VISTA CAPITAL PARTNERS, INC. - Portfolio overview

VISTA CAPITAL PARTNERS, INC. has 169 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VTI - Vanguard Total U.S. Stock Market Index Fund, 35.95%
  2. VTV - Vanguard Value Index Fund, 15.01%
  3. VNQ - Vanguard REIT Index Fund, 12.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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