§ 13F · FUND PROFILE
VISTA CAPITAL PARTNERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $983M (13F)Positions · 145Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total U.S. Stock Market Index Fund | 1.12M | $359M | 36.1% | +1% |
| 2 | VTV | Vanguard Value Index Fund | 763K | $150M | 15.1% | −1% |
| 3 | VNQ | Vanguard REIT Index Fund | 1.45M | $128M | 12.9% | +3% |
| 4 | VUG | Vanguard Growth Index Fund | 191K | $84M | 8.4% | −2% |
| 5 | VB | Vanguard Small Cap Index Fund | 260K | $68M | 6.9% | −1% |
| 6 | SCHB | Schwab U.S. Broad Market Index Fund | 800K | $20M | 2.0% | −1% |
| 7 | AAPL | Apple Inc | 51K | $13M | 1.3% | +7% |
| 8 | MSFT | Microsoft Corp | 32K | $12M | 1.2% | +4% |
| 9 | VOO | Vanguard S&P 500 ETF | 13K | $8M | 0.8% | +23% |
| 10 | SCHH | Schwab U.S. REIT Fund | 346K | $7M | 0.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISTA SIGNAL
AC read
VISTA CAPITAL PARTNERS, INC. is a Other fund managing $983 million in assets. The fund runs a portfolio of 145 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed