Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VISTA CAPITAL PARTNERS, INC. (CIK 1486946) reported $994.1M across 155 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($358.7M, 36.08%), VTV ($149.7M, 15.06%), VNQ ($128.5M, 12.92%), VUG ($83.5M, 8.40%), VB ($68.1M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total U.S. Stock Market Index Fund | $358.7M | 36.08% | 1.1M | Added |
| 2 | VTV | Vanguard Value Index Fund | $149.7M | 15.06% | 763,114 | Trimmed |
| 3 | VNQ | Vanguard REIT Index Fund | $128.5M | 12.92% | 1.4M | Added |
| 4 | VUG | Vanguard Growth Index Fund | $83.5M | 8.40% | 191,279 | Trimmed |
| 5 | VB | Vanguard Small Cap Index Fund | $68.1M | 6.85% | 260,102 | Trimmed |
| 6 | SCHB | Schwab U.S. Broad Market Index Fund | $20.1M | 2.02% | 799,554 | Trimmed |
| 7 | AAPL | Apple Inc | $12.8M | 1.29% | 50,614 | Added |
| 8 | MSFT | Microsoft Corp | $12.0M | 1.21% | 32,480 | Added |
| 9 | VOO | Vanguard S&P 500 ETF | $7.8M | 0.78% | 13,035 | Added |
| 10 | SCHH | Schwab U.S. REIT Fund | $7.4M | 0.75% | 345,641 | Trimmed |
| 11 | DFIC | DFA International Core Equity II ETF | $6.5M | 0.65% | 181,694 | Added |
| 12 | SYK | Stryker Corp | $6.4M | 0.64% | 19,409 | Added |
| 13 | NVDA | Nvidia Corp | $6.0M | 0.61% | 34,651 | Added |
| 14 | SPY | SPDRs - S&P 500 Index Fund | $6.0M | 0.61% | 9,254 | Trimmed |
| 15 | IWF | iShares Russell 1000 Growth Index Fund | $4.9M | 0.50% | 11,562 | Trimmed |
| 16 | VNQI | Vanguard Int'l REIT Index Fund | $4.2M | 0.43% | 95,253 | Trimmed |
| 17 | DFEM | DFA Emerging Markets Core Equity II ETF | $4.0M | 0.40% | 115,934 | Added |
| 18 | DFAC | DFA U.S. Core Equity II Fund | $3.8M | 0.38% | 98,397 | Added |
| 19 | AMZN | Amazon.com | $3.5M | 0.35% | 16,761 | Added |
| 20 | GOOGL | Google Inc Class A | $3.2M | 0.32% | 10,974 | Added |
| 21 | SBUX | Starbucks | $3.0M | 0.30% | 33,127 | Trimmed |
| 22 | COST | Costco Wholesale | $3.0M | 0.30% | 2,965 | Added |
| 23 | BRK/A | Berkshire Hathaway Cl B | $2.7M | 0.27% | 5,676 | Added |
| 24 | DFIS | DFA International Small Cap ETF | $2.2M | 0.22% | 65,333 | Trimmed |
| 25 | JPM | J. P. Morgan Chase | $2.2M | 0.22% | 7,537 | Added |
Source: SEC Form 13F filings · as of 2026-03-31