Vise Technologies, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Vise Technologies, Inc. reported 1,461 stock positions worth $5.1 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.9% of the portfolio, followed by Nvidia (NVDA, 2.9%) and Apple (AAPL, 2.7%). Compared with Q3 2025, it opened 355 new positions, sold out of 75, added to 960 and reduced 139. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +253%) and the biggest sale Alphabet Class C (GOOG, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001812090
- Portfolio Value
- $5.1B (Q4 2025)
- SEC Filing
- 0001812090-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 1,461 stocks · $5.1B
| DFUS Dimensional US Eq MKT ETF | 6.89% | 4,742,037 | $351.7M | Add +252.8% |
| NVDA Nvidia Corp. | 2.93% | 801,410 | $149.5M | Add +81.6% |
| AAPL Apple Inc. | 2.74% | 514,365 | $139.8M | Add +76.9% |
| DFAI Dimensional International Co. | 2.54% | 3,408,299 | $129.9M | Add +309.5% |
| MSFT Microsoft Corp. | 2.18% | 230,434 | $111.4M | Add +65.3% |
| DFSD Dimensional Short Duration | 2.14% | 2,274,567 | $109.1M | Add +279.7% |
| DFCF Dimensional Core Fixed Inc. | 2.05% | 2,458,323 | $104.6M | Add +275.2% |
| DFLV Dim US Large Cap Value ETF | 1.73% | 2,580,784 | $88.3M | Add +209.5% |
| DFAS Dimensional US Small Cap ETF | 1.72% | 1,257,727 | $87.6M | Add +216.8% |
| DFAE Dimensional Emerging Core Eq | 1.70% | 2,670,478 | $87.0M | Add +293.1% |
| GOOGL Alphabet Inc. Class A | 1.39% | 226,667 | $70.9M | New |
| AMZN Amazon.com Inc. | 1.38% | 304,572 | $70.3M | Add +46.3% |
| DUSB Dimension Ultrashort Fi ETF | 1.15% | 1,162,271 | $58.9M | Add +293.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.14% | 119,316 | $58.2M | Add +188.4% |
| IVV iShares Core S&P 500 ETF | 1.10% | 81,725 | $56.0M | Add +93.0% |
| META Meta Platforms Inc. Class A | 0.96% | 74,032 | $48.9M | Add +54.0% |
| AVGO Broadcom Inc. | 0.95% | 140,379 | $48.6M | Add +44.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 128,812 | $43.2M | Add +228.1% |
| JPM JPMorgan Chase & Co. | 0.83% | 132,017 | $42.5M | Add +66.0% |
| DUHP Dimensional US High Profi Et | 0.77% | 1,028,094 | $39.1M | Add +215.9% |
| DFAR Dimensional US Real Est ETF | 0.76% | 1,696,565 | $38.9M | Add +292.6% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 169,613 | $37.3M | Add +79.9% |
| DFIV Dimensional International Va | 0.72% | 732,975 | $36.6M | Add +312.1% |
| VWO Vanguard Ftse Emerging Marke | 0.68% | 647,307 | $34.8M | Add +52.3% |
| TSLA Tesla Inc. | 0.67% | 75,807 | $34.1M | Add +47.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 66,274 | $33.3M | Add +65.5% |
| GOOG Alphabet Inc. Class C | 0.65% | 104,915 | $32.9M | Reduce -47.2% |
| WMT Walmart Inc. | 0.60% | 275,341 | $30.7M | Add +42.1% |
| DFIS Dimensional International SM | 0.59% | 916,244 | $30.2M | Add +274.9% |
| VCIT Vanguard Int-Term Corporate | 0.58% | 352,454 | $29.5M | Add +9.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.57% | 476,752 | $29.0M | Add +46.6% |
| VGIT Vanguard Intermediate-Term T | 0.56% | 475,159 | $28.5M | Add +10.9% |
| IVW iShares S&P 500 Growth ETF | 0.55% | 226,958 | $28.0M | Add +59.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.53% | 88,731 | $27.0M | Add +12.6% |
| V Visa Inc. Class A | 0.51% | 74,788 | $26.2M | Add +84.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.51% | 535,399 | $25.9M | Add +25.1% |
| LLY Eli Lilly & Co. | 0.50% | 23,558 | $25.3M | Add +52.6% |
| VGSH Vanguard Short-Term Treasury | 0.47% | 404,642 | $23.8M | Add +54.8% |
| VOO Vanguard S&P 500 ETF | 0.45% | 36,529 | $22.9M | Add +504.1% |
| DFUV Dimensional US Marketwide Va | 0.44% | 483,484 | $22.5M | Add +1811.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 31,926 | $21.8M | Add +136.2% |
| ITOT iShares Core S&P Total U.S. | 0.42% | 145,507 | $21.6M | Add +111.6% |
| JNJ Johnson & Johnson | 0.41% | 101,118 | $20.9M | Add +77.2% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 333,953 | $20.9M | Add +62.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.40% | 452,251 | $20.4M | New |
| MBB iShares MBS ETF | 0.39% | 207,511 | $19.8M | Add +20.5% |
| AGG iShares Core U.S. Aggregate | 0.39% | 197,400 | $19.7M | Add +207.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.38% | 431,323 | $19.6M | Add +16.2% |
| IEMG iShares Core MSCI Emerging | 0.36% | 275,113 | $18.5M | Add +65.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 366,394 | $18.4M | Add +71.0% |
| MUB iShares National Muni Bond E | 0.36% | 171,813 | $18.4M | Add +47.0% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 0.34% | 596,887 | $17.4M | Add +4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 189,859 | $17.0M | Add +105.0% |
| MA Mastercard Inc. Class A | 0.33% | 29,623 | $16.9M | Add +38.3% |
| XOM Exxon Mobil Corp. | 0.32% | 137,262 | $16.5M | Add +48.4% |
| CLS Celestica Inc. | 0.31% | 53,970 | $16.0M | Reduce -6.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 198,730 | $15.8M | Add +12.4% |
| NFLX Netflix Inc. | 0.31% | 167,876 | $15.7M | Add +36.7% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 155,805 | $15.6M | Add +519.2% |
| ABBV Abbvie Inc. | 0.31% | 68,156 | $15.6M | Add +58.7% |
| DFAC Dimensional US Core Equity 2 | 0.30% | 391,198 | $15.5M | Add +1667.7% |
| CSCO Cisco Systems Inc. | 0.30% | 200,341 | $15.4M | Add +47.1% |
| ORCL Oracle Corp. | 0.30% | 77,537 | $15.1M | Add +51.6% |
| DFSV Dimensional US Small Cap Val | 0.29% | 453,238 | $14.9M | Add +1929.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 23,834 | $14.6M | Add +175.8% |
| HD Home Depot Inc. | 0.29% | 42,335 | $14.6M | Add +72.1% |
| COST Costco Wholesale Corp. | 0.28% | 16,329 | $14.1M | Add +76.4% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 78,453 | $13.9M | Add +60.2% |
| CAT Caterpillar Inc. | 0.27% | 23,788 | $13.6M | Add +36.2% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 501,807 | $13.5M | Add +34.8% |
| BND Vanguard Total Bond Market | 0.26% | 182,117 | $13.5M | Add +431.4% |
| PM Philip Morris International | 0.25% | 80,728 | $12.9M | Add +59.0% |
| HDB HDFC Bank Ltd.-ADR | 0.25% | 350,265 | $12.8M | Add +1.6% |
| AXP American Express Co. | 0.24% | 32,951 | $12.2M | Add +44.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 41,121 | $12.2M | Add +33.3% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.24% | 464,880 | $12.1M | Add +110.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 215,070 | $11.8M | Add +53.6% |
| MRK Merck & Co. Inc. | 0.23% | 110,677 | $11.6M | Add +50.5% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 57,506 | $11.4M | Add +47.5% |
| PG The Procter & Gamble Co. | 0.22% | 79,359 | $11.4M | Add +102.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.22% | 243,800 | $11.3M | Add +82.7% |
| RDVY First Trust Rising Dividend | 0.22% | 163,222 | $11.3M | Add +70.4% |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 76,151 | $11.2M | Add +3.9% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 35,731 | $11.0M | Add +33.5% |
| GS Goldman Sachs Group Inc. | 0.21% | 12,113 | $10.6M | Add +43.5% |
| WFC Wells Fargo & Co. | 0.21% | 113,487 | $10.6M | Add +41.4% |
| IMTM iShares MSCI Intl Momentum F | 0.21% | 220,175 | $10.6M | Add +170.4% |
| LRCX Lam Research Corp. | 0.20% | 60,986 | $10.4M | Add +76.2% |
| CVX Chevron Corp. | 0.20% | 66,839 | $10.2M | Add +61.6% |
| EMB iShares JP Morgan Usd Emergi | 0.20% | 105,585 | $10.2M | Add +35.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 9,370 | $10.0M | Add +139.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 51,114 | $9.8M | Add +86.5% |
| UBER Uber Technologies Inc. | 0.19% | 118,711 | $9.7M | Add +40.6% |
| AMAT Applied Materials Inc. | 0.19% | 37,534 | $9.6M | Add +25.6% |
| PEP Pepsico Inc. | 0.19% | 66,265 | $9.5M | Add +52.3% |
| TLH iShares 10-20 Year Treasury | 0.18% | 91,798 | $9.3M | Add +47.3% |
| VTWO Vanguard Russell 2000 ETF | 0.18% | 93,231 | $9.3M | Add +7.0% |
| IWF iShares Russell 1000 Growth | 0.17% | 18,781 | $8.9M | Add +99.3% |
| SCHH Schwab US REIT ETF | 0.17% | 418,055 | $8.7M | Add +6.4% |
| VXUS Vanguard Total Intl Stock | 0.17% | 114,163 | $8.6M | Add +875.7% |
Portfolio Sells Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Reduce -47.2% | 0.65% | −1.15 |
| CLS Celestica Inc. | Reduce -6.4% | 0.31% | −0.22 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -68.6% | 0.03% | −0.16 |
| NOW ServiceNow Inc. | Reduce -1.3% | 0.10% | −0.13 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -48.0% | 0.03% | −0.10 |
| NRG NRG Energy Inc. | Reduce -0.0% | 0.09% | −0.08 |
| K Kellanova | Sold out | 0.00% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -60.5% | 0.01% | −0.06 |
| UBS UBS Group AG-Reg | Reduce -28.5% | 0.04% | −0.06 |
| SE Sea Ltd.-ADR | Reduce -61.7% | 0.01% | −0.06 |
| FFIV F5 Inc. | Reduce -1.1% | 0.04% | −0.06 |
| KB KB Financial Group Inc.-ADR | Reduce -3.1% | 0.06% | −0.06 |
| BCI Abrdn Bloomberg All Commodit | Reduce -6.4% | 0.04% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -10.1% | 0.04% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -18.6% | 0.04% | −0.05 |
| CDNS Cadence Design SYS Inc. | Reduce -5.1% | 0.04% | −0.05 |
| CPAY Corpay Inc. | Reduce -16.1% | 0.04% | −0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -19.0% | 0.03% | −0.04 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.0% | 0.05% | −0.04 |
| FIS Fidelity National Info Serv | Reduce -1.1% | 0.05% | −0.04 |
| FISV Fiserv Inc. | Reduce -36.1% | 0.01% | −0.04 |
| RACE Ferrari NV | Reduce -56.2% | 0.01% | −0.04 |
| SPOT Spotify Technology SA | Reduce -33.5% | 0.02% | −0.04 |
| PDD PDD Holdings Inc. | Reduce -0.6% | 0.03% | −0.04 |
| AER Aercap Holdings NV | Reduce -6.2% | 0.06% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -3.0% | 0.03% | −0.04 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.03 |
| AVT Avnet Inc. | Reduce -72.0% | 0.01% | −0.03 |
| ALE Allete Inc. | Sold out | 0.00% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -2.3% | 0.02% | −0.03 |
| MSTR Strategy Inc. | Reduce -28.4% | 0.01% | −0.03 |
| TRI Thomson Reuters Corp. | Reduce -21.7% | 0.02% | −0.03 |
| ARM Arm Holdings PLC-ADR | Reduce -64.0% | 0.01% | −0.03 |
| SNPS Synopsys Inc. | Reduce -17.3% | 0.02% | −0.03 |
| PZA Invesco National Amt-Free Mu | Reduce -2.7% | 0.03% | −0.03 |
| PREMIER INC-CLASS A | Sold out | 0.00% | −0.03 |
| CVNA Carvana Co. | Reduce -7.6% | 0.03% | −0.03 |
| BILI Bilibili Inc.-Sponsored ADR | Reduce -1.6% | 0.02% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -23.5% | 0.02% | −0.03 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Reduce -24.1% | 0.01% | −0.03 |
| SHG Shinhan Financial Group-ADR | Reduce -3.6% | 0.03% | −0.02 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.02 |
| KT KT Corp.-SP ADR | Reduce -6.5% | 0.02% | −0.02 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -0.8% | 0.02% | −0.02 |
| EQNR Equinor ASA-Spon ADR | Reduce -3.0% | 0.02% | −0.02 |
| CNXC Concentrix Corp. | Sold out | 0.00% | −0.02 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.02 |
| CPB The Campbell's Company | Reduce -27.0% | 0.01% | −0.02 |
| BEKE Ke Holdings Inc.-ADR | Reduce -50.0% | 0.01% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DFUS Dimensional US Eq MKT ETF | Add +252.8% | 6.89% | +3.27 |
| DFAI Dimensional International Co. | Add +309.5% | 2.54% | +1.42 |
| GOOGL Alphabet Inc. Class A | New | 1.39% | +1.39 |
| DFSD Dimensional Short Duration | Add +279.7% | 2.14% | +1.06 |
| DFCF Dimensional Core Fixed Inc. | Add +275.2% | 2.05% | +1.01 |
| DFAE Dimensional Emerging Core Eq | Add +293.1% | 1.70% | +0.91 |
| DFLV Dim US Large Cap Value ETF | Add +209.5% | 1.73% | +0.71 |
| DFAS Dimensional US Small Cap ETF | Add +216.8% | 1.72% | +0.71 |
| DUSB Dimension Ultrashort Fi ETF | Add +293.5% | 1.15% | +0.60 |
| DFIV Dimensional International Va | Add +312.1% | 0.72% | +0.41 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +188.4% | 1.14% | +0.40 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.40% | +0.40 |
| DFUV Dimensional US Marketwide Va | Add +1811.3% | 0.44% | +0.40 |
| DFAR Dimensional US Real Est ETF | Add +292.6% | 0.76% | +0.38 |
| VTI VG Morningstar TS MKT ETF-US | Add +228.1% | 0.85% | +0.37 |
| VOO Vanguard S&P 500 ETF | Add +504.1% | 0.45% | +0.31 |
| DUHP Dimensional US High Profi Et | Add +215.9% | 0.77% | +0.31 |
| DFIS Dimensional International SM | Add +274.9% | 0.59% | +0.30 |
| DFAC Dimensional US Core Equity 2 | Add +1667.7% | 0.30% | +0.27 |
| DFSV Dimensional US Small Cap Val | Add +1929.4% | 0.29% | +0.27 |
| SGOV iShares 0-3 Month Treasury B | Add +519.2% | 0.31% | +0.21 |
| BND Vanguard Total Bond Market | Add +431.4% | 0.26% | +0.17 |
| AGG iShares Core U.S. Aggregate | Add +207.3% | 0.39% | +0.15 |
| VXUS Vanguard Total Intl Stock | Add +875.7% | 0.17% | +0.14 |
| DFEV Dimensional Emrg MRKT Val | Add +3022.1% | 0.13% | +0.12 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +633.3% | 0.15% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +175.8% | 0.29% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +136.2% | 0.43% | +0.09 |
| DFAU Dimensional US Core Equity M | Add +442.6% | 0.12% | +0.08 |
| DFIC Dimensional International Co. | New | 0.07% | +0.07 |
| SSUS Day Hagan Smart Sector ETF | Add +625.7% | 0.09% | +0.07 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.06% | +0.06 |
| IMTM iShares MSCI Intl Momentum F | Add +170.4% | 0.21% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +243.0% | 0.14% | +0.06 |
| GSLC Goldman Activebeta US LC ETF | Add +484.7% | 0.09% | +0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Add +424.1% | 0.09% | +0.06 |
| LLY Eli Lilly & Co. | Add +52.6% | 0.50% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +139.1% | 0.20% | +0.06 |
| HEDG Equable Shares HDG Eqty ETF | New | 0.05% | +0.05 |
| DFCA Dimensional Calfornia MB ETF | New | 0.05% | +0.05 |
| FTMS FR Short-Term Muni Inc. ETF | New | 0.05% | +0.05 |
| ITOT iShares Core S&P Total U.S. | Add +111.6% | 0.42% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +540.4% | 0.07% | +0.05 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.05% | +0.05 |
| BITB Bitwise Bitcoin ETF | Add +260.4% | 0.15% | +0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.05% | +0.05 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.05% | +0.05 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +536.4% | 0.06% | +0.05 |
| GOVT iShares US Treasury Bond ETF | Add +171.4% | 0.15% | +0.04 |
| JPUS JPMorgan Div Ret US Eq ETF | Add +715.7% | 0.06% | +0.04 |
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 |