Filed: 5/6/2026ACC: 0001486946-26-000003
๐ What this filing means
VISTA CAPITAL PARTNERS, INC. filed this quarterly 13FโHR report disclosing 156 equity positions with a total reported market value of $994.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$994.15M
Total AUM (reported)
7.54M
Total Shares
Allocation by class
TOTAL STK MKT$358.65M36.1%
VALUE ETF$149.72M15.1%
REIT ETF$128.47M12.9%
COM$83.72M8.4%
GROWTH ETF$83.55M8.4%
SMALL CP ETF$68.13M6.9%
US BRD MKT ETF$20.07M2.0%
Portfolio Concentration
Top 3$636.85M64.1%
4โ10$211.83M21.3%
11โ25$61.59M6.2%
Rest$83.88M8.4%
Top 3 weight
64.1%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 7.54M
Sole
Full voting authority
7.54M
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)
Sole156
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings156
Rows:
Vanguard Total U.S. Stock Market Index Fund
SOLEShares1.12M
TypeSH
Market value$358.65M
36.08%
Sole
1.12M
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares763.11K
TypeSH
Market value$149.72M
15.06%
Sole
763.11K
Shared
0.00
None
0.00
Vanguard REIT Index Fund
SOLEShares1.45M
TypeSH
Market value$128.47M
12.92%
Sole
1.45M
Shared
0.00
None
0.00
Vanguard Growth Index Fund
SOLEShares191.28K
TypeSH
Market value$83.55M
8.40%
Sole
191.28K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund
SOLEShares260.10K
TypeSH
Market value$68.13M
6.85%
Sole
260.10K
Shared
0.00
None
0.00
Schwab U.S. Broad Market Index Fund
SOLEShares799.55K
TypeSH
Market value$20.07M
2.02%
Sole
799.55K
Shared
0.00
None
0.00
Apple Inc
SOLEShares50.61K
TypeSH
Market value$12.85M
1.29%
Sole
50.61K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares32.48K
TypeSH
Market value$12.02M
1.21%
Sole
32.48K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares13.04K
TypeSH
Market value$7.79M
0.78%
Sole
13.04K
Shared
0.00
None
0.00
Schwab U.S. REIT Fund
SOLEShares345.64K
TypeSH
Market value$7.43M
0.75%
Sole
345.64K
Shared
0.00
None
0.00
DFA International Core Equity II ETF
SOLEShares181.69K
TypeSH
Market value$6.46M
0.65%
Sole
181.69K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares19.41K
TypeSH
Market value$6.38M
0.64%
Sole
19.41K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares34.65K
TypeSH
Market value$6.04M
0.61%
Sole
34.65K
Shared
0.00
None
0.00
SPDRs - S&P 500 Index Fund
SOLEShares9.25K
TypeSH
Market value$6.02M
0.61%
Sole
9.25K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index Fund
SOLEShares11.56K
TypeSH
Market value$4.93M
0.50%
Sole
11.56K
Shared
0.00
None
0.00
Vanguard Int'l REIT Index Fund
SOLEShares95.25K
TypeSH
Market value$4.23M
0.43%
Sole
95.25K
Shared
0.00
None
0.00
DFA Emerging Markets Core Equity II ETF
SOLEShares115.93K
TypeSH
Market value$4.01M
0.40%
Sole
115.93K
Shared
0.00
None
0.00
DFA U.S. Core Equity II Fund
SOLEShares98.40K
TypeSH
Market value$3.82M
0.38%
Sole
98.40K
Shared
0.00
None
0.00
Amazon.com
SOLEShares16.76K
TypeSH
Market value$3.49M
0.35%
Sole
16.76K
Shared
0.00
None
0.00
Google Inc Class A
SOLEShares10.97K
TypeSH
Market value$3.16M
0.32%
Sole
10.97K
Shared
0.00
None
0.00
Starbucks
SOLEShares33.13K
TypeSH
Market value$2.97M
0.30%
Sole
33.13K
Shared
0.00
None
0.00
Costco Wholesale
SOLEShares2.96K
TypeSH
Market value$2.95M
0.30%
Sole
2.96K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
SOLEShares5.68K
TypeSH
Market value$2.72M
0.27%
Sole
5.68K
Shared
0.00
None
0.00
J. P. Morgan Chase
SOLEShares7.54K
TypeSH
Market value$2.22M
0.22%
Sole
7.54K
Shared
0.00
None
0.00
DFA International Small Cap ETF
SOLEShares65.33K
TypeSH
Market value$2.20M
0.22%
Sole
65.33K
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 | 1.12M | SH | $358.65M 36.08% | 1.12M | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | Value ETF | 763.11K | SH | $149.72M 15.06% | 763.11K | 0.00 | 0.00 |
Vanguard REIT Index FundSOLE | REIT ETF | 1.45M | SH | $128.47M 12.92% | 1.45M | 0.00 | 0.00 |
Vanguard Growth Index FundSOLE | Growth ETF | 191.28K | SH | $83.55M 8.40% | 191.28K | 0.00 | 0.00 |
Vanguard Small Cap Index FundSOLE | Small Cp ETF | 260.10K | SH | $68.13M 6.85% | 260.10K | 0.00 | 0.00 |
Schwab U.S. Broad Market Index FundSOLE | US Brd Mkt ETF | 799.55K | SH | $20.07M 2.02% | 799.55K | 0.00 | 0.00 |
Apple IncSOLE | COM | 50.61K | SH | $12.85M 1.29% | 50.61K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 32.48K | SH | $12.02M 1.21% | 32.48K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 13.04K | SH | $7.79M 0.78% | 13.04K | 0.00 | 0.00 |
Schwab U.S. REIT FundSOLE | US REIT ETF | 345.64K | SH | $7.43M 0.75% | 345.64K | 0.00 | 0.00 |
DFA International Core Equity II ETFSOLE | Intl Core Equity | 181.69K | SH | $6.46M 0.65% | 181.69K | 0.00 | 0.00 |
Stryker CorpSOLE | COM | 19.41K | SH | $6.38M 0.64% | 19.41K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 34.65K | SH | $6.04M 0.61% | 34.65K | 0.00 | 0.00 |
SPDRs - S&P 500 Index FundSOLE | TR UNIT | 9.25K | SH | $6.02M 0.61% | 9.25K | 0.00 | 0.00 |
iShares Russell 1000 Growth Index FundSOLE | Rus 1000 Grw ETF | 11.56K | SH | $4.93M 0.50% | 11.56K | 0.00 | 0.00 |
Vanguard Int'l REIT Index FundSOLE | Glb EX US ETF | 95.25K | SH | $4.23M 0.43% | 95.25K | 0.00 | 0.00 |
DFA Emerging Markets Core Equity II ETFSOLE | Emerging Mkts Co | 115.93K | SH | $4.01M 0.40% | 115.93K | 0.00 | 0.00 |
DFA U.S. Core Equity II FundSOLE | US Core Equity 2 | 98.40K | SH | $3.82M 0.38% | 98.40K | 0.00 | 0.00 |
Amazon.comSOLE | COM | 16.76K | SH | $3.49M 0.35% | 16.76K | 0.00 | 0.00 |
Google Inc Class ASOLE | Cap Stk Cl A | 10.97K | SH | $3.16M 0.32% | 10.97K | 0.00 | 0.00 |
StarbucksSOLE | COM | 33.13K | SH | $2.97M 0.30% | 33.13K | 0.00 | 0.00 |
Costco WholesaleSOLE | COM | 2.96K | SH | $2.95M 0.30% | 2.96K | 0.00 | 0.00 |
Berkshire Hathaway Cl BSOLE | Class B | 5.68K | SH | $2.72M 0.27% | 5.68K | 0.00 | 0.00 |
J. P. Morgan ChaseSOLE | COM | 7.54K | SH | $2.22M 0.22% | 7.54K | 0.00 | 0.00 |
DFA International Small Cap ETFSOLE | Intl Small Cap V | 65.33K | SH | $2.20M 0.22% | 65.33K | 0.00 | 0.00 |
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