Q3 2026 13F · SEC CIK 1812090

Vise Technologies, Inc.

Investment managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $12.0B
Reported positions: 2,108
Top holdings a year, 3 yrs: +18.4%
Average holding period: 1.8 yrs

Vise Technologies, Inc. is an investment manager that reported 2,108 positions worth $12.0B in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Dimensional ETF Trust (DFUS, 3.7%), Apple Inc (AAPL, 3.0%), Nvidia Corporation (NVDA, 2.6%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 22.3% for the S&P 500.

Vise Technologies, Inc. holdings largest 50 of 2,108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vise Technologies, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	3.7%	4.5%	5,318,761	+9.9%	$441.6M
AAPLApple Inc	3.0%	—	1,082,781	—	$360.6M
NVDANvidia Corporation	2.6%	2.5%	1,347,828	+21.1%	$307.8M
MSFTMicrosoft Corp	2.0%	1.6%	478,234	+27.2%	$245.3M
DFLVDimensional ETF Trust	1.7%	2.1%	5,162,450	+12.4%	$207.4M
DFAIDimensional ETF Trust	1.7%	2.1%	5,002,762	+11.3%	$207.3M
DFASDimensional ETF Trust	1.7%	2.1%	2,611,205	+16.7%	$202.2M
IVVIshares Tr	1.6%	1.5%	246,576	+42.9%	$188.8M
DFSDDimensional Short-Duration Fixed Income	1.4%	1.9%	3,658,642	+4.8%	$170.0M
DFCFDimensional ETF Trust	1.3%	1.8%	3,980,526	+8.2%	$159.7M
GOOGLAlphabet Inc	1.3%	1.6%	460,470	+19.4%	$158.4M
AMZNAmazon Com Inc	1.3%	—	608,498	—	$151.6M
DFAEDimensional ETF Trust	1.1%	1.4%	3,317,291	+11.9%	$130.4M
VOOVanguard Index Fds	1.0%	1.0%	178,065	+43.4%	$124.8M
DYNFBlackrock ETF Trust	1.0%	1.0%	1,740,443	+36.8%	$120.5M
IVWIshares Tr	1.0%	0.9%	843,079	+41.5%	$119.9M
SPLGSpdr Series Trust	1.0%	0.8%	1,329,910	+64.1%	$119.4M
VTIVanguard Index Fds	1.0%	0.8%	312,063	+65.2%	$116.8M
IUSBIshares Tr	0.9%	0.8%	2,561,085	+64.4%	$112.9M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.7%	143,491	+76.4%	$109.4M
DUSBDimensional Ultrashort Fixed Income ETF	0.9%	1.0%	2,056,677	+15.1%	$103.8M
METAMeta Platforms Inc	0.9%	0.7%	142,371	+31.2%	$103.2M
JPMJpmorgan Chase & Co	0.8%	0.9%	294,011	+16.7%	$97.3M
VUGVanguard Index Fds	0.8%	0.9%	1,061,819	+18.5%	$95.7M
VIGVanguard Specialized Funds	0.8%	0.8%	396,321	+31.7%	$92.5M
GOOGAlphabet Inc	0.8%	0.8%	269,929	+42.0%	$92.0M
AVGOBroadcom Inc	0.7%	1.0%	250,673	+11.7%	$88.0M
DUHPDfa Invt Dimensions Group in	0.7%	—	2,076,293	—	$87.0M
SGOVIshares Tr	0.7%	1.8%	859,510	-46.6%	$86.5M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.8%	1,217,548	+19.3%	$86.0M
COROBlackrock ETF Trust	0.7%	0.4%	2,257,500	+119.9%	$82.1M
JNJJohnson & Johnson	0.6%	0.6%	275,901	+30.2%	$73.0M
DFIVDimensional ETF Trust	0.6%	0.7%	1,294,003	+9.4%	$72.3M
MUMicron Technology Inc	0.6%	0.7%	67,468	+17.7%	$71.9M
VWOVanguard Intl Equity Index F	0.6%	0.7%	1,179,305	+17.9%	$69.9M
BRK-BBerkshire Hathaway Inc Del	0.6%	—	140,165	—	$69.8M
DFISDimensional ETF Trust	0.5%	0.6%	1,782,248	+12.6%	$64.6M
IEMGIshares Inc	0.5%	0.5%	764,261	+39.8%	$62.0M
DFEVDimensional ETF Trust	0.5%	0.6%	1,458,447	+15.8%	$61.8M
DFARDfa Invt Dimensions Group in	0.5%	—	2,534,292	—	$61.2M
VTVVanguard Index Fds	0.5%	0.5%	279,730	+37.1%	$60.4M
XOMExxonmobil Holdings Corp	0.5%	—	363,521	—	$59.2M
BAIBlackrock ETF Trust	0.5%	0.5%	1,210,148	+39.1%	$57.1M
TSMTaiwan Semiconductor Manufac	0.4%	0.6%	116,445	+8.5%	$53.1M
IVEIshares Tr	0.4%	—	217,838	—	$49.7M
VVisa Inc	0.4%	0.5%	137,962	+15.3%	$49.6M
WMTWalmart Inc	0.4%	0.6%	472,677	+8.6%	$49.1M
LLYEli Lilly & Co	0.4%	0.5%	41,180	+19.9%	$47.6M
AMDAdvanced Micro Devices Inc	0.4%	—	76,863	—	$47.0M
GOVTIshares Tr	0.4%	0.4%	2,062,738	+35.3%	$45.1M

What Vise Technologies, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CORO Blackrock ETF Trust+119.9% shares
SPY State Str Spdr S&p 500 ETF T+76.4% shares
VTI Vanguard Index Fds+65.2% shares
IUSB Ishares Tr+64.4% shares
SPLG Spdr Series Trust+64.1% shares
VOO Vanguard Index Fds+43.4% shares
IVV Ishares Tr+42.9% shares
GOOG Alphabet Inc+42.0% shares

Reduced

SGOV Ishares Tr-46.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.7% /yr; S&P 500 +11.7%
3 years: +18.4% /yr; S&P 500 +22.3%
5 years: +11.2% /yr; S&P 500 +15.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$12.0B	2,108
Q2 2026	$8.8B	1,774
Q1 2026	$5.1B	1,447
Q4 2025	$5.1B	1,461
Q3 2025	$2.7B	1,181
Q2 2025	$2.4B	1,046
Q4 2024	$1.2B	816
Q3 2024	$785.9M	588
Q2 2024	$569.9M	423
Q1 2024	$507.8M	378
Q4 2023	$464.6M	349
Q3 2023	$406.8M	331

Questions about Vise Technologies, Inc.'s portfolio

What stocks does Vise Technologies, Inc. own?

Vise Technologies, Inc.'s latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 2,108 positions worth $12.0B. The largest are Dimensional ETF Trust (DFUS) at 3.7%, Apple Inc (AAPL) at 3.0%, Nvidia Corporation (NVDA) at 2.6%, Microsoft Corp (MSFT) at 2.0% and Dimensional ETF Trust (DFLV) at 1.7%.

What did Vise Technologies, Inc. buy last quarter?

In Q3 2026, Vise Technologies, Inc. added Blackrock ETF Trust (CORO) (+119.9% shares), State Str Spdr S&p 500 ETF T (SPY) (+76.4% shares) and Vanguard Index Fds (VTI) (+65.2% shares), compared with its Q2 2026 filing.

What did Vise Technologies, Inc. sell last quarter?

In Q3 2026, Vise Technologies, Inc. cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Real (DFAR), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Cisco Sys Inc (CSCO) and Ishares Tr (SGOV) (-46.6% shares), compared with its Q2 2026 filing.

How has Vise Technologies, Inc.'s portfolio performed?

A portfolio copying Vise Technologies, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.7% against +11.7%. Over 5 years: +11.2% a year against +15.0%.

When is Vise Technologies, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Vise Technologies, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.