Vise Technologies, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.09B
Q ending 2026-03-31
Prior quarter
$5.10B
Q ending 2025-12-31
Change
-0.2% QoQ
Positions
1,447
reported holdings
Largest positions
Top 100 of 1,447 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFUS | Shares | $351.7M | 4.7M |
| Nvidia Corporation | NVDA | Shares | $149.5M | 801K |
| Apple Inc | AAPL | Shares | $139.8M | 514K |
| Dimensional Etf Trust | DFAI | Shares | $129.9M | 3.4M |
| Microsoft Corp | MSFT | Shares | $111.4M | 230K |
| Dimensional Etf Trust | DFSD | Shares | $109.1M | 2.3M |
| Dimensional Etf Trust | DFCF | Shares | $104.6M | 2.5M |
| Dimensional Etf Trust | DFLV | Shares | $88.3M | 2.6M |
| Dimensional Etf Trust | DFAS | Shares | $87.6M | 1.3M |
| Dimensional Etf Trust | DFAE | Shares | $87.0M | 2.7M |
| Alphabet Inc | GOOGL | Shares | $70.9M | 227K |
| Amazon Com Inc | AMZN | Shares | $70.3M | 305K |
| Dimensional Etf Trust | DUSB | Shares | $58.9M | 1.2M |
| Vanguard Index Fds | VUG | Shares | $58.2M | 119K |
| Ishares Tr | IVV | Shares | $56.0M | 82K |
| Meta Platforms Inc | META | Shares | $48.9M | 74K |
| Broadcom Inc | AVGO | Shares | $48.6M | 140K |
| Vanguard Index Fds | VTI | Shares | $43.2M | 129K |
| Jpmorgan Chase & Co | JPM | Shares | $42.5M | 132K |
| Dimensional Etf Trust | DUHP | Shares | $39.1M | 1.0M |
| Dimensional Etf Trust | DFAR | Shares | $38.9M | 1.7M |
| Vanguard Specialized Funds | VIG | Shares | $37.3M | 170K |
| Dimensional Etf Trust | DFIV | Shares | $36.6M | 733K |
| Vanguard Intl Equity Index F | VWO | Shares | $34.8M | 647K |
| Tesla Inc | TSLA | Shares | $34.1M | 76K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $33.3M | 66K |
| Alphabet Inc | GOOG | Shares | $32.9M | 105K |
| Walmart Inc | WMT | Shares | $30.7M | 275K |
| Dimensional Etf Trust | DFIS | Shares | $30.2M | 916K |
| Vanguard Scottsdale Fds | VCIT | Shares | $29.5M | 352K |
| Blackrock Etf Trust | DYNF | Shares | $29.0M | 477K |
| Vanguard Scottsdale Fds | VGIT | Shares | $28.5M | 475K |
| Ishares Tr | IVW | Shares | $28.0M | 227K |
| Taiwan Semiconductor Manufac | TSM | Shares | $27.0M | 89K |
| Visa Inc | V | Shares | $26.2M | 75K |
| Vanguard Charlotte Fds | BNDX | Shares | $25.9M | 535K |
| Eli Lilly & Co | LLY | Shares | $25.3M | 24K |
| Vanguard Scottsdale Fds | VGSH | Shares | $23.8M | 405K |
| Vanguard Index Fds | VOO | Shares | $22.9M | 37K |
| Dimensional Etf Trust | DFUV | Shares | $22.5M | 483K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $21.8M | 32K |
| Ishares Tr | ITOT | Shares | $21.6M | 146K |
| Johnson & Johnson | JNJ | Shares | $20.9M | 101K |
| Vanguard Tax-Managed Fds | VEA | Shares | $20.9M | 334K |
| Schwab Strategic Tr | FNDF | Shares | $20.4M | 452K |
| Ishares Tr | MBB | Shares | $19.8M | 208K |
| Ishares Tr | AGG | Shares | $19.7M | 197K |
| Schwab Strategic Tr | SCHC | Shares | $19.6M | 431K |
| Ishares Inc | IEMG | Shares | $18.5M | 275K |
| Vanguard Mun Bd Fds | VTEB | Shares | $18.4M | 366K |
| Ishares Tr | MUB | Shares | $18.4M | 172K |
| Pgim Rock Etf Tr | PBFR | Shares | $17.4M | 597K |
| Ishares Tr | IEFA | Shares | $17.0M | 190K |
| Mastercard Incorporated | MA | Shares | $16.9M | 30K |
| Exxon Mobil Corp | XOM | Shares | $16.5M | 137K |
| Celestica Inc | CLS | Shares | $16.0M | 54K |
| Vanguard Scottsdale Fds | VCSH | Shares | $15.8M | 199K |
| Netflix Inc. | NFLX | Shares | $15.7M | 168K |
| Ishares Tr | SGOV | Shares | $15.6M | 156K |
| Abbvie Inc | ABBV | Shares | $15.6M | 68K |
| Dimensional Etf Trust | DFAC | Shares | $15.5M | 391K |
| Cisco Sys Inc | CSCO | Shares | $15.4M | 200K |
| Oracle Corp | ORCL | Shares | $15.1M | 78K |
| Dimensional Etf Trust | DFSV | Shares | $14.9M | 453K |
| Invesco Qqq Tr | QQQ | Shares | $14.6M | 24K |
| Home Depot Inc | HD | Shares | $14.6M | 42K |
| Costco Wholesale Corporation | COST | Shares | $14.1M | 16K |
| Palantir Technologies Inc | PLTR | Shares | $13.9M | 78K |
| Caterpillar Inc | CAT | Shares | $13.6M | 24K |
| Schwab Strategic Tr | SCHX | Shares | $13.5M | 502K |
| Vanguard Bd Index Fds | BND | Shares | $13.5M | 182K |
| Philip Morris Intl Inc | PM | Shares | $12.9M | 81K |
| Hdfc Bank Ltd | HDB | Shares | $12.8M | 350K |
| American Express Co | AXP | Shares | $12.2M | 33K |
| International Business Machs | IBM | Shares | $12.2M | 41K |
| Alps Etf Tr | SMTH | Shares | $12.1M | 465K |
| Bank America Corp | BAC | Shares | $11.8M | 215K |
| Merck & Co Inc | MRK | Shares | $11.6M | 111K |
| Ishares Tr | QUAL | Shares | $11.4M | 58K |
| Procter & Gamble Co | PG | Shares | $11.4M | 79K |
| Ishares Tr | IUSB | Shares | $11.3M | 244K |
| First Tr Exchange Traded Fd | RDVY | Shares | $11.3M | 163K |
| Alibaba Group Hldg Ltd | BABA | Shares | $11.2M | 76K |
| Ge Aerospace | GE | Shares | $11.0M | 36K |
| Goldman Sachs Group Inc | GS | Shares | $10.6M | 12K |
| Wells Fargo & Co | WFC | Shares | $10.6M | 113K |
| Ishares Tr | IMTM | Shares | $10.6M | 220K |
| Lam Research Corp | LRCX | Shares | $10.4M | 61K |
| Chevron Corporation | CVX | Shares | $10.2M | 67K |
| Ishares Tr | EMB | Shares | $10.2M | 106K |
| Asml Hldg Nv | Shares | $10.0M | 9K | |
| Vanguard Index Fds | VTV | Shares | $9.8M | 51K |
| Uber Technologies Inc | UBER | Shares | $9.7M | 119K |
| Applied Matls Inc | AMAT | Shares | $9.6M | 38K |
| Pepsico Inc | PEP | Shares | $9.5M | 66K |
| Ishares Tr | TLH | Shares | $9.3M | 92K |
| Vanguard Scottsdale Fds | VTWO | Shares | $9.3M | 93K |
| Ishares Tr | IWF | Shares | $8.9M | 19K |
| Schwab Strategic Tr | SCHH | Shares | $8.7M | 418K |
| Vanguard Star Fds | VXUS | Shares | $8.6M | 114K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.