Vise Technologies, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Vise Technologies, Inc. disclosed 2093 stock positions valued at approximately $12.03B as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 2093
- Portfolio Value
- $12.03B
Holdings by Sector
Vise Technologies, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 3.67% | 5,318,761 | +479,349 | +9.91% | $441,616,687 |
| APPLE INC | AAPL | Technology | 3.00% | 1,082,781 | +568,416 | +110.51% | $360,587,849 |
| NVIDIA CORPORATION | NVDA | Technology | 2.56% | 1,347,828 | +234,913 | +21.11% | $307,816,888 |
| MICROSOFT CORP | MSFT | Technology | 2.04% | 478,234 | +102,241 | +27.19% | $245,286,355 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 1.72% | 5,162,450 | +568,622 | +12.38% | $207,375,612 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.72% | 5,002,762 | +507,552 | +11.29% | $207,264,449 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.68% | 2,611,205 | +373,520 | +16.69% | $202,159,518 |
| ISHARES TR | IVV | Other | 1.57% | 246,576 | +73,997 | +42.88% | $188,840,084 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.41% | 3,658,642 | +167,859 | +4.81% | $170,024,393 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.33% | 3,980,526 | +301,099 | +8.18% | $159,698,719 |
| ALPHABET INC | GOOGL | Communication Services | 1.32% | 460,470 | +74,659 | +19.35% | $158,438,495 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.26% | 608,498 | +303,926 | +99.79% | $151,607,376 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.08% | 3,317,291 | +352,232 | +11.88% | $130,402,698 |
| VANGUARD INDEX FDS | VOO | Other | 1.04% | 178,065 | +53,893 | +43.40% | $124,798,769 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.00% | 1,740,443 | +468,261 | +36.81% | $120,543,100 |
| ISHARES TR | IVW | Other | 1.00% | 843,079 | +247,468 | +41.55% | $119,936,385 |
| SPDR SERIES TRUST | SPLG | Other | 0.99% | 1,329,910 | +519,338 | +64.07% | $119,372,725 |
| VANGUARD INDEX FDS | VTI | Other | 0.97% | 312,063 | +123,205 | +65.24% | $116,786,518 |
| ISHARES TR | IUSB | Other | 0.94% | 2,561,085 | +1,003,116 | +64.39% | $112,918,216 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.91% | 143,491 | +62,145 | +76.40% | $109,430,691 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.86% | 2,056,677 | +269,852 | +15.10% | $103,841,628 |
| META PLATFORMS INC | META | Communication Services | 0.86% | 142,371 | +33,886 | +31.24% | $103,244,509 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.81% | 294,011 | +42,020 | +16.68% | $97,267,722 |
| VANGUARD INDEX FDS | VUG | Other | 0.80% | 1,061,819 | +165,909 | +18.52% | $95,680,514 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.77% | 396,321 | +95,449 | +31.72% | $92,465,748 |
| ALPHABET INC | GOOG | Communication Services | 0.76% | 269,929 | +79,804 | +41.97% | $91,975,729 |
| BROADCOM INC | AVGO | Technology | 0.73% | 250,673 | +26,336 | +11.74% | $88,033,785 |
| ISHARES TR | SGOV | Other | 0.72% | 859,510 | -749,895 | -46.59% | $86,535,499 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.71% | 1,217,548 | +196,878 | +19.29% | $85,971,080 |
| BLACKROCK ETF TRUST | CORO | Other | 0.68% | 2,257,500 | +1,230,960 | +119.91% | $82,060,116 |
Showing 30 of 2,093 holdings in the latest reporting period.