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: $1.14B170 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$622K	0.1%Prev: 0.0%	2,473 SH	Increased+238 SH
Absi Corp	COM	$224K	0.0%Prev: 0.0%	19,317 SH	Increased-24,000 SH
Adobe Systems Inc	COM	$461K	0.0%Prev: 0.0%	2,249 SH	Increased+1,625 SH
Advanced Micro Devices	COM	$495K	0.0%	852 SH	New
Air Prod & Chemicals Inc	COM	$882K	0.1%Prev: 0.1%	3,009 SH	Increased+380 SH
Allstate	COM	$535K	0.0%Prev: 0.0%	2,247 SH	Increased+668 SH
Amazon.com	COM	$4.2M	0.4%Prev: 0.3%	17,617 SH	Increased+6,552 SH
American Electric Power	COM	$259K	0.0%	1,890 SH	New
American Express	COM	$354K	0.0%	1,046 SH	New
Amgen	COM	$370K	0.0%Prev: 0.0%	1,022 SH	Increased+248 SH
Amphenol Corp Cl A	CL A	$592K	0.1%	3,358 SH	New
Apple Inc	COM	$14.5M	1.3%Prev: 1.0%	50,214 SH	Increased+4,276 SH
Applied Materials	COM	$288K	0.0%	398 SH	New
Avantis All Equity Markets Fund	Avantis ALL EQT	$266K	0.0%Prev: 0.0%	2,687 SH	Increased+43 SH
Avantis Emerging Markets Fund	Avantis EMGMKT	$306K	0.0%Prev: 0.0%	3,173 SH	Increased-701 SH
Avantis Emerging Markets Small Cap ETF	Avantis Emerging	$1.4M	0.1%Prev: 0.2%	19,926 SH	Decreased-6,914 SH
Avantis International Equity Fund	Intl EQT ETF	$485K	0.0%Prev: 0.1%	5,432 SH	Decreased-1,164 SH
Avantis U.S. Responsible ETF	Avantis Respon U	$1.6M	0.1%Prev: 0.1%	18,191 SH	Increased-1,349 SH
Bank Of America	COM	$662K	0.1%Prev: 0.0%	11,610 SH	Increased+2,798 SH
Berkshire Hathaway Cl B	Class B	$3.6M	0.3%Prev: 0.3%	7,138 SH	Increased+1,685 SH
Blackstone Inc	COM	$275K	0.0%Prev: 0.0%	2,336 SH	Decreased+46 SH
Boeing	COM	$228K	0.0%Prev: 0.0%	1,051 SH	Increased-22 SH
Broadcom Inc.	COM	$1.7M	0.1%	4,471 SH	New
Capital One Financial Cp	COM	$560K	0.0%Prev: 0.0%	2,790 SH	Increased+1,824 SH
Caterpillar	COM	$758K	0.1%	712 SH	New
Chevron	COM	$930K	0.1%Prev: 0.1%	5,613 SH	Increased+1,007 SH
Cigna Corp	COM	$334K	0.0%	1,212 SH	New
Cisco Systems	COM	$525K	0.0%	4,473 SH	New
Citigroup	COM	$206K	0.0%	1,471 SH	New
Coca-Cola	COM	$389K	0.0%	4,789 SH	New
Colgate-Palmolive	COM	$539K	0.0%	5,875 SH	New
Corning	COM	$907K	0.1%	3,551 SH	New
Costco Wholesale	COM	$2.6M	0.2%Prev: 0.3%	2,769 SH	Decreased-92 SH
Cummins Inc	COM	$941K	0.1%Prev: 0.0%	1,320 SH	Increased+92 SH
Deere & Co	COM	$324K	0.0%Prev: 0.0%	511 SH	Increased+73 SH
DFA Emerging Markets Core Equity II ETF	Emerging Mkts Co	$5.0M	0.4%Prev: 0.4%	122,904 SH	Increased+4,178 SH
DFA Emerging Markets Value Fund	Emerging Mkts VA	$217K	0.0%	5,085 SH	New
DFA International Core Equity II ETF	Intl Core Equity	$7.6M	0.7%Prev: 0.5%	203,209 SH	Increased+42,618 SH
DFA International Small Cap ETF	Intl Small Cap E	$2.3M	0.2%	65,304 SH	New
DFA International Small Cap Value Fund	US Small Cap Val	$205K	0.0%	5,115 SH	New
DFA International Sustainability ETF	International	$257K	0.0%	5,704 SH	New
DFA Tax-Managed US Marketwide Value II	US Mktwide Value	$969K	0.1%Prev: 0.1%	17,612 SH	Increased+1,145 SH
DFA U.S. Core Equity II Fund	US Core Equity 2	$4.9M	0.4%Prev: 0.5%	109,727 SH	Increased-20,802 SH
DFA U.S. Small Cap Value ETF	US Small Cap Val	$893K	0.1%Prev: 0.1%	23,033 SH	Increased-173 SH
DFA U.S. Sustainability ETF	US Sustainabilty	$2.2M	0.2%Prev: 0.2%	46,616 SH	Increased+1,360 SH
DFA U.S. Vector Equity ETF	Dimensional US	$1.5M	0.1%Prev: 0.0%	22,023 SH	Increased+16,348 SH
Dicks Sporting Goods Inc	COM	$245K	0.0%Prev: 0.0%	1,079 SH	Increased+43 SH
Disney	COM	$220K	0.0%	2,289 SH	New
Eaton Corporation	COM	$329K	0.0%Prev: 0.0%	773 SH	Increased+48 SH
Enovix Corp	COM	$595K	0.1%Prev: 0.1%	98,045 SH	Increased+48,873 SH
Entergy Corp	COM	$261K	0.0%	2,270 SH	New
Equifax Inc	COM	$206K	0.0%	1,295 SH	New
Exxon Mobil	COM	$924K	0.1%Prev: 0.1%	6,760 SH	Increased+1,579 SH
FlexShares Quality Dividend ETF	Qualt Divd IDX	$1.1M	0.1%	11,762 SH	New
Goldman Sachs Group Inc	COM	$232K	0.0%	229 SH	New
Google Inc Class A	Cap Stk Cl A	$4.0M	0.4%Prev: 0.1%	11,274 SH	Increased+7,048 SH
Google Inc Class C	CAP STK CL C	$2.4M	0.2%Prev: 0.1%	6,850 SH	Increased+1,376 SH
Home Depot	COM	$379K	0.0%Prev: 0.0%	1,075 SH	Increased+234 SH
Intel Corp	COM	$2.2M	0.2%Prev: 0.1%	15,456 SH	Increased-7,528 SH
International Business Machines	COM	$1.1M	0.1%Prev: 0.1%	4,047 SH	Increased+1,650 SH
iShares Barclays 3-7 Yr TSY Bond Fund	Barclys 3-7 YR	$313K	0.0%Prev: 0.0%	2,666 SH	Decreased-408 SH
iShares Barclays TIP Bond Fund	Barclys TIPS Bd	$216K	0.0%Prev: 0.0%	1,971 SH	Decreased-289 SH
iShares Core MSCI EAFE ETF	Core MSCI EAFE	$1.8M	0.2%Prev: 0.1%	18,671 SH	Increased+8,897 SH
iShares Core MSCI Emerging Markets ETF	Core MSCI EMKT	$741K	0.1%Prev: 0.0%	8,939 SH	Increased+1,763 SH
iShares Core S&P 500	Core S&P 500 ETF	$1.6M	0.1%Prev: 0.2%	2,135 SH	Increased-328 SH
iShares Core S&P Small-Cap ETF	Core S&P SCP ETF	$1.3M	0.1%Prev: 0.1%	8,604 SH	Increased+2,742 SH
iShares Core S&P Total US Stock Mkt ETF	Core S&P TTL STK	$474K	0.0%Prev: 0.1%	2,888 SH	Decreased-641 SH
iShares Emerging Markets Dividend ETF	Em Mkts Div ETF	$869K	0.1%	26,957 SH	New
iShares Global Healthcare Fund	Glov Hlthcre ETF	$212K	0.0%	2,153 SH	New
iShares Global Tech Fund	Global Tech ETF	$555K	0.0%Prev: 0.0%	3,839 SH	Increased
iShares International Treasury Fund	Intl Trea Bd ETF	$510K	0.0%Prev: 0.1%	12,423 SH	Decreased-461 SH
iShares MSCI ACWI Fund	MSCI ACWI ETF	$224K	0.0%Prev: 0.0%	1,426 SH	Decreased-387 SH
iShares MSCI EAFE Index Fund	MSCI EAFE ETF	$456K	0.0%Prev: 0.1%	4,388 SH	Decreased-2,053 SH
iShares MSCI USA Min	MSCI USA MIN VOL	$543K	0.0%Prev: 0.1%	5,633 SH	Decreased-1,744 SH
iShares Russell 1000 ETF	S&P 1000 ETF	$2.4M	0.2%Prev: 0.1%	5,779 SH	Increased+3,359 SH
iShares Russell 1000 Growth Index Fund	Rus 1000 Grw ETF	$5.7M	0.5%Prev: 0.4%	45,973 SH	Increased+37,255 SH
iShares Russell 1000 Value Index Fund	Russell1000VAL	$2.2M	0.2%Prev: 0.2%	9,239 SH	Increased-1,365 SH
iShares Russell 2000 Index Fund	Russell2000ETF	$1.3M	0.1%Prev: 0.1%	4,340 SH	Increased+563 SH
iShares Russell Microcap Index Fund	Rssl Mcrcp Idx	$999K	0.1%Prev: 0.1%	4,993 SH	Increased
iShares Russell Midcap ETF	Rus Miid Cap ETF	$1.1M	0.1%	9,886 SH	New
iShares Russell Midcap Growth	Rus Md Cp Gr ETF	$339K	0.0%Prev: 0.1%	2,312 SH	Decreased-1,506 SH
Ishares Silver TRUST	ISHARES	$436K	0.0%	8,161 SH	New
Ishares Tr Barclays Bd Fd	Trust Ishare 0-1	$878K	0.1%	7,952 SH	New
Ishares Tr Russell	Russell3000ETF	$1.6M	0.1%Prev: 0.1%	3,690 SH	Increased-132 SH
Ishares Trust S&p Smallcap 600/barra Value Index F	SP SMCP600VL ETF	$688K	0.1%Prev: 0.0%	5,034 SH	Increased+750 SH
J. P. Morgan Chase	COM	$2.5M	0.2%Prev: 0.1%	7,589 SH	Increased+3,557 SH
Jacobs Engineering Group Inc	COM	$299K	0.0%Prev: 0.0%	2,370 SH	Decreased-451 SH
Johnson & Johnson	COM	$1.5M	0.1%Prev: 0.1%	5,975 SH	Increased+602 SH
K L A Tencor Corp	COM NEW	$273K	0.0%	906 SH	New
Kinder Morgan Inc	COM	$257K	0.0%Prev: 0.0%	8,044 SH	Increased-148 SH
Lam Research Corp	COM	$331K	0.0%	764 SH	New
Lilly Eli & Company	COM	$1.1M	0.1%Prev: 0.1%	956 SH	Increased+251 SH
Marathon Pete Corp	COM	$258K	0.0%	1,009 SH	New
Mastercard Inc	COM	$228K	0.0%	444 SH	New
Merck	COM	$381K	0.0%	2,968 SH	New
Meta Platforms Inc	COM	$980K	0.1%	1,740 SH	New
Micron Technology Inc	COM	$2.6M	0.2%	2,251 SH	New
Microsoft Corp	COM	$13.7M	1.2%Prev: 1.5%	36,772 SH	Decreased+8,373 SH
NASDAQ 100 Shares	UNIT SER 1	$2.0M	0.2%Prev: 0.1%	2,696 SH	Increased+438 SH
NightFood Holdings Inc	COM	$23K	0.0%Prev: 0.0%	700,000 SH	Increased
Nike	COM	$1.2M	0.1%Prev: 0.2%	28,123 SH	Decreased+302 SH
Norfolk Southern	COM	$333K	0.0%	1,057 SH	New
Northrop Grumman	COM	$244K	0.0%Prev: 0.0%	479 SH	Increased+45 SH
Nucor Corp	COM	$405K	0.0%Prev: 0.0%	1,820 SH	Increased+151 SH
Nvidia Corp	COM	$6.7M	0.6%Prev: 0.6%	33,656 SH	Increased-2,025 SH
On Holding AG Ord Class A	NAMEN AKT A	$711K	0.1%Prev: 0.1%	20,082 SH	Decreased+1,772 SH
Oracle	COM	$346K	0.0%	2,362 SH	New
Pacific West Bancorp Ord	COM	$913K	0.1%Prev: 0.1%	74,207 SH	Increased
Parker-Hannifin	COM	$682K	0.1%Prev: 0.0%	697 SH	Increased+317 SH
Pepsico Inc	COM	$227K	0.0%	1,673 SH	New
Pfizer	COM	$224K	0.0%	9,292 SH	New
Portland General Elec	COM	$626K	0.1%Prev: 0.1%	12,070 SH	Increased+96 SH
Powershs Exch Trad Fd Tr	Dorsey Wright Mo	$303K	0.0%Prev: 0.0%	2,000 SH	Increased
Procter & Gamble	COM	$309K	0.0%	2,109 SH	New
Public Service Enterprise Group Inc	COM	$517K	0.0%	6,376 SH	New
Qualcomm	COM	$237K	0.0%	1,284 SH	New
Quanta Services Inc	COM	$567K	0.0%Prev: 0.0%	787 SH	Increased-245 SH
Raytheon Technologies Ord	COM	$275K	0.0%	1,451 SH	New
Regal Rexnord Corp	COM	$298K	0.0%	1,253 SH	New
Schwab International Equity Fund	Intl Eqty ETF	$692K	0.1%Prev: 0.1%	24,989 SH	Increased+1,759 SH
Schwab International Small Cap Fund	Intl Sceqt ETF	$267K	0.0%Prev: 0.0%	5,539 SH	Decreased-1,943 SH
Schwab U.S. Broad Market Index Fund	US Brd Mkt ETF	$22.2M	1.9%Prev: 2.3%	765,430 SH	Increased-123,029 SH
Schwab U.S. Large Cap Growth Fund	US LCAP GR ETF	$1.9M	0.2%Prev: 0.0%	55,716 SH	Increased+43,639 SH
Schwab U.S. Large Cap Value Fund	US Lcap VA ETF	$534K	0.0%Prev: 0.0%	15,327 SH	Increased+35 SH
Schwab U.S. REIT Fund	US REIT ETF	$8.3M	0.7%Prev: 0.8%	349,509 SH	Increased+12,343 SH
Schwab U.S. Small Cap Fund	US Sml Capt ETF	$2.3M	0.2%Prev: 0.2%	63,743 SH	Increased-831 SH
Schwab U.S. TIPS Fund	US TIPS ETF	$705K	0.1%Prev: 0.0%	26,611 SH	Increased+10,609 SH
Seagate Technology	ORD SHS	$486K	0.0%	504 SH	New
Sherwin-Williams	COM	$214K	0.0%	622 SH	New
SPDR S&P Dividend Fund	S&P Divid ETF	$277K	0.0%Prev: 0.0%	1,819 SH	Decreased-257 SH
SPDR S&P MidCap 400 ETF	UT SER 1 S&PDCRP	$208K	0.0%	296 SH	New
SPDRs - S&P 500 Index Fund	TR UNIT	$6.9M	0.6%Prev: 0.6%	9,229 SH	Increased+125 SH
Starbucks	COM	$3.0M	0.3%Prev: 0.4%	29,201 SH	Decreased-6,074 SH
State Street SPDR Dow Jones Indust Avg ETF Trust	UT SER 1	$297K	0.0%	569 SH	New
Stryker Corp	COM	$6.1M	0.5%Prev: 0.8%	19,400 SH	Decreased+56 SH
Summit Bank Group Inc	COM	$1.4M	0.1%Prev: 0.1%	60,579 SH	Increased
T J X Cos Inc	COM	$212K	0.0%	1,398 SH	New
Target Corp	COM	$311K	0.0%Prev: 0.0%	2,381 SH	Increased+287 SH
Technology Select Sector SPDR ETF	Technology	$428K	0.0%Prev: 0.0%	2,245 SH	Increased+1,125 SH
Tesla Motors Inc	COM	$926K	0.1%Prev: 0.1%	2,201 SH	Increased+549 SH
The Southern Company	COM	$848K	0.1%Prev: 0.1%	8,865 SH	Increased+155 SH
Thermo Fisher Scientific Inc	COM	$649K	0.1%	1,294 SH	New
TIAA Traditional	COM	$28K	0.0%Prev: 0.0%	27,799 SH	Decreased-3,962 SH
United Healthcare	COM	$417K	0.0%	1,003 SH	New
Vanguard Bond Index Fund	Total Bnd Mrkt	$363K	0.0%	4,951 SH	New
Vanguard Developed Markets ETF	Van FTSE DEV Mkt	$1.6M	0.1%	22,304 SH	New
Vanguard Div Apprciation	Div App ETF	$380K	0.0%Prev: 0.0%	1,605 SH	Increased-214 SH
Vanguard Emerging Markets Fund	FTSE Emg Mkt ETF	$643K	0.1%Prev: 0.0%	10,772 SH	Increased+4,328 SH
Vanguard ESG International Stock Fund	Esg Intl Stk ETF	$1.8M	0.2%Prev: 0.2%	21,634 SH	Increased-3,426 SH
Vanguard Extended Mkt	Extend MKT ETF	$390K	0.0%Prev: 0.0%	1,586 SH	Increased+214 SH
Vanguard FTSE All-World ex-US Fund	Allwrld EX US	$340K	0.0%	4,055 SH	New
Vanguard Growth Index Fund	Growth ETF	$96.4M	8.4%Prev: 9.9%	1,118,890 SH	Increased+911,933 SH
Vanguard Int-Term Tax Exempt ETF	Intermediate Trm	$966K	0.1%	9,568 SH	New
Vanguard Int-Term Treasury Fund	Inter Term Treas	$878K	0.1%Prev: 0.1%	14,882 SH	Increased+7,084 SH
Vanguard Int'l REIT Index Fund	Glb EX US ETF	$4.3M	0.4%Prev: 0.5%	95,755 SH	Decreased-8,023 SH
Vanguard Large Cap	Large Cap ETF	$1.4M	0.1%Prev: 0.2%	3,954 SH	Decreased-1,472 SH
Vanguard REIT Index Fund	REIT ETF	$145.3M	12.7%Prev: 12.4%	1,506,976 SH	Increased+239,582 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$8.5M	0.7%Prev: 0.6%	12,342 SH	Increased+2,899 SH
Vanguard Small Cap Index Fund	Small Cp ETF	$77.4M	6.8%Prev: 6.9%	255,406 SH	Increased-10,224 SH
Vanguard Small Cap Value Index Fund	Sm Cp Val ETF	$424K	0.0%Prev: 0.0%	1,743 SH	Increased-122 SH
Vanguard Total Int'l Bond Index	Total Int Bd ETF	$366K	0.0%	7,553 SH	New
Vanguard Total Intl Etf	Vg TL Intl Stk F	$477K	0.0%	5,582 SH	New
Vanguard Total U.S. Stock Market Index Fund	Total Stk Mkt	$421.9M	36.9%Prev: 37.1%	1,140,030 SH	Increased+25,765 SH
Vanguard Total World Stock Index	TT Wrld St ETF	$1.4M	0.1%Prev: 0.1%	8,733 SH	Increased+1,541 SH
Vanguard Value Index Fund	Value ETF	$164.1M	14.4%Prev: 15.1%	753,032 SH	Increased-28,387 SH
Vanguard Whitehall - High Div Yield ETF	High Div Yld	$334K	0.0%Prev: 0.0%	2,113 SH	Decreased-427 SH
Visa Inc Cl A	COM CL A	$726K	0.1%	2,115 SH	New
Wal-Mart Stores	COM	$685K	0.1%Prev: 0.0%	6,048 SH	Increased+2,875 SH
Wells Fargo	COM	$511K	0.0%	6,182 SH	New
Western Digital Corp	COM	$268K	0.0%	420 SH	New

Sold (vs prior filing)

Avago Technologies — $395K
Copart Inc — $207K
DFA International Small Cap ETF — $2.2M
Diamonds TRUST Series I — $301K
Fiserv Inc — $694K
Franklin Intl Low Volatility Hi Div ETF — $392K
iShares Russell Midcap Value — $293K
Ishares Trust S&p 500/barra Value Index Fund — $205K
Meta Platforms Inc — $794K
Nakanishi Inc — $546K
Netflix Inc — $350K
Salesforce Com — $200K
Schwab U.S. Agg Bond Fund — $243K
Tilray Brands Inc — $10K
Vanguard MSCI EAFE — $540K
Visa Inc Cl A — $392K

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