Vista Capital Partners, Inc. holds a concentrated book of 170 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Vanguard Value ETF. Their largest long position is Vanguard Total Stock MKT ETF at 37% of the reported non-option book. Cloning the disclosed picks since 2024 would be +12% (+6.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Vista Capital Partners, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Vista Capital Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Dumac, Inc. | 8 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 28 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 44 / 80 | $280.2B |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Kearns & Associates LLC | 21 / 80 | $191.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Vista Capital Partners, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total U.S. Stock Market Index Fund Total Stk Mkt | $421.9M | 1.14M | 36.9% | ▲+2.0% Added · +22K sh | |
| 2 | Vanguard Value Index Fund Value ETF | $164.1M | 753.0K | 14.4% | ▼−1.3% Reduced · −10K sh | |
| 3 | Vanguard REIT Index Fund REIT ETF | $145.3M | 1.51M | 12.7% | ▲+4.0% Added · +59K sh | |
| 4 | Vanguard Growth Index Fund Growth ETF | $96.4M | 1.12M | 8.4% | ▲+485% Added · +928K sh | |
| 5 | Vanguard Small Cap Index Fund Small Cp ETF | $77.4M | 255.4K | 6.8% | ▼−1.8% Reduced · −5K sh | |
| 6 | Schwab U.S. Broad Market Index Fund US Brd Mkt ETF | $22.2M | 765.4K | 1.9% | ▼−4.3% Reduced · −34K sh | |
| 7 | Apple Inc COM | $14.5M | 50.2K | 1.3% | ▼−0.8% Reduced · −400 sh | |
| 8 | Microsoft Corp COM | $13.7M | 36.8K | 1.2% | ▲+13% Added · +4K sh | |
| 9 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $8.5M | 12.3K | 0.7% | ▼−5.3% Reduced · −693 sh | |
| 10 | Schwab U.S. REIT Fund US REIT ETF | $8.3M | 349.5K | 0.7% | ▲+1.1% Added · +4K sh | |
| 11 | DFA International Core Equity II ETF Intl Core Equity | $7.6M | 203.2K | 0.7% | ▲+12% Added · +22K sh | |
| 12 | SPDRs - S&P 500 Index Fund TR UNIT | $6.9M | 9.2K | 0.6% | ▼−0.3% Reduced · −25 sh | |
| 13 | Nvidia Corp COM | $6.7M | 33.7K | 0.6% | ▼−2.9% Reduced · −995 sh | |
| 14 | Stryker Corp COM | $6.1M | 19.4K | 0.5% | ▼~0% Reduced · −9 sh | |
| 15 | iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF | $5.7M | 46.0K | 0.5% | ▲+298% Added · +34K sh | |
| 16 | DFA Emerging Markets Core Equity II ETF Emerging Mkts Co | $5.0M | 122.9K | 0.4% | ▲+6.0% Added · +7K sh | |
| 17 | DFA U.S. Core Equity II Fund US Core Equity 2 | $4.9M | 109.7K | 0.4% | ▲+12% Added · +11K sh | |
| 18 | Vanguard Int'l REIT Index Fund Glb EX US ETF | $4.3M | 95.8K | 0.4% | ▲+0.5% Added · +502 sh | |
| 19 | Amazon.com COM | $4.2M | 17.6K | 0.4% | ▲+5.1% Added · +856 sh | |
| 20 | Google Inc Class A Cap Stk Cl A | $4.0M | 11.3K | 0.4% | ▲+2.7% Added · +300 sh | |
| 21 | Berkshire Hathaway Cl B Class B | $3.6M | 7.1K | 0.3% | ▲+26% Added · +1K sh | |
| 22 | Starbucks COM | $3.0M | 29.2K | 0.3% | ▼−12% Reduced · −4K sh | |
| 23 | Micron Technology Inc COM | $2.6M | 2.3K | 0.2% | ▼−36% Reduced · −1K sh | |
| 24 | Costco Wholesale COM | $2.6M | 2.8K | 0.2% | ▼−6.6% Reduced · −196 sh | |
| 25 | J. P. Morgan Chase COM | $2.5M | 7.6K | 0.2% | ▲+0.7% Added · +52 sh | |
| 26 | Google Inc Class C CAP STK CL C | $2.4M | 6.8K | 0.2% | ▲+4.8% Added · +316 sh | |
| 27 | iShares Russell 1000 ETF S&P 1000 ETF | $2.4M | 5.8K | 0.2% | —Held | |
| 28 | Schwab U.S. Small Cap Fund US Sml Capt ETF | $2.3M | 63.7K | 0.2% | ▼−0.1% Reduced · −61 sh | |
| 29 | DFA International Small Cap ETF Intl Small Cap E | $2.3M | 65.3K | 0.2% | ▼~0% Reduced · −29 sh | |
| 30 | iShares Russell 1000 Value Index Fund Russell1000VAL | $2.2M | 9.2K | 0.2% | ▼−2.5% Reduced · −240 sh | |
| 31 | DFA U.S. Sustainability ETF US Sustainabilty | $2.2M | 46.6K | 0.2% | ▼−4.9% Reduced · −2K sh | |
| 32 | Intel Corp COM | $2.2M | 15.5K | 0.2% | ▲+2.1% Added · +322 sh | |
| 33 | NASDAQ 100 Shares UNIT SER 1 | $2.0M | 2.7K | 0.2% | ▼−6.5% Reduced · −186 sh | |
| 34 | Schwab U.S. Large Cap Growth Fund US LCAP GR ETF | $1.9M | 55.7K | 0.2% | ▲+399% Added · +45K sh | |
| 35 | iShares Core Msci Eafe ETF Core MSCI EAFE | $1.8M | 18.7K | 0.2% | ▼−0.8% Reduced · −145 sh | |
| 36 | Vanguard ESG International Stock Fund Esg Intl Stk ETF | $1.8M | 21.6K | 0.2% | ▼−2.8% Reduced · −624 sh | |
| 37 | Broadcom Inc. COM | $1.7M | 4.5K | 0.1% | ▲+17% Added · +637 sh | |
| 38 | Avantis U.S. Responsible ETF Avantis Respon U | $1.6M | 18.2K | 0.1% | ▼−0.1% Reduced · −25 sh | |
| 39 | iShares Core S&P 500 Core S&P 500 ETF | $1.6M | 2.1K | 0.1% | ▼−9.8% Reduced · −233 sh | |
| 40 | Vanguard Developed Markets ETF Van FTSE DEV Mkt | $1.6M | 22.3K | 0.1% | ▼−6.0% Reduced · −1K sh | |
| 41 | Ishares Tr Russell Russell3000ETF | $1.6M | 3.7K | 0.1% | —Held | |
| 42 | Johnson & Johnson COM | $1.5M | 6.0K | 0.1% | ▲+0.2% Added · +11 sh | |
| 43 | DFA U.S. Vector Equity ETF Dimensional US | $1.5M | 22.0K | 0.1% | ▲+27% Added · +5K sh | |
| 44 | Avantis Emerging Markets Small Cap ETF Avantis Emerging | $1.4M | 19.9K | 0.1% | ▼−0.7% Reduced · −142 sh | |
| 45 | Vanguard Total World Stock Index TT Wrld St ETF | $1.4M | 8.7K | 0.1% | ▲+11% Added · +845 sh | |
| 46 | Vanguard Large Cap Large Cap ETF | $1.4M | 4.0K | 0.1% | ▼−17% Reduced · −811 sh | |
| 47 | Summit Bank Group Inc COM | $1.4M | 60.6K | 0.1% | —Held | |
| 48 | iShares Russell 2000 Index Fund Russell2000ETF | $1.3M | 4.3K | 0.1% | —Held | |
| 49 | iShares Core S&P Small-Cap ETF Core S&P SCP ETF | $1.3M | 8.6K | 0.1% | ▼−6.0% Reduced · −546 sh | |
| 50 | Nike COM | $1.2M | 28.1K | 0.1% | ▼−2.8% Reduced · −825 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1486946/holdings"
Use Arkolith to show VISTA CAPITAL PARTNERS, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 170 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 156 | $994.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 152 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 145 | $983.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 127 | $913.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 113 | $823.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 34d | 115 | $859.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 109 | $864.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.