VISTA CAPITAL PARTNERS, INC.
RIA/Wealth
VISTA CAPITAL PARTNERS, INC. is a RIA/Wealth based in Portland, OR led by Dougal Williams, reporting $2.7B in AUM as of Q3 2025 with 92% ETF concentration, 88% concentrated in top 10 holdings, 37% allocation to VTI, and minimal technology exposure.
CEODougal Williams
- Portfolio Value
- $977.2M
- Positions
- 138
- Top Holding
- VTI at 37.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VISTA CAPITAL PARTNERS, INC.'s portfolio (87.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $364.5M | 37.30% | -$1.1M Sold | — 1.1M shares | |
ETF ETF | $145.5M | 14.89% | -$206.6K Sold | — 780.3K shares | |
ETF ETF | $119.2M | 12.20% | +$3.3M Bought | — 1.3M shares | |
ETF ETF | $97.2M | 9.95% | -$2.0M Sold | — 202.8K shares | |
ETF ETF | $67.4M | 6.90% | -$107.3K Sold | — 265.2K shares | |
ETF ETF | $21.1M | 2.15% | -$1.8M Sold | — 819.0K shares | |
Software - Infrastructure Technology | $15.5M | 1.58% | +$771.7K Bought | 0.00% 29.9K shares | |
Consumer Electronics Technology | $12.0M | 1.23% | +$275.3K Bought | 0.00% 47.0K shares | |
ETF ETF | $7.3M | 0.74% | -$6.2K Sold | — 336.9K shares | |
Medical - Devices Healthcare | $7.2M | 0.73% | +$7.4K Bought | 0.01% 19.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VISTA CAPITAL PARTNERS, INC.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for VISTA CAPITAL PARTNERS, INC.
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