0.00 | 0.00 |
DFA International Core Equity II ETFSOLE | Intl Core Equity | 162.09K | SH | $5.31M 0.54% | 162.09K | 0.00 | 0.00 |
Vanguard Int'l REIT Index FundSOLE | Glb EX US ETF | 97.08K | SH | $4.63M 0.47% | 97.08K | 0.00 | 0.00 |
DFA U.S. Core Equity II FundSOLE | US Core Equity 2 | 104.05K | SH | $4.01M 0.41% | 104.05K | 0.00 | 0.00 |
DFA Emerging Markets Core Equity II ETFSOLE | Emerging Mkts Co | 119.79K | SH | $3.84M 0.39% | 119.79K | 0.00 | 0.00 |
iShares Russell 1000 Growth Index FundSOLE | Rus 1000 Grw ETF | 7.64K | SH | $3.58M 0.36% | 7.64K | 0.00 | 0.00 |
StarbucksSOLE | COM | 35.34K | SH | $2.99M 0.30% | 35.34K | 0.00 | 0.00 |
Amazon.comSOLE | COM | 12.91K | SH | $2.84M 0.29% | 12.91K | 0.00 | 0.00 |
Berkshire Hathaway Cl BSOLE | Class B | 5.41K | SH | $2.72M 0.28% | 5.41K | 0.00 | 0.00 |
Costco WholesaleSOLE | COM | 2.92K | SH | $2.71M 0.28% | 2.92K | 0.00 | 0.00 |
DFA International Small Cap ETFSOLE | Intl Small Cap V | 75.18K | SH | $2.38M 0.24% | 75.18K | 0.00 | 0.00 |
DFA U.S. Sustainability ETFSOLE | US Sustainabilty | 47.56K | SH | $2.02M 0.21% | 47.56K | 0.00 | 0.00 |
NikeSOLE | COM | 27.68K | SH | $1.93M 0.20% | 27.68K | 0.00 | 0.00 |
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