Vise Technologies, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Vise Technologies, Inc. reported 1,447 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 Q4 2025, it sold out of 14 and reduced 1. The biggest sale was an exit from Astrazeneca PLC-Spons ADR (AZN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001812090
Portfolio Value
$5.1B (Q1 2026)
SEC Filing
0001812090-26-000002 ↗ filed Apr 21, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $507.8M Q1 2024 Q2 2024: $569.9M Q2 2024 Q3 2024: $785.9M Q3 2024 Q4 2024: $1.2B Q4 2024 Q2 2025: $2.4B Q2 2025 Q3 2025: $2.7B Q3 2025 Q4 2025: $5.1B Q4 2025 Q1 2026: $5.1B $5.1B Q1 2026 Q2 2026: $8.8B Q2 2026

Holdings 1,447 stocks · $5.1B
DFUS Dimensional US Eq MKT ETF 6.91% 4,742,037 $351.7M No change
NVDA Nvidia Corp. 2.94% 801,410 $149.5M No change
AAPL Apple Inc. 2.75% 514,365 $139.8M No change
DFAI Dimensional International Co. 2.55% 3,408,299 $129.9M No change
MSFT Microsoft Corp. 2.19% 230,434 $111.4M No change
DFSD Dimensional Short Duration 2.14% 2,274,567 $109.1M No change
DFCF Dimensional Core Fixed Inc. 2.05% 2,458,323 $104.6M No change
DFLV Dim US Large Cap Value ETF 1.73% 2,580,784 $88.3M No change
DFAS Dimensional US Small Cap ETF 1.72% 1,257,727 $87.6M No change
DFAE Dimensional Emerging Core Eq 1.71% 2,670,478 $87.0M No change
GOOGL Alphabet Inc. Class A 1.39% 226,667 $70.9M No change
AMZN Amazon.com Inc. 1.38% 304,572 $70.3M No change
DUSB Dimension Ultrashort Fi ETF 1.16% 1,162,271 $58.9M No change
VUG Vanguard Mrngstar GR ETF-Sui 1.14% 119,316 $58.2M No change
IVV iShares Core S&P 500 ETF 1.10% 81,725 $56.0M No change
META Meta Platforms Inc. Class A 0.96% 74,032 $48.9M No change
AVGO Broadcom Inc. 0.95% 140,379 $48.6M No change
VTI VG Morningstar TS MKT ETF-US 0.85% 128,812 $43.2M No change
JPM JPMorgan Chase & Co. 0.84% 132,017 $42.5M No change
DUHP Dimensional US High Profi Et 0.77% 1,028,094 $39.1M No change
DFAR Dimensional US Real Est ETF 0.76% 1,696,565 $38.9M No change
VIG Vanguard Dividend Apprec ETF 0.73% 169,613 $37.3M No change
DFIV Dimensional International Va 0.72% 732,975 $36.6M No change
VWO Vanguard Ftse Emerging Marke 0.68% 647,307 $34.8M No change
TSLA Tesla Inc. 0.67% 75,807 $34.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.65% 66,274 $33.3M No change
GOOG Alphabet Inc. Class C 0.65% 104,915 $32.9M No change
WMT Walmart Inc. 0.60% 275,341 $30.7M No change
DFIS Dimensional International SM 0.59% 916,244 $30.2M No change
VCIT Vanguard Int-Term Corporate 0.58% 352,454 $29.5M No change
DYNF Ishrs US E F R A ETF-Usd Inc. 0.57% 476,752 $29.0M No change
VGIT Vanguard Intermediate-Term T 0.56% 475,159 $28.5M No change
IVW iShares S&P 500 Growth ETF 0.55% 226,958 $28.0M No change
TSM Taiwan Semiconductor-SP ADR 0.53% 88,731 $27.0M No change
V Visa Inc. Class A 0.52% 74,788 $26.2M No change
BNDX Vanguard Total Intl Bond ETF 0.51% 535,399 $25.9M No change
LLY Eli Lilly & Co. 0.50% 23,558 $25.3M No change
VGSH Vanguard Short-Term Treasury 0.47% 404,642 $23.8M No change
VOO Vanguard S&P 500 ETF 0.45% 36,529 $22.9M No change
DFUV Dimensional US Marketwide Va 0.44% 483,484 $22.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 31,926 $21.8M No change
ITOT iShares Core S&P Total U.S. 0.42% 145,507 $21.6M No change
JNJ Johnson & Johnson 0.41% 101,118 $20.9M No change
VEA Vanguard Ftse Developed ETF 0.41% 333,953 $20.9M No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.40% 452,251 $20.4M No change
MBB iShares MBS ETF 0.39% 207,511 $19.8M No change
AGG iShares Core U.S. Aggregate 0.39% 197,400 $19.7M No change
SCHC Schwab Intl Small-Cap Equity 0.39% 431,323 $19.6M No change
IEMG iShares Core MSCI Emerging 0.36% 275,113 $18.5M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.36% 366,394 $18.4M No change
MUB iShares National Muni Bond E 0.36% 171,813 $18.4M No change
PBFR Pgim La S&P 500 BUF20 ETF-US 0.34% 596,887 $17.4M No change
IEFA iShares Core MSCI Eafe ETF 0.33% 189,859 $17.0M No change
MA Mastercard Inc. Class A 0.33% 29,623 $16.9M No change
XOM Exxon Mobil Corp. 0.32% 137,262 $16.5M No change
CLS Celestica Inc. 0.31% 53,970 $16.0M No change
VCSH Vanguard S/T Corp. Bond ETF 0.31% 198,730 $15.8M No change
NFLX Netflix Inc. 0.31% 167,876 $15.7M No change
SGOV iShares 0-3 Month Treasury B 0.31% 155,805 $15.6M No change
ABBV Abbvie Inc. 0.31% 68,156 $15.6M No change
DFAC Dimensional US Core Equity 2 0.30% 391,198 $15.5M No change
CSCO Cisco Systems Inc. 0.30% 200,341 $15.4M No change
ORCL Oracle Corp. 0.30% 77,537 $15.1M No change
DFSV Dimensional US Small Cap Val 0.29% 453,238 $14.9M No change
QQQ Invesco QQQ Trust Series 1 0.29% 23,834 $14.6M No change
HD Home Depot Inc. 0.29% 42,335 $14.6M No change
COST Costco Wholesale Corp. 0.28% 16,329 $14.1M No change
PLTR Palantir Technologies Inc. Class A 0.27% 78,453 $13.9M No change
CAT Caterpillar Inc. 0.27% 23,788 $13.6M No change
SCHX Schwab US Large-Cap ETF 0.27% 501,807 $13.5M No change
BND Vanguard Total Bond Market 0.26% 182,117 $13.5M No change
PM Philip Morris International 0.25% 80,728 $12.9M No change
HDB HDFC Bank Ltd.-ADR 0.25% 350,265 $12.8M No change
AXP American Express Co. 0.24% 32,951 $12.2M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 41,121 $12.2M No change
SMTH Alps SMTH Cor BD Plus ETF 0.24% 464,880 $12.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 215,070 $11.8M No change
MRK Merck & Co. Inc. 0.23% 110,677 $11.6M No change
QUAL iShares MSCI USA Quality Fac 0.22% 57,506 $11.4M No change
PG The Procter & Gamble Co. 0.22% 79,359 $11.4M No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.22% 243,800 $11.3M No change
RDVY First Trust Rising Dividend 0.22% 163,222 $11.3M No change
BABA Alibaba Group Holding-SP ADR 0.22% 76,151 $11.2M No change
GE General Electric filed as GE AEROSPACE 0.22% 35,731 $11.0M No change
GS Goldman Sachs Group Inc. 0.21% 12,113 $10.6M No change
WFC Wells Fargo & Co. 0.21% 113,487 $10.6M No change
IMTM iShares MSCI Intl Momentum F 0.21% 220,175 $10.6M No change
LRCX Lam Research Corp. 0.20% 60,986 $10.4M No change
CVX Chevron Corp. 0.20% 66,839 $10.2M No change
EMB iShares JP Morgan Usd Emergi 0.20% 105,585 $10.2M No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.20% 9,370 $10.0M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.19% 51,114 $9.8M No change
UBER Uber Technologies Inc. 0.19% 118,711 $9.7M No change
AMAT Applied Materials Inc. 0.19% 37,534 $9.6M No change
PEP Pepsico Inc. 0.19% 66,265 $9.5M No change
TLH iShares 10-20 Year Treasury 0.18% 91,798 $9.3M No change
VTWO Vanguard Russell 2000 ETF 0.18% 93,231 $9.3M No change
IWF iShares Russell 1000 Growth 0.17% 18,781 $8.9M No change
SCHH Schwab US REIT ETF 0.17% 418,055 $8.7M No change
VXUS Vanguard Total Intl Stock 0.17% 114,163 $8.6M No change

Show all 1,447 holdings

Portfolio Sells Q4 2025 → Q1 2026
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.10
FYBR Frontier Communications Pare Sold out 0.00% −0.03
AMCR Amcor PLC Sold out 0.00% −0.02
EXAS Exact Sciences Corp. Sold out 0.00% −0.02
PIPR Piper Sandler Cos Sold out 0.00% −0.02
DVAX Dynavax Technologies Corp. Sold out 0.00% −0.01
CIVI Civitas Resources Inc. Sold out 0.00% −0.01
SNV Synovus Financial Corp. Sold out 0.00% −0.01
CMA Comerica Inc. Sold out 0.00% −0.01
INDV Indivior Ltd. Sold out 0.00% −0.01
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.00
PNFP Pinnacle Financial Partners Sold out 0.00% −0.00
TELFY Telefonica SA-Spon ADR Sold out 0.00% −0.00
AGL Agilon Health Inc. Sold out 0.00% −0.00
SF Stifel Financial Corp. Reduce -33.3% 0.00% 0.00

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,774$8.8BDFUS, NVDA, DFAI, DFAS, DFLV
Q1 2026 1,447$5.1BDFUS, NVDA, AAPL, DFAI, MSFT
Q4 2025 1,461$5.1BDFUS, NVDA, AAPL, DFAI, MSFT
Q3 2025 1,181$2.7BDFUS, NVDA, AAPL, MSFT, GOOG
Q2 2025 1,046$2.4BNVDA, MSFT, AAPL, AMZN, META
Q4 2024 816$1.2BAAPL, NVDA, MSFT, AMZN, VCIT
Q3 2024 588$785.9MMSFT, VCIT, AAPL, NVDA, AMZN
Q2 2024 423$569.9MVCIT, BNDX, VGIT, NVDA, VGSH
Q1 2024 378$507.8MVCIT, VGIT, BNDX, NVDA, VGSH