Funds · 13F filer · Portland, OR

Vista Capital Partners, Inc.

$1.1B in 170 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.¹

1y return+5.8%S&P 500 +20.9%

3y return+46.6%S&P 500 +68.5%

5y return+69.3%S&P 500 +74.5%

10y return+220.8%S&P 500 +256.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2016: $321 against $357 in the S&P 500.²

Vista Capital Partners, Inc.S&P 500 (SPY)

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.²

Stock	Value	Share of portfolio	Change
VTIVanguard Total U.S. Stock Market Index Fund	$421.9M	36.9%	+2.0%
VTVVanguard Value Index Fund	$164.1M	14.4%	−1.3%
VNQVanguard REIT Index Fund	$145.3M	12.7%	+4.0%
VUGVanguard Growth Index Fund	$96.4M	8.4%	−2.5%
VBVanguard Small Cap Index Fund	$77.4M	6.8%	−1.8%
SCHBSchwab U.S. Broad Market Index Fund	$22.2M	1.9%	−4.3%
AAPLApple Inc	$14.5M	1.3%
MSFTMicrosoft Corp	$13.7M	1.2%	+13.2%
VOOVanguard S&P 500 ETF	$8.5M	0.7%	−5.3%
SCHHSchwab U.S. REIT Fund	$8.3M	0.7%	+1.1%
DFICDFA International Core Equity II ETF	$7.6M	0.7%	+11.8%
SPYSPDRs - S&P 500 Index Fund	$6.9M	0.6%
NVDANvidia Corp	$6.7M	0.6%	−2.9%
SYKStryker Corp	$6.1M	0.5%
IWFiShares Russell 1000 Growth Index Fund	$5.7M	0.5%
DFEMDFA Emerging Markets Core Equity II ETF	$5.0M	0.4%	+6.0%
DFA U.S. Core Equity II FundCUSIP 25434V708	$4.9M	0.4%	+11.5%
VNQIVanguard Int'l REIT Index Fund	$4.3M	0.4%
AMZNAmazon.com	$4.2M	0.4%	+5.1%
GOOGLGoogle Inc Class A	$4.0M	0.4%	+2.7%
BRK/ABerkshire Hathaway Cl B	$3.6M	0.3%	+25.8%
SBUXStarbucks	$3.0M	0.3%	−11.9%
MUMicron Technology Inc	$2.6M	0.2%	−35.5%
COSTCostco Wholesale	$2.6M	0.2%	−6.6%
JPMJ. P. Morgan Chase	$2.5M	0.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

Stock	Held since	Return since	Now worth
JPMJ. P. Morgan Chase	June 30, 2020	+248.0%	$2.5M
GOOGLGoogle Inc Class A	March 31, 2023	+244.5%	$4.0M
GOOGGoogle Inc Class C	June 30, 2022	+223.0%	$2.4M
AAPLApple Inc	June 30, 2020	+217.3%	$14.5M
COSTCostco Wholesale	June 30, 2020	+208.5%	$2.6M
QQQNASDAQ 100 Shares	June 30, 2020	+197.4%	$2.0M
BRK/ABerkshire Hathaway Cl B	June 30, 2020	+180.2%	$3.6M
IWFiShares Russell 1000 Growth Index Fund	June 30, 2020	+158.7%	$5.7M
VUGVanguard Growth Index Fund	June 30, 2020	+155.7%	$96.4M
SPYSPDRs - S&P 500 Index Fund	June 30, 2020	+142.2%	$6.9M

Sold off last quarter

Exxon MobilCUSIP 30231G102 was $1.2M
GMGeneral Motors was $268K
PLTRPalantir Technologies Inc was $230K
FISVFiserv Inc was $226K
STTState Street was $217K
IJHiShares Core S&P Mid-Cap ETF was $208K

Quarter by quarter

Quarter	Its picks	S&P 500
June 30, 2026	+6.0%	+14.8%
March 31, 2026	−4.5%	−4.6%
December 31, 2025	+0.3%	+2.4%
September 30, 2025	+4.1%	+7.8%
June 30, 2025	−6.4%	+10.5%
March 31, 2025	+13.9%	−4.6%
December 31, 2024	−1.2%	+2.1%
September 30, 2024	+12.0%	+5.4%
June 30, 2024	−2.6%	+4.0%
March 31, 2024	+14.6%	+10.0%
December 31, 2023	+4.5%	+11.2%
September 30, 2023	+0.8%	−3.6%
June 30, 2023	+9.9%	+8.3%
March 31, 2023	+0.7%	+7.0%
December 31, 2022	+13.1%	+7.1%
September 30, 2022	−2.2%	−5.3%
June 30, 2022	−21.0%	−16.5%
March 31, 2022	+10.6%	−4.9%
December 31, 2021	+9.4%	+10.7%
September 30, 2021	−1.4%	+0.3%

Sources

Every number on this page points here. Each one links to the public record.

1
SEC EDGAR: Vista Capital Partners, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1486946&type=13F-HR&dateb=&owner=include&count=40
CIK 1486946
2
SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1486946/000148694626000004/
Filed July 24, 2026 · accession 0001486946-26-000004