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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
IBM icon
51
IBM
IBM
$211B
$1.14M 0.1%
4,047
-143
-3% -$36K
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$56B
$1.09M 0.1%
9,886
– –
QDF icon
53
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$1.06M 0.09%
11,762
– –
IWC icon
54
iShares Micro-Cap ETF
IWC
$1.44B
$999K 0.09%
4,993
– –
META icon
55
Meta Platforms (Facebook)
META
$1.42T
$980K 0.09%
1,740
+36
+2% +$22K
DFUV icon
56
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$969K 0.08%
17,612
+1,132
+7% +$59.4K
VTEI icon
57
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$966K 0.08%
9,568
– –
CMI icon
58
Cummins
CMI
$87.5B
$941K 0.08%
1,320
+36
+3% +$23.7K
CVX icon
59
Chevron
CVX
$392B
$930K 0.08%
5,613
-1,501
-21% -$279K
TSLA icon
60
Tesla
TSLA
$1.23T
$926K 0.08%
2,201
-28
-1% -$11.1K
XOM icon
61
ExxonMobil
XOM
$644B
$924K 0.08%
6,760
-450
-6% -$67.3K
GLW icon
62
Corning
GLW
$119B
$907K 0.08%
3,551
+184
+5% +$33.5K
DFSV
63
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$893K 0.08%
23,033
+12
+0.1% +$449
APD icon
64
Air Products & Chemicals
APD
$65.7B
$882K 0.08%
3,009
+36
+1% +$10.5K
VGIT icon
65
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$878K 0.08%
14,882
+984
+7% +$58.1K
SHV icon
66
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$878K 0.08%
+7,952
New +$877K
DVYE icon
67
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$869K 0.08%
26,957
– –
SO icon
68
Southern Company
SO
$109B
$848K 0.07%
8,865
+73
+0.8% +$6.87K
CAT icon
69
Caterpillar
CAT
$375B
$758K 0.07%
712
-113
-14% -$99.3K
IEMG icon
70
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$741K 0.06%
8,939
-171
-2% -$13.6K
V icon
71
Visa
V
$684B
$726K 0.06%
2,115
-150
-7% -$48.2K
ONON icon
72
On Holding
ONON
$12.1B
$711K 0.06%
20,082
-227
-1% -$8.3K
SCHP icon
73
Schwab US TIPS ETF
SCHP
$16.3B
$705K 0.06%
26,611
+6,548
+33% +$175K
SCHF icon
74
Schwab International Equity ETF
SCHF
$66.6B
$692K 0.06%
24,989
-1,340
-5% -$36.1K
IJS icon
75
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$688K 0.06%
5,034
– –
1 2
3
4 5

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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.