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: $913.4M127 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$415K	0.0%Prev: 0.1%	2,235 SH	Decreased-750 SH
Absi Corp	COM	$111K	0.0%Prev: 0.0%	43,317 SH	Increased+7,000 SH
Adobe Systems Inc	COM	$241K	0.0%Prev: 0.1%	624 SH	Decreased-1,716 SH
Air Prod & Chemicals Inc	COM	$742K	0.1%Prev: 0.1%	2,629 SH	Decreased-344 SH
Allstate	COM	$318K	0.0%Prev: 0.0%	1,579 SH	Decreased-565 SH
Amazon.com	COM	$2.4M	0.3%Prev: 0.4%	11,065 SH	Decreased-5,696 SH
Amgen	COM	$216K	0.0%Prev: 0.0%	774 SH	Decreased-239 SH
Apple Inc	COM	$9.4M	1.0%Prev: 1.3%	45,938 SH	Decreased-4,676 SH
Avago Technologies	COM	$395K	0.0%	1,432 SH	New
Avantis All Equity Markets Fund	Avantis ALL EQT	$205K	0.0%Prev: 0.0%	2,644 SH	Decreased-18 SH
Avantis Emerging Markets Fund	Avantis EMGMKT	$266K	0.0%Prev: 0.0%	3,874 SH	Increased+704 SH
Avantis Emerging Markets Small Cap ETF	Avantis Emerging	$1.6M	0.2%Prev: 0.1%	26,840 SH	Increased+6,772 SH
Avantis International Equity Fund	Intl EQT ETF	$488K	0.1%Prev: 0.0%	6,596 SH	Increased+1,168 SH
Avantis U.S. Responsible ETF	Avantis Respon U	$1.3M	0.1%Prev: 0.1%	19,540 SH	Decreased+1,324 SH
Bank Of America	COM	$417K	0.0%Prev: 0.1%	8,812 SH	Decreased-3,312 SH
Berkshire Hathaway Cl B	Class B	$2.6M	0.3%Prev: 0.3%	5,453 SH	Decreased-223 SH
Blackstone Inc	COM	$343K	0.0%Prev: 0.0%	2,290 SH	Increased-10 SH
Boeing	COM	$225K	0.0%Prev: 0.0%	1,073 SH	Increased+7 SH
Capital One Financial Cp	COM	$205K	0.0%Prev: 0.0%	966 SH	Decreased-1,736 SH
Chevron	COM	$660K	0.1%Prev: 0.1%	4,606 SH	Decreased-2,508 SH
Copart Inc	COM	$207K	0.0%	4,228 SH	New
Costco Wholesale	COM	$2.8M	0.3%Prev: 0.3%	2,861 SH	Decreased-104 SH
Cummins Inc	COM	$402K	0.0%Prev: 0.1%	1,228 SH	Decreased-56 SH
Deere & Co	COM	$223K	0.0%Prev: 0.0%	438 SH	Decreased-90 SH
DFA Emerging Markets Core Equity II ETF	Emerging Mkts Co	$3.5M	0.4%Prev: 0.4%	118,726 SH	Decreased+2,792 SH
DFA International Core Equity II ETF	Intl Core Equity	$5.0M	0.5%Prev: 0.6%	160,591 SH	Decreased-21,103 SH
DFA International Small Cap ETF	Intl Small Cap V	$2.2M	0.2%Prev: 0.2%	74,259 SH	Increased+8,926 SH
DFA Tax-Managed US Marketwide Value II	US Mktwide Value	$696K	0.1%Prev: 0.1%	16,467 SH	Decreased-13 SH
DFA U.S. Core Equity II Fund	US Core Equity 2	$4.7M	0.5%Prev: 0.4%	130,529 SH	Increased+32,132 SH
DFA U.S. Small Cap Value ETF	US Small Cap Val	$683K	0.1%Prev: 0.1%	23,206 SH	Decreased+185 SH
DFA U.S. Sustainability ETF	US Sustainabilty	$1.8M	0.2%Prev: 0.2%	45,256 SH	Decreased-3,748 SH
DFA U.S. Vector Equity ETF	Dimensional US	$308K	0.0%Prev: 0.1%	5,675 SH	Decreased-11,688 SH
Diamonds TRUST Series I	UT SER 1	$301K	0.0%	683 SH	New
Dicks Sporting Goods Inc	COM	$205K	0.0%Prev: 0.0%	1,036 SH	Decreased-19 SH
Eaton Corporation	COM	$259K	0.0%Prev: 0.0%	725 SH	Decreased-16 SH
Enovix Corp	COM	$508K	0.1%Prev: 0.0%	49,172 SH	Increased
Exxon Mobil	COM	$559K	0.1%Prev: 0.1%	5,181 SH	Decreased-2,029 SH
Fiserv Inc	COM	$694K	0.1%Prev: 0.0%	4,026 SH	Increased-16 SH
Franklin Intl Low Volatility Hi Div ETF	Franklin Intl Lw	$392K	0.0%	12,034 SH	New
Google Inc Class A	Cap Stk Cl A	$745K	0.1%Prev: 0.3%	4,226 SH	Decreased-6,748 SH
Google Inc Class C	CAP STK CL C	$971K	0.1%Prev: 0.2%	5,474 SH	Decreased-1,060 SH
Home Depot	COM	$308K	0.0%Prev: 0.0%	841 SH	Decreased-272 SH
Intel Corp	COM	$515K	0.1%Prev: 0.1%	22,984 SH	Decreased+7,850 SH
International Business Machines	COM	$707K	0.1%Prev: 0.1%	2,397 SH	Decreased-1,793 SH
iShares Barclays 3-7 Yr TSY Bond Fund	Barclys 3-7 YR	$366K	0.0%Prev: 0.0%	3,074 SH	Increased+356 SH
iShares Barclays TIP Bond Fund	Barclys TIPS Bd	$249K	0.0%Prev: 0.0%	2,260 SH	Increased+289 SH
iShares Core MSCI EAFE ETF	Core MSCI EAFE	$816K	0.1%Prev: 0.2%	9,774 SH	Decreased-9,042 SH
iShares Core MSCI Emerging Markets ETF	Core MSCI EMKT	$431K	0.0%Prev: 0.1%	7,176 SH	Decreased-1,934 SH
iShares Core S&P 500	Core S&P 500 ETF	$1.5M	0.2%Prev: 0.2%	2,463 SH	Decreased+95 SH
iShares Core S&P Small-Cap ETF	Core S&P SCP ETF	$641K	0.1%Prev: 0.1%	5,862 SH	Decreased-3,288 SH
iShares Core S&P Total US Stock Mkt ETF	Core S&P TTL STK	$477K	0.1%Prev: 0.0%	3,529 SH	Increased+654 SH
iShares Global Tech Fund	Global Tech ETF	$354K	0.0%Prev: 0.0%	3,839 SH	Decreased
iShares International Treasury Fund	Intl Trea Bd ETF	$555K	0.1%Prev: 0.0%	12,884 SH	Increased+1,240 SH
iShares MSCI ACWI Fund	MSCI ACWI ETF	$233K	0.0%Prev: 0.0%	1,813 SH	Increased+281 SH
iShares MSCI EAFE Index Fund	MSCI EAFE ETF	$576K	0.1%Prev: 0.0%	6,441 SH	Increased+2,053 SH
iShares MSCI USA Min	MSCI USA MIN VOL	$692K	0.1%Prev: 0.1%	7,377 SH	Increased+243 SH
iShares Russell 1000 ETF	S&P 1000 ETF	$822K	0.1%Prev: 0.2%	2,420 SH	Decreased-3,359 SH
iShares Russell 1000 Growth Index Fund	Rus 1000 Grw ETF	$3.7M	0.4%Prev: 0.5%	8,718 SH	Decreased-2,844 SH
iShares Russell 1000 Value Index Fund	Russell1000VAL	$2.1M	0.2%Prev: 0.2%	10,604 SH	Increased+1,125 SH
iShares Russell 2000 Index Fund	Russell2000ETF	$815K	0.1%Prev: 0.1%	3,777 SH	Decreased-563 SH
iShares Russell Microcap Index Fund	Rssl Mcrcp Idx	$637K	0.1%Prev: 0.1%	4,993 SH	Decreased
iShares Russell Midcap Growth	Rus Md Cp Gr ETF	$529K	0.1%Prev: 0.0%	3,818 SH	Increased+1,350 SH
iShares Russell Midcap Value	Rus Md Cp Val ETF	$293K	0.0%	2,214 SH	New
Ishares Tr Russell	Russell3000ETF	$1.3M	0.1%Prev: 0.1%	3,822 SH	Decreased+132 SH
Ishares Trust S&p 500/barra Value Index Fund	SP 500 Val ETF	$205K	0.0%	1,047 SH	New
Ishares Trust S&p Smallcap 600/barra Value Index F	SP SMCP600VL ETF	$426K	0.0%Prev: 0.1%	4,284 SH	Decreased-750 SH
J. P. Morgan Chase	COM	$1.2M	0.1%Prev: 0.2%	4,032 SH	Decreased-3,505 SH
Jacobs Engineering Group Inc	COM	$371K	0.0%Prev: 0.0%	2,821 SH	Increased+410 SH
Johnson & Johnson	COM	$821K	0.1%Prev: 0.1%	5,373 SH	Decreased-591 SH
Kinder Morgan Inc	COM	$241K	0.0%Prev: 0.0%	8,192 SH	Decreased+721 SH
Lilly Eli & Company	COM	$550K	0.1%Prev: 0.1%	705 SH	Decreased-178 SH
Meta Platforms Inc	CLA	$794K	0.1%	1,075 SH	New
Microsoft Corp	COM	$14.1M	1.5%Prev: 1.2%	28,399 SH	Increased-4,081 SH
Nakanishi Inc	COM	$546K	0.1%	41,455 SH	New
NASDAQ 100 Shares	UNIT SER 1	$1.2M	0.1%Prev: 0.2%	2,258 SH	Decreased-624 SH
Netflix Inc	COM	$350K	0.0%	261 SH	New
NightFood Holdings Inc	COM	$13K	0.0%Prev: 0.0%	700,000 SH	Decreased
Nike	COM	$2.0M	0.2%Prev: 0.2%	27,821 SH	Increased-1,127 SH
Northrop Grumman	COM	$217K	0.0%Prev: 0.0%	434 SH	Decreased-42 SH
Nucor Corp	COM	$216K	0.0%Prev: 0.0%	1,669 SH	Decreased-88 SH
Nvidia Corp	COM	$5.6M	0.6%Prev: 0.6%	35,681 SH	Decreased+1,030 SH
On Holding AG Ord Class A	NAMEN AKT A	$953K	0.1%Prev: 0.1%	18,310 SH	Increased-1,999 SH
Pacific West Bancorp Ord	COM	$798K	0.1%Prev: 0.1%	74,207 SH	Decreased
Parker-Hannifin	COM	$265K	0.0%Prev: 0.1%	380 SH	Decreased-338 SH
Portland General Elec	COM	$487K	0.1%Prev: 0.1%	11,974 SH	Decreased-95 SH
Powershs Exch Trad Fd Tr	Dorsey Wright Mo	$217K	0.0%Prev: 0.0%	2,000 SH	Decreased
Quanta Services Inc	COM	$390K	0.0%Prev: 0.0%	1,032 SH	Decreased+269 SH
Salesforce Com	COM	$200K	0.0%	734 SH	New
Schwab International Equity Fund	Intl Eqty ETF	$513K	0.1%Prev: 0.1%	23,230 SH	Decreased-3,099 SH
Schwab International Small Cap Fund	Intl Sceqt ETF	$319K	0.0%Prev: 0.0%	7,482 SH	Increased+1,098 SH
Schwab U.S. Agg Bond Fund	US Aggregate B	$243K	0.0%	10,440 SH	New
Schwab U.S. Broad Market Index Fund	US Brd Mkt ETF	$21.2M	2.3%Prev: 2.0%	888,459 SH	Increased+88,905 SH
Schwab U.S. Large Cap Growth Fund	US LCAP GR ETF	$353K	0.0%Prev: 0.0%	12,077 SH	Increased+912 SH
Schwab U.S. Large Cap Value Fund	US Lcap VA ETF	$423K	0.0%Prev: 0.0%	15,292 SH	Decreased-70 SH
Schwab U.S. REIT Fund	US REIT ETF	$7.1M	0.8%Prev: 0.7%	337,166 SH	Decreased-8,475 SH
Schwab U.S. Small Cap Fund	US Sml Capt ETF	$1.6M	0.2%Prev: 0.2%	64,574 SH	Decreased+770 SH
Schwab U.S. TIPS Fund	US TIPS ETF	$427K	0.0%Prev: 0.1%	16,002 SH	Decreased-4,061 SH
SPDR S&P Dividend Fund	S&P Divid ETF	$282K	0.0%Prev: 0.0%	2,076 SH	Increased+257 SH
SPDRs - S&P 500 Index Fund	TR UNIT	$5.6M	0.6%Prev: 0.6%	9,104 SH	Decreased-150 SH
Starbucks	COM	$3.2M	0.4%Prev: 0.3%	35,275 SH	Increased+2,148 SH
Stryker Corp	COM	$7.7M	0.8%Prev: 0.6%	19,344 SH	Increased-65 SH
Summit Bank Group Inc	COM	$857K	0.1%Prev: 0.1%	60,579 SH	Decreased
Target Corp	COM	$207K	0.0%Prev: 0.0%	2,094 SH	Decreased-137 SH
Technology Select Sector SPDR ETF	Technology	$284K	0.0%Prev: 0.0%	1,120 SH	Decreased-1,207 SH
Tesla Motors Inc	COM	$525K	0.1%Prev: 0.1%	1,652 SH	Decreased-577 SH
The Southern Company	COM	$800K	0.1%Prev: 0.1%	8,710 SH	Decreased-82 SH
TIAA Traditional	COM	$32K	0.0%Prev: 0.0%	31,761 SH	Increased+3,403 SH
Tilray Brands Inc	COM	$10K	0.0%	24,074 SH	New
Vanguard Div Apprciation	Div App ETF	$372K	0.0%Prev: 0.0%	1,819 SH	Decreased+85 SH
Vanguard Emerging Markets Fund	FTSE Emg Mkt ETF	$319K	0.0%Prev: 0.1%	6,444 SH	Decreased-4,328 SH
Vanguard ESG International Stock Fund	Esg Intl Stk ETF	$1.6M	0.2%Prev: 0.2%	25,060 SH	Increased+2,802 SH
Vanguard Extended Mkt	Extend MKT ETF	$264K	0.0%Prev: 0.0%	1,372 SH	Decreased-115 SH
Vanguard Growth Index Fund	Growth ETF	$90.7M	9.9%Prev: 8.4%	206,957 SH	Increased+15,678 SH
Vanguard Int-Term Treasury Fund	Inter Term Treas	$466K	0.1%Prev: 0.1%	7,798 SH	Decreased-6,100 SH
Vanguard Int'l REIT Index Fund	Glb EX US ETF	$4.8M	0.5%Prev: 0.4%	103,778 SH	Increased+8,525 SH
Vanguard Large Cap	Large Cap ETF	$1.5M	0.2%Prev: 0.1%	5,426 SH	Increased+661 SH
Vanguard MSCI EAFE	Van FTSE Dev Mkt	$540K	0.1%	9,470 SH	New
Vanguard REIT Index Fund	REIT ETF	$112.9M	12.4%Prev: 12.9%	1,267,394 SH	Decreased-181,012 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$5.4M	0.6%Prev: 0.8%	9,443 SH	Decreased-3,592 SH
Vanguard Small Cap Index Fund	Small Cp ETF	$62.9M	6.9%Prev: 6.9%	265,630 SH	Decreased+5,528 SH
Vanguard Small Cap Value Index Fund	Sm Cp Val ETF	$364K	0.0%Prev: 0.0%	1,865 SH	Decreased+119 SH
Vanguard Total U.S. Stock Market Index Fund	Total Stk Mkt	$338.7M	37.1%Prev: 36.1%	1,114,265 SH	Decreased-3,700 SH
Vanguard Total World Stock Index	TT Wrld St ETF	$924K	0.1%Prev: 0.1%	7,192 SH	Decreased-696 SH
Vanguard Value Index Fund	Value ETF	$138.1M	15.1%Prev: 15.1%	781,419 SH	Decreased+18,305 SH
Vanguard Whitehall - High Div Yield ETF	High Div Yld	$339K	0.0%Prev: 0.0%	2,540 SH	Decreased+156 SH
Visa Inc Cl A	COM	$392K	0.0%	1,104 SH	New
Wal-Mart Stores	COM	$310K	0.0%Prev: 0.1%	3,173 SH	Decreased-3,160 SH

Sold (vs prior filing)

American Electric Power — $279K
American Express — $345K
Amphenol Corp Cl A — $413K
Broadcom Inc. — $1.2M
Caterpillar — $584K
Cigna Corp — $299K
Cisco Systems — $307K
Coca-Cola — $350K
Colgate-Palmolive — $494K
Corning — $458K
Disney — $215K
Entergy Corp — $283K
Equifax Inc — $236K
FlexShares Quality Dividend ETF — $930K
General Motors — $268K
iShares Core S&P Mid-Cap ETF — $208K
iShares Emerging Markets Dividend ETF — $927K
iShares Global Healthcare Fund — $201K
iShares Russell Midcap ETF — $961K
Ishares Silver TRUST — $556K
… and 23 more

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