Vise Technologies, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Vise Technologies, Inc. disclosed 1685 stock positions valued at approximately $8.83B as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, NVIDIA CORPORATION, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 1685
- Portfolio Value
- $8.83B
Holdings by Sector
Vise Technologies, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.49% | 4,839,412 | +97,375 | +2.05% | $396,541,449 |
| NVIDIA CORPORATION | NVDA | Technology | 2.52% | 1,112,915 | +311,505 | +38.87% | $222,683,183 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 2.10% | 4,495,210 | +1,086,911 | +31.89% | $185,427,425 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.09% | 2,237,685 | +979,958 | +77.92% | $184,250,997 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.06% | 4,593,828 | +2,013,044 | +78.00% | $181,639,954 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.89% | 3,490,783 | +1,216,216 | +53.47% | $166,684,909 |
| ISHARES TR | SGOV | Other | 1.84% | 1,609,405 | +1,453,600 | +932.96% | $162,018,814 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.76% | 3,679,427 | +1,221,104 | +49.67% | $155,308,595 |
| MICROSOFT CORP | MSFT | Technology | 1.59% | 375,993 | +145,559 | +63.17% | $140,253,019 |
| ALPHABET INC | GOOGL | Communication Services | 1.56% | 385,811 | +159,144 | +70.21% | $137,877,359 |
| ISHARES TR | IVV | Other | 1.46% | 172,579 | +90,854 | +111.17% | $129,242,321 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.35% | 2,965,059 | +294,581 | +11.03% | $119,225,010 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.03% | 1,786,825 | +624,554 | +53.74% | $90,734,960 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.98% | 1,272,182 | +795,430 | +166.84% | $86,521,085 |
| VANGUARD INDEX FDS | VOO | Other | 0.97% | 124,172 | +87,643 | +239.93% | $85,282,910 |
| BROADCOM INC | AVGO | Technology | 0.96% | 224,337 | +83,958 | +59.81% | $84,743,351 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.93% | 251,991 | +119,974 | +90.88% | $82,484,353 |
| ISHARES TR | IVW | Other | 0.93% | 595,611 | +368,653 | +162.43% | $81,914,339 |
| VANGUARD INDEX FDS | VUG | Other | 0.87% | 895,910 | +776,594 | +650.87% | $77,173,655 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.87% | 1,846,253 | +818,159 | +79.58% | $77,044,152 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.82% | 1,020,670 | +686,717 | +205.63% | $72,722,707 |
| ISHARES TR | IUSB | Other | 0.81% | 1,557,969 | +1,314,169 | +539.04% | $71,900,273 |
| SPDR SERIES TRUST | SPLG | Other | 0.81% | 810,572 | +710,026 | +706.17% | $71,233,042 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.81% | 300,872 | +131,259 | +77.39% | $71,192,445 |
| VANGUARD INDEX FDS | VTI | Other | 0.79% | 188,858 | +60,046 | +46.62% | $69,885,117 |
| ALPHABET INC | GOOG | Communication Services | 0.76% | 190,125 | +85,210 | +81.22% | $67,177,017 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.75% | 57,298 | +30,462 | +113.51% | $66,138,293 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.72% | 1,183,164 | +450,189 | +61.42% | $63,914,525 |
| META PLATFORMS INC | META | Communication Services | 0.69% | 108,485 | +34,453 | +46.54% | $61,108,296 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.69% | 81,346 | +49,420 | +154.80% | $60,746,523 |
Showing 30 of 1,685 holdings in the latest reporting period.