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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
(+15%)
Cap. Flow
+$1.07B
Cap. Flow
% of AUM
93.4%
Top 10 Holdings %
Top 10 Hldgs %
85.02%
Holding
175
New
19
Increased
65
Reduced
65
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.05B |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$7.89M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$5.6M |
| 4 |
Microsoft
MSFT
|
+$1.74M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.48M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$2.42M |
| 2 |
Vanguard Morningstar Value ETF
VTV
|
+$2.11M |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$1.35M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$955K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Mastercard
MA
$502B
| $228K | 0.02% |
444
+19
| +4% | +$9.47K |
|
152
Boeing
BA
$171B
| $228K | 0.02% |
1,051
-15
| -1% | -$3.34K |
|
153
PepsiCo
PEP
$190B
| $227K | 0.02% |
1,673
+116
| +7% | +$17.3K |
|
154
iShares MSCI ACWI ETF
ACWI
$32.5B
| $224K | 0.02% |
1,426
-106
| -7% | -$16.2K |
|
155
Absci
ABSI
$1.32B
| $224K | 0.02% |
19,317
-17,000
| -47% | -$95.8K |
|
156
Pfizer
PFE
$143B
| $224K | 0.02% |
9,292
-26
| -0.3% | -$680 |
|
157
Walt Disney
DIS
$167B
| $220K | 0.02% |
2,289
+61
| +3% | +$6.22K |
|
158
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
| $217K | 0.02% |
+5,085
| New | +$208K |
|
159
iShares TIPS Bond ETF
TIP
$14.5B
| $216K | 0.02% |
1,971
| – | – |
|
160
Sherwin-Williams
SHW
$82.7B
| $214K | 0.02% |
+622
| New | +$199K |
|
161
iShares Global Healthcare ETF
IXJ
$4.07B
| $212K | 0.02% |
2,153
| – | – |
|
162
TJX Companies
TJX
$174B
| $212K | 0.02% |
+1,398
| New | +$221K |
|
163
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
| $208K | 0.02% |
+296
| New | +$198K |
|
164
Citigroup
C
$222B
| $206K | 0.02% |
+1,471
| New | +$191K |
|
165
Equifax
EFX
$20.3B
| $206K | 0.02% |
1,295
-13
| -1% | -$2.22K |
|
166
Dimensional International Small Cap Value ETF
DISV
$4.95B
| $205K | 0.02% |
+5,115
| New | +$212K |
|
|
FISV
167
Fiserv Inc
FISV
$28.8B
| – | – |
-4,042
| Closed | -$226K |
|
168
General Motors
GM
$80.4B
| – | – |
-3,604
| Closed | -$268K |
|
169
iShares Core S&P Mid-Cap ETF
IJH
$122B
| – | – |
-3,078
| Closed | -$208K |
|
170
Palantir
PLTR
$295B
| – | – |
-1,571
| Closed | -$230K |
|
171
State Street
STT
$50.6B
| – | – |
-1,712
| Closed | -$217K |
|
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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.