Vise Technologies, Inc.
CIK: 0001812090Latest portfolio: $5.1B · Q4 2025
Holdings
1,461
Total Value
$5.1B
New Positions
351
Closed Positions
73
Top Holdings
View All 1,461 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 4,742,037 | $351.0M | 6.88% | +3.4M | |
| 2 | NVDANVIDIA CORPORATION | 801,410 | $149.0M | 2.92% | +360K | |
| 3 | AAPLAPPLE INC | 514,365 | $139.0M | 2.72% | +224K | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 3,408,299 | $129.0M | 2.53% | +2.6M | |
| 5 | MSFTMICROSOFT CORP | 230,434 | $111.0M | 2.17% | +91K | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 2,274,567 | $109.0M | 2.14% | +1.7M | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 2,458,323 | $104.0M | 2.04% | +1.8M | |
| 8 | DFLVDIMENSIONAL ETF TRUST | 2,580,784 | $88.0M | 1.72% | +1.7M | |
| 9 | DFASDIMENSIONAL ETF TRUST | 1,257,727 | $87.0M | 1.70% | +861K | |
| 10 | DFAEDIMENSIONAL ETF TRUST | 2,670,478 | $86.0M | 1.68% | +2.0M | |
| 11 | AMZNAMAZON COM INC | 304,572 | $70.0M | 1.37% | +96K | |
| 12 | GOOGLALPHABET INC | 226,667 | $70.0M | 1.37% | NEW | |
| 13 | DUSBDIMENSIONAL ETF TRUST | 1,162,271 | $58.0M | 1.14% | +867K | |
| 14 | VUGVANGUARD INDEX FDS | 119,316 | $58.0M | 1.14% | +78K | |
| 15 | IVVISHARES TR | 81,725 | $55.0M | 1.08% | +39K | |
| 16 | METAMETA PLATFORMS INC | 74,032 | $48.0M | 0.94% | +26K | |
| 17 | AVGOBROADCOM INC | 140,379 | $48.0M | 0.94% | +44K | |
| 18 | VTIVANGUARD INDEX FDS | 128,812 | $43.0M | 0.84% | +90K | |
| 19 | JPMJPMORGAN CHASE & CO. | 132,017 | $42.0M | 0.82% | +52K | |
| 20 | DUHPDIMENSIONAL ETF TRUST | 1,028,094 | $39.0M | 0.76% | +703K | |
| 21 | DFARDIMENSIONAL ETF TRUST | 1,696,565 | $38.0M | 0.74% | +1.3M | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 169,613 | $37.0M | 0.72% | +75K | |
| 23 | DFIVDIMENSIONAL ETF TRUST | 732,975 | $36.0M | 0.71% | +555K | |
| 24 | TSLATESLA INC | 75,807 | $34.0M | 0.67% | +25K | |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 647,307 | $34.0M | 0.67% | +222K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Industrials0.0% ($1.3000110008000698e+273T)
Consumer Cyclical0.0% ($7.0000340001400005e+211T)
Healthcare0.0% ($2.500020000150001e+191T)
Unknown0.0% ($3.3000160001400015e+177T)
Energy0.0% ($1.60001000040004e+126T)
Consumer Defensive0.0% ($3.000014000110009e+107T)
Communication Services0.0% ($7.000048000320001e+91T)
Basic Materials0.0% ($5.000400030002e+87T)
Utilities0.0% ($6.000500050002999e+86T)
Real Estate0.0% ($7.000300020000999e+43T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 11, 2026 | $5.1B | 1,461 |
| Q3 2025 | Nov 13, 2025 | $2.7T | 1,181 |
| Q2 2025 | Aug 7, 2025 | $2.4T | 1,046 |
| Q4 2024 | Feb 18, 2025 | $1.2T | 816 |
| Q3 2024 | Nov 13, 2024 | $785.9T | 588 |
| Q2 2024 | Aug 2, 2024 | $569.9T | 423 |
| Q1 2024 | May 15, 2024 | $507.8T | 378 |
| Q4 2023 | Feb 8, 2024 | $464.6T | 349 |
| Q3 2023 | Oct 31, 2023 | $406.8T | 331 |
| Q2 2023 | Aug 8, 2023 | $412.9T | 339 |
| Q1 2023 | May 10, 2023 | $379.5T | 330 |
| Q4 2022 | Feb 10, 2023 | $319.5T | 327 |
| Q3 2022 | Nov 14, 2022 | $265.4B | 297 |
| Q2 2022 | Aug 15, 2022 | $257.7B | 291 |
| Q1 2022 | Jun 8, 2022 | $266.1B | 251 |
| Q1 2022 | Jun 7, 2022 | $369.4B | 136 |
Fund Information
Vise Technologies, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.1B across 1,461 holdings. The largest position is DIMENSIONAL ETF TRUST (DFUS), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 357 new positions and closed 77 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.