Institutional Fund
Vista Capital Partners, Inc.
Portland, ORCIK 14869465 filings on record
Portfolio Value
$994.15M
Q1 2026
Holdings
156
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.9%
from $1.01B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds36.1%
- Vanguard Index Fds15.1%
- Vanguard Index Fds12.9%
- Vanguard Index Fds8.4%
- Vanguard Index Fds6.9%
- Schwab Strategic Tr2.0%
- Other18.7%
Portfolio Holdings
156 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.12M | $358.65M | 36.1% | +9.2K | Added |
| 2 | Vanguard Index Fds | 763.1K | $149.72M | 15.1% | −10.7K | Reduced |
| 3 | Vanguard Index Fds | 1.45M | $128.47M | 12.9% | +47.3K | Added |
| 4 | Vanguard Index Fds | 191.3K | $83.55M | 8.4% | −2.9K | Reduced |
| 5 | Vanguard Index Fds | 260.1K | $68.13M | 6.9% | −3.0K | Reduced |
| 6 | Schwab Strategic Tr | 799.6K | $20.07M | 2.0% | −5.4K | Reduced |
| 7 | Apple Inc | 50.6K | $12.85M | 1.3% | +3.1K | Added |
| 8 | Microsoft Corp | 32.5K | $12.02M | 1.2% | +1.2K | Added |
| 9 | Vanguard Index Fds | 13.0K | $7.79M | 0.8% | +2.4K | Added |
| 10 | Schwab Strategic Tr | 345.6K | $7.43M | 0.7% | −4.5K | Reduced |
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