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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
IXN icon
101
iShares Global Tech ETF
IXN
$9.35B
$403K 0.04%
3,839
– –
SCHG icon
102
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$383K 0.04%
11,756
-1
-0% -$33
VIG icon
103
Vanguard Dividend Appreciation ETF
VIG
$115B
$381K 0.04%
1,734
– –
KO icon
104
Coca-Cola
KO
$373B
$380K 0.04%
+5,434
New +$379K
VBR icon
105
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$366K 0.04%
1,728
+20
+1% +$4.19K
VYM icon
106
Vanguard High Dividend Yield ETF
VYM
$84B
$365K 0.04%
2,540
– –
ENVX icon
107
Enovix
ENVX
$1.03B
$359K 0.04%
49,172
– –
IEI icon
108
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$356K 0.04%
2,984
-77
-3% -$9.21K
BX icon
109
Blackstone
BX
$110B
$354K 0.03%
2,297
+1
+0% +$152
IWP icon
110
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$353K 0.03%
2,576
+108
+4% +$15.1K
PWR icon
111
Quanta Services
PWR
$102B
$313K 0.03%
742
+22
+3% +$9.67K
J icon
112
Jacobs Solutions
J
$17B
$292K 0.03%
2,207
-343
-13% -$50.3K
CORP icon
113
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$290K 0.03%
+2,965
New +$292K
AMGN icon
114
Amgen
AMGN
$225B
$290K 0.03%
885
-47
-5% -$14.9K
CI icon
115
Cigna
CI
$73.3B
$289K 0.03%
+1,050
New +$294K
AVEM icon
116
Avantis Emerging Markets Equity ETF
AVEM
$26.9B
$289K 0.03%
3,750
-7
-0.2% -$536
VXF icon
117
Vanguard Extended Market ETF
VXF
$32.1B
$287K 0.03%
1,372
– –
NSC icon
118
Norfolk Southern
NSC
$75.3B
$285K 0.03%
+987
New +$285K
VXUS icon
119
Vanguard Total International Stock ETF
VXUS
$164B
$282K 0.03%
3,732
-10,693
-74% -$798K
GLW icon
120
Corning
GLW
$144B
$282K 0.03%
3,215
+146
+5% +$12.6K
EFX icon
121
Equifax
EFX
$21.2B
$281K 0.03%
+1,293
New +$283K
NUE icon
122
Nucor
NUE
$61.9B
$279K 0.03%
1,710
+31
+2% +$4.66K
SDY icon
123
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$278K 0.03%
2,001
-75
-4% -$10.4K
GM icon
124
General Motors
GM
$76.1B
$273K 0.03%
+3,358
New +$237K
FISV
125
Fiserv Inc
FISV
$27.4B
$269K 0.03%
4,011
-1,146
-22% -$95.9K
3 4
5
6 7

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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.