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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
+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
ITOT icon
76
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$595K 0.06%
4,005
+513
+15% +$75.7K
VGIT icon
77
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$594K 0.06%
9,915
+567
+6% +$34.1K
POR icon
78
Portland General Electric
POR
$5.74B
$582K 0.06%
12,126
+138
+1% +$6.52K
INTC icon
79
Intel
INTC
$509B
$545K 0.05%
14,782
-73
-0.5% -$2.76K
CAT icon
80
Caterpillar
CAT
$393B
$545K 0.05%
951
+419
+79% +$233K
SLV icon
81
iShares Silver Trust
SLV
$31.8B
$526K 0.05%
+8,161
New +$409K
AVDE icon
82
Avantis International Equity ETF
AVDE
$18.8B
$522K 0.05%
6,339
-36
-0.6% -$2.89K
EFA icon
83
iShares MSCI EAFE ETF
EFA
$80.2B
$521K 0.05%
5,423
-65
-1% -$6.17K
IGOV icon
84
iShares International Treasury Bond ETF
IGOV
$1.53B
$515K 0.05%
12,370
-261
-2% -$11K
PH icon
85
Parker-Hannifin
PH
$135B
$512K 0.05%
582
-144
-20% -$118K
SCHP icon
86
Schwab US TIPS ETF
SCHP
$16.2B
$506K 0.05%
19,104
+523
+3% +$14K
PEG icon
87
Public Service Enterprise Group
PEG
$37.8B
$502K 0.05%
+6,246
New +$510K
DIA icon
88
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$500K 0.05%
1,040
+356
+52% +$168K
ORCL icon
89
Oracle
ORCL
$442B
$498K 0.05%
2,556
+522
+26% +$124K
WFC icon
90
Wells Fargo
WFC
$269B
$498K 0.05%
5,338
+890
+20% +$77.3K
ABBV icon
91
AbbVie
ABBV
$440B
$491K 0.05%
2,148
+1
+0% +$228
SCHV
92
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$490K 0.05%
16,550
+1,454
+10% +$42.5K
V icon
93
Visa
V
$671B
$469K 0.05%
1,338
+6
+0.5% +$2.04K
XLK icon
94
State Street Technology Select Sector SPDR ETF
XLK
$124B
$461K 0.05%
3,204
+964
+43% +$139K
WMT icon
95
Walmart Inc
WMT
$923B
$456K 0.05%
4,093
+942
+30% +$101K
ALL icon
96
Allstate
ALL
$64.7B
$437K 0.04%
2,098
-53
-2% -$10.8K
CL icon
97
Colgate-Palmolive
CL
$73.6B
$435K 0.04%
+5,508
New +$432K
APH icon
98
Amphenol
APH
$210B
$431K 0.04%
3,192
+1,404
+79% +$188K
AXP icon
99
American Express
AXP
$232B
$426K 0.04%
1,152
-27
-2% -$9.66K
SCHC icon
100
Schwab International Small-Cap Equity ETF
SCHC
$5.67B
$425K 0.04%
9,335
+2,447
+36% +$111K
2 3
4
5 6

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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.