Vise Technologies, Inc. Portfolio Stock Holdings
Vise Technologies, Inc. disclosed 1447 stock positions valued at approximately $5.1 billion in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1447
- Portfolio Value
- $5.1B
Holdings by Sector
Vise Technologies, Inc. Portfolio Holdings in Q1 2026
1411 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 6.91% | 4,742,037 | - | - | $351,716,878 |
| NVIDIA CORPORATION | NVDA | Technology | 2.94% | 801,410 | - | - | $149,463,013 |
| APPLE INC | AAPL | Technology | 2.75% | 514,365 | - | - | $139,835,198 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 2.55% | 3,408,299 | - | - | $129,890,276 |
| MICROSOFT CORP | MSFT | Technology | 2.19% | 230,434 | - | - | $111,442,577 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 2.14% | 2,274,567 | - | - | $109,065,468 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.05% | 2,458,323 | - | - | $104,626,243 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 1.73% | 2,580,784 | - | - | $88,288,620 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.72% | 1,257,727 | - | - | $87,625,840 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.71% | 2,670,478 | - | - | $86,977,475 |
| ALPHABET INC | GOOGL | Communication Services | 1.39% | 226,667 | - | - | $70,946,713 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.38% | 304,572 | - | - | $70,301,206 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.16% | 1,162,271 | - | - | $58,869,031 |
| VANGUARD INDEX FDS | VUG | Other | 1.14% | 119,316 | - | - | $58,209,410 |
| ISHARES TR | IVV | Other | 1.10% | 81,725 | - | - | $55,976,704 |
| META PLATFORMS INC | META | Communication Services | 0.96% | 74,032 | - | - | $48,867,487 |
| BROADCOM INC | AVGO | Technology | 0.95% | 140,379 | - | - | $48,585,339 |
| VANGUARD INDEX FDS | VTI | Other | 0.85% | 128,812 | - | - | $43,186,813 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.84% | 132,017 | - | - | $42,538,500 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.77% | 1,028,094 | - | - | $39,098,410 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.76% | 1,696,565 | - | - | $38,853,385 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.73% | 169,613 | - | - | $37,277,607 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.72% | 732,975 | - | - | $36,575,470 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.68% | 647,307 | - | - | $34,799,200 |
| TESLA INC | TSLA | Consumer Cyclical | 0.67% | 75,807 | - | - | $34,091,787 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.65% | 66,274 | - | - | $33,312,530 |
| ALPHABET INC | GOOG | Communication Services | 0.65% | 104,915 | - | - | $32,922,281 |
| WALMART INC | WMT | Consumer Defensive | 0.60% | 275,341 | - | - | $30,675,687 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.59% | 916,244 | - | - | $30,181,081 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.58% | 352,454 | - | - | $29,517,982 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.57% | 476,752 | - | - | $28,991,280 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.56% | 475,159 | - | - | $28,476,306 |
| ISHARES TR | IVW | Other | 0.55% | 226,958 | - | - | $27,974,809 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.53% | 88,731 | - | - | $26,964,577 |
| VISA INC | V | Financial Services | 0.52% | 74,788 | - | - | $26,228,767 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.51% | 535,399 | - | - | $25,870,499 |
| ELI LILLY & CO | LLY | Healthcare | 0.50% | 23,558 | - | - | $25,317,393 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.47% | 404,642 | - | - | $23,764,644 |
| VANGUARD INDEX FDS | VOO | Other | 0.45% | 36,529 | - | - | $22,908,246 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.44% | 483,484 | - | - | $22,525,542 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.43% | 31,926 | - | - | $21,771,280 |
| ISHARES TR | ITOT | Other | 0.42% | 145,507 | - | - | $21,635,455 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 101,118 | - | - | $20,926,369 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.41% | 333,953 | - | - | $20,862,040 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.40% | 452,251 | - | - | $20,446,258 |
| ISHARES TR | MBB | Other | 0.39% | 207,511 | - | - | $19,759,200 |
| ISHARES TR | AGG | Other | 0.39% | 197,400 | - | - | $19,716,319 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.39% | 431,323 | - | - | $19,638,137 |
| ISHARES INC | IEMG | Other | 0.36% | 275,113 | - | - | $18,493,099 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.36% | 366,394 | - | - | $18,425,947 |
| ISHARES TR | MUB | Other | 0.36% | 171,813 | - | - | $18,402,874 |
| ISHARES TR | IEFA | Other | 0.33% | 189,859 | - | - | $16,984,790 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.33% | 29,623 | - | - | $16,911,230 |
| EXXON MOBIL CORP | XOM | Energy | 0.32% | 137,262 | - | - | $16,518,072 |
| CELESTICA INC | CLS | Technology | 0.31% | 53,970 | - | - | $15,953,953 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.31% | 198,730 | - | - | $15,844,772 |
| NETFLIX INC. | NFLX | Communication Services | 0.31% | 167,876 | - | - | $15,740,022 |
| ISHARES TR | SGOV | Other | 0.31% | 155,805 | - | - | $15,639,682 |
| ABBVIE INC | ABBV | Healthcare | 0.31% | 68,156 | - | - | $15,572,853 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.30% | 391,198 | - | - | $15,487,541 |
| CISCO SYS INC | CSCO | Technology | 0.30% | 200,341 | - | - | $15,432,303 |
| ORACLE CORP | ORCL | Technology | 0.30% | 77,537 | - | - | $15,112,741 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.29% | 453,238 | - | - | $14,906,998 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 23,834 | - | - | $14,641,427 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 42,335 | - | - | $14,567,500 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.28% | 16,329 | - | - | $14,081,137 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.27% | 78,453 | - | - | $13,944,992 |
| CATERPILLAR INC | CAT | Industrials | 0.27% | 23,788 | - | - | $13,627,392 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.27% | 501,807 | - | - | $13,503,630 |
| VANGUARD BD INDEX FDS | BND | Other | 0.26% | 182,117 | - | - | $13,489,400 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.25% | 80,728 | - | - | $12,948,848 |
| HDFC BANK LTD | HDB | Financial Services | 0.25% | 350,265 | - | - | $12,798,679 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.24% | 32,951 | - | - | $12,190,259 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.24% | 41,121 | - | - | $12,180,468 |
| ALPS ETF TR | SMTH | Other | 0.24% | 464,880 | - | - | $12,119,410 |
| BANK AMERICA CORP | BAC | Financial Services | 0.23% | 215,070 | - | - | $11,828,829 |
| MERCK & CO INC | MRK | Healthcare | 0.23% | 110,677 | - | - | $11,649,844 |
| ISHARES TR | QUAL | Other | 0.22% | 57,506 | - | - | $11,421,913 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.22% | 79,359 | - | - | $11,372,986 |
| ISHARES TR | IUSB | Other | 0.22% | 243,800 | - | - | $11,346,444 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.22% | 163,222 | - | - | $11,339,062 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.22% | 76,151 | - | - | $11,162,148 |
| GE AEROSPACE | GE | Industrials | 0.22% | 35,731 | - | - | $11,006,355 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.21% | 12,113 | - | - | $10,647,411 |
| WELLS FARGO & CO | WFC | Financial Services | 0.21% | 113,487 | - | - | $10,576,964 |
| ISHARES TR | IMTM | Other | 0.21% | 220,175 | - | - | $10,561,784 |
| LAM RESEARCH CORP | LRCX | Other | 0.21% | 60,986 | - | - | $10,439,553 |
| CHEVRON CORPORATION | CVX | Energy | 0.20% | 66,839 | - | - | $10,186,865 |
| ISHARES TR | EMB | Other | 0.20% | 105,585 | - | - | $10,165,754 |
| ASML HLDG NV | ASML | Other | 0.20% | 9,370 | - | - | $10,024,249 |
| VANGUARD INDEX FDS | VTV | Other | 0.19% | 51,114 | - | - | $9,762,297 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.19% | 118,711 | - | - | $9,699,863 |
| APPLIED MATLS INC | AMAT | Technology | 0.19% | 37,534 | - | - | $9,645,766 |
| PEPSICO INC | PEP | Consumer Defensive | 0.19% | 66,265 | - | - | $9,510,289 |
| ISHARES TR | TLH | Other | 0.18% | 91,798 | - | - | $9,333,148 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.18% | 93,231 | - | - | $9,278,319 |
| ISHARES TR | IWF | Other | 0.17% | 18,781 | - | - | $8,888,967 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.17% | 418,055 | - | - | $8,733,170 |
| VANGUARD STAR FDS | VXUS | Other | 0.17% | 114,163 | - | - | $8,612,478 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.17% | 39,818 | - | - | $8,527,486 |