VISTA CAPITAL PARTNERS, INC.

CIK 0001486946 • 6 13F filings • May 6, 2025 – Jul 24, 2026

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Filer information

Filed by: VISTA CAPITAL PARTNERS, INC., Chief Compliance Officer
Address: 9755 SW BARNES RD, STE 595, PORTLAND, OR, 97225
Phone: 503-772-9500
AUM: $1.01B

AUM over time

$1.14B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.01B152 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$491K	0.0%Prev: 0.1%	2,148 SH	Decreased+1 SH
Absi Corp	COM	$137K	0.0%Prev: 0.0%	39,317 SH	Increased-4,000 SH
Adobe Systems Inc	COM	$641K	0.1%Prev: 0.0%	1,832 SH	Increased+1,128 SH
Air Prod & Chemicals Inc	COM	$654K	0.1%Prev: 0.1%	2,646 SH	Decreased+10 SH
Allstate	COM	$437K	0.0%Prev: 0.0%	2,098 SH	Decreased-53 SH
Amazon.com	COM	$3.2M	0.3%Prev: 0.3%	13,780 SH	Increased+865 SH
American Electric Power	COM	$218K	0.0%Prev: 0.0%	1,893 SH	Increased+47 SH
American Express	COM	$426K	0.0%Prev: 0.0%	1,152 SH	Increased-27 SH
Amgen	COM	$290K	0.0%Prev: 0.0%	885 SH	Increased-47 SH
Amphenol Corp Cl A	CL A	$431K	0.0%Prev: 0.0%	3,192 SH	Increased+1,404 SH
Apple Inc	COM	$12.9M	1.3%Prev: 1.2%	47,473 SH	Increased+454 SH
Automatic Data Processing	COM	$238K	0.0%	924 SH	New
Avantis All Equity Markets Fund	Avantis ALL EQT	$232K	0.0%Prev: 0.0%	2,698 SH	Increased+26 SH
Avantis Emerging Markets Fund	Avantis EMGMKT	$289K	0.0%Prev: 0.0%	3,750 SH	Increased-7 SH
Avantis Emerging Markets Small Cap ETF	Avantis Emerging	$1.4M	0.1%Prev: 0.2%	22,944 SH	Decreased-1,808 SH
Avantis International Equity Fund	Intl EQT ETF	$522K	0.1%Prev: 0.1%	6,339 SH	Increased-36 SH
Avantis U.S. Responsible ETF	Avantis Respon U	$1.4M	0.1%Prev: 0.1%	18,216 SH	Increased
Bank Of America	COM	$655K	0.1%Prev: 0.1%	11,916 SH	Decreased-1,417 SH
Berkshire Hathaway Cl B	Class B	$2.8M	0.3%Prev: 0.3%	5,606 SH	Increased+193 SH
Blackstone Inc	COM	$354K	0.0%Prev: 0.0%	2,297 SH	Decreased+1 SH
Broadcom Inc.	COM	$985K	0.1%	2,846 SH	New
Cameco Corp	COM	$596K	0.1%Prev: 0.1%	6,515 SH	Increased
Capital One Financial Cp	COM	$650K	0.1%Prev: 0.0%	2,683 SH	Increased+1,735 SH
Caterpillar	COM	$545K	0.1%Prev: 0.0%	951 SH	Increased+419 SH
Chevron	COM	$842K	0.1%Prev: 0.1%	5,523 SH	Decreased-756 SH
Cigna Corp	COM	$289K	0.0%	1,050 SH	New
Cisco Systems	COM	$247K	0.0%	3,207 SH	New
Coca-Cola	COM	$380K	0.0%	5,434 SH	New
Colgate-Palmolive	COM	$435K	0.0%	5,508 SH	New
Corning	COM	$282K	0.0%Prev: 0.0%	3,215 SH	Increased+146 SH
Costco Wholesale	COM	$2.4M	0.2%Prev: 0.3%	2,779 SH	Decreased-145 SH
Cummins Inc	COM	$640K	0.1%Prev: 0.1%	1,254 SH	Increased-139 SH
Deere & Co	COM	$211K	0.0%	453 SH	New
DFA Emerging Markets Core Equity II ETF	Emerging Mkts Co	$3.8M	0.4%Prev: 0.4%	113,878 SH	Decreased-5,911 SH
DFA International Core Equity II ETF	Intl Core Equity	$5.7M	0.6%Prev: 0.5%	164,271 SH	Increased+2,183 SH
DFA International Small Cap ETF	Intl Small Cap V	$2.5M	0.2%Prev: 0.2%	75,452 SH	Increased+276 SH
DFA Tax-Managed US Marketwide Value II	US Mktwide Value	$768K	0.1%Prev: 0.1%	16,476 SH	Increased+4 SH
DFA U.S. Core Equity II Fund	US Core Equity 2	$3.8M	0.4%Prev: 0.4%	94,976 SH	Decreased-9,074 SH
DFA U.S. Small Cap Value ETF	US Small Cap Val	$760K	0.1%Prev: 0.1%	23,120 SH	Increased+99 SH
DFA U.S. Sustainability ETF	US Sustainabilty	$2.1M	0.2%Prev: 0.2%	48,157 SH	Increased+599 SH
DFA U.S. Vector Equity ETF	Dimensional US	$756K	0.1%Prev: 0.1%	12,639 SH	Increased+3,377 SH
Diamonds TRUST Series I	UT SER 1	$500K	0.0%Prev: 0.0%	1,040 SH	Increased+356 SH
Dicks Sporting Goods Inc	COM	$206K	0.0%Prev: 0.0%	1,039 SH	Decreased-4 SH
Eaton Corporation	COM	$237K	0.0%Prev: 0.0%	743 SH	Decreased+66 SH
Enovix Corp	COM	$359K	0.0%Prev: 0.0%	49,172 SH	Decreased
Equifax Inc	COM	$281K	0.0%	1,293 SH	New
Exxon Mobil	COM	$702K	0.1%Prev: 0.1%	5,832 SH	Increased+344 SH
Fiserv Inc	COM	$269K	0.0%Prev: 0.1%	4,011 SH	Decreased-1,146 SH
FlexShares Quality Dividend ETF	Qualt Divd IDX	$950K	0.1%Prev: 0.1%	11,762 SH	Increased
General Motors	COM	$273K	0.0%	3,358 SH	New
Google Inc Class A	Cap Stk Cl A	$2.8M	0.3%Prev: 0.2%	8,891 SH	Increased+1,646 SH
Google Inc Class C	CAP STK CL C	$1.9M	0.2%Prev: 0.1%	6,180 SH	Increased+545 SH
Home Depot	COM	$249K	0.0%Prev: 0.0%	724 SH	Decreased-129 SH
Intel Corp	COM	$545K	0.1%Prev: 0.1%	14,782 SH	Increased-73 SH
International Business Machines	COM	$1.0M	0.1%Prev: 0.1%	3,486 SH	Increased+1,255 SH
iShares Barclays 3-7 Yr TSY Bond Fund	Barclys 3-7 YR	$356K	0.0%Prev: 0.0%	2,984 SH	Decreased-77 SH
iShares Barclays Agg. Bond Index Fund	Core US Aggbd ET	$746K	0.1%	7,469 SH	New
iShares Barclays TIP Bond Fund	Barclys TIPS Bd	$246K	0.0%Prev: 0.0%	2,236 SH	Decreased-83 SH
iShares Core MSCI EAFE ETF	Core MSCI EAFE	$1.8M	0.2%Prev: 0.2%	19,947 SH	Increased+2,946 SH
iShares Core MSCI Emerging Markets ETF	Core MSCI EMKT	$657K	0.1%Prev: 0.0%	9,771 SH	Increased+2,595 SH
iShares Core S&P 500	Core S&P 500 ETF	$1.7M	0.2%Prev: 0.2%	2,507 SH	Increased+117 SH
iShares Core S&P Mid-Cap ETF	Core S&P MCP ETF	$235K	0.0%Prev: 0.0%	3,568 SH	Increased+490 SH
iShares Core S&P Small-Cap ETF	Core S&P SCP ETF	$1.1M	0.1%Prev: 0.1%	9,565 SH	Increased-73 SH
iShares Core S&P Total US Stock Mkt ETF	Core S&P TTL STK	$595K	0.1%Prev: 0.1%	4,005 SH	Increased+513 SH
iShares Emerging Markets Dividend ETF	Em Mkts Div ETF	$840K	0.1%Prev: 0.1%	26,957 SH	Increased
iShares Global Healthcare Fund	Glob Hlthcre ETF	$210K	0.0%	2,153 SH	New
iShares Global Tech Fund	Global Tech ETF	$403K	0.0%Prev: 0.0%	3,839 SH	Increased
iShares International Treasury Fund	Intl Trea Bd ETF	$515K	0.1%Prev: 0.1%	12,370 SH	Decreased-261 SH
iShares MSCI ACWI Fund	MSCI ACWI ETF	$226K	0.0%Prev: 0.0%	1,597 SH	Decreased-81 SH
iShares MSCI EAFE Index Fund	MSCI EAFE ETF	$521K	0.1%Prev: 0.1%	5,423 SH	Increased-65 SH
iShares MSCI USA Min	MSCI USA MIN VOL	$672K	0.1%Prev: 0.1%	7,134 SH	Decreased-243 SH
iShares Russell 1000 ETF	S&P 1000 ETF	$2.3M	0.2%Prev: 0.1%	6,026 SH	Increased+3,606 SH
iShares Russell 1000 Growth Index Fund	Rus 1000 Grw ETF	$5.5M	0.5%Prev: 0.4%	11,689 SH	Increased+4,044 SH
iShares Russell 1000 Value Index Fund	Russell1000VAL	$2.0M	0.2%Prev: 0.2%	9,479 SH	Increased+1,632 SH
iShares Russell 2000 Index Fund	Russell2000ETF	$967K	0.1%Prev: 0.1%	3,930 SH	Increased+153 SH
iShares Russell Microcap Index Fund	Rssl Mcrcp Idx	$787K	0.1%Prev: 0.1%	4,993 SH	Increased
iShares Russell Midcap ETF	Rus Miid Cap ETF	$957K	0.1%Prev: 0.1%	9,937 SH	Increased+2,631 SH
iShares Russell Midcap Growth	Rus Md Cp Gr ETF	$353K	0.0%Prev: 0.0%	2,576 SH	Increased+108 SH
Ishares Silver TRUST	Ishares	$526K	0.1%	8,161 SH	New
Ishares Tr Russell	Russell3000ETF	$1.5M	0.1%Prev: 0.1%	3,822 SH	Increased
Ishares Trust S&p 500/barra Value Index Fund	SP 500 Val ETF	$227K	0.0%Prev: 0.0%	1,069 SH	Increased+22 SH
Ishares Trust S&p Smallcap 600/barra Value Index F	SP SMCP600VL ETF	$619K	0.1%Prev: 0.0%	5,441 SH	Increased+1,157 SH
J. P. Morgan Chase	COM	$2.0M	0.2%Prev: 0.1%	6,354 SH	Increased+2,041 SH
Jacobs Engineering Group Inc	COM	$292K	0.0%Prev: 0.0%	2,207 SH	Decreased-343 SH
Johnson & Johnson	COM	$1.2M	0.1%Prev: 0.1%	5,954 SH	Increased+401 SH
Kinder Morgan Inc	COM	$203K	0.0%Prev: 0.0%	7,393 SH	Decreased-555 SH
Lilly Eli & Company	COM	$1.0M	0.1%Prev: 0.1%	958 SH	Increased+138 SH
Meta Platforms Inc	CLA	$830K	0.1%Prev: 0.1%	1,257 SH	Decreased+100 SH
Micron Technology Inc	COM	$942K	0.1%	3,302 SH	New
Microsoft Corp	COM	$15.1M	1.5%Prev: 1.6%	31,309 SH	Decreased+1,420 SH
NASDAQ 100 Shares	UNIT SER 1	$2.4M	0.2%Prev: 0.1%	3,948 SH	Increased+1,876 SH
NightFood Holdings Inc	COM	$36K	0.0%Prev: 0.0%	700,000 SH	Increased
Nike	COM	$1.8M	0.2%Prev: 0.2%	28,431 SH	Decreased+750 SH
Norfolk Southern	COM	$285K	0.0%	987 SH	New
Northrop Grumman	COM	$260K	0.0%Prev: 0.0%	456 SH	Decreased+8 SH
Nucor Corp	COM	$279K	0.0%Prev: 0.0%	1,710 SH	Increased+31 SH
Nvidia Corp	COM	$6.0M	0.6%Prev: 0.7%	32,142 SH	Decreased-2,838 SH
On Holding AG Ord Class A	NAMEN AKT A	$924K	0.1%Prev: 0.1%	19,887 SH	Increased+1,577 SH
Oracle	COM	$498K	0.0%Prev: 0.1%	2,556 SH	Decreased+522 SH
Pacific West Bancorp Ord	COM	$887K	0.1%Prev: 0.1%	74,207 SH	Increased
Palantir Technologies Inc	CL A	$205K	0.0%	1,155 SH	New
Parker-Hannifin	COM	$512K	0.1%Prev: 0.1%	582 SH	Decreased-144 SH
Pepsico Inc	COM	$204K	0.0%Prev: 0.0%	1,418 SH	Decreased-243 SH
PIMCO Investment Grade Corporate Bd ETF	1-5 US TIP IDX	$290K	0.0%	2,965 SH	New
Portland General Elec	COM	$582K	0.1%Prev: 0.1%	12,126 SH	Increased+138 SH
Powershs Exch Trad Fd Tr	Dorsey Wright Mo	$233K	0.0%Prev: 0.0%	2,000 SH	Decreased
Public Service Enterprise Group Inc	COM	$502K	0.0%	6,246 SH	New
Quanta Services Inc	COM	$313K	0.0%Prev: 0.0%	742 SH	Increased+22 SH
Raytheon Technologies Ord	COM	$242K	0.0%Prev: 0.0%	1,318 SH	Increased-119 SH
Salesforce Com	COM	$203K	0.0%	765 SH	New
Schwab International Equity Fund	Intl Eqty ETF	$1.0M	0.1%Prev: 0.1%	41,657 SH	Increased+19,317 SH
Schwab International Small Cap Fund	Intl Sceqt ETF	$425K	0.0%Prev: 0.0%	9,335 SH	Increased+2,447 SH
Schwab U.S. Broad Market Index Fund	US Brd Mkt ETF	$21.1M	2.1%Prev: 2.1%	804,988 SH	Increased-13,976 SH
Schwab U.S. Large Cap Growth Fund	US LCAP GR ETF	$383K	0.0%Prev: 0.0%	11,756 SH	Increased-1 SH
Schwab U.S. Large Cap Value Fund	US Lcap VA ETF	$490K	0.0%Prev: 0.0%	16,550 SH	Increased+1,454 SH
Schwab U.S. REIT Fund	US REIT ETF	$7.3M	0.7%Prev: 0.7%	350,108 SH	Increased+13,229 SH
Schwab U.S. Small Cap Fund	US Sml Capt ETF	$1.9M	0.2%Prev: 0.2%	66,120 SH	Increased+1,770 SH
Schwab U.S. TIPS Fund	US TIPS ETF	$506K	0.0%Prev: 0.1%	19,104 SH	Increased+523 SH
SPDR S&P Dividend Fund	S&P Divid ETF	$278K	0.0%Prev: 0.0%	2,001 SH	Decreased-75 SH
SPDRs - S&P 500 Index Fund	TR UNIT	$6.4M	0.6%Prev: 0.6%	9,348 SH	Increased+463 SH
Starbucks	COM	$2.9M	0.3%Prev: 0.3%	34,498 SH	Decreased-843 SH
Stryker Corp	COM	$6.8M	0.7%Prev: 0.7%	19,379 SH	Decreased+15 SH
Summit Bank Group Inc	COM	$1.1M	0.1%Prev: 0.1%	60,579 SH	Increased
Target Corp	COM	$209K	0.0%	2,138 SH	New
Technology Select Sector SPDR ETF	Technology	$461K	0.0%Prev: 0.0%	3,204 SH	Increased+2,084 SH
Tesla Motors Inc	COM	$830K	0.1%Prev: 0.1%	1,846 SH	Increased+359 SH
The Southern Company	COM	$761K	0.1%Prev: 0.1%	8,731 SH	Decreased+7 SH
Thermo Fisher Scientific Inc	COM	$809K	0.1%	1,397 SH	New
TIAA Traditional	COM	$29K	0.0%Prev: 0.0%	28,918 SH	Decreased-537 SH
Vanguard Developed Markets ETF	Van FTSE DEV Mkt	$1.1M	0.1%Prev: 0.1%	17,224 SH	Increased+7,754 SH
Vanguard Div Apprciation	Div App ETF	$381K	0.0%Prev: 0.0%	1,734 SH	Increased
Vanguard Emerging Markets Fund	FTSE Emg Mkt ETF	$692K	0.1%Prev: 0.0%	12,879 SH	Increased+4,192 SH
Vanguard ESG International Stock Fund	Esg Intl Stk ETF	$1.6M	0.2%Prev: 0.2%	22,589 SH	Increased-585 SH
Vanguard Extended Mkt	Extend MKT ETF	$287K	0.0%Prev: 0.0%	1,372 SH	Decreased
Vanguard Growth Index Fund	Growth ETF	$94.8M	9.4%Prev: 9.9%	194,217 SH	Decreased-8,536 SH
Vanguard Int-Term Tax Exempt ETF	Intermediate Trm	$965K	0.1%Prev: 0.1%	9,568 SH	Increased
Vanguard Int-Term Treasury Fund	Inter Term Treas	$594K	0.1%Prev: 0.1%	9,915 SH	Increased+567 SH
Vanguard Int'l REIT Index Fund	Glb EX US ETF	$4.4M	0.4%Prev: 0.5%	95,534 SH	Decreased-1,548 SH
Vanguard Large Cap	Large Cap ETF	$1.5M	0.1%Prev: 0.2%	4,797 SH	Decreased-311 SH
Vanguard REIT Index Fund	REIT ETF	$124.0M	12.2%Prev: 12.1%	1,401,156 SH	Increased+97,127 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$6.7M	0.7%Prev: 0.6%	10,636 SH	Increased+816 SH
Vanguard Small Cap Index Fund	Small Cp ETF	$67.9M	6.7%Prev: 6.9%	263,086 SH	Increased-2,122 SH
Vanguard Small Cap Value Index Fund	Sm Cp Val ETF	$366K	0.0%Prev: 0.0%	1,728 SH	Increased+20 SH
Vanguard Total Int'l Bond Index	Total INT BD ETF	$206K	0.0%	4,254 SH	New
Vanguard Total Intl Etf	Vg TL Intl Stk F	$282K	0.0%Prev: 0.1%	3,732 SH	Decreased-10,693 SH
Vanguard Total U.S. Stock Market Index Fund	Total Stk Mkt	$371.7M	36.7%Prev: 37.1%	1,108,737 SH	Increased-2,045 SH
Vanguard Total World Stock Index	TT Wrld St ETF	$1.0M	0.1%Prev: 0.1%	7,090 SH	Increased+265 SH
Vanguard Value Index Fund	Value ETF	$147.8M	14.6%Prev: 14.8%	773,840 SH	Increased-6,471 SH
Vanguard Whitehall - High Div Yield ETF	High Div Yld	$365K	0.0%Prev: 0.0%	2,540 SH	Increased
Visa Inc Cl A	COM CL A	$469K	0.0%Prev: 0.0%	1,338 SH	Increased+6 SH
Wal-Mart Stores	COM	$456K	0.0%Prev: 0.0%	4,093 SH	Increased+942 SH
Wells Fargo	COM	$498K	0.0%Prev: 0.0%	5,338 SH	Increased+890 SH

Sold (vs prior filing)

Boeing — $225K
Chart Industries Inc — $204K
Disney — $234K
Guggenheim S&P 500 Equalweight ETF — $205K
Honeywell — $230K
Ishares Tr Comex Gold — $290K
KENVUE ORD — $164K
Nakanishi Inc — $574K
Netflix Inc — $324K
T-Mobile US Inc — $223K
Tilray Brands Inc — $42K
Transocean Sedco Forex — $41K
Wisdomtree Smallcap Div — $214K
Zscaler Inc — $208K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001486946-26-000001	$1.01B	View
Nov 7, 2025	Q3 2025	13F-HR	0001486946-25-000008	$983.0M	View
Jul 24, 2026	Q2 2026