Vise Technologies, Inc.

Est. AUM

$5.09B

13F long equity, this entity only

Positions

1,447

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$351.7M	4742037	6.91%	SOLE
2	NVIDIA CORPORATION	COM	$149.5M	801410	2.94%	SOLE
3	APPLE INC	COM	$139.8M	514365	2.75%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$129.9M	3408299	2.55%	SOLE
5	MICROSOFT CORP	COM	$111.4M	230434	2.19%	SOLE
6	DIMENSIONAL ETF TRUST	SHORT DURATION F	$109.1M	2274567	2.14%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$104.6M	2458323	2.05%	SOLE
8	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$88.3M	2580784	1.73%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$87.6M	1257727	1.72%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$87.0M	2670478	1.71%	SOLE
11	ALPHABET INC	CAP STK CL A	$70.9M	226667	1.39%	SOLE
12	AMAZON COM INC	COM	$70.3M	304572	1.38%	SOLE
13	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$58.9M	1162271	1.16%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$58.2M	119316	1.14%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$56.0M	81725	1.10%	SOLE
16	META PLATFORMS INC	CL A	$48.9M	74032	0.96%	SOLE
17	BROADCOM INC	COM	$48.6M	140379	0.95%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$43.2M	128812	0.85%	SOLE
19	JPMORGAN CHASE & CO	COM	$42.5M	132017	0.84%	SOLE
20	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$39.1M	1028094	0.77%	SOLE
21	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$38.9M	1696565	0.76%	SOLE
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$37.3M	169613	0.73%	SOLE
23	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$36.6M	732975	0.72%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$34.8M	647307	0.68%	SOLE
25	TESLA INC	COM	$34.1M	75807	0.67%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$33.3M	66274	0.65%	SOLE
27	ALPHABET INC	CAP STK CL C	$32.9M	104915	0.65%	SOLE
28	WALMART INC	COM	$30.7M	275341	0.60%	SOLE
29	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$30.2M	916244	0.59%	SOLE
30	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$29.5M	352454	0.58%	SOLE
31	BLACKROCK ETF TRUST	ISHARES US EQUIT	$29.0M	476752	0.57%	SOLE
32	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$28.5M	475159	0.56%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$28.0M	226958	0.55%	SOLE
34	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$27.0M	88731	0.53%	SOLE
35	VISA INC	COM CL A	$26.2M	74788	0.52%	SOLE
36	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$25.9M	535399	0.51%	SOLE
37	ELI LILLY & CO	COM	$25.3M	23558	0.50%	SOLE
38	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$23.8M	404642	0.47%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.9M	36529	0.45%	SOLE
40	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.5M	483484	0.44%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.8M	31926	0.43%	SOLE
42	ISHARES TR	CORE S&P TTL STK	$21.6M	145507	0.42%	SOLE
43	JOHNSON & JOHNSON	COM	$20.9M	101118	0.41%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.9M	333953	0.41%	SOLE
45	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$20.4M	452251	0.40%	SOLE
46	ISHARES TR	MBS ETF	$19.8M	207511	0.39%	SOLE
47	ISHARES TR	CORE US AGGBD ET	$19.7M	197400	0.39%	SOLE
48	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$19.6M	431323	0.39%	SOLE
49	ISHARES INC	CORE MSCI EMKT	$18.5M	275113	0.36%	SOLE
50	VANGUARD MUN BD FDS	TAX EXEMPT BD	$18.4M	366394	0.36%	SOLE

1–50 of 1,447

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.