Vise Technologies, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Vise Technologies, Inc. reported 1,046 stock positions worth $2.4 billion. Its top holding was Nvidia (NVDA) at 3.6% of the portfolio, followed by Microsoft (MSFT, 3.4%) and Apple (AAPL, 2.9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001812090
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0001085146-25-004681 ↗ filed Aug 7, 2025
Holdings Value
Holdings 1,046 stocks · $2.4B
| NVDA Nvidia Corp. | 3.59% | 551,051 | $87.1M | — |
| MSFT Microsoft Corp. | 3.44% | 167,516 | $83.3M | — |
| AAPL Apple Inc. | 2.88% | 339,870 | $69.7M | — |
| AMZN Amazon.com Inc. | 2.31% | 254,748 | $55.9M | — |
| META Meta Platforms Inc. Class A | 1.92% | 63,078 | $46.6M | — |
| IVV iShares Core S&P 500 ETF | 1.50% | 58,391 | $36.3M | — |
| GOOGL Alphabet Inc. Class A | 1.41% | 194,012 | $34.2M | — |
| JPM JPMorgan Chase & Co. | 1.27% | 106,477 | $30.9M | — |
| AVGO Broadcom Inc. | 1.10% | 96,421 | $26.6M | — |
| VCIT Vanguard Int-Term Corporate | 1.09% | 316,942 | $26.3M | — |
| VWO Vanguard Ftse Emerging Marke | 1.02% | 498,076 | $24.6M | — |
| VGIT Vanguard Intermediate-Term T | 0.96% | 390,381 | $23.3M | — |
| WMT Walmart Inc. | 0.93% | 230,740 | $22.6M | — |
| V Visa Inc. Class A | 0.90% | 61,145 | $21.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 42,795 | $20.8M | — |
| TSLA Tesla Inc. | 0.79% | 60,554 | $19.2M | — |
| NFLX Netflix Inc. | 0.79% | 14,273 | $19.1M | — |
| BNDX Vanguard Total Intl Bond ETF | 0.78% | 381,715 | $18.9M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 82,159 | $18.6M | — |
| AGG iShares Core U.S. Aggregate | 0.74% | 179,963 | $17.9M | — |
| LLY Eli Lilly & Co. | 0.70% | 21,756 | $17.0M | — |
| SMTH Alps SMTH Cor BD Plus ETF | 0.70% | 653,667 | $16.9M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 56,193 | $16.6M | — |
| MA Mastercard Inc. Class A | 0.68% | 29,275 | $16.5M | — |
| SCHC Schwab Intl Small-Cap Equity | 0.66% | 374,149 | $15.9M | — |
| VIG Vanguard Dividend Apprec ETF | 0.63% | 74,984 | $15.3M | — |
| MBB iShares MBS ETF | 0.62% | 159,980 | $15.0M | — |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 0.61% | 532,954 | $14.7M | — |
| VGSH Vanguard Short-Term Treasury | 0.58% | 238,455 | $14.0M | — |
| CSCO Cisco Systems Inc. | 0.56% | 195,628 | $13.6M | — |
| XOM Exxon Mobil Corp. | 0.54% | 121,078 | $13.1M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.53% | 161,906 | $12.9M | — |
| HDB HDFC Bank Ltd.-ADR | 0.50% | 157,441 | $12.1M | — |
| JNJ Johnson & Johnson | 0.48% | 76,496 | $11.7M | — |
| VEA Vanguard Ftse Developed ETF | 0.45% | 190,199 | $10.8M | — |
| HD Home Depot Inc. | 0.45% | 29,482 | $10.8M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.44% | 217,315 | $10.7M | — |
| UBER Uber Technologies Inc. | 0.43% | 112,034 | $10.5M | — |
| COST Costco Wholesale Corp. | 0.43% | 10,469 | $10.4M | — |
| GOOG Alphabet Inc. Class C | 0.43% | 58,263 | $10.3M | — |
| ORCL Oracle Corp. | 0.42% | 46,047 | $10.1M | — |
| VOO Vanguard S&P 500 ETF | 0.41% | 17,458 | $9.9M | — |
| PG The Procter & Gamble Co. | 0.39% | 59,538 | $9.5M | — |
| IMTM iShares MSCI Intl Momentum F | 0.39% | 205,484 | $9.4M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.39% | 234,137 | $9.4M | — |
| SCHX Schwab US Large-Cap ETF | 0.39% | 382,862 | $9.4M | — |
| MUB iShares National Muni Bond E | 0.38% | 89,115 | $9.3M | — |
| PM Philip Morris International | 0.38% | 50,991 | $9.3M | — |
| CLS Celestica Inc. | 0.37% | 58,054 | $9.1M | — |
| ABBV Abbvie Inc. | 0.36% | 46,412 | $8.6M | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.35% | 202,083 | $8.6M | — |
| VTWO Vanguard Russell 2000 ETF | 0.34% | 95,154 | $8.3M | — |
| ADBE Adobe Inc. | 0.34% | 21,046 | $8.1M | — |
| ACN Accenture PLC Class A | 0.34% | 27,152 | $8.1M | — |
| AXP American Express Co. | 0.33% | 25,333 | $8.1M | — |
| SCHH Schwab US REIT ETF | 0.33% | 381,474 | $8.1M | — |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 57,624 | $7.9M | — |
| CAT Caterpillar Inc. | 0.32% | 20,176 | $7.8M | — |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 68,744 | $7.8M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 164,325 | $7.8M | — |
| KO The Coca-Cola Co. | 0.32% | 109,234 | $7.7M | — |
| ABT Abbott Laboratories | 0.32% | 56,796 | $7.7M | — |
| URI United Rentals Inc. | 0.31% | 9,974 | $7.5M | — |
| CVX Chevron Corp. | 0.31% | 52,167 | $7.5M | — |
| CRM Salesforce Inc. | 0.30% | 26,948 | $7.3M | — |
| UNH Unitedhealth Group Inc. | 0.30% | 22,963 | $7.2M | — |
| USVM Victoryshares US Small Mid C | 0.29% | 84,052 | $7.1M | — |
| NOW ServiceNow Inc. | 0.29% | 6,739 | $6.9M | — |
| VZ Verizon Communications Inc. | 0.28% | 157,868 | $6.8M | — |
| MRK Merck & Co. Inc. | 0.28% | 85,930 | $6.8M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 22,216 | $6.8M | — |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 72,881 | $6.8M | — |
| GE General Electric filed as GE AEROSPACE | 0.27% | 25,660 | $6.6M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 52,512 | $6.5M | — |
| MS Morgan Stanley | 0.26% | 44,949 | $6.3M | — |
| GS Goldman Sachs Group Inc. | 0.26% | 8,802 | $6.2M | — |
| T AT&T Inc. | 0.26% | 214,965 | $6.2M | — |
| WFC Wells Fargo & Co. | 0.25% | 76,938 | $6.2M | — |
| GOVT iShares US Treasury Bond ETF | 0.25% | 261,785 | $6.0M | — |
| QCOM Qualcomm Inc. | 0.25% | 37,661 | $6.0M | — |
| IBN Icici Bank Ltd.-Spon ADR | 0.25% | 177,811 | $6.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 30,450 | $5.9M | — |
| AMAT Applied Materials Inc. | 0.24% | 32,369 | $5.9M | — |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 32,082 | $5.9M | — |
| ITOT iShares Core S&P Total U.S. | 0.24% | 43,271 | $5.8M | — |
| FLEX Flex Ltd. | 0.24% | 116,963 | $5.8M | — |
| GLD SPDR Gold Shares | 0.24% | 19,097 | $5.8M | — |
| PEP Pepsico Inc. | 0.24% | 43,822 | $5.8M | — |
| AMP Ameriprise Financial Inc. | 0.24% | 10,754 | $5.7M | — |
| UYLD Angel Oak Ultrashort Income | 0.24% | 112,322 | $5.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 9,255 | $5.7M | — |
| IVW iShares S&P 500 Growth ETF | 0.24% | 51,920 | $5.7M | — |
| RTX RTX Corp. | 0.23% | 38,814 | $5.7M | — |
| PFE Pfizer Inc. | 0.23% | 231,632 | $5.6M | — |
| BKNG Booking Holdings Inc. | 0.23% | 966 | $5.6M | — |
| GILD Gilead Sciences Inc. | 0.23% | 50,103 | $5.6M | — |
| BX Blackstone Inc. | 0.23% | 36,824 | $5.5M | — |
| MO Altria Group Inc. | 0.22% | 91,907 | $5.4M | — |
| USHY iShares Broad Usd High Yield | 0.22% | 142,422 | $5.3M | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.22% | 74,699 | $5.3M | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.
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 |