VISTA CAPITAL PARTNERS, INC.

Q3 2026 13F-HR Holdings

Location
Portland, OR
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$1,146,763
Net value change ($000)
+3,206 (0.3%)
New positions
21
Sold out positions
12
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 6,184 45.1%
DFA U.S. Core Equity II Fund 4,470 NEW
AAPL 3,262 22.5%
VUG 2,770 2.9%
NVDA 2,565 38.1%
VTI 2,559 0.6%
DFA U.S. Vector Equity ETF 1,567 NEW
DFA U.S. Small Cap Value ETF 864 NEW
GE 753 NEW
SPY 739 10.7%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -6,715 -4.6%
VB -5,544 -7.2%
DFAC -4,868 -100.0%
VTV -4,836 -2.9%
DXUV -1,465 -100.0%
PWBK -913 -100.0%
DFSV -893 -100.0%
SHV -878 -100.0%
SYK -764 -12.5%
SCHH -603 -7.3%
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