Vista-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "ENVX",
  "ABSI",
  null,
  "ONON",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "SCHH",
  "AVDE",
  "AVEM",
  null,
  "CMI",
  null,
  "HD",
  "META",
  null,
  "KMI",
  "TLRY",
  "MSFT",
  null,
  "BX",
  "IJR",
  null,
  "IWD",
  "NOC",
  "VGIT",
  null,
  "IWF",
  null,
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "AMGN",
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "VNQ",
  "VXF",
  "VV",
  "POR",
  null,
  "IWV",
  null,
  "VIG",
  null,
  "IWO",
  "VYM",
  "SDY",
  "FI",
  "IWP",
  "AEP",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "DKS",
  "VUG",
  "VEA",
  "VNQI",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "SCHG",
  "SCHF",
  "SCHA",
  "SO",
  "CRM",
  "DIA",
  "BAC",
  "BRK-A",
  "CVX",
  "CPRT",
  "COST",
  null,
  "DFAC",
  "EFA",
  "J",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 113
Total Value: 823676709
Accession Number: 0001486946-25-000002
Form Type: 13F-HR
CIK: vista-capital-partners
Manager Name: Vista-Capital-Partners

Data Enrichment

81% identified

91 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $823.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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922908769

VTI|922908769

Shares:1.1M

Value:$311.0M

% of Portfolio:37.8% ($311.0M/$823.7M)

922908744

VTV|922908744

Shares:796.5K

Value:$137.6M

% of Portfolio:16.7% ($137.6M/$823.7M)

922908553

VNQ|922908553

Shares:1.3M

Value:$116.3M

% of Portfolio:14.1% ($116.3M/$823.7M)

922908736

VUG|922908736

Shares:210.1K

Value:$77.9M

% of Portfolio:9.5% ($77.9M/$823.7M)

922908751

VB|922908751

Shares:272.7K

Value:$60.5M

% of Portfolio:7.3% ($60.5M/$823.7M)

808524102

SCHB|808524102

Shares:522.7K

Value:$11.3M

% of Portfolio:1.4% ($11.3M/$823.7M)

MICROSOFT CORP

MSFT|594918104

Shares:27.5K

Value:$10.3M

% of Portfolio:1.3% ($10.3M/$823.7M)

Apple Inc.

AAPL|037833100

Shares:37.2K

Value:$8.3M

% of Portfolio:1.0% ($8.3M/$823.7M)

STRYKER CORP

SYK|863667101

Shares:19.3K

Value:$7.2M

% of Portfolio:0.9% ($7.2M/$823.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.2K

Value:$5.1M

% of Portfolio:0.6% ($5.1M/$823.7M)

922908363

VOO|922908363

Shares:9.4K

Value:$4.9M

% of Portfolio:0.6% ($4.9M/$823.7M)

25434V708

DFAC|25434V708

Shares:119.2K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$823.7M)

STARBUCKS CORP

SBUX|855244109

Shares:35.2K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$823.7M)

808524847

SCHH|808524847

Shares:156.9K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$823.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6.2K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$823.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.8K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$823.7M)

464287614

IWF|464287614

Shares:7.4K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$823.7M)

922042676

VNQI|922042676

Shares:57.7K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$823.7M)

NVIDIA CORP

NVDA|67066G104

Shares:19.8K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$823.7M)

AMAZON COM INC

AMZN|023135106

Shares:10.5K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$823.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	1.1M	QoQ -0.35% (-4.0K) YoY -3.67% (-43.2K)	All Managers (Combined)	$311.0M	37.8% ($311.0M/$823.7M)	QoQ -5.50% (-$18.1M) YoY +1.85% (-$5.7M)
(VTVcusip922908744)	796.5K	QoQ -0.45% (-3.7K) YoY -5.24% (-44.1K)	All Managers (Combined)	$137.6M	16.7% ($137.6M/$823.7M)	QoQ +1.56% (-$2.1M) YoY +0.50% (-$687.7K)
(VNQcusip922908553)	1.3M	QoQ +3.21% (+40.0K) YoY +9.99% (+116.7K)	All Managers (Combined)	$116.3M	14.1% ($116.3M/$823.7M)	QoQ +4.90% (+$5.4M) YoY +15.15% (+$15.3M)
(VUGcusip922908736)	210.1K	QoQ -2.28% (-4.9K) YoY -11.50% (-27.3K)	All Managers (Combined)	$77.9M	9.5% ($77.9M/$823.7M)	QoQ -11.72% (-$10.3M) YoY -4.66% (-$3.8M)
(VBcusip922908751)	272.7K	QoQ -0.24% (-682) YoY -4.74% (-13.6K)	All Managers (Combined)	$60.5M	7.3% ($60.5M/$823.7M)	QoQ -7.94% (-$5.2M) YoY -7.59% (-$5.0M)
(SCHBcusip808524102)	522.7K	QoQ -1.49% (-8.0K) YoY +166.73% (-326.7K)	All Managers (Combined)	$11.3M	1.4% ($11.3M/$823.7M)	QoQ -6.57% (-$792.2K) YoY -5.93% (-$709.9K)
MICROSOFT CORP(MSFTcusip594918104)	27.5K	QoQ -5.23% (-1.5K) YoY -4.14% (-1.2K)	All Managers (Combined)	$10.3M	1.3% ($10.3M/$823.7M)	QoQ -15.59% (-$1.9M) YoY -14.47% (-$1.7M)
Apple Inc.(AAPLcusip037833100)	37.2K	QoQ -1.26% (-478) YoY +3.79% (+1.4K)	All Managers (Combined)	$8.3M	1.0% ($8.3M/$823.7M)	QoQ -12.42% (-$1.2M) YoY +34.46% (+$2.1M)
STRYKER CORP(SYKcusip863667101)	19.3K	QoQ -0.03% (-6) YoY -0.02% (-5)	All Managers (Combined)	$7.2M	0.9% ($7.2M/$823.7M)	QoQ +3.35% (-$233.7K) YoY +3.99% (-$276.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.2K	QoQ -6.90% (-679) YoY -10.89% (-1.1K)	All Managers (Combined)	$5.1M	0.6% ($5.1M/$823.7M)	QoQ -11.14% (-$642.5K) YoY -4.70% (-$252.9K)
(VOOcusip922908363)	9.4K	QoQ -0.88% (-84) YoY +2.77% (+255)	All Managers (Combined)	$4.9M	0.6% ($4.9M/$823.7M)	QoQ -5.45% (-$280.1K) YoY +9.87% (+$436.0K)
(DFACcusip25434V708)	119.2K	QoQ -7.77% (-10.0K) YoY -33.68% (-60.5K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$823.7M)	QoQ -12.03% (-$537.9K) YoY -31.52% (-$1.8M)
STARBUCKS CORP(SBUXcusip855244109)	35.2K	QoQ -0.63% (-225) YoY +6.62% (+2.2K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$823.7M)	QoQ +6.81% (-$220.3K) YoY +14.43% (+$435.8K)
(SCHHcusip808524847)	156.9K	QoQ -0.21% (-339) YoY -18.30% (-35.1K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$823.7M)	QoQ +1.91% (-$63.5K) YoY -13.43% (-$523.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6.2K	QoQ -6.86% (-455) YoY +11.66% (+645)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$823.7M)	QoQ +9.42% (-$283.3K) YoY +41.42% (+$963.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.8K	QoQ -1.21% (-35) YoY +13.69% (+343)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$823.7M)	QoQ +1.96% (-$52.0K) YoY +46.78% (+$858.3K)
(IWFcusip464287614)	7.4K	QoQ +0.04% (-3) YoY -3.63% (-280)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$823.7M)	QoQ -10.04% (-$299.6K) YoY +3.24% (-$84.2K)
(VNQIcusip922042676)	57.7K	QoQ -17.97% (-12.6K) YoY +4.82% (+2.7K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$823.7M)	QoQ -16.11% (-$448.2K) YoY +0.64% (+$15.0K)
NVIDIA CORP(NVDAcusip67066G104)	19.8K	QoQ -3.76% (-774) YoY +4165.94% (+19.3K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$823.7M)	QoQ -22.33% (-$616.8K) YoY +411.69% (+$1.7M)
AMAZON COM INC(AMZNcusip023135106)	10.5K	QoQ -4.34% (-478) YoY +5.67% (+565)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$823.7M)	QoQ -17.04% (-$411.1K) YoY +11.46% (+$205.8K)