Vise Technologies, Inc. Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$2.4T

Holdings

1,046

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,046 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
551,051$87.1B3.59%
2
MSFTMICROSOFT CORP
167,516$83.3B3.44%
3
AAPLAPPLE INC
339,870$69.7B2.88%
4
AMZNAMAZON COM INC
254,748$55.9B2.31%
5
METAMETA PLATFORMS INC
63,078$46.6B1.92%
6
IVVISHARES TR
58,391$36.3B1.50%
7
GOOGLALPHABET INC
194,012$34.2B1.41%
8
JPMJPMORGAN CHASE & CO.
106,477$30.9B1.27%
9
AVGOBROADCOM INC
96,421$26.6B1.10%
10
VCITVANGUARD SCOTTSDALE FDS
316,942$26.3B1.09%
11
VWOVANGUARD INTL EQUITY INDEX F
498,076$24.6B1.02%
12
VGITVANGUARD SCOTTSDALE FDS
390,381$23.3B0.96%
13
WMTWALMART INC
230,740$22.6B0.93%
14
VVISA INC
61,145$21.7B0.90%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
42,795$20.8B0.86%
16
TSLATESLA INC
60,554$19.2B0.79%
17
NFLXNETFLIX INC
14,273$19.1B0.79%
18
BNDXVANGUARD CHARLOTTE FDS
381,715$18.9B0.78%
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
82,159$18.6B0.77%
20
AGGISHARES TR
179,963$17.9B0.74%
21
LLYELI LILLY & CO
21,756$17.0B0.70%
22
SMTHALPS ETF TR
653,667$16.9B0.70%
23
IBMINTERNATIONAL BUSINESS MACHS
56,193$16.6B0.68%
24
MAMASTERCARD INCORPORATED
29,275$16.5B0.68%
25
SCHCSCHWAB STRATEGIC TR
374,149$15.9B0.66%
26
VIGVANGUARD SPECIALIZED FUNDS
74,984$15.3B0.63%
27
MBBISHARES TR
159,980$15.0B0.62%
28
PBFRPGIM ROCK ETF TR
532,954$14.7B0.61%
29
VGSHVANGUARD SCOTTSDALE FDS
238,455$14.0B0.58%
30
CSCOCISCO SYS INC
195,628$13.6B0.56%
31
XOMEXXON MOBIL CORP
121,078$13.1B0.54%
32
VCSHVANGUARD SCOTTSDALE FDS
161,906$12.9B0.53%
33
HDBHDFC BANK LTD
157,441$12.1B0.50%
34
JNJJOHNSON & JOHNSON
76,496$11.7B0.48%
35
VEAVANGUARD TAX-MANAGED FDS
190,199$10.8B0.45%
36
HDHOME DEPOT INC
29,482$10.8B0.45%
37
VTEBVANGUARD MUN BD FDS
217,315$10.7B0.44%
38
UBERUBER TECHNOLOGIES INC
112,034$10.5B0.43%
39
COSTCOSTCO WHSL CORP NEW
10,469$10.4B0.43%
40
GOOGALPHABET INC
58,263$10.3B0.43%
41
ORCLORACLE CORP
46,047$10.1B0.42%
42
VOOVANGUARD INDEX FDS
17,458$9.9B0.41%
43
PGPROCTER AND GAMBLE CO
59,538$9.5B0.39%
44
IMTMISHARES TR
205,484$9.4B0.39%
45
FNDFSCHWAB STRATEGIC TR
234,137$9.4B0.39%
46
SCHXSCHWAB STRATEGIC TR
382,862$9.4B0.39%
47
MUBISHARES TR
89,115$9.3B0.38%
48
4I1PHILIP MORRIS INTL INC
50,991$9.3B0.38%
49
CLSCELESTICA INC
58,054$9.1B0.37%
50
ABBVABBVIE INC
46,412$8.6B0.36%
51
DIVOAMPLIFY ETF TR
202,083$8.6B0.36%
52
VTWOVANGUARD SCOTTSDALE FDS
95,154$8.3B0.34%
53
ADBEADOBE INC
21,046$8.1B0.34%
54
ACNACCENTURE PLC IRELAND
27,152$8.1B0.34%
55
AXPAMERICAN EXPRESS CO
25,333$8.1B0.33%
56
SCHHSCHWAB STRATEGIC TR
381,474$8.1B0.33%
57
PLTRPALANTIR TECHNOLOGIES INC
57,624$7.9B0.32%
58
CATCATERPILLAR INC
20,176$7.8B0.32%
59
BABAALIBABA GROUP HLDG LTD
68,744$7.8B0.32%
60
BACBANK AMERICA CORP
164,325$7.8B0.32%
61
KOCOCA COLA CO
109,234$7.7B0.32%
62
ABTABBOTT LABS
56,796$7.7B0.32%
63
URIUNITED RENTALS INC
9,974$7.5B0.31%
64
CVXCHEVRON CORP NEW
52,167$7.5B0.31%
65
CRMSALESFORCE INC
26,948$7.3B0.30%
66
UNHUNITEDHEALTH GROUP INC
22,963$7.2B0.30%
67
USVMVICTORY PORTFOLIOS II
84,052$7.1B0.29%
68
NOWSERVICENOW INC
6,739$6.9B0.29%
69
BACVERIZON COMMUNICATIONS INC
157,868$6.8B0.28%
70
MRKMERCK & CO INC
85,930$6.8B0.28%
71
VTIVANGUARD INDEX FDS
22,216$6.8B0.28%
72
EMBISHARES TR
72,881$6.8B0.28%
73
GEGE AEROSPACE
25,660$6.6B0.27%
74
TJXTJX COS INC NEW
52,512$6.5B0.27%
75
DWDMORGAN STANLEY
44,949$6.3B0.26%
76
GSGOLDMAN SACHS GROUP INC
8,802$6.2B0.26%
77
TAT&T INC
214,965$6.2B0.26%
78
WFCWELLS FARGO CO NEW
76,938$6.2B0.25%
79
AQLTISHARES TR
261,785$6.0B0.25%
80
QCOMQUALCOMM INC
37,661$6.0B0.25%
81
IBNICICI BANK LIMITED
177,811$6.0B0.25%
82
VBRVANGUARD INDEX FDS
30,450$5.9B0.25%
83
AMATAPPLIED MATLS INC
32,369$5.9B0.24%
84
QUALISHARES TR
32,082$5.9B0.24%
85
ITOTISHARES TR
43,271$5.8B0.24%
86
FLEXFLEX LTD
116,963$5.8B0.24%
87
GQ9SPDR GOLD TR
19,097$5.8B0.24%
88
PEPPEPSICO INC
43,822$5.8B0.24%
89
A4SAMERIPRISE FINL INC
10,754$5.7B0.24%
90
UYLDANGEL OAK FUNDS TRUST
112,322$5.7B0.24%
91
SPYSPDR S&P 500 ETF TR
9,255$5.7B0.24%
92
IVWISHARES TR
51,920$5.7B0.24%
93
RTXRTX CORPORATION
38,814$5.7B0.23%
94
PFEPFIZER INC
231,632$5.6B0.23%
95
BKNGBOOKING HOLDINGS INC
966$5.6B0.23%
96
GILDGILEAD SCIENCES INC
50,103$5.6B0.23%
97
BXBLACKSTONE INC
36,824$5.5B0.23%
98
MOALTRIA GROUP INC
91,907$5.4B0.22%
99
USHYISHARES TR
142,422$5.3B0.22%
100
SPHQINVESCO EXCHANGE TRADED FD T
74,699$5.3B0.22%
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