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CIK: 0001812090
Total reported value
$8.8B
$8.8B
1181 檔
4.2%
In Q3 2025, Vise Technologies, Inc.'s U.S. equity holdings reached a combined market value of $8.8B, distributed across 1181 disclosed stock positions.
In Q3 2025, Vise Technologies, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1181 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.62% | -2.42% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | -0.42% | -19.91% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.76% | -2.75% | EXIT | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.60% | -16.79% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | +0.11% | +240.77% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | -1.38% | EXIT | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.27% | -23.81% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.01% | +0.47% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 1.12% | -0.45% | — | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 1.07% | -0.25% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.36% | -27.49% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.04% | -0.29% | — | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.02% | +0.33% | +10964.94% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.01% | -0.20% | +1.99% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.01% | +0.37% | +6628.49% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.96% | -0.20% | +9.79% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.09% | -25.30% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | — | -14.68% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.14% | -15.38% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.82% | +0.05% | -4.10% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.80% | -0.36% | — | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.79% | -0.18% | +12.08% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | +0.08% | +25.71% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.65% | EXIT | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.04% | -16.05% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.27% | +256.60% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.72% | +0.41% | +1344.47% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.38% | +173.42% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.63% | -0.12% | -0.78% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.61% | +0.07% | +7.68% | |
| 31 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 0.61% | -0.12% | +7.14% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.57% | -0.18% | +9.65% | |
| 33 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.56% | -0.13% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.14% | -13.94% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.06% | +11.06% | |
| 36 | CLS | Celestica Inc | Stock-Tech | 0.53% | -0.09% | -0.73% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.05% | +9.16% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.05% | -33.55% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.49% | -0.13% | +6.62% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | -0.06% | +76.70% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.01% | +31.14% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | +0.41% | +8.12% | |
| 43 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.46% | +0.10% | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.09% | -26.85% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.03% | -29.04% | |
| 46 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.44% | -0.18% | +118.99% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.15% | +89.31% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.06% | -1.41% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | +0.20% | -25.42% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | +0.17% | -23.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +3.6% | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | +1.4% | +240.77% | Add |
| 3 | DFAI | Dimensional International Co | +1.1% | NEW | New buy |
| 4 | DFSD | Dimensional Short Duration | +1.1% | NEW | New buy |
| 5 | DFCF | Dimensional Core Fixed Inc | +1% | NEW | New buy |
| 6 | DFLV | Dim US Large Cap Value ETF | +1% | +10964.94% | Add |
| 7 | DFAS | Dimensional US Small Cap ETF | +1% | +6628.49% | Add |
| 8 | DFAE | Dimensional Emerging Core Eq | +0.8% | NEW | New buy |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.7% | +1344.47% | Add |
| 10 | DUSB | Dimension Ultrashort Fi ETF | +0.6% | NEW | New buy |
| 11 | VUG | Vanguard Growth ETF | +0.5% | +256.60% | Add |
| 12 | DUHP | Dimensional US High Profi Et | +0.5% | NEW | New buy |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +173.42% | Add |
| 14 | DFAR | Dimensional US Real Est ETF | +0.4% | NEW | New buy |
| 15 | DFIV | Dimensional International Va | +0.3% | NEW | New buy |
| 16 | DFIS | Dimensional International Sm | +0.3% | NEW | New buy |
| 17 | RDVY | First Trust Rising Dividend | +0.2% | NEW | New buy |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | NEW | New buy |
| 19 | BRTR | Ishares Total Return Act ETF | +0.2% | NEW | New buy |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +76.70% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | +0.2% | +89.31% | Add |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +183.25% | Add |
| 23 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +6.62% | Add |
| 24 | TLH | Ishares 10-20 Year Treasury | +0.2% | +264.90% | Add |
| 25 | CLS | Celestica Inc | +0.2% | -0.73% | Trim |
| 26 | THRO | Ishares U.s. Thematic Rotati | +0.2% | +825.30% | Add |
| 27 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +25.71% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +11.06% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | +0.47% | Add |
| 30 | AAPL | Apple Inc | -0.1% | -14.43% | Trim |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -93.27% | Trim |
| 32 | VBR | Vanguard Small-cap Value ETF | -0.2% | -78.55% | Trim |
| 33 | IMTM | Ishares Msci Intl Momentum F | -0.2% | -60.37% | Trim |
| 34 | ACN | Accenture plc | -0.2% | -59.59% | Trim |
| 35 | NFLX | Netflix Inc | -0.2% | -13.94% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.3% | -29.04% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -0.3% | -65.36% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.3% | -25.30% | Trim |
| 39 | DIVO | Amplify Cwp Enhan Divid ETF | -0.4% | -96.20% | Trim |
| 40 | IBM | Intl Business Machines CORP | -0.4% | -45.11% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.4% | -33.55% | Trim |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.4% | EXIT | Sold out |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.5% | -27.49% | Trim |
| 44 | SMTH | Alps Smth Cor Bd Plus ETF | -0.5% | -66.17% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.5% | -64.30% | Trim |
| 46 | NVDA | Nvidia CORP | -0.5% | -19.91% | Trim |
| 47 | META | Meta Platforms Inc-class A | -0.6% | -23.81% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.6% | -18.25% | Trim |
| 49 | MSFT | Microsoft CORP | -0.8% | -16.79% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 1181 disclosed positions in Q3 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 DFUS, NVDA, AAPL) accounted for 4.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFUS
市值: $97.4M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $34.2M
During Q3 2025, Vise Technologies, Inc.'s top holdings by market value included DFUS (3.6%)、NVDA (3.1%)、AAPL (2.8%). The largest single position, DFUS, represented 3.6% of total portfolio value.
In Q3 2025, Vise Technologies, Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 15 positions, trimming 20 holdings, and fully liquidating 2 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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