VISTA CAPITAL PARTNERS, INC.
CIK: 0001486946SEC EDGAR →
Portfolio Value
$1.0B
Holdings
152
As of
Q4 2025
New Positions
21
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total U.S. Stock Market Index Fund | 1,108,737 | $371.7M | 36.69% |
| 2 | Vanguard Value Index Fund | 773,840 | $147.8M | 14.59% |
| 3 | Vanguard REIT Index Fund | 1,401,156 | $124.0M | 12.24% |
| 4 | Vanguard Growth Index Fund | 194,217 | $94.8M | 9.35% |
| 5 | Vanguard Small Cap Index Fund | 263,086 | $67.9M | 6.70% |
| 6 | Schwab U.S. Broad Market Index Fund | 804,988 | $21.1M | 2.08% |
| 7 | Microsoft Corp | 31,309 | $15.1M | 1.49% |
| 8 | Apple Inc | 47,473 | $12.9M | 1.27% |
| 9 | Schwab U.S. REIT Fund | 350,108 | $7.3M | 0.72% |
| 10 | Stryker Corp | 19,379 | $6.8M | 0.67% |
Quarterly Changes
Top Buys
New Positions (21)
$985K · 3K shares
$942K · 3K shares
$809K · 1K shares
$746K · 7K shares
$525K · 8K shares
$501K · 6K shares
$435K · 6K shares
$379K · 5K shares
$290K · 3K shares
$288K · 1K shares
$284K · 987 shares
$280K · 1K shares
$273K · 3K shares
$247K · 3K shares
$237K · 924 shares
$210K · 453 shares
$209K · 2K shares
$208K · 2K shares
$205K · 4K shares
$205K · 1K shares
$202K · 765 shares
Closed Positions (14)
Nakanishi Inc
$574K · 41K shares
$324K · 270 shares
$290K · 4K shares
$234K · 2K shares
$230K · 1K shares
$225K · 1K shares
$223K · 932 shares
$214K · 6K shares
$208K · 693 shares
$205K · 1K shares
$204K · 1K shares
$164K · 10K shares
$42K · 24K shares
$41K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $920.7M | 90.9% |
| Technology | 18 | $41.2M | 4.1% |
| Healthcare | 8 | $11.1M | 1.1% |
| Unknown | 10 | $10.9M | 1.1% |
| Consumer Cyclical | 8 | $10.4M | 1.0% |
| Communication Services | 4 | $6.1M | 0.6% |
| Industrials | 12 | $4.1M | 0.4% |
| Consumer Defensive | 5 | $3.9M | 0.4% |
| Utilities | 4 | $2.1M | 0.2% |
| Energy | 3 | $1.7M | 0.2% |
| Basic Materials | 2 | $931K | 0.1% |