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CIK: 0001812090
Total reported value
$8.8B
$8.8B
1447 檔
10.0%
As reported in its official Q1 2026 Form 13F filing, Vise Technologies, Inc.'s tracked investment portfolio stood at $8.8B with 1447 total positions.
In Q1 2026, Vise Technologies, Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 1447 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.91% | -2.42% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | -0.42% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.75% | -2.75% | EXIT | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 2.55% | -0.45% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.60% | — | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 2.14% | -0.25% | — | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.05% | -0.29% | — | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.73% | +0.33% | — | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.72% | +0.37% | — | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.71% | -0.36% | — | |
| 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 | 1.16% | -0.13% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | -0.27% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.36% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.27% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.01% | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | -0.06% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.09% | — | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.77% | +0.10% | — | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.76% | -0.11% | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | +0.08% | — | |
| 23 | DFIV | Dimensional International Va | ETF-Other | 0.72% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | — | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.14% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.65% | EXIT | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.11% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.04% | — | |
| 29 | DFIS | Dimensional International Sm | ETF-Other | 0.59% | +0.04% | — | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | -0.20% | — | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.57% | +0.41% | — | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.56% | -0.20% | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.38% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.05% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.05% | — | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.51% | -0.18% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.03% | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.18% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.52% | — | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.44% | -0.28% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.26% | — | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | -0.03% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.20% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.41% | — | |
| 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% | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.01% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.39% | -0.12% | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.15% | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.06% | — |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 1447 disclosed positions in Q1 2026.
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 Q1 2026.
Top Position Liquidated / Trimmed
AZNN
前期市值: $5.2M
During Q1 2026, Vise Technologies, Inc.'s top holdings by market value included DFUS (6.9%)、NVDA (2.9%)、AAPL (2.8%). The largest single position, DFUS, represented 6.9% of total portfolio value.
In Q1 2026, Vise Technologies, Inc. made 14 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 14 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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