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CIK: 0001812090
Total reported value
$8.8B
$8.8B
1461 檔
10.0%
According to the latest 13F quarterly dataset, Vise Technologies, Inc. managed an equity portfolio of $8.8B at the end of Q4 2025, spanning 1461 distinct U.S. exchange-listed positions.
In Q4 2025, Vise Technologies, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1461 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.89% | -2.42% | +252.85% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.93% | -0.42% | +81.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.74% | -2.75% | EXIT | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 2.54% | -0.45% | +309.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.60% | +65.31% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 2.14% | -0.25% | +279.68% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.05% | -0.29% | +275.18% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.73% | +0.33% | +209.50% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.72% | +0.37% | +216.82% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.70% | -0.36% | +293.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.17% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -1.38% | EXIT | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.15% | -0.13% | +293.52% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | -0.27% | +188.37% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.36% | +93.02% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.27% | +54.05% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.01% | +44.91% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | -0.06% | +228.14% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.09% | +65.98% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.77% | +0.10% | +215.86% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.76% | -0.11% | +292.63% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | +0.08% | +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% | -0.14% | +47.94% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.65% | EXIT | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.11% | -47.16% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.04% | +42.14% | |
| 29 | DFIS | Dimensional International Sm | ETF-Other | 0.59% | +0.04% | +274.92% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | -0.20% | +9.03% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.57% | +0.41% | +46.59% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.56% | -0.20% | +10.87% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.38% | +59.87% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.05% | +12.62% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.05% | +84.07% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.51% | -0.18% | +25.15% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.03% | +52.61% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.18% | +54.75% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.52% | +504.08% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.44% | -0.28% | +1811.31% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.26% | +136.19% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | -0.03% | +111.63% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.20% | +77.24% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.41% | +62.40% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.40% | -0.04% | — | |
| 46 | MBB | Ishares Mbs ETF | ETF-Other | 0.39% | +0.07% | +20.46% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.01% | +207.26% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.38% | -0.12% | +16.18% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.15% | +65.12% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.06% | +71.01% |
| # | 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 |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 1461 disclosed positions in Q4 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 10.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $70.9M
Top Position Liquidated / Trimmed
GOOG
前期市值: $48.3M
During Q4 2025, Vise Technologies, Inc.'s top holdings by market value included DFUS (6.9%)、NVDA (2.9%)、AAPL (2.7%). The largest single position, DFUS, represented 6.9% of total portfolio value.
In Q4 2025, Vise Technologies, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 47 positions, trimming 1 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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