Vise Technologies, Inc. Top Holdings and 13F Report (2026)

About Vise Technologies, Inc.

Investment Activity

Vise Technologies, Inc. has $5.09 billion in total holdings as of March 31, 2026.
Vise Technologies, Inc. owns shares of 1,447 different stocks, but just 239 companies or ETFs make up 80% of its holdings.
About 0.24% of the portfolio was sold this quarter.
This quarter, Vise Technologies, Inc. has purchased 1,461 new stocks and bought additional shares in 0 stocks.
Vise Technologies, Inc. sold shares of 0 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Dimensional U.S. Equity ETF: $351,716,878
NVIDIA: $149,463,013
Apple: $139,835,198
Dimensional International Core Equity Market ETF: $129,890,276
Microsoft: $111,442,577

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
DFUS Dimensional U.S. Equity ETF	$351,716,878	0.0%	4,742,037	6.9%	ETF
NVDA NVIDIA	$149,463,013	0.0%	801,410	2.9%	Computer and Technology
AAPL Apple	$139,835,198	0.0%	514,365	2.7%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$129,890,276	0.0%	3,408,299	2.6%	ETF
MSFT Microsoft	$111,442,577	0.0%	230,434	2.2%	Computer and Technology
DFSD Dimensional Short-Duration Fixed Income ETF	$109,065,468	0.0%	2,274,567	2.1%	ETF
DFCF Dimensional Core Fixed Income ETF	$104,626,243	0.0%	2,458,323	2.1%	ETF
DFLV Dimensional US Large Cap Value ETF	$88,288,620	0.0%	2,580,784	1.7%	ETF
DFAS Dimensional U.S. Small Cap ETF	$87,625,840	0.0%	1,257,727	1.7%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$86,977,475	0.0%	2,670,478	1.7%	ETF
GOOGL Alphabet	$70,946,713	0.0%	226,667	1.4%	Computer and Technology
AMZN Amazon.com	$70,301,206	0.0%	304,572	1.4%	Retail/Wholesale
DIMENSIONAL ETF TRUST	$58,869,031	0.0%	1,162,271	1.2%	ULTRASHORT FIXED
VUG Vanguard Growth ETF	$58,209,410	0.0%	119,316	1.1%	ETF
IVV iShares Core S&P 500 ETF	$55,976,704	0.0%	81,725	1.1%	ETF
META Meta Platforms	$48,867,487	0.0%	74,032	1.0%	Computer and Technology
AVGO Broadcom	$48,585,339	0.0%	140,379	1.0%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$43,186,813	0.0%	128,812	0.8%	ETF
JPM JPMorgan Chase & Co.	$42,538,500	0.0%	132,017	0.8%	Finance
DUHP Dimensional US High Profitability ETF	$39,098,410	0.0%	1,028,094	0.8%	ETF
DFAR Dimensional US Real Estate ETF	$38,853,385	0.0%	1,696,565	0.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$37,277,607	0.0%	169,613	0.7%	ETF
DFIV Dimensional International Value ETF	$36,575,470	0.0%	732,975	0.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$34,799,200	0.0%	647,307	0.7%	ETF
TSLA Tesla	$34,091,787	0.0%	75,807	0.7%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$33,312,530	0.0%	66,274	0.7%	Finance
GOOG Alphabet	$32,922,281	0.0%	104,915	0.6%	Computer and Technology
WALMART INC	$30,675,687	0.0%	275,341	0.6%	COM
DFIS Dimensional International Small Cap ETF	$30,181,081	0.0%	916,244	0.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$29,517,982	0.0%	352,454	0.6%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$28,991,280	0.0%	476,752	0.6%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$28,476,306	0.0%	475,159	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$27,974,809	0.0%	226,958	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$26,964,577	0.0%	88,731	0.5%	Computer and Technology
V Visa	$26,228,767	0.0%	74,788	0.5%	Business Services
BNDX Vanguard Total International Bond ETF	$25,870,499	0.0%	535,399	0.5%	ETF
LLY Eli Lilly and Company	$25,317,393	0.0%	23,558	0.5%	Medical
VGSH Vanguard Short-Term Treasury ETF	$23,764,644	0.0%	404,642	0.5%	ETF
VOO Vanguard S&P 500 ETF	$22,908,246	0.0%	36,529	0.4%	ETF
DFUV Dimensional US Marketwide Value ETF	$22,525,542	0.0%	483,484	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$21,771,280	0.0%	31,926	0.4%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$21,635,455	0.0%	145,507	0.4%	ETF
JNJ Johnson & Johnson	$20,926,369	0.0%	101,118	0.4%	Medical
VEA Vanguard FTSE Developed Markets ETF	$20,862,040	0.0%	333,953	0.4%	ETF
FNDF Schwab Fundamental International Equity ETF	$20,446,258	0.0%	452,251	0.4%	ETF
MBB iShares MBS ETF	$19,759,200	0.0%	207,511	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$19,716,319	0.0%	197,400	0.4%	Finance
SCHC Schwab International Small-Cap Equity ETF	$19,638,137	0.0%	431,323	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$18,493,099	0.0%	275,113	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$18,425,947	0.0%	366,394	0.4%	ETF
MUB iShares National Muni Bond ETF	$18,402,874	0.0%	171,813	0.4%	ETF
PGIM ROCK ETF TR	$17,441,038	0.0%	596,887	0.3%	LADDERED S&P 500
IEFA iShares Core MSCI EAFE ETF	$16,984,790	0.0%	189,859	0.3%	ETF
MA Mastercard	$16,911,230	0.0%	29,623	0.3%	Business Services
XOM ExxonMobil	$16,518,072	0.0%	137,262	0.3%	Energy
CELESTICA INC	$15,953,953	0.0%	53,970	0.3%	COM
VCSH Vanguard Short-Term Corporate Bond ETF	$15,844,772	0.0%	198,730	0.3%	ETF
NFLX Netflix	$15,740,022	0.0%	167,876	0.3%	Consumer Discretionary
SGOV iShares 0-3 Month Treasury Bond ETF	$15,639,682	0.0%	155,805	0.3%	ETF
ABBV AbbVie	$15,572,853	0.0%	68,156	0.3%	Medical
DFAC Dimensional U.S. Core Equity 2 ETF	$15,487,541	0.0%	391,198	0.3%	ETF
CSCO Cisco Systems	$15,432,303	0.0%	200,341	0.3%	Computer and Technology
ORCL Oracle	$15,112,741	0.0%	77,537	0.3%	Computer and Technology
DFSV Dimensional US Small Cap Value ETF	$14,906,998	0.0%	453,238	0.3%	ETF
QQQ Invesco QQQ	$14,641,427	0.0%	23,834	0.3%	Finance
HD Home Depot	$14,567,500	0.0%	42,335	0.3%	Retail/Wholesale
COST Costco Wholesale	$14,081,137	0.0%	16,329	0.3%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$13,944,992	0.0%	78,453	0.3%	CL A
CAT Caterpillar	$13,627,392	0.0%	23,788	0.3%	Industrials
SCHX Schwab US Large-Cap ETF	$13,503,630	0.0%	501,807	0.3%	ETF
BND Vanguard Total Bond Market ETF	$13,489,400	0.0%	182,117	0.3%	ETF
PM Philip Morris International	$12,948,848	0.0%	80,728	0.3%	Consumer Staples
HDB HDFC Bank	$12,798,679	0.0%	350,265	0.3%	Finance
AXP American Express	$12,190,259	0.0%	32,951	0.2%	Finance
IBM International Business Machines	$12,180,468	0.0%	41,121	0.2%	Computer and Technology
ALPS ETF TR	$12,119,410	0.0%	464,880	0.2%	SMITH CORE PLUS
BAC Bank of America	$11,828,829	0.0%	215,070	0.2%	Finance
MRK Merck & Co., Inc.	$11,649,844	0.0%	110,677	0.2%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$11,421,913	0.0%	57,506	0.2%	ETF
PG Procter & Gamble	$11,372,986	0.0%	79,359	0.2%	Consumer Staples
IUSB iShares Core Total USD Bond Market ETF	$11,346,444	0.0%	243,800	0.2%	Manufacturing
RDVY First Trust Rising Dividend Achievers ETF	$11,339,062	0.0%	163,222	0.2%	Manufacturing
BABA Alibaba Group	$11,162,148	0.0%	76,151	0.2%	Retail/Wholesale
GE GE Aerospace	$11,006,355	0.0%	35,731	0.2%	Aerospace
GS The Goldman Sachs Group	$10,647,411	0.0%	12,113	0.2%	Finance
WFC Wells Fargo & Company	$10,576,964	0.0%	113,487	0.2%	Finance
IMTM iShares MSCI Intl Momentum Factor ETF	$10,561,784	0.0%	220,175	0.2%	ETF
LAM RESEARCH CORP	$10,439,553	0.0%	60,986	0.2%	COM NEW
CVX Chevron	$10,186,865	0.0%	66,839	0.2%	Energy
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$10,165,754	0.0%	105,585	0.2%	ETF
ASML ASML	$10,024,249	0.0%	9,370	0.2%	Computer and Technology
VTV Vanguard Value ETF	$9,762,297	0.0%	51,114	0.2%	ETF
UBER Uber Technologies	$9,699,863	0.0%	118,711	0.2%	Computer and Technology
AMAT Applied Materials	$9,645,766	0.0%	37,534	0.2%	Computer and Technology
PEP PepsiCo	$9,510,289	0.0%	66,265	0.2%	Consumer Staples
TLH iShares 10-20 Year Treasury Bond ETF	$9,333,148	0.0%	91,798	0.2%	ETF
VTWO Vanguard Russell 2000 ETF	$9,278,319	0.0%	93,231	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$8,888,967	0.0%	18,781	0.2%	ETF
SCHH Schwab U.S. REIT ETF	$8,733,170	0.0%	418,055	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$8,612,478	0.0%	114,163	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Vise Technologies, Inc. Top Holdings and 13F Report (2026)

About Vise Technologies, Inc.

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Vise Technologies, Inc. Top Holdings and 13F Report (2026)

About Vise Technologies, Inc.

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofVise Technologies, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools