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Vise Technologies, Inc. — 13F Holdings & Portfolio

CIK 1812090 · latest 13F-HR filed 2026-10-29

Backtest portfolio

Vise Technologies, Inc. manages $12.03B in 13F-reported U.S. long-equity assets across 2,108 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are DFUS (3.67%), AAPL (3.00%), NVDA (2.56%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 474 new positions and exited 140; 1,012 existing positions rose in reported value and 388 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$12.03B

Long-equity book

Holdings
2,108

Distinct positions

Period
2026-09-30

Filed 2026-10-29

Q/Q Activity
+474 / −140 / ↑1012 / ↓388

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
DFUS3.7% · +10%AAPL3.0% · newNVDA2.6% · +21%MSFT2.0% · +27%DFLV1.7% · +12%DFAI1.7% · +11%DFAS1.7% · +17%IVV1.6% · +43%DFSD1.4% · +5%DFCF1.3% · +8%GOOGL1.3% · +19%AMZN1.3% · newDFAE1.1% · +12%VOO1.0% · +43%DYNF1.0% · +37%IVW1.0% · +42%SPYM1.0% · +64%VTI1.0% · +65%IUSB0.9% · +64%SPY0.9% · +76%DUSB0.9% · +15%META0.9% · +31%JPM0.8% · +17%VUG0.8% · +18%VIG0.8% · +32%GOOG0.8% · +42%AVGO0.7% · +12%DUHP0.7% · +12%SGOV0.7% · -47%VEA0.7% · +19%CORO0.7% · +120%JNJ0.6% · +30%DFIV0.6% · +9%MU0.6% · +18%VWO0.6% · +18%BRK.B0.6% · newDFIS0.5% · +13%IEMG0.5% · +40%DFEV0.5% · +16%DFAR0.5% · +16%VTV0.5% · +37%XOM0.5% · +16%BAI0.5% · +39%TSM0.4% · +8%IVE0.4% · +43%V0.4% · +15%WMT0.4% · +9%LLY0.4% · +20%AMD0.4% · newGOVT0.4% · +35%TSLA0.4% · +14%IEFA0.4% · +54%MRK0.3% · +33%CSCO0.3% · +4%QQQ0.3% · newBND0.3% · +34%CVX0.3% · +21%JAAA0.3% · +287%CAT0.3% · +5%ABBV0.3% · +22%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 20.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Vise Technologies, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFUS 25434V401 $441.6M 3.67% 5,318,761 SH
2 APPLE INC AAPL 037833100 $360.6M 3.00% 1,082,781 SH
3 NVIDIA CORPORATION NVDA 67066G104 $307.8M 2.56% 1,347,828 SH
4 MICROSOFT CORP MSFT 594918104 $245.3M 2.04% 478,234 SH
5 DIMENSIONAL ETF TRUST DFLV 25434V666 $207.4M 1.72% 5,162,450 SH
6 DIMENSIONAL ETF TRUST DFAI 25434V203 $207.3M 1.72% 5,002,762 SH
7 DIMENSIONAL ETF TRUST DFAS 25434V500 $202.2M 1.68% 2,611,205 SH
8 ISHARES TR IVV 464287200 $188.8M 1.57% 246,576 SH
9 DIMENSIONAL ETF TRUST DFSD 25434V864 $170.0M 1.41% 3,658,642 SH
10 DIMENSIONAL ETF TRUST DFCF 25434V872 $159.7M 1.33% 3,980,526 SH
11 ALPHABET INC GOOGL 02079K305 $158.4M 1.32% 460,470 SH
12 AMAZON COM INC AMZN 023135106 $151.6M 1.26% 608,498 SH
13 DIMENSIONAL ETF TRUST DFAE 25434V302 $130.4M 1.08% 3,317,291 SH
14 VANGUARD INDEX FDS VOO 922908363 $124.8M 1.04% 178,065 SH
15 BLACKROCK ETF TRUST DYNF 09290C103 $120.5M 1.00% 1,740,443 SH
16 ISHARES TR IVW 464287309 $119.9M 1.00% 843,079 SH
17 SPDR SERIES TRUST SPYM 78464A854 $119.4M 0.99% 1,329,910 SH
18 VANGUARD INDEX FDS VTI 922908769 $116.8M 0.97% 312,063 SH
19 ISHARES TR IUSB 46434V613 $112.9M 0.94% 2,561,085 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $109.4M 0.91% 143,491 SH
21 DIMENSIONAL ETF TRUST DUSB 25434V591 $103.8M 0.86% 2,056,677 SH
22 META PLATFORMS INC META 30303M102 $103.2M 0.86% 142,371 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $97.3M 0.81% 294,011 SH
24 VANGUARD INDEX FDS VUG 922908736 $95.7M 0.80% 1,061,819 SH
25 VANGUARD SPECIALIZED FUNDS VIG 921908844 $92.5M 0.77% 396,321 SH
26 ALPHABET INC GOOG 02079K107 $92.0M 0.76% 269,929 SH
27 BROADCOM INC AVGO 11135F101 $88.0M 0.73% 250,673 SH
28 DFA INVT DIMENSIONS GROUP IN DUHP 25239Y196 $87.0M 0.72% 2,076,293 SH
29 ISHARES TR SGOV 46436E718 $86.5M 0.72% 859,510 SH
30 VANGUARD TAX-MANAGED FDS VEA 921943858 $86.0M 0.71% 1,217,548 SH
31 BLACKROCK ETF TRUST CORO 09290C764 $82.1M 0.68% 2,257,500 SH
32 JOHNSON & JOHNSON JNJ 478160104 $73.0M 0.61% 275,901 SH
33 DIMENSIONAL ETF TRUST DFIV 25434V807 $72.3M 0.60% 1,294,003 SH
34 MICRON TECHNOLOGY INC MU 595112103 $71.9M 0.60% 67,468 SH
35 VANGUARD INTL EQUITY INDEX F VWO 922042858 $69.9M 0.58% 1,179,305 SH
36 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $69.8M 0.58% 140,165 SH
37 DIMENSIONAL ETF TRUST DFIS 25434V773 $64.6M 0.54% 1,782,248 SH
38 ISHARES INC IEMG 46434G103 $62.0M 0.52% 764,261 SH
39 DIMENSIONAL ETF TRUST DFEV 25434V740 $61.8M 0.51% 1,458,447 SH
40 DFA INVT DIMENSIONS GROUP IN DFAR 25239Y147 $61.2M 0.51% 2,534,292 SH
41 VANGUARD INDEX FDS VTV 922908744 $60.4M 0.50% 279,730 SH
42 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $59.2M 0.49% 363,521 SH
43 BLACKROCK ETF TRUST BAI 09290C780 $57.1M 0.47% 1,210,148 SH
44 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $53.1M 0.44% 116,445 SH
45 ISHARES TR IVE 464287408 $49.7M 0.41% 217,838 SH
46 VISA INC V 92826C839 $49.6M 0.41% 137,962 SH
47 WALMART INC WMT 931142103 $49.1M 0.41% 472,677 SH
48 ELI LILLY & CO LLY 532457108 $47.6M 0.40% 41,180 SH
49 ADVANCED MICRO DEVICES INC AMD 007903107 $47.0M 0.39% 76,863 SH
50 ISHARES TR GOVT 46429B267 $45.1M 0.38% 2,062,738 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-29 $12.03B 2,108 0001812090-26-000005
2026-06-30 2026-08-11 $8.83B 1,774 0001812090-26-000004
2026-03-31 2026-04-21 $5.09B 1,447 0001812090-26-000002
2025-12-31 2026-02-11 $5.10B 1,461 0001812090-26-000001
Filer Information
Address
521 BROADWAY
3RD FLOOR
NEW YORK, NY 10012
Phone
(415) 737-5666
Filing Manager
Vise Technologies, Inc.
NEW YORK, NY
Signatory
Dimple Anderson
Chief Compliance Officer