VISTA CAPITAL PARTNERS, INC.

Q1 2026 13F-HR Holdings

Location
Portland, OR
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
156
Total value ($000)
$994,149
Net value change ($000)
-19,046 (-1.9%)
New positions
11
Sold out positions
7
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VNQ 4,486 3.6%
VTV 1,927 1.3%
VOO 1,119 16.8%
DFIC 795 14.0%
CVX 630 74.8%
COST 559 23.3%
XOM 521 74.2%
VEA 445 41.4%
GOOGL 373 13.4%
WMT 331 72.6%
Top Reduces (Value $000, Stocks/ETFs)
VTI -13,072 -3.5%
VUG -11,202 -11.8%
MSFT -3,119 -20.6%
SCHB -1,046 -5.0%
QQQ -761 -31.4%
AGG -746 -100.0%
IWF -602 -10.9%
CCJ -596 -100.0%
SYK -433 -6.4%
SPY -355 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type