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The Analysis of VISTA CAPITAL PARTNERS, INC.'s Holdings & P&L

Currently, VISTA CAPITAL PARTNERS, INC. holds 156 types of securities in its portfolio with a total value $994.1M. In the most recent quarter, they have increased their positions in VNQ (+47.3K shares, valued at $4.2M), VTI (+9.2K shares, valued at $3.0M), N/A (+2.4K shares, valued at $1.4M); decreased their positions in VTV (-10.7K shares, valued at $2.1M), VUG (-2.9K shares, valued at $1.3M), VB (-3.0K shares, valued at $781.6K); initiated new positions in N/A (+2.6K shares, valued at $316.6K), PG (+2.2K shares, valued at $312.7K), ETR (+2.5K shares, valued at $282.7K).

1M P&L

+153.6M+3.03%

3M P&L

-502.0M-8.76%

HY P&L

-556.2M-9.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A894.2M

91.7%

2Consumer Electronics12.8M

1.3%

3Software - Infrastructure12.6M

1.3%

Top Industries by Stock Count

1N/A73 stocks

51.0%

2Drug Manufacturers - General5 stocks

3.5%

3Utilities - Regulated Electric5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI Vanguard Total U.S. Stock Market Index Fund1.1M shares0.83%2026-03-312026-05-06

VTV Vanguard Value Index Fund763.1K shares-1.39%2026-03-312026-05-06

VNQ Vanguard REIT Index Fund1.4M shares3.37%2026-03-312026-05-06

VUG Vanguard Growth Index Fund191.3K shares-1.51%2026-03-312026-05-06

VB Vanguard Small Cap Index Fund260.1K shares-1.13%2026-03-312026-05-06

SCHB Schwab U.S. Broad Market Index Fund799.6K shares-0.68%2026-03-312026-05-06

AAPL Apple Inc50.6K shares6.62%2026-03-312026-05-06

MSFT Microsoft Corp32.5K shares3.74%2026-03-312026-05-06

Sponsored

Vanguard S&P 500 ETF Vanguard S&P 500 ETF13.0K shares22.56%2026-03-312026-05-06

SCHH Schwab U.S. REIT Fund345.6K shares-1.28%2026-03-312026-05-06

DFIC DFA International Core Equity II ETF181.7K shares10.61%2026-03-312026-05-06

SYK Stryker Corp19.4K shares0.15%2026-03-312026-05-06

NVDA Nvidia Corp34.7K shares7.81%2026-03-312026-05-06

SPY SPDRs - S&P 500 Index Fund9.3K shares-1.01%2026-03-312026-05-06

IWF iShares Russell 1000 Growth Index Fund11.6K shares-1.09%2026-03-312026-05-06

VNQI Vanguard Int'l REIT Index Fund95.3K shares-0.29%2026-03-312026-05-06

Sponsored

DFEM DFA Emerging Markets Core Equity II ETF115.9K shares1.81%2026-03-312026-05-06

DFAC DFA U.S. Core Equity II Fund98.4K shares3.60%2026-03-312026-05-06

AMZN Amazon.com16.8K shares21.63%2026-03-312026-05-06

Google Inc Class A Google Inc Class A11.0K shares23.43%2026-03-312026-05-06

SBUX Starbucks33.1K shares-3.97%2026-03-312026-05-06

COST Costco Wholesale3.0K shares6.69%2026-03-312026-05-06

BRK.A Berkshire Hathaway Cl B5.7K shares1.25%2026-03-312026-05-06

JPM J. P. Morgan Chase7.5K shares18.62%2026-03-312026-05-06

Sponsored

DFIS DFA International Small Cap ETF65.3K shares-13.41%2026-03-312026-05-06

IWB iShares Russell 1000 ETF5.8K shares-4.10%2026-03-312026-05-06

IWD iShares Russell 1000 Value Index Fund9.5K shares0.00%2026-03-312026-05-06

DFSU DFA U.S. Sustainability ETF49.0K shares1.76%2026-03-312026-05-06

Google Inc Class C Google Inc Class C6.5K shares5.73%2026-03-312026-05-06

SCHA Schwab U.S. Small Cap Fund63.8K shares-3.50%2026-03-312026-05-06

IEFA iShares Core MSCI EAFE ETF18.8K shares-5.67%2026-03-312026-05-06

NASDAQ 100 Shares NASDAQ 100 Shares2.9K shares-27.00%2026-03-312026-05-06

Sponsored

VSGX Vanguard ESG International Stock Fund22.3K shares-1.47%2026-03-312026-05-06

IVV iShares Core S&P 5002.4K shares-5.54%2026-03-312026-05-06

NKE Nike28.9K shares1.82%2026-03-312026-05-06

VEA Vanguard Developed Markets ETF23.7K shares37.84%2026-03-312026-05-06

CVX Chevron7.1K shares28.81%2026-03-312026-05-06

JNJ Johnson & Johnson6.0K shares0.17%2026-03-312026-05-06

VV Vanguard Large Cap4.8K shares-0.67%2026-03-312026-05-06

IWV Ishares Tr Russell3.7K shares-3.45%2026-03-312026-05-06

Sponsored

AVSU Avantis U.S. Responsible ETF18.2K shares0.00%2026-03-312026-05-06

AVEE Avantis Emerging Markets Small Cap ETF20.1K shares-12.53%2026-03-312026-05-06

XOM Exxon Mobil7.2K shares23.63%2026-03-312026-05-06

Broadcom Inc. Broadcom Inc.3.8K shares34.72%2026-03-312026-05-06

MU Micron Technology Inc3.5K shares5.69%2026-03-312026-05-06

Summit Bank Group Inc Summit Bank Group Inc60.6K shares0.00%2026-03-312026-05-06

IJR iShares Core S&P Small-Cap ETF9.2K shares-4.34%2026-03-312026-05-06

VT Vanguard Total World Stock Index7.9K shares11.26%2026-03-312026-05-06

Sponsored

IWM iShares Russell 2000 Index Fund4.3K shares10.43%2026-03-312026-05-06

DXUV DFA U.S. Vector Equity ETF17.4K shares37.38%2026-03-312026-05-06

IBM International Business Machines4.2K shares20.20%2026-03-312026-05-06

META Meta Platforms Inc1.7K shares35.56%2026-03-312026-05-06

IWR iShares Russell Midcap ETF9.9K shares-0.51%2026-03-312026-05-06

VTEI Vanguard Int-Term Tax Exempt ETF9.6K shares0.00%2026-03-312026-05-06

QDF FlexShares Quality Dividend ETF11.8K shares0.00%2026-03-312026-05-06

DVYE iShares Emerging Markets Dividend ETF27.0K shares0.00%2026-03-312026-05-06

Sponsored

Pacific West Bancorp Ord Pacific West Bancorp Ord74.2K shares0.00%2026-03-312026-05-06

APD Air Prod & Chemicals Inc3.0K shares12.36%2026-03-312026-05-06

SO The Southern Company8.8K shares0.70%2026-03-312026-05-06

TSLA Tesla Motors Inc2.2K shares20.75%2026-03-312026-05-06

VGIT Vanguard Int-Term Treasury Fund13.9K shares40.17%2026-03-312026-05-06

LLY Lilly Eli & Company883 shares-7.83%2026-03-312026-05-06

DFSV DFA U.S. Small Cap Value ETF23.0K shares-0.43%2026-03-312026-05-06

DFUV DFA Tax-Managed US Marketwide Value II16.5K shares0.02%2026-03-312026-05-06

Sponsored

IWC iShares Russell Microcap Index Fund5.0K shares0.00%2026-03-312026-05-06

WMT Wal-Mart Stores6.3K shares54.73%2026-03-312026-05-06

ONON On Holding AG Ord Class A20.3K shares2.12%2026-03-312026-05-06

CMI Cummins Inc1.3K shares2.39%2026-03-312026-05-06

V Visa Inc Cl A2.3K shares69.28%2026-03-312026-05-06

INTC Intel Corp15.1K shares2.38%2026-03-312026-05-06

USMV iShares MSCI USA Min7.1K shares0.00%2026-03-312026-05-06

TMO Thermo Fisher Scientific Inc1.3K shares-4.44%2026-03-312026-05-06

Sponsored

SCHF Schwab International Equity Fund26.3K shares-36.80%2026-03-312026-05-06

ABBV Abbvie Inc3.0K shares38.97%2026-03-312026-05-06

PH Parker-Hannifin718 shares23.37%2026-03-312026-05-06

POR Portland General Elec12.1K shares-0.47%2026-03-312026-05-06

IEMG iShares Core MSCI Emerging Markets ETF9.1K shares-6.76%2026-03-312026-05-06

IJS Ishares Trust S&p Smallcap 600/barra Value Index F5.0K shares-7.48%2026-03-312026-05-06

BAC Bank Of America12.1K shares1.75%2026-03-312026-05-06

CAT Caterpillar825 shares-13.25%2026-03-312026-05-06

Sponsored

VWO Vanguard Emerging Markets Fund10.8K shares-16.36%2026-03-312026-05-06

ADBE Adobe Systems Inc2.3K shares27.73%2026-03-312026-05-06

SLV Ishares Silver TRUST8.2K shares0.00%2026-03-312026-05-06

SCHP Schwab U.S. TIPS Fund20.1K shares5.02%2026-03-312026-05-06

WFC Wells Fargo6.7K shares25.52%2026-03-312026-05-06

PEG Public Service Enterprise Group Inc6.3K shares1.09%2026-03-312026-05-06

CL Colgate-Palmolive5.8K shares5.25%2026-03-312026-05-06

COF Capital One Financial Cp2.7K shares0.71%2026-03-312026-05-06

Sponsored

IGOV iShares International Treasury Fund11.6K shares-5.87%2026-03-312026-05-06

SCHV Schwab U.S. Large Cap Value Fund15.4K shares-7.18%2026-03-312026-05-06

AVDE Avantis International Equity Fund5.4K shares-14.37%2026-03-312026-05-06

GLW Corning3.4K shares4.73%2026-03-312026-05-06

ALL Allstate2.1K shares2.19%2026-03-312026-05-06

EFA iShares MSCI EAFE Index Fund4.4K shares-19.09%2026-03-312026-05-06

PWR Quanta Services Inc763 shares2.83%2026-03-312026-05-06

APH Amphenol Corp Cl A3.3K shares2.41%2026-03-312026-05-06

Sponsored

ITOT iShares Core S&P Total US Stock Mkt ETF2.9K shares-28.21%2026-03-312026-05-06

IXN iShares Global Tech Fund3.8K shares0.00%2026-03-312026-05-06

VBR Vanguard Small Cap Value Index Fund1.7K shares1.04%2026-03-312026-05-06

VIG Vanguard Div Apprciation1.7K shares0.00%2026-03-312026-05-06

HD Home Depot1.1K shares53.73%2026-03-312026-05-06

AMGN Amgen1.0K shares14.46%2026-03-312026-05-06

VYM Vanguard Whitehall - High Div Yield ETF2.4K shares-6.14%2026-03-312026-05-06

KO Coca-Cola4.6K shares-15.35%2026-03-312026-05-06

Sponsored

AXP American Express1.1K shares-1.04%2026-03-312026-05-06

SCHG Schwab U.S. Large Cap Growth Fund11.2K shares-5.03%2026-03-312026-05-06

NOC Northrop Grumman476 shares4.39%2026-03-312026-05-06

IEI iShares Barclays 3-7 Yr TSY Bond Fund2.7K shares-8.91%2026-03-312026-05-06

ORCL Oracle2.2K shares-15.69%2026-03-312026-05-06

Merck Merck2.6K sharesnew addition2026-03-312026-05-06

IWP iShares Russell Midcap Growth2.5K shares-4.19%2026-03-312026-05-06

PG Procter & Gamble2.2K sharesnew addition2026-03-312026-05-06

Sponsored

XLK Technology Select Sector SPDR ETF2.3K shares-27.37%2026-03-312026-05-06

CSCO Cisco Systems4.0K shares23.39%2026-03-312026-05-06

J Jacobs Engineering Group Inc2.4K shares9.24%2026-03-312026-05-06

VXF Vanguard Extended Mkt1.5K shares8.38%2026-03-312026-05-06

Cigna Corp Cigna Corp1.1K shares6.86%2026-03-312026-05-06

SCHC Schwab International Small Cap Fund6.4K shares-31.61%2026-03-312026-05-06

DE Deere & Co528 shares16.56%2026-03-312026-05-06

NUE Nucor Corp1.8K shares2.75%2026-03-312026-05-06

Sponsored

NSC Norfolk Southern1.0K shares2.43%2026-03-312026-05-06

VXUS Vanguard Total Intl Etf3.7K shares0.08%2026-03-312026-05-06

ETR Entergy Corp2.5K sharesnew addition2026-03-312026-05-06

AEP American Electric Power2.1K shares12.31%2026-03-312026-05-06

RTX Raytheon Technologies Ord1.4K shares6.68%2026-03-312026-05-06

TGT Target Corp2.2K shares4.35%2026-03-312026-05-06

GM General Motors3.6K shares7.33%2026-03-312026-05-06

SDY SPDR S&P Dividend Fund1.8K shares-9.10%2026-03-312026-05-06

Sponsored

Eaton Corporation Eaton Corporation741 shares-0.27%2026-03-312026-05-06

Blackstone Inc Blackstone Inc2.3K shares0.13%2026-03-312026-05-06

DIA State Street SPDR Dow Jones Indust Avg ETF Trust569 shares-45.29%2026-03-312026-05-06

PFE Pfizer9.3K sharesnew addition2026-03-312026-05-06

AVEM Avantis Emerging Markets Fund3.2K shares-15.47%2026-03-312026-05-06

ENVX Enovix Corp49.2K shares0.00%2026-03-312026-05-06

KMI Kinder Morgan Inc7.5K shares1.06%2026-03-312026-05-06

PEP Pepsico Inc1.6K shares9.80%2026-03-312026-05-06

Sponsored

PDP Powershs Exch Trad Fd Tr2.0K shares0.00%2026-03-312026-05-06

EFX Equifax Inc1.3K shares1.16%2026-03-312026-05-06

AVGE Avantis All Equity Markets Fund2.7K shares-1.33%2026-03-312026-05-06

RRX Regal Rexnord Corp1.2K sharesnew addition2026-03-312026-05-06

VEU Vanguard FTSE All-World ex-US Fund3.1K sharesnew addition2026-03-312026-05-06

PLTR Palantir Technologies Inc1.6K shares36.02%2026-03-312026-05-06

MPC Marathon Pete Corp931 sharesnew addition2026-03-312026-05-06

FI Fiserv Inc4.0K shares0.77%2026-03-312026-05-06

Sponsored

TIP iShares Barclays TIP Bond Fund2.0K shares-11.85%2026-03-312026-05-06

STT State Street1.7K sharesnew addition2026-03-312026-05-06

DIS Disney2.2K sharesnew addition2026-03-312026-05-06

MA Mastercard Inc425 sharesnew addition2026-03-312026-05-06

BA Boeing1.1K sharesnew addition2026-03-312026-05-06

ACWI iShares MSCI ACWI Fund1.5K shares-4.07%2026-03-312026-05-06

DKS Dicks Sporting Goods Inc1.1K shares1.54%2026-03-312026-05-06

IJH iShares Core S&P Mid-Cap ETF3.1K shares-13.73%2026-03-312026-05-06

Sponsored

IXJ iShares Global Healthcare Fund2.2K shares0.00%2026-03-312026-05-06

ABSI Absi Corp36.3K shares-7.63%2026-03-312026-05-06

TIAA Traditional TIAA Traditional28.4K shares-1.94%2026-03-312026-05-06

NightFood Holdings Inc NightFood Holdings Inc700.0K shares0.00%2026-03-312026-05-06

VTI

Vanguard Total U.S. Stock Market Index Fund

0.83%

Shares1.1M

Event2026-03-31

Filed2026-05-06

VTV

Vanguard Value Index Fund

-1.39%

Shares763.1K

Event2026-03-31

Filed2026-05-06

VNQ

Vanguard REIT Index Fund

3.37%

Shares1.4M

Event2026-03-31

Filed2026-05-06

VUG

Vanguard Growth Index Fund

-1.51%

Shares191.3K

Event2026-03-31

Filed2026-05-06

Vanguard Small Cap Index Fund

-1.13%

Shares260.1K

Event2026-03-31

Filed2026-05-06

SCHB

Schwab U.S. Broad Market Index Fund

-0.68%

Shares799.6K

Event2026-03-31

Filed2026-05-06

AAPL

Apple Inc

6.62%

Shares50.6K

Event2026-03-31

Filed2026-05-06

MSFT

Microsoft Corp

3.74%

Shares32.5K

Event2026-03-31

Filed2026-05-06

Vanguard S&P 500 ETF

22.56%

Shares13.0K

Event2026-03-31

Filed2026-05-06

SCHH

Schwab U.S. REIT Fund

-1.28%

Shares345.6K

Event2026-03-31

Filed2026-05-06

DFIC

DFA International Core Equity II ETF

10.61%

Shares181.7K

Event2026-03-31

Filed2026-05-06

SYK

Stryker Corp

0.15%

Shares19.4K

Event2026-03-31

Filed2026-05-06

NVDA

Nvidia Corp

7.81%

Shares34.7K

Event2026-03-31

Filed2026-05-06

SPY

SPDRs - S&P 500 Index Fund

-1.01%

Shares9.3K

Event2026-03-31

Filed2026-05-06

IWF

iShares Russell 1000 Growth Index Fund

-1.09%

Shares11.6K

Event2026-03-31

Filed2026-05-06

VNQI

Vanguard Int'l REIT Index Fund

-0.29%

Shares95.3K

Event2026-03-31

Filed2026-05-06

DFEM

DFA Emerging Markets Core Equity II ETF

1.81%

Shares115.9K

Event2026-03-31

Filed2026-05-06

DFAC

DFA U.S. Core Equity II Fund

3.60%

Shares98.4K

Event2026-03-31

Filed2026-05-06

AMZN

Amazon.com

21.63%

Shares16.8K

Event2026-03-31

Filed2026-05-06

Google Inc Class A

23.43%

Shares11.0K

Event2026-03-31

Filed2026-05-06

SBUX

Starbucks

-3.97%

Shares33.1K

Event2026-03-31

Filed2026-05-06

COST

Costco Wholesale

6.69%

Shares3.0K

Event2026-03-31

Filed2026-05-06

BRK.A

Berkshire Hathaway Cl B

1.25%

Shares5.7K

Event2026-03-31

Filed2026-05-06

JPM

J. P. Morgan Chase

18.62%

Shares7.5K

Event2026-03-31

Filed2026-05-06

DFIS

DFA International Small Cap ETF

-13.41%

Shares65.3K

Event2026-03-31

Filed2026-05-06

IWB

iShares Russell 1000 ETF

-4.10%

Shares5.8K

Event2026-03-31

Filed2026-05-06

IWD

iShares Russell 1000 Value Index Fund

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-06

DFSU

DFA U.S. Sustainability ETF

1.76%

Shares49.0K

Event2026-03-31

Filed2026-05-06

Google Inc Class C

5.73%

Shares6.5K

Event2026-03-31

Filed2026-05-06

SCHA

Schwab U.S. Small Cap Fund

-3.50%

Shares63.8K

Event2026-03-31

Filed2026-05-06

IEFA

iShares Core MSCI EAFE ETF

-5.67%

Shares18.8K

Event2026-03-31

Filed2026-05-06

NASDAQ 100 Shares

-27.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

VSGX

Vanguard ESG International Stock Fund

-1.47%

Shares22.3K

Event2026-03-31

Filed2026-05-06

IVV

iShares Core S&P 500

-5.54%

Shares2.4K

Event2026-03-31

Filed2026-05-06

NKE

Nike

1.82%

Shares28.9K

Event2026-03-31

Filed2026-05-06

VEA

Vanguard Developed Markets ETF

37.84%

Shares23.7K

Event2026-03-31

Filed2026-05-06

CVX

Chevron

28.81%

Shares7.1K

Event2026-03-31

Filed2026-05-06

JNJ

Johnson & Johnson

0.17%

Shares6.0K

Event2026-03-31

Filed2026-05-06

Vanguard Large Cap

-0.67%

Shares4.8K

Event2026-03-31

Filed2026-05-06

IWV

Ishares Tr Russell

-3.45%

Shares3.7K

Event2026-03-31

Filed2026-05-06

AVSU

Avantis U.S. Responsible ETF

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-06

AVEE

Avantis Emerging Markets Small Cap ETF

-12.53%

Shares20.1K

Event2026-03-31

Filed2026-05-06

XOM

Exxon Mobil

23.63%

Shares7.2K

Event2026-03-31

Filed2026-05-06

Broadcom Inc.

34.72%

Shares3.8K

Event2026-03-31

Filed2026-05-06

Micron Technology Inc

5.69%

Shares3.5K

Event2026-03-31

Filed2026-05-06

Summit Bank Group Inc

0.00%

Shares60.6K

Event2026-03-31

Filed2026-05-06

IJR

iShares Core S&P Small-Cap ETF

-4.34%

Shares9.2K

Event2026-03-31

Filed2026-05-06

Vanguard Total World Stock Index

11.26%

Shares7.9K

Event2026-03-31

Filed2026-05-06

IWM

iShares Russell 2000 Index Fund

10.43%

Shares4.3K

Event2026-03-31

Filed2026-05-06

DXUV

DFA U.S. Vector Equity ETF

37.38%

Shares17.4K

Event2026-03-31

Filed2026-05-06

IBM

International Business Machines

20.20%

Shares4.2K

Event2026-03-31

Filed2026-05-06