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
+1.49%
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
$1.01B
AUM Growth
+$30.2M
Cap. Flow
+$161M
Cap. Flow %
15.93%
Top 10 Hldgs %
85.81%
Holding
166
New
21
Increased
72
Reduced
43
Closed
14

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$144M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.73M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.92M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.34M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.15M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$4.16M
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$1.22M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$798K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$680K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$544K

Sector Composition

Rank Sector Weight
1 Technology 4%
2 Healthcare 1.09%
3 Consumer Discretionary 1.02%
4 Financials 0.82%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
26
iShares Russell 1000 ETF
IWB
$50.2B
$2.25M 0.22%
6,026
+3,606
+149% +$1.34M
DFSU
27
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$2.09M 0.21%
48,157
+599
+1% +$25.7K
JPM icon
28
JPMorgan Chase
JPM
$971B
$2.05M 0.2%
6,354
+2,041
+47% +$632K
IWD icon
29
iShares Russell 1000 Value ETF
IWD
$84B
$1.99M 0.2%
9,479
+1,632
+21% +$337K
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.19T
$1.94M 0.19%
6,180
+545
+10% +$156K
SCHA icon
31
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$1.88M 0.19%
66,120
+1,770
+3% +$50K
NKE icon
32
Nike
NKE
$60.1B
$1.81M 0.18%
28,431
+750
+3% +$48.9K
IEFA icon
33
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.78M 0.18%
19,947
+2,946
+17% +$261K
IVV icon
34
iShares Core S&P 500 ETF
IVV
$904B
$1.72M 0.17%
2,507
+117
+5% +$79.5K
VSGX icon
35
Vanguard ESG International Stock ETF
VSGX
$6.81B
$1.62M 0.16%
22,589
-585
-3% -$41.3K
VV icon
36
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$1.51M 0.15%
4,797
-311
-6% -$97.1K
IWV icon
37
iShares Russell 3000 ETF
IWV
$20.4B
$1.48M 0.15%
3,822
– –
AVEE icon
38
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$124M
$1.43M 0.14%
22,944
-1,808
-7% -$114K
AVSU icon
39
Avantis Responsible US Equity ETF
AVSU
$488M
$1.39M 0.14%
18,216
– –
JNJ icon
40
Johnson & Johnson
JNJ
$629B
$1.23M 0.12%
5,954
+401
+7% +$79.3K
IJR icon
41
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.15M 0.11%
9,565
-73
-0.8% -$8.73K
VEA icon
42
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.08M 0.11%
17,224
+7,754
+82% +$475K
IBM icon
43
IBM
IBM
$222B
$1.03M 0.1%
3,486
+1,255
+56% +$376K
LLY icon
44
Eli Lilly
LLY
$1.09T
$1.03M 0.1%
958
+138
+17% +$132K
SCHF icon
45
Schwab International Equity ETF
SCHF
$69.1B
$1M 0.1%
41,657
+19,317
+86% +$459K
VT icon
46
Vanguard Total World Stock ETF
VT
$81.4B
$1M 0.1%
7,090
+265
+4% +$37K
AVGO icon
47
Broadcom
AVGO
$1.98T
$985K 0.1%
+2,846
New +$1.02M
IWM icon
48
iShares Russell 2000 ETF
IWM
$82.2B
$967K 0.1%
3,930
+153
+4% +$37.6K
VTEI icon
49
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
$965K 0.1%
9,568
– –
IWR icon
50
iShares Russell Mid-Cap ETF
IWR
$57.9B
$957K 0.09%
9,937
+2,631
+36% +$253K
1
2
3 4 5

Similar funds

SL
SWF LLC Omaha, Nebraska $1.15B AUM 6.36% 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
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
HMCP
Hook Mill Capital Partners New York $1.13B AUM 31.32% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
SIM
Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Vista Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Vista Capital Partners held 166 positions worth $1.01B, up 3.1% from $983M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Vista Capital Partners deployed $161M of net new capital in Q4 2025, opening 21 new positions and adding to 72 existing holdings. Its largest new stake was Broadcom: 2,846 shares worth $985K.

By sector, the portfolio is most concentrated in Technology at 4% 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 $4.16M trimmed.

  • Vista Capital Partners's largest Q4 2025 buy was Broadcom: 2,846 shares worth $985K.
  • Vista Capital Partners added most to Berkshire Hathaway Class A in Q4 2025, an estimated $144M increase.
  • Vista Capital Partners's biggest Q4 2025 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $4.16M.
  • Vista Capital Partners fully exited Netflix in Q4 2025, selling an estimated $324K.
  • Vista Capital Partners's ten largest holdings make up 86% of its $1.01B portfolio in Q4 2025.
  • Vista Capital Partners opened 21 new positions and closed 14 in Q4 2025.
  • Vista Capital Partners's portfolio value rose 3.1% quarter-over-quarter to $1.01B.

Based on Vista Capital Partners's 13F filing for Q4 2025, filed 2 Feb 2026.