Vista Capital Partners, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.75 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $4.93B, Vanguard Total Stock Market Et with a value of $311M, Vanguard Value ETF with a value of $138M, Vanguard Specialized Funds Van with a value of $116M, and Vanguard Growth ETF with a value of $77.9M.

Examining the 13F form we can see an increase of $380M in the current position value, from $5.37B to 5.75B.

Below you can find more details about Vista Capital Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.75 Billion
Financial Services: $4.93 Billion
ETFs: $764 Million
Technology: $22.6 Million
Healthcare: $9.69 Million
Consumer Cyclical: $8.56 Million
Consumer Defensive: $2.92 Million
Communication Services: $2.25 Million
Energy: $1.82 Million
Other: $3.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $5.75 Billion
  • Prior Value $5.37 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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