Vise Technologies, Inc. — Q4 2025 13F Holdings

Name: Vise Technologies, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001812090

Total reported value

$5.1B

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Full holdings list this quarter

Showing top 200 holdings (of 1461 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	6.89%	—	+252.85%
2	NVDA	Nvidia CORP	Stock-Tech	2.93%	—	+81.59%
3	AAPL	Apple INC	Stock-Tech	2.74%	—	+76.86%
4	DFAI	Dimensional International Co	ETF-Other	2.54%	—	+309.48%
5	MSFT	Microsoft CORP	Stock-Tech	2.18%	—	+65.31%
6	DFSD	Dimensional Short Duration	ETF-Other	2.14%	—	+279.68%
7	DFCF	Dimensional Core Fixed INC	ETF-Other	2.05%	—	+275.18%
8	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	1.73%	—	+209.50%
9	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	1.72%	—	+216.82%
10	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	1.70%	—	+293.10%
11	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.39%	—	—
12	AMZN	Amazon.com INC	Stock-Consumer Disc	1.38%	—	+46.25%
13	DUSB	Dimension Ultrashort Fi ETF	ETF-Other	1.15%	+0.01%	+293.52%
14	VUG	Vanguard Growth ETF	ETF-Other	1.14%	—	+188.37%
15	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.10%	—	+93.02%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	0.96%	—	+54.05%
17	AVGO	Broadcom INC	Stock-Tech	0.95%	—	+44.91%
18	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.85%	—	+228.14%
19	JPM	Jpmorgan Chase & Co	Stock-Financials	0.83%	—	+65.98%
20	DUHP	Dimensional US High Profi Et	ETF-Other	0.77%	—	+215.86%
21	DFAR	Dimensional US Real Est ETF	ETF-Other	0.76%	—	+292.63%
22	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.73%	—	+79.94%
23	DFIV	Dimensional International Va	ETF-Other	0.72%	—	+312.11%
24	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.68%	—	+52.32%
25	TSLA	Tesla INC	Stock-Consumer Disc	0.67%	—	+47.94%
26	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.65%	—	+65.50%
27	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.64%	—	-47.16%
28	WMT	Walmart INC	Stock-Consumer Staples	0.60%	—	+42.14%
29	DFIS	Dimensional International Sm	ETF-Other	0.59%	—	+274.92%
30	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.58%	—	+9.03%
31	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.57%	—	+46.59%
32	VGIT	Vanguard Intermediate-term T	ETF-Other	0.56%	—	+10.87%
33	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.55%	—	+59.87%
34	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.53%	—	+12.62%
35	V	Visa Inc-class A Shares	Stock-Financials	0.51%	—	+84.07%
36	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.51%	—	+25.15%
37	LLY	Eli Lilly & Co	Stock-Healthcare	0.50%	—	+52.61%
38	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.47%	—	+54.75%
39	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.45%	—	+504.08%
40	DFUV	Dimensional US Marketwide Va	ETF-Other	0.44%	—	+1811.31%
41	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.43%	—	+136.19%
42	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.42%	—	+111.63%
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.41%	—	+77.24%
44	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.41%	—	+62.40%
45	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	0.40%	—	—
46	MBB	Ishares Mbs ETF	ETF-Other	0.39%	—	+20.46%
47	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.39%	—	+207.26%
48	SCHC	Schwab Intl Small-cap Equity	ETF-Other	0.38%	—	+16.18%
49	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.36%	—	+65.12%
50	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.36%	—	+71.01%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Vise Technologies, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFUS	Dimensional US Eq Mkt ETF	+3.3%	+252.85%	Add
2	DFAI	Dimensional International Co	+1.4%	+309.48%	Add
3	DFSD	Dimensional Short Duration	+1.1%	+279.68%	Add
4	DFCF	Dimensional Core Fixed INC	+1%	+275.18%	Add
5	DFAE	Dimensional Emerging Core Eq	+0.9%	+293.10%	Add
6	DFLV	Dim US Large Cap Value ETF	+0.7%	+209.50%	Add
7	DFAS	Dimensional US Small Cap ETF	+0.7%	+216.82%	Add
8	DUSB	Dimension Ultrashort Fi ETF	+0.6%	+293.52%	Add
9	DFIV	Dimensional International Va	+0.4%	+312.11%	Add
10	VUG	Vanguard Growth ETF	+0.4%	+188.37%	Add
11	DFUV	Dimensional US Marketwide Va	+0.4%	+1811.31%	Add
12	DFAR	Dimensional US Real Est ETF	+0.4%	+292.63%	Add
13	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+228.14%	Add
14	DUHP	Dimensional US High Profi Et	+0.3%	+215.86%	Add
15	VOO	Vanguard S&p 500 ETF	+0.3%	+504.08%	Add
16	DFIS	Dimensional International Sm	+0.3%	+274.92%	Add
17	DFAC	Dimensional US Core Equity 2	+0.3%	+1667.65%	Add
18	DFSV	Dimensional US Small Cap Val	+0.3%	+1929.36%	Add
19	SGOV	Ishares 0-3 Month Treasury B	+0.2%	+519.21%	Add
20	BND	Vanguard Total Bond Market	+0.2%	+431.37%	Add
21	AGG	Ishares Core U.s. Aggregate	+0.2%	+207.26%	Add
22	VXUS	Vanguard Total Intl Stock	+0.1%	+875.67%	Add
23	QQQ	Invesco Qqq Trust Series 1	+0.1%	+175.82%	Add
24	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+136.19%	Add
25	LLY	Eli Lilly & Co	+0.1%	+52.61%	Add
26	IVV	Ishares Core S&p 500 ETF	+0.1%	+93.02%	Add
27	ITOT	Ishares Core S&p Total U.s.	+0.1%	+111.63%	Add
28	IEFA	Ishares Core Msci Eafe ETF	0%	+105.03%	Add
29	JNJ	Johnson & Johnson	0%	+77.24%	Add
30	V	Visa Inc-class A Shares	0%	+84.07%	Add
31	AAPL	Apple INC	0%	+76.86%	Add
32	VIG	Vanguard Dividend Apprec ETF	0%	+79.94%	Add
33	VTEB	Vanguard Tax-exempt Bond ETF	0%	+71.01%	Add
34	VEA	Vanguard Ftse Developed ETF	-0.1%	+62.40%	Add
35	IVW	Ishares S&p 500 Growth ETF	-0.1%	+59.87%	Add
36	JPM	Jpmorgan Chase & Co	-0.1%	+65.98%	Add
37	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	+65.50%	Add
38	VGSH	Vanguard Short-term Treasury	-0.1%	+54.75%	Add
39	NVDA	Nvidia CORP	-0.1%	+81.59%	Add
40	WMT	Walmart INC	-0.1%	+42.14%	Add
41	DYNF	Ishrs US E F R A Etf-usd INC	-0.2%	+46.59%	Add
42	VWO	Vanguard Ftse Emerging Marke	-0.2%	+52.32%	Add
43	TSLA	Tesla INC	-0.2%	+47.94%	Add
44	AVGO	Broadcom INC	-0.2%	+44.91%	Add
45	AMZN	Amazon.com INC	-0.3%	+46.25%	Add
46	META	Meta Platforms Inc-class A	-0.4%	+54.05%	Add
47	MSFT	Microsoft CORP	-0.5%	+65.31%	Add
48	GOOG	Alphabet Inc-cl C	-1.2%	-47.16%	Trim
49	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
50	FNDF	Schwab Fndmn Intl Lrg Co ETF	—	NEW	New buy