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Vise Technologies, Inc. — 13F Holdings & Portfolio

CIK 1812090 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Vise Technologies, Inc. manages $8.83B in 13F-reported U.S. long-equity assets across 1,774 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFUS (4.49%), NVDA (2.52%), DFAI (2.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 527 new positions, exited 200, added to 1,001, and trimmed 181.

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.

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
Loading holdings…
AUM

$8.83B

Long-equity book

Holdings

1,774

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+527 / −200 / ↑1001 / ↓181

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$146.4M +935.9%
  • DIMENSIONAL ETF TRUST$96.6M +110.3%
  • DIMENSIONAL ETF TRUST$93.4M +105.7%
  • ISHARES TR$73.3M +130.9%
  • NVIDIA CORPORATION$73.2M +49.0%
Show all 1001 →

Top Trims

  • DIMENSIONAL ETF TRUST-$8.1M -36.0%
  • HDFC BANK LTD-$6.5M -50.7%
  • DIMENSIONAL ETF TRUST-$5.5M -36.9%
  • PALANTIR TECHNOLOGIES INC-$4.2M -30.1%
  • ALIBABA GROUP HLDG LTD-$3.6M -32.2%
Show all 181 →

New Positions

  • BLACKROCK ETF TRUST$37.6M
  • FIDELITY COVINGTON TRUST$21.1M
  • ISHARES TR$18.2M
  • BLACKROCK ETF TRUST$17.8M
  • EA SERIES TRUST$14.3M
Show all 527 →

Exited Positions

  • APPLE INC$139.8M
  • AMAZON COM INC$70.3M
  • BERKSHIRE HATHAWAY INC DEL$33.3M
  • INVESCO QQQ TR$14.6M
  • AMERICAN EXPRESS CO$12.2M
Show all 200 →
All Holdings

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 $396.5M 4.49% 4,839,412 SH
2 NVIDIA CORPORATION NVDA 67066G104 $222.7M 2.52% 1,112,915 SH
3 DIMENSIONAL ETF TRUST DFAI 25434V203 $185.4M 2.10% 4,495,210 SH
4 DIMENSIONAL ETF TRUST DFAS 25434V500 $184.3M 2.09% 2,237,685 SH
5 DIMENSIONAL ETF TRUST DFLV 25434V666 $181.6M 2.06% 4,593,828 SH
6 DIMENSIONAL ETF TRUST DFSD 25434V864 $166.7M 1.89% 3,490,783 SH
7 ISHARES TR SGOV 46436E718 $162.0M 1.84% 1,609,405 SH
8 DIMENSIONAL ETF TRUST DFCF 25434V872 $155.3M 1.76% 3,679,427 SH
9 MICROSOFT CORP MSFT 594918104 $140.3M 1.59% 375,993 SH
10 ALPHABET INC GOOGL 02079K305 $137.9M 1.56% 385,811 SH
11 ISHARES TR IVV 464287200 $129.2M 1.46% 172,579 SH
12 DIMENSIONAL ETF TRUST DFAE 25434V302 $119.2M 1.35% 2,965,059 SH
13 DIMENSIONAL ETF TRUST DUSB 25434V591 $90.7M 1.03% 1,786,825 SH
14 BLACKROCK ETF TRUST DYNF 09290C103 $86.5M 0.98% 1,272,182 SH
15 VANGUARD INDEX FDS VOO 922908363 $85.3M 0.97% 124,172 SH
16 BROADCOM INC AVGO 11135F101 $84.7M 0.96% 224,337 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $82.5M 0.93% 251,991 SH
18 ISHARES TR IVW 464287309 $81.9M 0.93% 595,611 SH
19 VANGUARD INDEX FDS VUG 922908736 $77.2M 0.87% 895,910 SH
20 DIMENSIONAL ETF TRUST DUHP 25434V831 $77.0M 0.87% 1,846,253 SH
21 VANGUARD TAX-MANAGED FDS VEA 921943858 $72.7M 0.82% 1,020,670 SH
22 ISHARES TR IUSB 46434V613 $71.9M 0.81% 1,557,969 SH
23 SPDR SERIES TRUST SPYM 78464A854 $71.2M 0.81% 810,572 SH
24 VANGUARD SPECIALIZED FUNDS VIG 921908844 $71.2M 0.81% 300,872 SH
25 VANGUARD INDEX FDS VTI 922908769 $69.9M 0.79% 188,858 SH
26 ALPHABET INC GOOG 02079K107 $67.2M 0.76% 190,125 SH
27 MICRON TECHNOLOGY INC MU 595112103 $66.1M 0.75% 57,298 SH
28 DIMENSIONAL ETF TRUST DFIV 25434V807 $63.9M 0.72% 1,183,164 SH
29 META PLATFORMS INC META 30303M102 $61.1M 0.69% 108,485 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $60.7M 0.69% 81,346 SH
31 VANGUARD INTL EQUITY INDEX F VWO 922042858 $59.7M 0.68% 1,000,292 SH
32 DIMENSIONAL ETF TRUST DFAR 25434V823 $57.3M 0.65% 2,191,582 SH
33 DIMENSIONAL ETF TRUST DFIS 25434V773 $55.4M 0.63% 1,582,555 SH
34 JOHNSON & JOHNSON JNJ 478160104 $53.8M 0.61% 211,863 SH
35 DIMENSIONAL ETF TRUST DFEV 25434V740 $53.8M 0.61% 1,259,797 SH
36 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $51.3M 0.58% 107,319 SH
37 WALMART INC WMT 931142103 $49.3M 0.56% 435,170 SH
38 CATERPILLAR INC CAT 149123101 $47.1M 0.53% 44,237 SH
39 TESLA INC TSLA 88160R101 $46.8M 0.53% 111,315 SH
40 BLACKROCK ETF TRUST BAI 09290C780 $45.9M 0.52% 870,180 SH
41 ISHARES INC IEMG 46434G103 $45.3M 0.51% 546,575 SH
42 VANGUARD INDEX FDS VTV 922908744 $44.4M 0.50% 203,963 SH
43 CISCO SYS INC CSCO 17275R102 $44.0M 0.50% 374,283 SH
44 LAM RESEARCH CORP LRCX 512807306 $43.8M 0.50% 101,038 SH
45 EXXON MOBIL CORP XOM 30231G102 $43.0M 0.49% 314,538 SH
46 ELI LILLY & CO LLY 532457108 $41.2M 0.47% 34,353 SH
47 VISA INC V 92826C839 $41.1M 0.47% 119,693 SH
48 ISHARES TR MBB 464288588 $40.6M 0.46% 429,639 SH
49 BLACKROCK ETF TRUST CORO 09290C764 $37.6M 0.43% 1,026,540 SH
50 ISHARES TR GOVT 46429B267 $34.7M 0.39% 1,524,956 SH
Filing History
Period Filed AUM Holdings Accession
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