You're signed outSign in or to get full access.
Vista Capital Partners, Inc.
Vista Capital Partners, Inc. is a Portland, Oregon-based independent investment adviser founded in 2001. The firm primarily serves high-net-worth individuals and families, focusing on building personalized financial plans and long-term investment portfolios. Vista employs approximately 30 professionals, emphasizing client-centric advice, evidence-based investing, and comprehensive wealth management solutions.
Investment Strategy
Vista Capital Partners implements an evidence-based investment philosophy grounded in strategic asset allocation, global diversification, and tax efficiency. Their approach prioritizes low-cost, tax-efficient index funds while tilting portfolios toward areas such as size, value, and profitability for higher expected returns. Rather than attempting to predict market winners, Vista systematically constructs broadly diversified portfolios — including stocks, bonds, and real estate from over 46 global economies — and regularly rebalances based on ongoing research and academic insights. The focus is on long-term results, portfolio discipline, and personalized strategies to help clients achieve their life and legacy goals.
Latest 13F Filing Activity
Vista Capital Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 124 equity positions with a total 13F market value of $913M. The fund increased holdings in Vanguard Total U.s. Stock Market Index Fund, Vanguard Growth Index Fund, Schwab U.s. Broad Market Index Fund among other positions. Vista Capital Partners, Inc. reduced exposure to Vanguard Reit Index Fund, Berkshire Hathaway CL B, Ishares Russell 2000 Growth among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total U.S. Stock Market Index Fund | 37.08% | $338.7M | 1,114,265 | $131.45 | $303.93 | +$27.7M |
V VTV | Vanguard Value Index Fund | 15.12% | $138.1M | 781,419 | $68.70 | $176.74 | +$516.3K |
V VNQ | Vanguard REIT Index Fund | 12.36% | $112.9M | 1,267,394 | $79.80 | $89.06 | -$3.4M |
V VUG | Vanguard Growth Index Fund | 9.93% | $90.7M | 206,957 | $80.16 | $438.40 | +$12.8M |
V VB | Vanguard Small Cap Index Fund | 6.89% | $62.9M | 265,630 | $100.53 | $236.98 | +$2.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more