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| Happy Holidays!! thanks for using AUM13F!! |
| Vista Capital Partners Inc
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| CRD # | 114913 |
| SEC # | 801-60536 |
| CIK # | 0001486946 |
| AUM | $2.7 B (2025-04-28) |
| Employees | 35 (54% Investors, 0% Brokers) |
| Phone | 503-772-9500 |
| Address | 9755 SW Barnes Road Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.1 | ||
| Apple Inc | 9.4 | ||
| Stryker Corp | 7.7 | ||
| Nvidia Corp | 5.6 | ||
| Starbucks Corp | 3.2 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| Amazon Com Inc | 2.4 | ||
| Nike Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 0.6 |
| (b) Individuals (high net worth individuals) | 267 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,126 | 2.7 |
| By Discretionary | ||
| Discretionary | 3,126 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,126 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 3,126 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001486946] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Efficient Advisors LLC
✚
|
2.8 | |
|
The Renaissance Group LLC
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|
KY | 2.8 |
|
Leeward Investments LLC
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MA | 2.8 |
|
Vernal Point Advisors LLC
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|
CA | 2.7 |
|
Aristotle Capital Boston LLC
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|
MA | 2.7 |
|
Nutter Investment Advisors Limited Partnership
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|
MA | 2.7 |
|
Sagewood Asset Management LP
✚
|
NY | 2.7 |
|
Chilton Capital Management LLC
✚
|
TX | 2.7 |
|
Brick Capital Management Inc
✚
|
MI | 2.7 |
|
Thompson Investment Management Inc
✚
|
WI | 2.7 |