Vise Technologies, Inc. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$5.1B

Holdings

1,461

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,461 positions)

#	Stock	Shares	Value	% Portfolio
1	DFUSDIMENSIONAL ETF TRUST	4,742,037	$351.0M	6.88%
2	NVDANVIDIA CORPORATION	801,410	$149.0M	2.92%
3	AAPLAPPLE INC	514,365	$139.0M	2.72%
4	DFAIDIMENSIONAL ETF TRUST	3,408,299	$129.0M	2.53%
5	MSFTMICROSOFT CORP	230,434	$111.0M	2.17%
6	DFSDDIMENSIONAL ETF TRUST	2,274,567	$109.0M	2.14%
7	DFCFDIMENSIONAL ETF TRUST	2,458,323	$104.0M	2.04%
8	DFLVDIMENSIONAL ETF TRUST	2,580,784	$88.0M	1.72%
9	DFASDIMENSIONAL ETF TRUST	1,257,727	$87.0M	1.70%
10	DFAEDIMENSIONAL ETF TRUST	2,670,478	$86.0M	1.68%
11	AMZNAMAZON COM INC	304,572	$70.0M	1.37%
12	GOOGLALPHABET INC	226,667	$70.0M	1.37%
13	VUGVANGUARD INDEX FDS	119,316	$58.0M	1.14%
14	DUSBDIMENSIONAL ETF TRUST	1,162,271	$58.0M	1.14%
15	IVVISHARES TR	81,725	$55.0M	1.08%
16	AVGOBROADCOM INC	140,379	$48.0M	0.94%
17	METAMETA PLATFORMS INC	74,032	$48.0M	0.94%
18	VTIVANGUARD INDEX FDS	128,812	$43.0M	0.84%
19	JPMJPMORGAN CHASE & CO.	132,017	$42.0M	0.82%
20	DUHPDIMENSIONAL ETF TRUST	1,028,094	$39.0M	0.76%
21	DFARDIMENSIONAL ETF TRUST	1,696,565	$38.0M	0.74%
22	VIGVANGUARD SPECIALIZED FUNDS	169,613	$37.0M	0.72%
23	DFIVDIMENSIONAL ETF TRUST	732,975	$36.0M	0.71%
24	TSLATESLA INC	75,807	$34.0M	0.67%
25	VWOVANGUARD INTL EQUITY INDEX F	647,307	$34.0M	0.67%
26	BRK/BBERKSHIRE HATHAWAY INC DEL	66,274	$33.0M	0.65%
27	GOOGALPHABET INC	104,915	$32.0M	0.63%
28	DFISDIMENSIONAL ETF TRUST	916,244	$30.0M	0.59%
29	WMTWALMART INC	275,341	$30.0M	0.59%
30	VCITVANGUARD SCOTTSDALE FDS	352,454	$29.0M	0.57%
31	DYNFBLACKROCK ETF TRUST	476,752	$28.0M	0.55%
32	VGITVANGUARD SCOTTSDALE FDS	475,159	$28.0M	0.55%
33	IVWISHARES TR	226,958	$27.0M	0.53%
34	VVISA INC	74,788	$26.0M	0.51%
35	TSMTAIWAN SEMICONDUCTOR MFG LTD	88,731	$26.0M	0.51%
36	LLYELI LILLY & CO	23,558	$25.0M	0.49%
37	BNDXVANGUARD CHARLOTTE FDS	535,399	$25.0M	0.49%
38	VGSHVANGUARD SCOTTSDALE FDS	404,642	$23.0M	0.45%
39	VOOVANGUARD INDEX FDS	36,529	$22.0M	0.43%
40	DFUVDIMENSIONAL ETF TRUST	483,484	$22.0M	0.43%
41	SPYSPDR S&P 500 ETF TR	31,926	$21.0M	0.41%
42	ITOTISHARES TR	145,507	$21.0M	0.41%
43	JNJJOHNSON & JOHNSON	101,118	$20.0M	0.39%
44	FNDFSCHWAB STRATEGIC TR	452,251	$20.0M	0.39%
45	VEAVANGUARD TAX-MANAGED FDS	333,953	$20.0M	0.39%
46	SCHCSCHWAB STRATEGIC TR	431,323	$19.0M	0.37%
47	MBBISHARES TR	207,511	$19.0M	0.37%
48	AGGISHARES TR	197,400	$19.0M	0.37%
49	IEMGISHARES INC	275,113	$18.0M	0.35%
50	MUBISHARES TR	171,813	$18.0M	0.35%
51	VTEBVANGUARD MUN BD FDS	366,394	$18.0M	0.35%
52	PBFRPGIM ROCK ETF TR	596,887	$17.0M	0.33%
53	MAMASTERCARD INCORPORATED	29,623	$16.0M	0.31%
54	XOMEXXON MOBIL CORP	137,262	$16.0M	0.31%
55	AQLTISHARES TR	189,859	$16.0M	0.31%
56	CLSCELESTICA INC	53,970	$15.0M	0.29%
57	DFACDIMENSIONAL ETF TRUST	391,198	$15.0M	0.29%
58	CSCOCISCO SYS INC	200,341	$15.0M	0.29%
59	NFLXNETFLIX INC	167,876	$15.0M	0.29%
60	ABBVABBVIE INC	68,156	$15.0M	0.29%
61	SGOVISHARES TR	155,805	$15.0M	0.29%
62	VCSHVANGUARD SCOTTSDALE FDS	198,730	$15.0M	0.29%
63	ORCLORACLE CORP	77,537	$15.0M	0.29%
64	DFSVDIMENSIONAL ETF TRUST	453,238	$14.0M	0.27%
65	NDQINVESCO QQQ TR	23,834	$14.0M	0.27%
66	HDHOME DEPOT INC	42,335	$14.0M	0.27%
67	COSTCOSTCO WHSL CORP NEW	16,329	$14.0M	0.27%
68	SCHXSCHWAB STRATEGIC TR	501,807	$13.0M	0.25%
69	CATCATERPILLAR INC	23,788	$13.0M	0.25%
70	BNDVANGUARD BD INDEX FDS	182,117	$13.0M	0.25%
71	PLTRPALANTIR TECHNOLOGIES INC	78,453	$13.0M	0.25%
72	IBMINTERNATIONAL BUSINESS MACHS	41,121	$12.0M	0.24%
73	HDBHDFC BANK LTD	350,265	$12.0M	0.24%
74	SMTHALPS ETF TR	464,880	$12.0M	0.24%
75	4I1PHILIP MORRIS INTL INC	80,728	$12.0M	0.24%
76	AXPAMERICAN EXPRESS CO	32,951	$12.0M	0.24%
77	GEGE AEROSPACE	35,731	$11.0M	0.22%
78	RDVYFIRST TR EXCHANGE TRADED FD	163,222	$11.0M	0.22%
79	MRKMERCK & CO INC	110,677	$11.0M	0.22%
80	BABAALIBABA GROUP HLDG LTD	76,151	$11.0M	0.22%
81	PGPROCTER AND GAMBLE CO	79,359	$11.0M	0.22%
82	QUALISHARES TR	57,506	$11.0M	0.22%
83	IUSBISHARES TR	243,800	$11.0M	0.22%
84	BACBANK AMERICA CORP	215,070	$11.0M	0.22%
85	GSGOLDMAN SACHS GROUP INC	12,113	$10.0M	0.20%
86	WFCWELLS FARGO CO NEW	113,487	$10.0M	0.20%
87	EMBISHARES TR	105,585	$10.0M	0.20%
88	LRCXLAM RESEARCH CORP	60,986	$10.0M	0.20%
89	IMTMISHARES TR	220,175	$10.0M	0.20%
90	ASMLASML HOLDING N V	9,370	$10.0M	0.20%
91	CVXCHEVRON CORP NEW	66,839	$10.0M	0.20%
92	VTWOVANGUARD SCOTTSDALE FDS	93,231	$9.0M	0.18%
93	PEPPEPSICO INC	66,265	$9.0M	0.18%
94	AMATAPPLIED MATLS INC	37,534	$9.0M	0.18%
95	UBERUBER TECHNOLOGIES INC	118,711	$9.0M	0.18%
96	VTVVANGUARD INDEX FDS	51,114	$9.0M	0.18%
97	TLHISHARES TR	91,798	$9.0M	0.18%
98	SCHHSCHWAB STRATEGIC TR	418,055	$8.0M	0.16%
99	MTUMISHARES TR	33,360	$8.0M	0.16%
100	AMDADVANCED MICRO DEVICES INC	39,818	$8.0M	0.16%

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