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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
WMT icon
76
Walmart Inc
WMT
$885B
$685K 0.06%
6,048
-285
-5% -$35.4K
PH icon
77
Parker-Hannifin
PH
$123B
$682K 0.06%
697
-21
-3% -$19.2K
BAC icon
78
Bank of America
BAC
$435B
$662K 0.06%
11,610
-514
-4% -$27.3K
TMO icon
79
Thermo Fisher Scientific
TMO
$213B
$649K 0.06%
1,294
-41
-3% -$19.7K
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$643K 0.06%
10,772
– –
POR icon
81
Portland General Electric
POR
$5.8B
$626K 0.05%
12,070
+1
+0% +$51
ABBV icon
82
AbbVie
ABBV
$443B
$622K 0.05%
2,473
-512
-17% -$110K
ENVX icon
83
Enovix
ENVX
$892M
$595K 0.05%
98,045
+48,873
+99% +$324K
APH icon
84
Amphenol
APH
$198B
$592K 0.05%
3,358
+89
+3% +$12.8K
PWR icon
85
Quanta Services
PWR
$100B
$567K 0.05%
787
+24
+3% +$16.4K
COF icon
86
Capital One
COF
$128B
$560K 0.05%
2,790
+88
+3% +$16.8K
IXN icon
87
iShares Global Tech ETF
IXN
$8.32B
$555K 0.05%
3,839
– –
USMV icon
88
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$543K 0.05%
5,633
-1,501
-21% -$142K
CL icon
89
Colgate-Palmolive
CL
$73.1B
$539K 0.05%
5,875
+78
+1% +$6.83K
ALL icon
90
Allstate
ALL
$68B
$535K 0.05%
2,247
+103
+5% +$22.4K
SCHV
91
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$534K 0.05%
15,327
-35
-0.2% -$1.15K
CSCO icon
92
Cisco
CSCO
$457B
$525K 0.05%
4,473
+516
+13% +$54K
PEG icon
93
Public Service Enterprise Group
PEG
$38.2B
$517K 0.05%
6,376
+62
+1% +$4.95K
WFC icon
94
Wells Fargo
WFC
$261B
$511K 0.04%
6,182
-518
-8% -$41.6K
IGOV icon
95
iShares International Treasury Bond ETF
IGOV
$1.53B
$510K 0.04%
12,423
+779
+7% +$32.4K
AMD icon
96
Advanced Micro Devices
AMD
$776B
$495K 0.04%
+852
New +$349K
STX icon
97
Seagate
STX
$194B
$486K 0.04%
+504
New +$384K
AVDE icon
98
Avantis International Equity ETF
AVDE
$18.2B
$485K 0.04%
5,432
+4
+0.1% +$359
VXUS icon
99
Vanguard Total International Stock ETF
VXUS
$155B
$477K 0.04%
5,582
+1,847
+49% +$155K
ITOT icon
100
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$474K 0.04%
2,888
+13
+0.5% +$2.06K
2 3
4
5 6

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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.