Vise Technologies, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Vise Technologies, Inc. reported 1,181 stock positions worth $2.7 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 3.6% of the portfolio, followed by Nvidia (NVDA, 3.1%) and Apple (AAPL, 2.8%). Compared with Q2 2025, it opened 192 new positions, sold out of 57, added to 417 and reduced 565. The biggest buy was a new position in Dimensional US Eq MKT ETF (DFUS) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001812090
- Portfolio Value
- $2.7B (Q3 2025)
- SEC Filing
- 0001812090-25-000005 ↗ filed Nov 13, 2025
Holdings Value
Holdings 1,181 stocks · $2.7B
| DFUS Dimensional US Eq MKT ETF | 3.62% | 1,343,917 | $97.4M | New |
| NVDA Nvidia Corp. | 3.06% | 441,327 | $82.3M | Reduce -19.9% |
| AAPL Apple Inc. | 2.76% | 290,839 | $74.1M | Reduce -14.4% |
| MSFT Microsoft Corp. | 2.69% | 139,395 | $72.2M | Reduce -16.8% |
| GOOG Alphabet Inc. Class C | 1.80% | 198,543 | $48.3M | Add +240.8% |
| AMZN Amazon.com Inc. | 1.70% | 208,253 | $45.7M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 1.31% | 48,058 | $35.3M | Reduce -23.8% |
| AVGO Broadcom Inc. | 1.19% | 96,873 | $32.0M | Add +0.5% |
| DFAI Dimensional International Co. | 1.12% | 832,339 | $30.1M | New |
| DFSD Dimensional Short Duration | 1.07% | 599,073 | $28.9M | New |
| IVV iShares Core S&P 500 ETF | 1.05% | 42,340 | $28.3M | Reduce -27.5% |
| DFCF Dimensional Core Fixed Inc. | 1.04% | 655,243 | $28.0M | New |
| DFLV Dim US Large Cap Value ETF | 1.02% | 833,854 | $27.4M | Add +10964.9% |
| VCIT Vanguard Int-Term Corporate | 1.01% | 323,251 | $27.2M | Add +2.0% |
| DFAS Dimensional US Small Cap ETF | 1.01% | 396,981 | $27.2M | Add +6628.5% |
| VGIT Vanguard Intermediate-Term T | 0.96% | 428,583 | $25.7M | Add +9.8% |
| JPM JPMorgan Chase & Co. | 0.93% | 79,538 | $25.1M | Reduce -25.3% |
| VWO Vanguard Ftse Emerging Marke | 0.86% | 424,959 | $23.0M | Reduce -14.7% |
| TSLA Tesla Inc. | 0.85% | 51,243 | $22.8M | Reduce -15.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 78,790 | $22.0M | Reduce -4.1% |
| DFAE Dimensional Emerging Core Eq | 0.80% | 679,344 | $21.4M | New |
| BNDX Vanguard Total Intl Bond ETF | 0.79% | 427,813 | $21.2M | Add +12.1% |
| VIG Vanguard Dividend Apprec ETF | 0.76% | 94,261 | $20.3M | Add +25.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 40,044 | $20.1M | Reduce -6.4% |
| WMT Walmart Inc. | 0.74% | 193,706 | $20.0M | Reduce -16.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.74% | 41,376 | $19.8M | Add +256.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.72% | 325,236 | $19.3M | Add +1344.5% |
| IVW iShares S&P 500 Growth ETF | 0.64% | 141,961 | $17.1M | Add +173.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.63% | 371,241 | $16.9M | Reduce -0.8% |
| MBB iShares MBS ETF | 0.61% | 172,271 | $16.4M | Add +7.7% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 0.61% | 571,011 | $16.3M | Add +7.1% |
| VGSH Vanguard Short-Term Treasury | 0.57% | 261,477 | $15.4M | Add +9.7% |
| DUSB Dimension Ultrashort Fi ETF | 0.56% | 295,350 | $15.0M | New |
| NFLX Netflix Inc. | 0.55% | 12,284 | $14.7M | Reduce -13.9% |
| ORCL Oracle Corp. | 0.54% | 51,142 | $14.4M | Add +11.1% |
| CLS Celestica Inc. | 0.53% | 57,633 | $14.2M | Reduce -0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.53% | 176,737 | $14.1M | Add +9.2% |
| V Visa Inc. Class A | 0.52% | 40,630 | $13.9M | Reduce -33.5% |
| BABA Alibaba Group Holding-SP ADR | 0.49% | 73,297 | $13.1M | Add +6.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 39,255 | $12.9M | Add +76.7% |
| MUB iShares National Muni Bond E | 0.46% | 116,866 | $12.4M | Add +31.1% |
| VEA Vanguard Ftse Developed ETF | 0.46% | 205,635 | $12.3M | Add +8.1% |
| DUHP Dimensional US High Profi Et | 0.46% | 325,491 | $12.3M | New |
| MA Mastercard Inc. Class A | 0.45% | 21,414 | $12.2M | Reduce -26.9% |
| LLY Eli Lilly & Co. | 0.44% | 15,437 | $11.8M | Reduce -29.0% |
| HDB HDFC Bank Ltd.-ADR | 0.44% | 344,783 | $11.8M | Add +9.5% |
| IEMG iShares Core MSCI Emerging | 0.41% | 166,614 | $11.0M | Add +89.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.40% | 214,258 | $10.7M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.39% | 57,052 | $10.6M | Reduce -25.4% |
| XOM Exxon Mobil Corp. | 0.39% | 92,495 | $10.4M | Reduce -23.6% |
| DFAR Dimensional US Real Est ETF | 0.38% | 432,104 | $10.3M | New |
| ITOT iShares Core S&P Total U.S. | 0.37% | 68,756 | $10.0M | Add +58.9% |
| HD Home Depot Inc. | 0.37% | 24,604 | $10.0M | Reduce -16.6% |
| ABBV Abbvie Inc. | 0.37% | 42,958 | $9.9M | Reduce -7.4% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 372,147 | $9.8M | Reduce -2.8% |
| URI United Rentals Inc. | 0.36% | 9,998 | $9.5M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.35% | 136,197 | $9.3M | Reduce -30.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 13,517 | $9.0M | Add +46.0% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 48,963 | $8.9M | Reduce -15.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 30,843 | $8.7M | Reduce -45.1% |
| COST Costco Wholesale Corp. | 0.32% | 9,257 | $8.6M | Reduce -11.6% |
| VTWO Vanguard Russell 2000 ETF | 0.32% | 87,125 | $8.5M | Reduce -8.4% |
| SCHH Schwab US REIT ETF | 0.32% | 392,930 | $8.5M | Add +3.0% |
| CAT Caterpillar Inc. | 0.31% | 17,462 | $8.3M | Reduce -13.4% |
| UBER Uber Technologies Inc. | 0.31% | 84,422 | $8.3M | Reduce -24.6% |
| PM Philip Morris International | 0.31% | 50,772 | $8.2M | Reduce -0.4% |
| DFIV Dimensional International Va | 0.31% | 177,859 | $8.2M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 92,601 | $8.1M | Add +183.3% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 26,767 | $8.1M | Add +4.3% |
| DFIS Dimensional International SM | 0.29% | 244,382 | $7.7M | New |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 38,997 | $7.6M | Add +21.6% |
| AXP American Express Co. | 0.28% | 22,786 | $7.6M | Reduce -10.1% |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 78,062 | $7.4M | Add +7.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 140,021 | $7.2M | Reduce -14.8% |
| MS Morgan Stanley | 0.26% | 44,204 | $7.0M | Reduce -1.7% |
| WFC Wells Fargo & Co. | 0.25% | 80,242 | $6.7M | Add +4.3% |
| GS Goldman Sachs Group Inc. | 0.25% | 8,438 | $6.7M | Reduce -4.1% |
| FLEX Flex Ltd. | 0.24% | 113,293 | $6.6M | Reduce -3.1% |
| BX Blackstone Inc. | 0.24% | 37,794 | $6.5M | Add +2.6% |
| RDVY First Trust Rising Dividend | 0.24% | 95,776 | $6.4M | New |
| AGG iShares Core U.S. Aggregate | 0.24% | 64,246 | $6.4M | Reduce -64.3% |
| CVX Chevron Corp. | 0.24% | 41,358 | $6.4M | Reduce -20.7% |
| TLH iShares 10-20 Year Treasury | 0.24% | 62,322 | $6.4M | Add +264.9% |
| NOW ServiceNow Inc. | 0.24% | 6,890 | $6.3M | Add +2.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.23% | 133,413 | $6.2M | New |
| MRK Merck & Co. Inc. | 0.23% | 73,519 | $6.2M | Reduce -14.4% |
| AMAT Applied Materials Inc. | 0.23% | 29,886 | $6.1M | Reduce -7.7% |
| PEP Pepsico Inc. | 0.23% | 43,511 | $6.1M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.22% | 39,216 | $6.0M | Reduce -34.1% |
| WELL Welltower Inc. | 0.22% | 33,692 | $6.0M | Add +1.6% |
| CRM Salesforce Inc. | 0.22% | 25,301 | $6.0M | Reduce -6.1% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.22% | 221,165 | $5.8M | Reduce -66.2% |
| IBN Icici Bank Ltd.-Spon ADR | 0.21% | 189,246 | $5.7M | Add +6.4% |
| BRTR iShares Total Return Act ETF | 0.21% | 111,827 | $5.7M | New |
| UNH Unitedhealth Group Inc. | 0.21% | 16,477 | $5.7M | Reduce -28.3% |
| TMUS T-Mobile US Inc. | 0.21% | 23,472 | $5.6M | Add +14.9% |
| KO The Coca-Cola Co. | 0.20% | 83,061 | $5.5M | Reduce -24.0% |
| AMP Ameriprise Financial Inc. | 0.20% | 11,047 | $5.4M | Add +2.7% |
| USHY iShares Broad Usd High Yield | 0.20% | 143,192 | $5.4M | Add +0.5% |
| ABT Abbott Laboratories | 0.20% | 40,192 | $5.4M | Reduce -29.2% |
Portfolio Sells Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.41 |
| MSFT Microsoft Corp. | Reduce -16.8% | 2.69% | −0.75 |
| META Meta Platforms Inc. Class A | Reduce -23.8% | 1.31% | −0.61 |
| AMZN Amazon.com Inc. | Reduce -18.3% | 1.70% | −0.61 |
| NVDA Nvidia Corp. | Reduce -19.9% | 3.06% | −0.53 |
| AGG iShares Core U.S. Aggregate | Reduce -64.3% | 0.24% | −0.50 |
| SMTH Alps SMTH Cor BD Plus ETF | Reduce -66.2% | 0.22% | −0.48 |
| IVV iShares Core S&P 500 ETF | Reduce -27.5% | 1.05% | −0.44 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.39 |
| V Visa Inc. Class A | Reduce -33.5% | 0.52% | −0.38 |
| IBM Intl Business Machines Corp. | Reduce -45.1% | 0.32% | −0.36 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -96.2% | 0.01% | −0.34 |
| JPM JPMorgan Chase & Co. | Reduce -25.3% | 0.93% | −0.34 |
| VOO Vanguard S&P 500 ETF | Reduce -65.4% | 0.14% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -29.0% | 0.44% | −0.26 |
| IMTM iShares MSCI Intl Momentum F | Reduce -60.4% | 0.15% | −0.24 |
| NFLX Netflix Inc. | Reduce -13.9% | 0.55% | −0.24 |
| ACN Accenture PLC Class A | Reduce -59.6% | 0.10% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -26.9% | 0.45% | −0.23 |
| CSCO Cisco Systems Inc. | Reduce -30.4% | 0.35% | −0.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -78.5% | 0.05% | −0.19 |
| WMT Walmart Inc. | Reduce -16.1% | 0.74% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -93.3% | 0.01% | −0.18 |
| GSLC Goldman Activebeta US LC ETF | Reduce -85.5% | 0.03% | −0.17 |
| HES Hess Corp. | Sold out | 0.00% | −0.17 |
| ADBE Adobe Inc. | Reduce -39.2% | 0.17% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -34.1% | 0.22% | −0.17 |
| UYLD Angel Oak Ultrashort Income | Reduce -66.4% | 0.07% | −0.17 |
| USVM Victoryshares US Small Mid C | Reduce -55.0% | 0.13% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -14.7% | 0.86% | −0.16 |
| SSUS Day Hagan Smart Sector ETF | Reduce -86.7% | 0.02% | −0.16 |
| JMOM JPMorgan US Momentum Factor | Reduce -75.8% | 0.05% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -23.6% | 0.39% | −0.15 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -65.8% | 0.07% | −0.15 |
| AVLV Avantis US Large Cap Value | Reduce -78.4% | 0.04% | −0.15 |
| GOVT iShares US Treasury Bond ETF | Reduce -53.6% | 0.10% | −0.14 |
| JEPI JPMorgan Equity Premium Inco | Reduce -85.9% | 0.02% | −0.14 |
| UBER Uber Technologies Inc. | Reduce -24.6% | 0.31% | −0.12 |
| AAPL Apple Inc. | Reduce -14.4% | 2.76% | −0.12 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -89.6% | 0.01% | −0.12 |
| ABT Abbott Laboratories | Reduce -29.2% | 0.20% | −0.12 |
| GLD SPDR Gold Shares | Reduce -51.1% | 0.12% | −0.12 |
| KO The Coca-Cola Co. | Reduce -24.0% | 0.20% | −0.11 |
| UPS United Parcel Service Class B | Reduce -68.5% | 0.03% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.4% | 0.75% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -11.6% | 0.32% | −0.11 |
| DWAS Invesco Dorsey Wright Smallc | Reduce -63.9% | 0.05% | −0.10 |
| AVDE Avantis International Equity | Reduce -65.5% | 0.05% | −0.09 |
| FLIA Franklin International Aggre | Reduce -71.4% | 0.03% | −0.09 |
| JNJ Johnson & Johnson | Reduce -25.4% | 0.39% | −0.09 |
Portfolio Buys Q2 2025 → Q3 2025
| DFUS Dimensional US Eq MKT ETF | New | 3.62% | +3.62 |
| GOOG Alphabet Inc. Class C | Add +240.8% | 1.80% | +1.37 |
| DFAI Dimensional International Co. | New | 1.12% | +1.12 |
| DFSD Dimensional Short Duration | New | 1.07% | +1.07 |
| DFCF Dimensional Core Fixed Inc. | New | 1.04% | +1.04 |
| DFLV Dim US Large Cap Value ETF | Add +10964.9% | 1.02% | +1.01 |
| DFAS Dimensional US Small Cap ETF | Add +6628.5% | 1.01% | +1.00 |
| DFAE Dimensional Emerging Core Eq | New | 0.80% | +0.80 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1344.5% | 0.72% | +0.67 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.56% | +0.56 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +256.6% | 0.74% | +0.53 |
| DUHP Dimensional US High Profi Et | New | 0.46% | +0.46 |
| IVW iShares S&P 500 Growth ETF | Add +173.4% | 0.64% | +0.40 |
| DFAR Dimensional US Real Est ETF | New | 0.38% | +0.38 |
| DFIV Dimensional International Va | New | 0.31% | +0.31 |
| DFIS Dimensional International SM | New | 0.29% | +0.29 |
| RDVY First Trust Rising Dividend | New | 0.24% | +0.24 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.23% | +0.23 |
| BRTR iShares Total Return Act ETF | New | 0.21% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +76.7% | 0.48% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +89.3% | 0.41% | +0.19 |
| IEFA iShares Core MSCI Eafe ETF | Add +183.3% | 0.30% | +0.19 |
| TLH iShares 10-20 Year Treasury | Add +264.9% | 0.24% | +0.17 |
| BABA Alibaba Group Holding-SP ADR | Add +6.6% | 0.49% | +0.17 |
| THRO iShares U.S. Thematic Rotati | Add +825.3% | 0.18% | +0.16 |
| ITOT iShares Core S&P Total U.S. | Add +58.9% | 0.37% | +0.13 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +235.9% | 0.19% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | Add +25.7% | 0.76% | +0.12 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.12% | +0.12 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.12% | +0.12 |
| ORCL Oracle Corp. | Add +11.1% | 0.54% | +0.12 |
| IBIT iShares Bitcoin Trust ETF | New | 0.11% | +0.11 |
| FTGS First Trust Grwth Strgth ETF | New | 0.10% | +0.10 |
| UCON First Trust Smith Unconstrai | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +46.0% | 0.34% | +0.10 |
| AVGO Broadcom Inc. | Add +0.5% | 1.19% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +184.0% | 0.14% | +0.09 |
| OEF iShares S&P 100 ETF | Add +93.8% | 0.18% | +0.08 |
| SHLD Global X Defense Tech ETF | New | 0.08% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +602.6% | 0.09% | +0.08 |
| MUB iShares National Muni Bond E | Add +31.1% | 0.46% | +0.08 |
| BND Vanguard Total Bond Market | Add +417.0% | 0.09% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +211.2% | 0.11% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +66.2% | 0.16% | +0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.06% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +225.6% | 0.08% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +44.5% | 0.19% | +0.06 |
| EMGF iShares Emerging Markets Equ | New | 0.06% | +0.06 |
| INTF iShares International Equity | Add +161.8% | 0.09% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.05% | +0.05 |
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 |