We are live on ! Find out more
VCP

Vista Capital Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 21.34%
This Fund
S&P 500
This Quarter Est. Return
+14.56%
1 Year Est. Return
+21.34%
3 Year Est. Return
+61.15%
5 Year Est. Return
+57.42%
10 Year Est. Return
+199.27%
AUM
$1.14B
AUM Growth
+$149M
Cap. Flow
+$1.07B
Cap. Flow %
93.4%
Top 10 Hldgs %
85.02%
Holding
175
New
19
Increased
65
Reduced
65
Closed
5

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.05B
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$7.89M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.6M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.48M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.42M
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.11M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$1.35M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$955K
5
MU icon
Micron Technology
MU
+$929K

Sector Composition

Rank Sector Weight
1 Technology 4.18%
2 Healthcare 1.05%
3 Consumer Discretionary 0.95%
4 Financials 0.9%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.36T
$2.42M 0.21%
6,850
+316
+5% +$113K
IWB icon
27
iShares Russell 1000 ETF
IWB
$48.2B
$2.37M 0.21%
5,779
– –
SCHA icon
28
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$2.3M 0.2%
63,743
-61
-0.1% -$2.02K
DFIS icon
29
Dimensional International Small Cap ETF
DFIS
$5.81B
$2.29M 0.2%
65,304
-29
-0% -$1.04K
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$82.2B
$2.24M 0.2%
9,239
-240
-3% -$55.9K
DFSU
31
Dimensional US Sustainability Core 1 ETF
DFSU
$2.27B
$2.17M 0.19%
46,616
-2,388
-5% -$108K
INTC icon
32
Intel
INTC
$455B
$2.16M 0.19%
15,456
+322
+2% +$32.6K
QQQ icon
33
Invesco QQQ Trust
QQQ
$453B
$1.99M 0.17%
2,696
-186
-6% -$128K
SCHG icon
34
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$1.89M 0.16%
55,716
+44,551
+399% +$1.48M
IEFA icon
35
iShares Core MSCI EAFE ETF
IEFA
$190B
$1.8M 0.16%
18,671
-145
-0.8% -$13.9K
VSGX icon
36
Vanguard ESG International Stock ETF
VSGX
$6.52B
$1.78M 0.16%
21,634
-624
-3% -$49.5K
AVGO icon
37
Broadcom
AVGO
$1.85T
$1.69M 0.15%
4,471
+637
+17% +$255K
AVSU icon
38
Avantis Responsible US Equity ETF
AVSU
$472M
$1.61M 0.14%
18,191
-25
-0.1% -$2.09K
IVV icon
39
iShares Core S&P 500 ETF
IVV
$878B
$1.6M 0.14%
2,135
-233
-10% -$170K
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.59M 0.14%
22,304
-1,437
-6% -$100K
IWV icon
41
iShares Russell 3000 ETF
IWV
$19.6B
$1.57M 0.14%
3,690
– –
JNJ icon
42
Johnson & Johnson
JNJ
$618B
$1.52M 0.13%
5,975
+11
+0.2% +$2.56K
DXUV
43
Dimensional US Vector Equity ETF
DXUV
$530M
$1.46M 0.13%
22,023
+4,660
+27% +$301K
AVEE icon
44
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$114M
$1.38M 0.12%
19,926
-142
-0.7% -$9.9K
VT icon
45
Vanguard Total World Stock ETF
VT
$77.1B
$1.37M 0.12%
8,733
+845
+11% +$129K
VV icon
46
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$1.36M 0.12%
3,954
-811
-17% -$271K
IWM icon
47
iShares Russell 2000 ETF
IWM
$79.8B
$1.3M 0.11%
4,340
– –
IJR icon
48
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.28M 0.11%
8,604
-546
-6% -$74.9K
NKE icon
49
Nike
NKE
$61.9B
$1.15M 0.1%
28,123
-825
-3% -$36.3K
LLY icon
50
Eli Lilly
LLY
$1.02T
$1.15M 0.1%
956
+73
+8% +$74.6K
1
2
3 4 5

Similar funds

BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
SL
SWF LLC Omaha, Nebraska $1.15B AUM 6.36% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Vista Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Vista Capital Partners held 175 positions worth $1.14B, up 15% from $994M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Vista Capital Partners deployed $1.07B of net new capital in Q2 2026, opening 19 new positions and adding to 65 existing holdings. Its largest new stake was iShares 0-1 Year Treasury Bond ETF: 7,952 shares worth $878K.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, up from 3.8% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $2.42M trimmed.

  • Vista Capital Partners's largest Q2 2026 buy was iShares 0-1 Year Treasury Bond ETF: 7,952 shares worth $878K.
  • Vista Capital Partners added most to Berkshire Hathaway Class A in Q2 2026, an estimated $1.05B increase.
  • Vista Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $2.42M.
  • Vista Capital Partners fully exited General Motors in Q2 2026, selling an estimated $268K.
  • Vista Capital Partners's ten largest holdings make up 85% of its $1.14B portfolio in Q2 2026.
  • Vista Capital Partners opened 19 new positions and closed 5 in Q2 2026.
  • Vista Capital Partners's portfolio value rose 15% quarter-over-quarter to $1.14B.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.