VT

Vise Technologies, Inc.

Diversified strategyLong-term holderSector-focused

Total reported value

$5.1B

Reporting period: 2026-03-31 · Number of holdings: 1447

Vise Technologies, Inc. disclosed 1447 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.1B and a quarterly turnover rate of 0.2%.

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Personality snowflake

Concentration
4.74
Portfolio Stability
0.24
Momentum/Contrarian
50
Sector conviction
67.5
Diversification
100
Sizing Uniformity
59.8

Recent moves

  • Add DUSB

    0.0%　$0.0

  • Sold out AZNN

  • Sold out FYBR

  • Sold out AMCR

  • Sold out EXK

  • Sold out 62C

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFUSDimensional US Eq Mkt ETFETF-Other6.91%——
2NVDANvidia CORPStock-Tech2.94%——
3AAPLApple INCStock-Tech2.75%——
4DFAIDimensional International CoETF-Other2.55%——
5MSFTMicrosoft CORPStock-Tech2.19%——
6DFSDDimensional Short DurationETF-Other2.14%——
7DFCFDimensional Core Fixed INCETF-Other2.05%——
8DFLVDim US Large Cap Value ETFETF-Large Cap & Growth1.73%——
9DFASDimensional US Small Cap ETFETF-Small Cap1.72%——
10DFAEDimensional Emerging Core EqETF-Emerging Markets1.71%——
11GOOGLAlphabet Inc-cl AStock-Comm Services1.39%——
12AMZNAmazon.com INCStock-Consumer Disc1.38%——
13DUSBDimension Ultrashort Fi ETFETF-Other1.16%+0.01%—
14VUGVanguard Growth ETFETF-Other1.14%——
15IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.10%——
16METAMeta Platforms Inc-class AStock-Comm Services0.96%——
17AVGOBroadcom INCStock-Tech0.95%——
18VTIVanguard Total Stock Mkt ETFETF-Other0.85%——
19JPMJpmorgan Chase & CoStock-Financials0.84%——
20DUHPDimensional US High Profi EtETF-Other0.77%——
21DFARDimensional US Real Est ETFETF-Other0.76%——
22VIGVanguard Dividend Apprec ETFETF-Other0.73%——
23DFIVDimensional International VaETF-Other0.72%——
24VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.68%——
25TSLATesla INCStock-Consumer Disc0.67%——
26BRK-BBerkshire Hathaway Inc-cl BStock-Other0.65%——
27GOOGAlphabet Inc-cl CStock-Comm Services0.65%——
28WMTWalmart INCStock-Consumer Staples0.60%——
29DFISDimensional International SmETF-Other0.59%——
30VCITVanguard Int-term CorporateETF-Corp Bonds0.58%——
31DYNFIshrs US E F R A Etf-usd INCETF-Other0.57%——
32VGITVanguard Intermediate-term TETF-Other0.56%——
33IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.55%——
34TSMTaiwan Semiconductor-sp AdrStock-Tech0.53%——
35VVisa Inc-class A SharesStock-Financials0.52%——
36BNDXVanguard Total Intl Bond ETFETF-Other0.51%——
37LLYEli Lilly & CoStock-Healthcare0.50%——
38VGSHVanguard Short-term TreasuryETF-Gov Bonds0.47%——
39VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.45%——
40DFUVDimensional US Marketwide VaETF-Other0.44%——
41SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.43%——
42ITOTIshares Core S&p Total U.s.ETF-Other0.42%——
43JNJJohnson & JohnsonStock-Healthcare0.41%——
44VEAVanguard Ftse Developed ETFETF-Other0.41%——
45FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other0.40%——
46MBBIshares Mbs ETFETF-Other0.39%——
47AGGIshares Core U.s. AggregateETF-Other0.39%——
48SCHCSchwab Intl Small-cap EquityETF-Other0.39%——
49IEMGIshares Core Msci EmergingETF-Emerging Markets0.36%——
50VTEBVanguard Tax-exempt Bond ETFETF-Other0.36%——
1–50 of 1,447

Holding changes this quarter

Vise Technologies, Inc.'s most significant position changes for 2026-03-31: Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Frontier Communications Pare (FYBR); Sold out: Amcor plc (AMCR); Sold out: Exact Sciences CORP (EXK); Sold out: Piper Sandler Cos (62C).

Position changes disclosed by Vise Technologies, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DUSBDimension Ultrashort Fi ETF0%—Unchanged
2PAGPPlains Gp Holdings Lp-cl A——Unchanged
3APAApa CORP——Unchanged
4MPCMarathon Petroleum CORP——Unchanged
5ESGUIshares Esg Aware Msci USA——Unchanged
6NRGNrg Energy INC——Unchanged
7IWPIshares Russell Mid-cap Grow——Unchanged
8WTFCWintrust Financial CORP——Unchanged
9TECKTeck Resources Ltd-cls B——Unchanged
10DDSDillards Inc-cl A——Unchanged
11PFSIPennymac Financial Services——Unchanged
12CSTMConstellium SE——Unchanged
13EQHEquitable Holdings INC——Unchanged
14TTEKTetra Tech INC——Unchanged
15NEMNewmont CORP——Unchanged
16SSPEw Scripps Co/the-a——Unchanged
17EHCEncompass Health CORP——Unchanged
18BTIBritish American Tob-sp Adr——Unchanged
19BROBrown & Brown INC——Unchanged
20FITBFifth Third Bancorp——Unchanged
21BEBloom Energy Corp- A——Unchanged
22HEIHeico CORP——Unchanged
23IDEVIshares Core Msci Dev Mkts——Unchanged
24ADTAdt INC——Unchanged
25DFASDimensional US Small Cap ETF——Unchanged
26VONEVanguard Russell 1000——Unchanged
27VYMVanguard High Dvd Yield ETF——Unchanged
28CTASCintas CORP——Unchanged
29FMHIFirst Trust Municipal High I——Unchanged
30JQUAJpmorgan US Quality Factor——Unchanged
31NTRSNorthern Trust CORP——Unchanged
32DUHPDimensional US High Profi Et——Unchanged
33PBProsperity Bancshares INC——Unchanged
34JEFJefferies Financial Group In——Unchanged
35BEKEKe Holdings Inc-adr——Unchanged
36IDVIshares International Select——Unchanged
37AZNNAstrazeneca Plc-spons Adr—EXITSold out
38FYBRFrontier Communications Pare—EXITSold out
39AMCRAmcor plc—EXITSold out
40EXKExact Sciences CORP—EXITSold out
4162CPiper Sandler Cos—EXITSold out
42DVAXDynavax Technologies CORP—EXITSold out
43CIVICivitas Resources INC—EXITSold out
44SYU1Synovus Financial CORP—EXITSold out
45INDVIndivior Pharmaceuticals, Inc.—EXITSold out
46CMAComerica INC—EXITSold out
47✓ Cyberark Software LTD—EXITSold out
48PNFPPinnacle Financial Partners, Inc.—EXITSold out
49TELFYTelefonica Sa-spon Adr—EXITSold out
50AGLagilon health, inc.—EXITSold out

FAQ

What is Vise Technologies, Inc. and what type of investor is it?
Vise Technologies, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $5.1B, spread across 1447 disclosed positions.
What are Vise Technologies, Inc.'s largest equity positions?
Based on the latest 13F filing, Vise Technologies, Inc.'s top holdings by market value are: 1. Dimensional US Eq Mkt ETF (DFUS) — $351.7M (6.9%) 2. Nvidia CORP (NVDA) — $149.5M (2.9%) 3. Apple INC (AAPL) — $139.8M (2.8%) 4. Dimensional International Co (DFAI) — $129.9M (2.5%) 5. Microsoft CORP (MSFT) — $111.4M (2.2%)
What changes did Vise Technologies, Inc. make in its most recent portfolio filing?
In the latest quarter, Vise Technologies, Inc. took a more defensive posture — trimming 0 positions and completely exiting 14 holdings. The largest of these moves: Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Frontier Communications Pare (FYBR); Sold out: Amcor plc (AMCR); Sold out: Exact Sciences CORP (EXK); Sold out: Piper Sandler Cos (62C)
What sectors does Vise Technologies, Inc. focus on?
Vise Technologies, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.7% • Financials: 13.2% • Communication Services: 12.7% • Consumer Discretionary: 10.6% • Health Care: 9.3% • Consumer Staples: 5.7%

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