VISTA CAPITAL PARTNERS, INC.
CIK: 1486946SEC EDGAR →
Portfolio Value
$217.7B
Holdings
156
As of
Q1 2026
New Positions
156
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard REIT Index Fund | 1,448,406 | $128.5B | 59.01% |
| 2 | Schwab U.S. Broad Market Index Fund | 799,554 | $20.1B | 9.22% |
| 3 | Schwab U.S. REIT Fund | 345,641 | $7.4B | 3.41% |
| 4 | DFA International Core Equity II ETF | 181,694 | $6.5B | 2.97% |
| 5 | Vanguard Int'l REIT Index Fund | 95,253 | $4.2B | 1.94% |
| 6 | DFA Emerging Markets Core Equity II ETF | 115,934 | $4.0B | 1.84% |
| 7 | DFA U.S. Core Equity II Fund | 98,397 | $3.8B | 1.76% |
| 8 | Starbucks | 33,127 | $3.0B | 1.36% |
| 9 | DFA International Small Cap ETF | 65,333 | $2.2B | 1.01% |
| 10 | DFA U.S. Sustainability ETF | 49,004 | $2.0B | 0.92% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $201.7B | 92.7% |
| Consumer Cyclical | 8 | $5.5B | 2.5% |
| Unknown | 9 | $4.7B | 2.2% |
| Utilities | 5 | $2.0B | 0.9% |
| Technology | 16 | $1.8B | 0.8% |
| Consumer Defensive | 6 | $848.2M | 0.4% |
| Healthcare | 10 | $381.5M | 0.2% |
| Industrials | 14 | $259.5M | 0.1% |
| Energy | 4 | $253.4M | 0.1% |
| Communication Services | 4 | $220.8M | 0.1% |
| Basic Materials | 2 | $1.2M | 0.0% |