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CIK: 0001812090
Total reported value
$8.8B
$8.8B
1046 檔
3.9%
According to the latest 13F quarterly dataset, Vise Technologies, Inc. managed an equity portfolio of $8.8B at the end of Q2 2025, spanning 1046 distinct U.S. exchange-listed positions.
In Q2 2025, Vise Technologies, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 45 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1046 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | -0.42% | +96.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.60% | +107.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.88% | -2.75% | EXIT | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -1.38% | EXIT | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.92% | -0.27% | +82.63% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.36% | +166.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.17% | +84.57% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.09% | +130.31% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.01% | +58.57% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.09% | -0.20% | +22.71% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.02% | — | +52.72% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.96% | -0.20% | +32.93% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.04% | +66.50% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -0.05% | +106.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.65% | EXIT | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.14% | +77.90% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.14% | +77.52% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.78% | -0.18% | +10.55% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.05% | +45.89% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.01% | +381.48% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.03% | +82.89% | |
| 22 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.70% | -0.01% | +2223.24% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | -0.03% | +213.96% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | -0.09% | +75.08% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.66% | -0.12% | +2.06% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | +0.08% | +194.63% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.62% | +0.07% | +26.05% | |
| 28 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 0.61% | -0.12% | — | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.58% | -0.18% | +17.75% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.20% | +164.54% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | +0.17% | +118.51% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.05% | +18.65% | |
| 33 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.50% | -0.18% | +78.09% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.20% | +130.33% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.41% | +5.17% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | +0.01% | +86.28% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | -0.06% | +105.33% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.08% | +101.20% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | +0.01% | +102.34% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.11% | +65.21% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.06% | +48.94% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.52% | +197.82% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.03% | +107.91% | |
| 44 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.39% | -0.05% | +94.13% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.39% | -0.04% | +107.53% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.39% | -0.10% | +29.28% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.01% | +235.75% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | +0.05% | +131.00% | |
| 49 | CLS | Celestica Inc | Stock-Tech | 0.37% | -0.09% | +30.27% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.03% | +76.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMTH | Alps Smth Cor Bd Plus ETF | +0.6% | +2223.24% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +107.56% | Add |
| 3 | PBFR | Pgim La S&p 500 Buf20 Etf-us | +0.6% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.5% | +96.92% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.4% | +381.48% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +166.97% | Add |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | +0.4% | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +130.31% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.4% | +213.96% | Add |
| 10 | USVM | Victoryshares US Small Mid C | +0.3% | NEW | New buy |
| 11 | VBR | Vanguard Small-cap Value ETF | +0.3% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +82.63% | Add |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 14 | UYLD | Angel Oak Ultrashort Income | +0.2% | +1950.42% | Add |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +194.63% | Add |
| 16 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +1619.83% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.2% | +164.54% | Add |
| 18 | NFLX | Netflix Inc | +0.2% | +77.52% | Add |
| 19 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +682.12% | Add |
| 20 | PM | Philip Morris International | +0.2% | +131.00% | Add |
| 21 | UBER | Uber Technologies Inc | +0.2% | +101.20% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.2% | +197.82% | Add |
| 23 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +391.43% | Add |
| 24 | MUB | Ishares National Muni Bond E | +0.1% | +235.75% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +101.60% | Add |
| 26 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +168.07% | Add |
| 27 | V | Visa Inc-class A Shares | +0.1% | +106.13% | Add |
| 28 | ABT | Abbott Laboratories | +0.1% | +145.31% | Add |
| 29 | JNJ | Johnson & Johnson | +0.1% | +130.33% | Add |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +107.53% | Add |
| 31 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +94.13% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | +118.51% | Add |
| 33 | HDB | Hdfc Bank Ltd-adr | 0% | +78.09% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +102.34% | Add |
| 35 | CLS | Celestica Inc | 0% | +30.27% | Add |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | — | +105.33% | Add |
| 37 | ORCL | Oracle CORP | 0% | +48.94% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +79.43% | Add |
| 39 | MA | Mastercard Inc - A | -0.1% | +75.08% | Add |
| 40 | AVGO | Broadcom Inc | -0.1% | +58.57% | Add |
| 41 | LLY | Eli Lilly & Co | -0.1% | +82.89% | Add |
| 42 | WMT | Walmart Inc | -0.1% | +66.50% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +45.89% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +52.72% | Add |
| 45 | AMZN | Amazon.com Inc | -0.2% | +85.05% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +84.57% | Add |
| 47 | TSLA | Tesla Inc | -0.4% | +77.90% | Add |
| 48 | VGIT | Vanguard Intermediate-term T | -0.5% | +32.93% | Add |
| 49 | AAPL | Apple Inc | -0.5% | +110.61% | Add |
| 50 | VCIT | Vanguard Int-term Corporate | -0.6% | +22.71% | Add |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 1046 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 3.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
PBFR
市值: $14.7M
During Q2 2025, Vise Technologies, Inc.'s top holdings by market value included NVDA (3.6%)、MSFT (3.4%)、AAPL (2.9%). The largest single position, NVDA, represented 3.6% of total portfolio value.
In Q2 2025, Vise Technologies, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 45 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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