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: $983.0M145 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$497K	0.1%Prev: 0.1%	2,147 SH	Decreased-326 SH
Absi Corp	COM	$132K	0.0%Prev: 0.0%	43,317 SH	Decreased+24,000 SH
Adobe Systems Inc	COM	$248K	0.0%Prev: 0.0%	704 SH	Decreased-1,545 SH
Air Prod & Chemicals Inc	COM	$719K	0.1%Prev: 0.1%	2,636 SH	Decreased-373 SH
Allstate	COM	$462K	0.0%Prev: 0.0%	2,151 SH	Decreased-96 SH
Amazon.com	COM	$2.8M	0.3%Prev: 0.4%	12,915 SH	Decreased-4,702 SH
American Electric Power	COM	$208K	0.0%Prev: 0.0%	1,846 SH	Decreased-44 SH
American Express	COM	$392K	0.0%Prev: 0.0%	1,179 SH	Increased+133 SH
Amgen	COM	$263K	0.0%Prev: 0.0%	932 SH	Decreased-90 SH
Amphenol Corp Cl A	CL A	$221K	0.0%Prev: 0.1%	1,788 SH	Decreased-1,570 SH
Apple Inc	COM	$12.0M	1.2%Prev: 1.3%	47,019 SH	Decreased-3,195 SH
Avantis All Equity Markets Fund	Avantis ALL EQT	$223K	0.0%Prev: 0.0%	2,672 SH	Decreased-15 SH
Avantis Emerging Markets Fund	Avantis EMGMKT	$282K	0.0%Prev: 0.0%	3,757 SH	Decreased+584 SH
Avantis Emerging Markets Small Cap ETF	Avantis Emerging	$1.6M	0.2%Prev: 0.1%	24,752 SH	Increased+4,826 SH
Avantis International Equity Fund	Intl EQT ETF	$503K	0.1%Prev: 0.0%	6,375 SH	Increased+943 SH
Avantis U.S. Responsible ETF	Avantis Respon U	$1.3M	0.1%Prev: 0.1%	18,216 SH	Decreased+25 SH
Bank Of America	COM	$688K	0.1%Prev: 0.1%	13,333 SH	Increased+1,723 SH
Berkshire Hathaway Cl B	Class B	$2.7M	0.3%Prev: 0.3%	5,413 SH	Decreased-1,725 SH
Blackstone Inc	COM	$392K	0.0%Prev: 0.0%	2,296 SH	Increased-40 SH
Boeing	COM	$225K	0.0%Prev: 0.0%	1,042 SH	Decreased-9 SH
Cameco Corp	COM	$546K	0.1%	6,515 SH	New
Capital One Financial Cp	COM	$202K	0.0%Prev: 0.0%	948 SH	Decreased-1,842 SH
Caterpillar	COM	$254K	0.0%Prev: 0.1%	532 SH	Decreased-180 SH
Chart Industries Inc	COM	$204K	0.0%	1,021 SH	New
Chevron	COM	$975K	0.1%Prev: 0.1%	6,279 SH	Increased+666 SH
Corning	COM	$252K	0.0%Prev: 0.1%	3,069 SH	Decreased-482 SH
Costco Wholesale	COM	$2.7M	0.3%Prev: 0.2%	2,924 SH	Increased+155 SH
Cummins Inc	COM	$588K	0.1%Prev: 0.1%	1,393 SH	Decreased+73 SH
DFA Emerging Markets Core Equity II ETF	Emerging Mkts Co	$3.8M	0.4%Prev: 0.4%	119,789 SH	Decreased-3,115 SH
DFA International Core Equity II ETF	Intl Core Equity	$5.3M	0.5%Prev: 0.7%	162,088 SH	Decreased-41,121 SH
DFA International Small Cap ETF	Intl Small Cap V	$2.4M	0.2%	75,176 SH	New
DFA Tax-Managed US Marketwide Value II	US Mktwide Value	$736K	0.1%Prev: 0.1%	16,472 SH	Decreased-1,140 SH
DFA U.S. Core Equity II Fund	US Core Equity 2	$4.0M	0.4%Prev: 0.4%	104,050 SH	Decreased-5,677 SH
DFA U.S. Small Cap Value ETF	US Small Cap Val	$733K	0.1%Prev: 0.1%	23,021 SH	Decreased-12 SH
DFA U.S. Sustainability ETF	US Sustainabilty	$2.0M	0.2%Prev: 0.2%	47,558 SH	Decreased+942 SH
DFA U.S. Vector Equity ETF	Dimensional US	$541K	0.1%Prev: 0.1%	9,262 SH	Decreased-12,761 SH
Diamonds TRUST Series I	UT SER 1	$317K	0.0%	684 SH	New
Dicks Sporting Goods Inc	COM	$232K	0.0%Prev: 0.0%	1,043 SH	Decreased-36 SH
Disney	COM	$234K	0.0%Prev: 0.0%	2,040 SH	Increased-249 SH
Eaton Corporation	COM	$253K	0.0%Prev: 0.0%	677 SH	Decreased-96 SH
Enovix Corp	COM	$490K	0.0%Prev: 0.1%	49,172 SH	Decreased-48,873 SH
Exxon Mobil	COM	$619K	0.1%Prev: 0.1%	5,488 SH	Decreased-1,272 SH
Fiserv Inc	COM	$665K	0.1%	5,157 SH	New
FlexShares Quality Dividend ETF	Qualt Divd IDX	$934K	0.1%Prev: 0.1%	11,762 SH	Decreased
Google Inc Class A	Cap Stk Cl A	$1.8M	0.2%Prev: 0.4%	7,245 SH	Decreased-4,029 SH
Google Inc Class C	CAP STK CL C	$1.4M	0.1%Prev: 0.2%	5,635 SH	Decreased-1,215 SH
Guggenheim S&P 500 Equalweight ETF	S&P500 EQL WGT	$205K	0.0%	1,080 SH	New
Home Depot	COM	$346K	0.0%Prev: 0.0%	853 SH	Decreased-222 SH
Honeywell	COM	$230K	0.0%	1,094 SH	New
Intel Corp	COM	$498K	0.1%Prev: 0.2%	14,855 SH	Decreased-601 SH
International Business Machines	COM	$630K	0.1%Prev: 0.1%	2,231 SH	Decreased-1,816 SH
iShares Barclays 3-7 Yr TSY Bond Fund	Barclys 3-7 YR	$366K	0.0%Prev: 0.0%	3,061 SH	Increased+395 SH
iShares Barclays TIP Bond Fund	Barclys TIPS Bd	$258K	0.0%Prev: 0.0%	2,319 SH	Increased+348 SH
iShares Core MSCI EAFE ETF	Core MSCI EAFE	$1.5M	0.2%Prev: 0.2%	17,001 SH	Decreased-1,670 SH
iShares Core MSCI Emerging Markets ETF	Core MSCI EMKT	$473K	0.0%Prev: 0.1%	7,176 SH	Decreased-1,763 SH
iShares Core S&P 500	Core S&P 500 ETF	$1.6M	0.2%Prev: 0.1%	2,390 SH	Increased+255 SH
iShares Core S&P Mid-Cap ETF	Core S&P MCP ETF	$201K	0.0%	3,078 SH	New
iShares Core S&P Small-Cap ETF	Core S&P SCP ETF	$1.1M	0.1%Prev: 0.1%	9,638 SH	Decreased+1,034 SH
iShares Core S&P Total US Stock Mkt ETF	Core S&P TTL STK	$509K	0.1%Prev: 0.0%	3,492 SH	Increased+604 SH
iShares Emerging Markets Dividend ETF	Em Mkts Div ETF	$800K	0.1%Prev: 0.1%	26,957 SH	Decreased
iShares Global Tech Fund	Global Tech ETF	$396K	0.0%Prev: 0.0%	3,839 SH	Decreased
iShares International Treasury Fund	Intl Trea Bd ETF	$538K	0.1%Prev: 0.0%	12,631 SH	Increased+208 SH
iShares MSCI ACWI Fund	MSCI ACWI ETF	$232K	0.0%Prev: 0.0%	1,678 SH	Increased+252 SH
iShares MSCI EAFE Index Fund	MSCI EAFE ETF	$512K	0.1%Prev: 0.0%	5,488 SH	Increased+1,100 SH
iShares MSCI USA Min	MSCI USA MIN VOL	$702K	0.1%Prev: 0.0%	7,377 SH	Increased+1,744 SH
iShares Russell 1000 ETF	S&P 1000 ETF	$884K	0.1%Prev: 0.2%	2,420 SH	Decreased-3,359 SH
iShares Russell 1000 Growth Index Fund	Rus 1000 Grw ETF	$3.6M	0.4%Prev: 0.5%	7,645 SH	Decreased-38,328 SH
iShares Russell 1000 Value Index Fund	Russell1000VAL	$1.6M	0.2%Prev: 0.2%	7,847 SH	Decreased-1,392 SH
iShares Russell 2000 Index Fund	Russell2000ETF	$914K	0.1%Prev: 0.1%	3,777 SH	Decreased-563 SH
iShares Russell Microcap Index Fund	Rssl Mcrcp Idx	$744K	0.1%Prev: 0.1%	4,993 SH	Decreased
iShares Russell Midcap ETF	Rus Miid Cap ETF	$705K	0.1%Prev: 0.1%	7,306 SH	Decreased-2,580 SH
iShares Russell Midcap Growth	Rus Md Cp Gr ETF	$351K	0.0%Prev: 0.0%	2,468 SH	Increased+156 SH
Ishares Tr Comex Gold	Ishares New	$290K	0.0%	3,983 SH	New
Ishares Tr Russell	Russell3000ETF	$1.4M	0.1%Prev: 0.1%	3,822 SH	Decreased+132 SH
Ishares Trust S&p 500/barra Value Index Fund	SP 500 Val ETF	$216K	0.0%	1,047 SH	New
Ishares Trust S&p Smallcap 600/barra Value Index F	SP SMCP600VL ETF	$474K	0.0%Prev: 0.1%	4,284 SH	Decreased-750 SH
J. P. Morgan Chase	COM	$1.4M	0.1%Prev: 0.2%	4,313 SH	Decreased-3,276 SH
Jacobs Engineering Group Inc	COM	$382K	0.0%Prev: 0.0%	2,550 SH	Increased+180 SH
Johnson & Johnson	COM	$1.0M	0.1%Prev: 0.1%	5,553 SH	Decreased-422 SH
KENVUE ORD	COM	$164K	0.0%	10,101 SH	New
Kinder Morgan Inc	COM	$225K	0.0%Prev: 0.0%	7,948 SH	Decreased-96 SH
Lilly Eli & Company	COM	$626K	0.1%Prev: 0.1%	820 SH	Decreased-136 SH
Meta Platforms Inc	CLA	$850K	0.1%	1,157 SH	New
Microsoft Corp	COM	$15.5M	1.6%Prev: 1.2%	29,889 SH	Increased-6,883 SH
Nakanishi Inc	COM	$574K	0.1%	41,455 SH	New
NASDAQ 100 Shares	UNIT SER 1	$1.2M	0.1%Prev: 0.2%	2,072 SH	Decreased-624 SH
Netflix Inc	COM	$324K	0.0%	270 SH	New
NightFood Holdings Inc	COM	$28K	0.0%Prev: 0.0%	700,000 SH	Increased
Nike	COM	$1.9M	0.2%Prev: 0.1%	27,681 SH	Increased-442 SH
Northrop Grumman	COM	$273K	0.0%Prev: 0.0%	448 SH	Increased-31 SH
Nucor Corp	COM	$227K	0.0%Prev: 0.0%	1,679 SH	Decreased-141 SH
Nvidia Corp	COM	$6.5M	0.7%Prev: 0.6%	34,980 SH	Decreased+1,324 SH
On Holding AG Ord Class A	NAMEN AKT A	$775K	0.1%Prev: 0.1%	18,310 SH	Increased-1,772 SH
Oracle	COM	$572K	0.1%Prev: 0.0%	2,034 SH	Increased-328 SH
Pacific West Bancorp Ord	COM	$876K	0.1%Prev: 0.1%	74,207 SH	Decreased
Parker-Hannifin	COM	$550K	0.1%Prev: 0.1%	726 SH	Decreased+29 SH
Pepsico Inc	COM	$233K	0.0%Prev: 0.0%	1,661 SH	Increased-12 SH
Portland General Elec	COM	$527K	0.1%Prev: 0.1%	11,988 SH	Decreased-82 SH
Powershs Exch Trad Fd Tr	Dorsey Wright Mo	$236K	0.0%Prev: 0.0%	2,000 SH	Decreased
Quanta Services Inc	COM	$298K	0.0%Prev: 0.0%	720 SH	Decreased-67 SH
Raytheon Technologies Ord	COM	$240K	0.0%Prev: 0.0%	1,437 SH	Decreased-14 SH
Schwab International Equity Fund	Intl Eqty ETF	$520K	0.1%Prev: 0.1%	22,340 SH	Decreased-2,649 SH
Schwab International Small Cap Fund	Intl Sceqt ETF	$313K	0.0%Prev: 0.0%	6,888 SH	Increased+1,349 SH
Schwab U.S. Broad Market Index Fund	US Brd Mkt ETF	$21.1M	2.1%Prev: 1.9%	818,964 SH	Decreased+53,534 SH
Schwab U.S. Large Cap Growth Fund	US LCAP GR ETF	$375K	0.0%Prev: 0.2%	11,757 SH	Decreased-43,959 SH
Schwab U.S. Large Cap Value Fund	US Lcap VA ETF	$439K	0.0%Prev: 0.0%	15,096 SH	Decreased-231 SH
Schwab U.S. REIT Fund	US REIT ETF	$7.3M	0.7%Prev: 0.7%	336,879 SH	Decreased-12,630 SH
Schwab U.S. Small Cap Fund	US Sml Capt ETF	$1.8M	0.2%Prev: 0.2%	64,350 SH	Decreased+607 SH
Schwab U.S. TIPS Fund	US TIPS ETF	$501K	0.1%Prev: 0.1%	18,581 SH	Decreased-8,030 SH
SPDR S&P Dividend Fund	S&P Divid ETF	$291K	0.0%Prev: 0.0%	2,076 SH	Increased+257 SH
SPDRs - S&P 500 Index Fund	TR UNIT	$5.9M	0.6%Prev: 0.6%	8,885 SH	Decreased-344 SH
Starbucks	COM	$3.0M	0.3%Prev: 0.3%	35,341 SH	Increased+6,140 SH
Stryker Corp	COM	$7.2M	0.7%Prev: 0.5%	19,364 SH	Increased-36 SH
Summit Bank Group Inc	COM	$968K	0.1%Prev: 0.1%	60,579 SH	Decreased
T-Mobile US Inc	COM	$223K	0.0%	932 SH	New
Technology Select Sector SPDR ETF	Technology	$316K	0.0%Prev: 0.0%	1,120 SH	Decreased-1,125 SH
Tesla Motors Inc	COM	$661K	0.1%Prev: 0.1%	1,487 SH	Decreased-714 SH
The Southern Company	COM	$827K	0.1%Prev: 0.1%	8,724 SH	Decreased-141 SH
TIAA Traditional	COM	$29K	0.0%Prev: 0.0%	29,455 SH	Increased+1,656 SH
Tilray Brands Inc	COM	$42K	0.0%	24,074 SH	New
Transocean Sedco Forex	Registered SHS	$41K	0.0%	13,156 SH	New
Vanguard Developed Markets ETF	Van FTSE DEV Mkt	$567K	0.1%Prev: 0.1%	9,470 SH	Decreased-12,834 SH
Vanguard Div Apprciation	Div App ETF	$374K	0.0%Prev: 0.0%	1,734 SH	Decreased+129 SH
Vanguard Emerging Markets Fund	FTSE Emg Mkt ETF	$471K	0.0%Prev: 0.1%	8,687 SH	Decreased-2,085 SH
Vanguard ESG International Stock Fund	Esg Intl Stk ETF	$1.6M	0.2%Prev: 0.2%	23,174 SH	Decreased+1,540 SH
Vanguard Extended Mkt	Extend MKT ETF	$287K	0.0%Prev: 0.0%	1,372 SH	Decreased-214 SH
Vanguard Growth Index Fund	Growth ETF	$97.2M	9.9%Prev: 8.4%	202,753 SH	Increased-916,137 SH
Vanguard Int-Term Tax Exempt ETF	Intermediate Trm	$960K	0.1%Prev: 0.1%	9,568 SH	Decreased
Vanguard Int-Term Treasury Fund	Inter Term Treas	$561K	0.1%Prev: 0.1%	9,348 SH	Decreased-5,534 SH
Vanguard Int'l REIT Index Fund	Glb EX US ETF	$4.6M	0.5%Prev: 0.4%	97,082 SH	Increased+1,327 SH
Vanguard Large Cap	Large Cap ETF	$1.6M	0.2%Prev: 0.1%	5,108 SH	Increased+1,154 SH
Vanguard REIT Index Fund	REIT ETF	$119.2M	12.1%Prev: 12.7%	1,304,029 SH	Decreased-202,947 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$6.0M	0.6%Prev: 0.7%	9,820 SH	Decreased-2,522 SH
Vanguard Small Cap Index Fund	Small Cp ETF	$67.4M	6.9%Prev: 6.8%	265,208 SH	Decreased+9,802 SH
Vanguard Small Cap Value Index Fund	Sm Cp Val ETF	$357K	0.0%Prev: 0.0%	1,708 SH	Decreased-35 SH
Vanguard Total Intl Etf	Vg TL Intl Stk F	$1.1M	0.1%Prev: 0.0%	14,425 SH	Increased+8,843 SH
Vanguard Total U.S. Stock Market Index Fund	Total Stk Mkt	$364.5M	37.1%Prev: 36.9%	1,110,782 SH	Decreased-29,248 SH
Vanguard Total World Stock Index	TT Wrld St ETF	$941K	0.1%Prev: 0.1%	6,825 SH	Decreased-1,908 SH
Vanguard Value Index Fund	Value ETF	$145.5M	14.8%Prev: 14.4%	780,311 SH	Decreased+27,279 SH
Vanguard Whitehall - High Div Yield ETF	High Div Yld	$358K	0.0%Prev: 0.0%	2,540 SH	Increased+427 SH
Visa Inc Cl A	COM CL A	$455K	0.0%Prev: 0.1%	1,332 SH	Decreased-783 SH
Wal-Mart Stores	COM	$325K	0.0%Prev: 0.1%	3,151 SH	Decreased-2,897 SH
Wells Fargo	COM	$373K	0.0%Prev: 0.0%	4,448 SH	Decreased-1,734 SH
Wisdomtree Smallcap Div	US Small cap Divd	$214K	0.0%	6,365 SH	New
Zscaler Inc	COM	$208K	0.0%	693 SH	New

Sold (vs prior filing)

Advanced Micro Devices — $495K
Applied Materials — $288K
Broadcom Inc. — $1.7M
Cigna Corp — $334K
Cisco Systems — $525K
Citigroup — $206K
Coca-Cola — $389K
Colgate-Palmolive — $539K
Deere & Co — $324K
DFA Emerging Markets Value Fund — $217K
DFA International Small Cap ETF — $2.3M
DFA International Small Cap Value Fund — $205K
DFA International Sustainability ETF — $257K
Entergy Corp — $261K
Equifax Inc — $206K
Goldman Sachs Group Inc — $232K
iShares Global Healthcare Fund — $212K
Ishares Silver TRUST — $436K
Ishares Tr Barclays Bd Fd — $878K
K L A Tencor Corp — $273K
… and 24 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