Vise Technologies, Inc. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.7T
Holdings
1,181
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,181 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 1,343,917 | $97.4B | 3.62% | |
| 2 | NVDANVIDIA CORPORATION | 441,327 | $82.3B | 3.06% | |
| 3 | AAPLAPPLE INC | 290,839 | $74.1B | 2.76% | |
| 4 | MSFTMICROSOFT CORP | 139,395 | $72.2B | 2.69% | |
| 5 | GOOGALPHABET INC | 198,543 | $48.3B | 1.80% | |
| 6 | AMZNAMAZON COM INC | 208,253 | $45.7B | 1.70% | |
| 7 | METAMETA PLATFORMS INC | 48,058 | $35.3B | 1.31% | |
| 8 | AVGOBROADCOM INC | 96,873 | $32.0B | 1.19% | |
| 9 | DFAIDIMENSIONAL ETF TRUST | 832,339 | $30.1B | 1.12% | |
| 10 | DFSDDIMENSIONAL ETF TRUST | 599,073 | $28.9B | 1.07% | |
| 11 | IVVISHARES TR | 42,340 | $28.3B | 1.05% | |
| 12 | DFCFDIMENSIONAL ETF TRUST | 655,243 | $28.0B | 1.04% | |
| 13 | DFLVDIMENSIONAL ETF TRUST | 833,854 | $27.4B | 1.02% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 323,251 | $27.2B | 1.01% | |
| 15 | DFASDIMENSIONAL ETF TRUST | 396,981 | $27.2B | 1.01% | |
| 16 | VGITVANGUARD SCOTTSDALE FDS | 428,583 | $25.7B | 0.96% | |
| 17 | JPMJPMORGAN CHASE & CO. | 79,538 | $25.1B | 0.93% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 424,959 | $23.0B | 0.86% | |
| 19 | TSLATESLA INC | 51,243 | $22.8B | 0.85% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 78,790 | $22.0B | 0.82% | |
| 21 | DFAEDIMENSIONAL ETF TRUST | 679,344 | $21.4B | 0.80% | |
| 22 | BNDXVANGUARD CHARLOTTE FDS | 427,813 | $21.2B | 0.79% | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 94,261 | $20.3B | 0.76% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 40,044 | $20.1B | 0.75% | |
| 25 | WMTWALMART INC | 193,706 | $20.0B | 0.74% | |
| 26 | VUGVANGUARD INDEX FDS | 41,376 | $19.8B | 0.74% | |
| 27 | DYNFBLACKROCK ETF TRUST | 325,236 | $19.3B | 0.72% | |
| 28 | IVWISHARES TR | 141,961 | $17.1B | 0.64% | |
| 29 | SCHCSCHWAB STRATEGIC TR | 371,241 | $16.9B | 0.63% | |
| 30 | MBBISHARES TR | 172,271 | $16.4B | 0.61% | |
| 31 | PBFRPGIM ROCK ETF TR | 571,011 | $16.3B | 0.61% | |
| 32 | VGSHVANGUARD SCOTTSDALE FDS | 261,477 | $15.4B | 0.57% | |
| 33 | DUSBDIMENSIONAL ETF TRUST | 295,350 | $15.0B | 0.56% | |
| 34 | NFLXNETFLIX INC | 12,284 | $14.7B | 0.55% | |
| 35 | ORCLORACLE CORP | 51,142 | $14.4B | 0.54% | |
| 36 | CLSCELESTICA INC | 57,633 | $14.2B | 0.53% | |
| 37 | VCSHVANGUARD SCOTTSDALE FDS | 176,737 | $14.1B | 0.53% | |
| 38 | VVISA INC | 40,630 | $13.9B | 0.52% | |
| 39 | BABAALIBABA GROUP HLDG LTD | 73,297 | $13.1B | 0.49% | |
| 40 | VTIVANGUARD INDEX FDS | 39,255 | $12.9B | 0.48% | |
| 41 | MUBISHARES TR | 116,866 | $12.4B | 0.46% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 205,635 | $12.3B | 0.46% | |
| 43 | DUHPDIMENSIONAL ETF TRUST | 325,491 | $12.3B | 0.46% | |
| 44 | MAMASTERCARD INCORPORATED | 21,414 | $12.2B | 0.45% | |
| 45 | LLYELI LILLY & CO | 15,437 | $11.8B | 0.44% | |
| 46 | HDBHDFC BANK LTD | 344,783 | $11.8B | 0.44% | |
| 47 | IEMGISHARES INC | 166,614 | $11.0B | 0.41% | |
| 48 | VTEBVANGUARD MUN BD FDS | 214,258 | $10.7B | 0.40% | |
| 49 | JNJJOHNSON & JOHNSON | 57,052 | $10.6B | 0.39% | |
| 50 | XOMEXXON MOBIL CORP | 92,495 | $10.4B | 0.39% | |
| 51 | DFARDIMENSIONAL ETF TRUST | 432,104 | $10.3B | 0.38% | |
| 52 | ITOTISHARES TR | 68,756 | $10.0B | 0.37% | |
| 53 | HDHOME DEPOT INC | 24,604 | $10.0B | 0.37% | |
| 54 | ABBVABBVIE INC | 42,958 | $9.9B | 0.37% | |
| 55 | SCHXSCHWAB STRATEGIC TR | 372,147 | $9.8B | 0.36% | |
| 56 | URIUNITED RENTALS INC | 9,998 | $9.5B | 0.36% | |
| 57 | CSCOCISCO SYS INC | 136,197 | $9.3B | 0.35% | |
| 58 | SPYSPDR S&P 500 ETF TR | 13,517 | $9.0B | 0.34% | |
| 59 | PLTRPALANTIR TECHNOLOGIES INC | 48,963 | $8.9B | 0.33% | |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 30,843 | $8.7B | 0.32% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 9,257 | $8.6B | 0.32% | |
| 62 | VTWOVANGUARD SCOTTSDALE FDS | 87,125 | $8.5B | 0.32% | |
| 63 | SCHHSCHWAB STRATEGIC TR | 392,930 | $8.5B | 0.32% | |
| 64 | CATCATERPILLAR INC | 17,462 | $8.3B | 0.31% | |
| 65 | UBERUBER TECHNOLOGIES INC | 84,422 | $8.3B | 0.31% | |
| 66 | 4I1PHILIP MORRIS INTL INC | 50,772 | $8.2B | 0.31% | |
| 67 | DFIVDIMENSIONAL ETF TRUST | 177,859 | $8.2B | 0.31% | |
| 68 | AQLTISHARES TR | 92,601 | $8.1B | 0.30% | |
| 69 | GEGE AEROSPACE | 26,767 | $8.1B | 0.30% | |
| 70 | DFISDIMENSIONAL ETF TRUST | 244,382 | $7.7B | 0.29% | |
| 71 | QUALISHARES TR | 38,997 | $7.6B | 0.28% | |
| 72 | AXPAMERICAN EXPRESS CO | 22,786 | $7.6B | 0.28% | |
| 73 | EMBISHARES TR | 78,062 | $7.4B | 0.28% | |
| 74 | BACBANK AMERICA CORP | 140,021 | $7.2B | 0.27% | |
| 75 | DWDMORGAN STANLEY | 44,204 | $7.0B | 0.26% | |
| 76 | WFCWELLS FARGO CO NEW | 80,242 | $6.7B | 0.25% | |
| 77 | GSGOLDMAN SACHS GROUP INC | 8,438 | $6.7B | 0.25% | |
| 78 | FLEXFLEX LTD | 113,293 | $6.6B | 0.24% | |
| 79 | BXBLACKSTONE INC | 37,794 | $6.5B | 0.24% | |
| 80 | RDVYFIRST TR EXCHANGE TRADED FD | 95,776 | $6.4B | 0.24% | |
| 81 | AGGISHARES TR | 64,246 | $6.4B | 0.24% | |
| 82 | CVXCHEVRON CORP NEW | 41,358 | $6.4B | 0.24% | |
| 83 | TLHISHARES TR | 62,322 | $6.4B | 0.24% | |
| 84 | NOWSERVICENOW INC | 6,890 | $6.3B | 0.24% | |
| 85 | IUSBISHARES TR | 133,413 | $6.2B | 0.23% | |
| 86 | MRKMERCK & CO INC | 73,519 | $6.2B | 0.23% | |
| 87 | AMATAPPLIED MATLS INC | 29,886 | $6.1B | 0.23% | |
| 88 | PEPPEPSICO INC | 43,511 | $6.1B | 0.23% | |
| 89 | PGPROCTER AND GAMBLE CO | 39,216 | $6.0B | 0.22% | |
| 90 | WELLWELLTOWER INC | 33,692 | $6.0B | 0.22% | |
| 91 | CRMSALESFORCE INC | 25,301 | $6.0B | 0.22% | |
| 92 | SMTHALPS ETF TR | 221,165 | $5.8B | 0.22% | |
| 93 | IBNICICI BANK LIMITED | 189,246 | $5.7B | 0.21% | |
| 94 | BRTRBLACKROCK ETF TRUST II | 111,827 | $5.7B | 0.21% | |
| 95 | UNHUNITEDHEALTH GROUP INC | 16,477 | $5.7B | 0.21% | |
| 96 | TMUST-MOBILE US INC | 23,472 | $5.6B | 0.21% | |
| 97 | KOCOCA COLA CO | 83,061 | $5.5B | 0.21% | |
| 98 | A4SAMERIPRISE FINL INC | 11,047 | $5.4B | 0.20% | |
| 99 | USHYISHARES TR | 143,192 | $5.4B | 0.20% | |
| 100 | ABTABBOTT LABS | 40,192 | $5.4B | 0.20% |
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