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John Convery

Vista Capital Partners, Inc.

Assets Managed
$994.149M
Holdings
156
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-1.87%(2Q avg: 0.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Capital Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Vista Capital Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 994.149M in assets, with a quarterly growth rate of -1.87% and a 2-quarter average growth rate of 0.6%. The portfolio is managed by John Convery, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.84%
36.08%
$358.654M
1.118M shares@ $320.81 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.38%
15.07%
$149.723M
763,114 shares@ $196.2 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.38%
12.93%
$128.474M
1.448M shares@ $88.71 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.51%
8.41%
$83.549M
191,279 shares@ $436.8 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.13%
6.86%
$68.126M
260,102 shares@ $261.92 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.67%
2.02%
$20.069M
799,554 shares@ $25.11 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.62%
1.3%
$12.845M
50,614 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.75%
1.21%
$12.023M
32,480 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 22.56%
0.79%
$7.789M
13,035 shares@ $597.55 avg price
SCHH
Schwab Us Reit Etf
Recent Activity
Decreased -1.27%
0.75%
$7.428M
345,641 shares@ $21.5 avg price

1-10 of 156