Vise Technologies, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Vise Technologies, Inc. reported 1,774 stock positions worth $8.8 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 4.5% of the portfolio, followed by Nvidia (NVDA, 2.5%) and Dimensional International (DFAI, 2.1%). Compared with Q1 2026, it opened 522 new positions, sold out of 197, added to 1,056 and reduced 193. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +933%) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001812090
- Portfolio Value
- $8.8B (Q2 2026)
- SEC Filing
- 0001812090-26-000004 ↗ filed Aug 11, 2026
Holdings Value
Holdings 1,774 stocks · $8.8B
| DFUS Dimensional US Eq MKT ETF | 4.49% | 4,839,412 | $396.5M | Add +2.0% |
| NVDA Nvidia Corp. | 2.52% | 1,112,915 | $222.7M | Add +38.9% |
| DFAI Dimensional International Co. | 2.10% | 4,495,210 | $185.4M | Add +31.9% |
| DFAS Dimensional US Small Cap ETF | 2.09% | 2,237,685 | $184.3M | Add +77.9% |
| DFLV Dim US Large Cap Value ETF | 2.06% | 4,593,828 | $181.6M | Add +78.0% |
| DFSD Dimensional Short Duration | 1.89% | 3,490,783 | $166.7M | Add +53.5% |
| SGOV iShares 0-3 Month Treasury B | 1.83% | 1,609,405 | $162.0M | Add +933.0% |
| DFCF Dimensional Core Fixed Inc. | 1.76% | 3,679,427 | $155.3M | Add +49.7% |
| MSFT Microsoft Corp. | 1.59% | 375,993 | $140.3M | Add +63.2% |
| GOOGL Alphabet Inc. Class A | 1.56% | 385,811 | $137.9M | Add +70.2% |
| IVV iShares Core S&P 500 ETF | 1.46% | 172,579 | $129.2M | Add +111.2% |
| DFAE Dimensional Emerging Core Eq | 1.35% | 2,965,059 | $119.2M | Add +11.0% |
| DUSB Dimension Ultrashort Fi ETF | 1.03% | 1,786,825 | $90.7M | Add +53.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.98% | 1,272,182 | $86.5M | Add +166.8% |
| VOO Vanguard S&P 500 ETF | 0.97% | 124,172 | $85.3M | Add +239.9% |
| AVGO Broadcom Inc. | 0.96% | 224,337 | $84.7M | Add +59.8% |
| JPM JPMorgan Chase & Co. | 0.93% | 251,991 | $82.5M | Add +90.9% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 595,611 | $81.9M | Add +162.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 895,910 | $77.2M | Add +25.1% |
| DUHP Dimensional US High Profi Et | 0.87% | 1,846,253 | $77.0M | Add +79.6% |
| VEA Vanguard Ftse Developed ETF | 0.82% | 1,020,670 | $72.7M | Add +205.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.81% | 1,557,969 | $71.9M | Add +539.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.81% | 810,572 | $71.2M | Add +706.2% |
| VIG Vanguard Dividend Apprec ETF | 0.81% | 300,872 | $71.2M | Add +77.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.79% | 188,858 | $69.9M | Add +46.6% |
| GOOG Alphabet Inc. Class C | 0.76% | 190,125 | $67.2M | Add +81.2% |
| MU Micron Technology Inc. | 0.75% | 57,298 | $66.1M | Add +113.5% |
| DFIV Dimensional International Va | 0.72% | 1,183,164 | $63.9M | Add +61.4% |
| META Meta Platforms Inc. Class A | 0.69% | 108,485 | $61.1M | Add +46.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 81,346 | $60.7M | Add +154.8% |
| VWO Vanguard Ftse Emerging Marke | 0.68% | 1,000,292 | $59.7M | Add +54.5% |
| DFAR Dimensional US Real Est ETF | 0.65% | 2,191,582 | $57.3M | Add +29.2% |
| DFIS Dimensional International SM | 0.63% | 1,582,555 | $55.4M | Add +72.7% |
| JNJ Johnson & Johnson | 0.61% | 211,863 | $53.8M | Add +109.5% |
| DFEV Dimensional Emrg MRKT Val | 0.61% | 1,259,797 | $53.8M | Add +528.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.58% | 107,319 | $51.3M | Add +20.9% |
| WMT Walmart Inc. | 0.56% | 435,170 | $49.3M | Add +58.0% |
| CAT Caterpillar Inc. | 0.53% | 44,237 | $47.1M | Add +86.0% |
| TSLA Tesla Inc. | 0.53% | 111,315 | $46.8M | Add +46.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.52% | 870,180 | $45.9M | Add +258.7% |
| IEMG iShares Core MSCI Emerging | 0.51% | 546,575 | $45.3M | Add +98.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 203,963 | $44.4M | Add +299.0% |
| CSCO Cisco Systems Inc. | 0.50% | 374,283 | $44.0M | Add +86.8% |
| LRCX Lam Research Corp. | 0.50% | 101,038 | $43.8M | Add +65.7% |
| XOM Exxon Mobil Corp. | 0.49% | 314,538 | $43.0M | Add +129.2% |
| LLY Eli Lilly & Co. | 0.47% | 34,353 | $41.2M | Add +45.8% |
| V Visa Inc. Class A | 0.47% | 119,693 | $41.1M | Add +60.0% |
| MBB iShares MBS ETF | 0.46% | 429,639 | $40.6M | Add +107.0% |
| CORO Ish Intl CTRY Rot Act ETF | 0.43% | 1,026,540 | $37.6M | New |
| GOVT iShares US Treasury Bond ETF | 0.39% | 1,524,956 | $34.7M | Add +362.6% |
| IVE iShares S&P 500 Value ETF | 0.39% | 152,586 | $34.6M | Add +329.5% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 207,455 | $34.1M | Add +42.6% |
| VCIT Vanguard Int-Term Corporate | 0.38% | 406,927 | $33.6M | Add +15.5% |
| AGG iShares Core U.S. Aggregate | 0.38% | 337,480 | $33.4M | Add +71.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.38% | 96,996 | $33.3M | Add +190.8% |
| BND Vanguard Total Bond Market | 0.36% | 438,498 | $32.2M | Add +140.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.36% | 602,570 | $31.8M | Add +33.2% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 532,352 | $31.4M | Add +12.0% |
| MUB iShares National Muni Bond E | 0.35% | 284,540 | $30.6M | Add +65.6% |
| ABBV Abbvie Inc. | 0.34% | 118,244 | $29.8M | Add +73.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.33% | 602,669 | $29.2M | Add +12.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 299,991 | $29.0M | Add +58.0% |
| THRO iShares U.S. Thematic Rotati | 0.32% | 662,531 | $28.6M | Add +235.1% |
| MRK Merck & Co. Inc. | 0.32% | 217,819 | $28.0M | Add +96.8% |
| CVX Chevron Corp. | 0.31% | 163,690 | $27.1M | Add +144.9% |
| HD Home Depot Inc. | 0.30% | 76,257 | $26.9M | Add +80.1% |
| PM Philip Morris International | 0.30% | 144,193 | $26.1M | Add +78.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.30% | 13,109 | $26.1M | Add +39.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.30% | 515,317 | $26.1M | Add +40.6% |
| COST Costco Wholesale Corp. | 0.29% | 27,775 | $26.0M | Add +70.1% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 441,537 | $25.7M | Add +9.1% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 111,592 | $23.7M | Add +2109.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.27% | 491,169 | $23.6M | Add +13.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 289,724 | $22.9M | Add +45.8% |
| ORCL Oracle Corp. | 0.24% | 145,215 | $21.3M | Add +87.3% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.24% | 504,262 | $21.1M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.24% | 168,077 | $20.9M | Add +511.6% |
| MA Mastercard Inc. Class A | 0.24% | 40,445 | $20.8M | Add +36.5% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.23% | 790,997 | $20.4M | Add +70.2% |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 91,638 | $20.1M | Add +59.4% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 0.23% | 648,381 | $19.9M | Add +8.6% |
| FLEX Flex Ltd. | 0.22% | 119,304 | $19.3M | Add +2.0% |
| FMHI First Trust Municipal High I | 0.22% | 398,018 | $19.3M | Add +240.8% |
| DFAC Dimensional US Core Equity 2 | 0.22% | 434,973 | $19.3M | Add +11.2% |
| KLAC KLA Corp. | 0.22% | 63,745 | $19.2M | Add +95.0% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 51,314 | $19.2M | Add +43.6% |
| CLS Celestica Inc. | 0.22% | 52,378 | $19.1M | Reduce -3.0% |
| EFV iShares MSCI Eafe Value ETF | 0.21% | 246,568 | $18.9M | Add +356.5% |
| TLH iShares 10-20 Year Treasury | 0.21% | 186,292 | $18.7M | Add +102.9% |
| LMUB iShares LT National Muni BD | 0.21% | 356,058 | $18.2M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 64,406 | $18.1M | Add +56.6% |
| VZ Verizon Communications Inc. | 0.20% | 422,148 | $17.9M | Add +126.8% |
| IALT Ishrs SYS Alt Act ETF | 0.20% | 632,999 | $17.8M | New |
| WELL Welltower Inc. | 0.20% | 78,142 | $17.7M | Add +82.2% |
| SHLD Global X Defense Tech ETF | 0.20% | 295,524 | $17.6M | Add +504.6% |
| GEV GE Vernova Inc. | 0.20% | 14,846 | $17.4M | Add +54.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 114,706 | $17.4M | Add +158.1% |
| LRGF iShares US Equity Factor ETF | 0.20% | 229,518 | $17.4M | Add +155.7% |
| UNH Unitedhealth Group Inc. | 0.19% | 41,380 | $17.2M | Add +74.9% |
| PG The Procter & Gamble Co. | 0.19% | 114,399 | $16.8M | Add +44.1% |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Sold out | 0.00% | −2.75 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −1.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.65 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.29 |
| DFUV Dimensional US Marketwide Va | Reduce -45.8% | 0.16% | −0.28 |
| AXP American Express Co. | Sold out | 0.00% | −0.24 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.23 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.19 |
| DFSV Dimensional US Small Cap Val | Reduce -46.5% | 0.11% | −0.19 |
| HDB HDFC Bank Ltd.-ADR | Reduce -30.3% | 0.07% | −0.18 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.17 |
| RTX RTX Corp. | Sold out | 0.00% | −0.15 |
| BRTR iShares Total Return Act ETF | Sold out | 0.00% | −0.14 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.14 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.13 |
| CLS Celestica Inc. | Reduce -3.0% | 0.22% | −0.10 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.09 |
| RDVY First Trust Rising Dividend | Reduce -9.2% | 0.14% | −0.09 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.07 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.07 |
| AVDE Avantis International Equity | Sold out | 0.00% | −0.07 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.07 |
| SHOP Shopify Inc. Class A | Reduce -5.9% | 0.04% | −0.07 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.06 |
| AVLV Avantis US Large Cap Value | Sold out | 0.00% | −0.06 |
| BCS Barclays PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.06 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.06 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -12.0% | 0.04% | −0.06 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.06 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.06 |
| COR Cencora Inc. | Sold out | 0.00% | −0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.05 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| SONY Sony Group Corp. - SP ADR | Reduce -2.5% | 0.04% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -7.8% | 0.01% | −0.05 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.04 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.04 |
| BCI Abrdn Bloomberg All Commodit | Sold out | 0.00% | −0.04 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.04 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.04 |
| FIS Fidelity National Info Serv | Reduce -67.7% | 0.01% | −0.04 |
| AEP American Electric Power | Sold out | 0.00% | −0.04 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.04 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.04 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.04 |
| LDOS Leidos Holdings Inc. | Reduce -29.4% | 0.01% | −0.04 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Add +933.0% | 1.83% | +1.53 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +706.2% | 0.81% | +0.65 |
| MU Micron Technology Inc. | Add +113.5% | 0.75% | +0.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +539.0% | 0.81% | +0.59 |
| VOO Vanguard S&P 500 ETF | Add +239.9% | 0.97% | +0.52 |
| DFEV Dimensional Emrg MRKT Val | Add +528.3% | 0.61% | +0.48 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.43% | +0.43 |
| VEA Vanguard Ftse Developed ETF | Add +205.6% | 0.82% | +0.41 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +166.8% | 0.98% | +0.41 |
| IVW iShares S&P 500 Growth ETF | Add +162.4% | 0.93% | +0.38 |
| DFAS Dimensional US Small Cap ETF | Add +77.9% | 2.09% | +0.37 |
| IVV iShares Core S&P 500 ETF | Add +111.2% | 1.46% | +0.36 |
| BAI Ishrs AI in and Tech Act ETF | Add +258.7% | 0.52% | +0.36 |
| DFLV Dim US Large Cap Value ETF | Add +78.0% | 2.06% | +0.32 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +299.0% | 0.50% | +0.31 |
| LRCX Lam Research Corp. | Add +65.7% | 0.50% | +0.29 |
| CAT Caterpillar Inc. | Add +86.0% | 0.53% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +154.8% | 0.69% | +0.26 |
| RSP Invesco S&P 500 Equal Weight | Add +2109.3% | 0.27% | +0.25 |
| IVE iShares S&P 500 Value ETF | Add +329.5% | 0.39% | +0.24 |
| GOVT iShares US Treasury Bond ETF | Add +362.6% | 0.39% | +0.24 |
| FELC Fidelity Enh LRG Cap Cor ETF | New | 0.24% | +0.24 |
| MTUM iShares MSCI USA Momentum Fa | Add +190.8% | 0.38% | +0.21 |
| LMUB iShares LT National Muni BD | New | 0.21% | +0.21 |
| IALT Ishrs SYS Alt Act ETF | New | 0.20% | +0.20 |
| JNJ Johnson & Johnson | Add +109.5% | 0.61% | +0.20 |
| CSCO Cisco Systems Inc. | Add +86.8% | 0.50% | +0.19 |
| EFG iShares MSCI Eafe Growth ETF | Add +511.6% | 0.24% | +0.18 |
| THRO iShares U.S. Thematic Rotati | Add +235.1% | 0.32% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +70.2% | 1.56% | +0.17 |
| PYLD PIMCO Multisector Bond Actv | Add +2901.8% | 0.17% | +0.16 |
| XOM Exxon Mobil Corp. | Add +129.2% | 0.49% | +0.16 |
| GEQ Cambria Global Ew 2 ETF | New | 0.16% | +0.16 |
| SPTI SS SPDR P Int Term TSY ETF | Add +1207.7% | 0.18% | +0.15 |
| MUNI PIMCO Intermediate Municipal | New | 0.15% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +98.7% | 0.51% | +0.15 |
| SNDK Sandisk Corp. | Add +127.5% | 0.16% | +0.14 |
| INTC Intel Corp. | Add +118.7% | 0.18% | +0.14 |
| AAEQ Alpha Architct US Eqty 2 ETF | New | 0.14% | +0.14 |
| KLAC KLA Corp. | Add +95.0% | 0.22% | +0.14 |
| EFV iShares MSCI Eafe Value ETF | Add +356.5% | 0.21% | +0.14 |
| SHLD Global X Defense Tech ETF | Add +504.6% | 0.20% | +0.14 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +81.2% | 0.76% | +0.11 |
| DELL Dell Technologies -C | Add +77.0% | 0.16% | +0.11 |
| FMHI First Trust Municipal High I | Add +240.8% | 0.22% | +0.11 |
| CVX Chevron Corp. | Add +144.9% | 0.31% | +0.11 |
| FENI Fidelity Enhanced Intl ETF | New | 0.11% | +0.11 |
| DUHP Dimensional US High Profi Et | Add +79.6% | 0.87% | +0.10 |
| BND Vanguard Total Bond Market | Add +140.8% | 0.36% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,774 | $8.8B | DFUS, NVDA, DFAI, DFAS, DFLV |
| Q1 2026 | 1,447 | $5.1B | DFUS, NVDA, AAPL, DFAI, MSFT |
| Q4 2025 | 1,461 | $5.1B | DFUS, NVDA, AAPL, DFAI, MSFT |
| Q3 2025 | 1,181 | $2.7B | DFUS, NVDA, AAPL, MSFT, GOOG |
| Q2 2025 | 1,046 | $2.4B | NVDA, MSFT, AAPL, AMZN, META |
| Q4 2024 | 816 | $1.2B | AAPL, NVDA, MSFT, AMZN, VCIT |
| Q3 2024 | 588 | $785.9M | MSFT, VCIT, AAPL, NVDA, AMZN |
| Q2 2024 | 423 | $569.9M | VCIT, BNDX, VGIT, NVDA, VGSH |
| Q1 2024 | 378 | $507.8M | VCIT, VGIT, BNDX, NVDA, VGSH |