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VISTA CAPITAL PARTNERS, INC. 13F portfolio summary

VISTA CAPITAL PARTNERS, INC. of VISTA CAPITAL PARTNERS, INC. has 170 current stock holdings with a reported portfolio value of $1.14B. The portfolio 1 year return is +57.40%. Top holdings include VTI (36.89%), VTV (14.35%), VNQ (12.71%), VUG (8.43%), VB (6.77%).

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VISTA CAPITAL PARTNERS, INC.

VISTA CAPITAL PARTNERS, INC.
Latest filing: 2026-06-30

VISTA CAPITAL PARTNERS, INC. runs VISTA CAPITAL PARTNERS, INC. and currently holds 170 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.14B. Their top holdings are VTI, VTV, VNQ, VUG, VB. The top five represent 79.1% of reported portfolio weight. VISTA CAPITAL PARTNERS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, VISTA CAPITAL PARTNERS, INC. initiated 3 new positions. They added to 44 existing positions. They trimmed 42 positions. Their current best-performing preview position is BRK-A with returns of +6,408.60%.

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Top 5 Holdings
VTI36.9%
VTV14.4%
VNQ12.7%
VUG8.4%
VB6.8%
Top 5: 79.1%
Portfolio Returns
1 Year
+57.40%
#0/1000
3 Year
+336.54%
#0/1000
5 Year
+204.04%
#0/1000

Portfolio Value

$1.14B

Alpha Score

197.2

#0 of 1000

Holdings

170

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170 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VTI
Vanguard Total U.S. Stock Market Index Fund
36.89%$137.60$378.25+174.89%
Added
+1.97%
VTV
Vanguard Value Index Fund
14.35%$68.70$226.35+229.48%
Trimmed
-1.32%
VNQ
Vanguard REIT Index Fund
12.71%$81.57$98.48+20.73%
Added
+4.04%
VUG
Vanguard Growth Index Fund
8.43%$13.36$87.49+554.87%
Added
+484.95%
VB
Vanguard Small Cap Index Fund
6.77%$100.53$304.74+203.13%
Trimmed
-1.81%
SCHB
Schwab U.S. Broad Market Index Fund
1.94%$18.04$29.61+64.13%
Trimmed
-4.27%
AAPL
Apple Inc
1.27%$153.58$309.35+101.43%
Trimmed
-0.79%
MSFT
Microsoft Corp
1.20%$279.08$483.24+73.15%
Added
+13.21%
VOO
Vanguard S&P 500 ETF
0.74%$449.51$703.77+56.56%
Trimmed
-5.32%
SCHH
Schwab U.S. REIT Fund
0.72%$20.21$24.03+18.90%
Added
+1.12%

Showing 1-10 of 170