VISTA CAPITAL PARTNERS, INC.
CIK: 0001486946SEC EDGAR →
Portfolio Value
$1.0M
Holdings
152
As of
Q4 2025
New Positions
26
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total U.S. Stock Market Index Fund | 1,108,737 | $372K | 36.24% |
| 2 | Vanguard Value Index Fund | 773,840 | $148K | 14.41% |
| 3 | Vanguard REIT Index Fund | 1,401,156 | $124K | 12.09% |
| 4 | Vanguard Growth Index Fund | 194,217 | $95K | 9.24% |
| 5 | Vanguard Small Cap Index Fund | 263,086 | $68K | 6.62% |
| 6 | NightFood Holdings Inc | 700,000 | $36K | 3.51% |
| 7 | Schwab U.S. Broad Market Index Fund | 804,988 | $21K | 2.06% |
| 8 | Microsoft Corp | 31,309 | $15K | 1.48% |
| 9 | Apple Inc | 47,473 | $13K | 1.26% |
| 10 | Schwab U.S. REIT Fund | 350,108 | $7K | 0.71% |
Quarterly Changes
New Positions (21)
$985 · 3K shares
$942 · 3K shares
$809 · 1K shares
$746 · 7K shares
$525 · 8K shares
$501 · 6K shares
$435 · 6K shares
$379 · 5K shares
$290 · 3K shares
$288 · 1K shares
$284 · 987 shares
$280 · 1K shares
$273 · 3K shares
$247 · 3K shares
$237 · 924 shares
$210 · 453 shares
$209 · 2K shares
$208 · 2K shares
$205 · 4K shares
$205 · 1K shares
$202 · 765 shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $906K | 88.3% |
| Technology | 17 | $77K | 7.5% |
| Consumer Cyclical | 8 | $10K | 1.0% |
| Healthcare | 8 | $10K | 1.0% |
| Communication Services | 4 | $6K | 0.6% |
| Unknown | 10 | $6K | 0.6% |
| Industrials | 13 | $4K | 0.4% |
| Utilities | 4 | $2K | 0.2% |
| Energy | 3 | $2K | 0.2% |
| Consumer Defensive | 5 | $1K | 0.1% |
| Basic Materials | 2 | $931 | 0.1% |