Funds › Vise Technologies, Inc.
Vise Technologies, Inc.
13F for Q3 2026, filed Oct 29, 2026. 2,108 positions worth $12.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 29, 2026
Reported value
$12.0B
+$3.2B (36.2%) vs Q2 2026
Positions
2,108
1,774 in Q2 2026
Top 10 share
20.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust Us Equi Mark Etf | 5.32M | $441.6M | 3.7% | +9.9% | 13F ↗ |
| 2 | AAPL Apple Inc. | 1.08M | $360.6M | 3.0% | New | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 1.35M | $307.8M | 2.6% | +21.1% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 478,234 | $245.3M | 2.0% | +27.2% | 13F ↗ |
| 5 | Dimensional ETF Trust Us Larg Valu Etf | 5.16M | $207.4M | 1.7% | +12.4% | 13F ↗ |
| 6 | Dimensional ETF Trust Intl Core Eqt Mk | 5.00M | $207.3M | 1.7% | +11.3% | 13F ↗ |
| 7 | Dimensional ETF Trust Us Small Cap Etf | 2.61M | $202.2M | 1.7% | +16.7% | 13F ↗ |
| 8 | iShares Tr Core S&P500 Etf | 246,576 | $188.8M | 1.6% | +42.9% | 13F ↗ |
| 9 | Dimensional ETF Trust Shor Dur Fix Etf | 3.66M | $170.0M | 1.4% | +4.8% | 13F ↗ |
| 10 | Dimensional ETF Trust Core Fixe In Etf | 3.98M | $159.7M | 1.3% | +8.2% | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 460,470 | $158.4M | 1.3% | +19.4% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 608,498 | $151.6M | 1.3% | New | 13F ↗ |
| 13 | Dimensional ETF Trust Emgr Cre Eqt Mng | 3.32M | $130.4M | 1.1% | +11.9% | 13F ↗ |
| 14 | Vanguard Index Fds S&P 500 Etf Shs | 178,065 | $124.8M | 1.0% | +43.4% | 13F ↗ |
| 15 | BlackRock ETF Trust Ishares Us Equit | 1.74M | $120.5M | 1.0% | +36.8% | 13F ↗ |
| 16 | iShares Tr S&P 500 Grwt Etf | 843,079 | $119.9M | 1.0% | +41.5% | 13F ↗ |
| 17 | Spdr Series Trust St Str P500ETF | 1.33M | $119.4M | 1.0% | +64.1% | 13F ↗ |
| 18 | Vanguard Index Fds Mrngstr Ttl Stk | 312,063 | $116.8M | 1.0% | +65.2% | 13F ↗ |
| 19 | iShares Tr Core Univrsl Usd | 2.56M | $112.9M | 0.9% | +64.4% | 13F ↗ |
| 20 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 143,491 | $109.4M | 0.9% | +76.4% | 13F ↗ |
| 21 | Dimensional ETF Trust Ultr Fix Inc Etf | 2.06M | $103.8M | 0.9% | +15.1% | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 142,371 | $103.2M | 0.9% | +31.2% | 13F ↗ |
| 23 | JPM JPMorgan Chase & Co. | 294,011 | $97.3M | 0.8% | +16.7% | 13F ↗ |
| 24 | Vanguard Index Fds Mrngstr Grwt Etf | 1.06M | $95.7M | 0.8% | +18.5% | 13F ↗ |
| 25 | Vanguard Specialized Funds Div App Etf | 396,321 | $92.5M | 0.8% | +31.7% | 13F ↗ |
| 26 | GOOG Alphabet Inc. Class C | 269,929 | $92.0M | 0.8% | +42.0% | 13F ↗ |
| 27 | AVGO Broadcom Inc. | 250,673 | $88.0M | 0.7% | +11.7% | 13F ↗ |
| 28 | Dfa Invt Dimensions Group In U.S. High Relati | 2.08M | $87.0M | 0.7% | New | 13F ↗ |
| 29 | iShares Tr 0-3 Mth Treasury | 859,510 | $86.5M | 0.7% | -46.6% | 13F ↗ |
| 30 | Vanguard Tax-Managed Fds | 1.22M | $86.0M | 0.7% | +19.3% | 13F ↗ |
| 31 | BlackRock ETF Trust Isha In Ctry Etf | 2.26M | $82.1M | 0.7% | +120% | 13F ↗ |
| 32 | JNJ Johnson & Johnson | 275,901 | $73.0M | 0.6% | +30.2% | 13F ↗ |
| 33 | Dimensional ETF Trust Internatnal Val | 1.29M | $72.3M | 0.6% | +9.4% | 13F ↗ |
| 34 | MU Micron Technology, Inc. | 67,468 | $71.9M | 0.6% | +17.7% | 13F ↗ |
| 35 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 1.18M | $69.9M | 0.6% | +17.9% | 13F ↗ |
| 36 | BRK-B Berkshire Hathaway Inc. Class B | 140,165 | $69.8M | 0.6% | New | 13F ↗ |
| 37 | Dimensional ETF Trust Intl Small Cap E | 1.78M | $64.6M | 0.5% | +12.6% | 13F ↗ |
| 38 | iShares Inc Core Msci Emkt | 764,261 | $62.0M | 0.5% | +39.8% | 13F ↗ |
| 39 | Dimensional ETF Trust Emerging Mkts Va | 1.46M | $61.8M | 0.5% | +15.8% | 13F ↗ |
| 40 | Dfa Invt Dimensions Group In Real Estate Secu | 2.53M | $61.2M | 0.5% | New | 13F ↗ |
| 41 | Vanguard Index Fds Mrngstr Val Etf | 279,730 | $60.4M | 0.5% | +37.1% | 13F ↗ |
| 42 | XOM ExxonMobil Holdings Corporation | 363,521 | $59.2M | 0.5% | New | 13F ↗ |
| 43 | BlackRock ETF Trust Isha I In Te Etf | 1.21M | $57.1M | 0.5% | +39.1% | 13F ↗ |
| 44 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 116,445 | $53.1M | 0.4% | +8.5% | 13F ↗ |
| 45 | iShares Tr S&P 500 Val Etf | 217,838 | $49.7M | 0.4% | +42.8% | 13F ↗ |
| 46 | V Visa Inc. | 137,962 | $49.6M | 0.4% | +15.3% | 13F ↗ |
| 47 | WMT Walmart Inc. | 472,677 | $49.1M | 0.4% | +8.6% | 13F ↗ |
| 48 | LLY Eli Lilly and Company | 41,180 | $47.6M | 0.4% | +19.9% | 13F ↗ |
| 49 | AMD Advanced Micro Devices, Inc. | 76,863 | $47.0M | 0.4% | New | 13F ↗ |
| 50 | iShares Tr Us Treas Bd Etf | 2.06M | $45.1M | 0.4% | +35.3% | 13F ↗ |
Showing the top 50 of 2,108 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
474 new, 1,237 added to, 376 trimmed, 140 exited, 21 unchanged. By estimated dollars.
New positions (474)
| AAPL Apple Inc. | 1.08M | New | $360.6M |
| AMZN Amazon.com, Inc. | 608,498 | New | $151.6M |
| Dfa Invt Dimensions Group In U.S. High Relati | 2.08M | New | $87.0M |
| BRK-B Berkshire Hathaway Inc. Class B | 140,165 | New | $69.8M |
| Dfa Invt Dimensions Group In Real Estate Secu | 2.53M | New | $61.2M |
| XOM ExxonMobil Holdings Corporation | 363,521 | New | $59.2M |
| AMD Advanced Micro Devices, Inc. | 76,863 | New | $47.0M |
| Invesco Qqq Tr | 56,599 | New | $41.9M |
| AMAT Applied Materials, Inc. | 61,828 | New | $31.6M |
| SHOO Steven Madden, Ltd. | 654,499 | New | $29.3M |
Added to (1,237)
| iShares Tr Core S&P500 Etf | 246,576 | +42.9% | $56.7M |
| NVDA NVIDIA Corporation | 1.35M | +21.1% | $53.6M |
| MSFT Microsoft Corporation | 478,234 | +27.2% | $52.4M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 143,491 | +76.4% | $47.4M |
| Spdr Series Trust St Str P500ETF | 1.33M | +64.1% | $46.6M |
| Vanguard Index Fds Mrngstr Ttl Stk | 312,063 | +65.2% | $46.1M |
| BlackRock ETF Trust Isha In Ctry Etf | 2.26M | +120% | $44.7M |
| iShares Tr Core Univrsl Usd | 2.56M | +64.4% | $44.2M |
| Dimensional ETF Trust Us Equi Mark Etf | 5.32M | +9.9% | $39.8M |
| Vanguard Index Fds S&P 500 Etf Shs | 178,065 | +43.4% | $37.8M |
Trimmed (376)
| iShares Tr 0-3 Mth Treasury | 859,510 | -46.6% | -$75.5M |
| iShares Tr Msci Usa Mmentm | 56,041 | -42.2% | -$13.0M |
| iShares Tr Mbs Etf | 302,110 | -29.7% | -$11.4M |
| TJX TJX Companies, Inc. | 77,887 | -32.1% | -$4.9M |
| Pimco ETF Tr Shtrm Mun Bd Act | 82,407 | -47.6% | -$3.7M |
| Strategy Shs Day Hagan Smart | 70,178 | -45.0% | -$3.2M |
| BTI British American Tobacco p.l.c. · ADR | 78,015 | -42.7% | -$3.2M |
| GILD Gilead Sciences, Inc. | 99,238 | -17.4% | -$3.1M |
| HDB HDFC Bank Limited · ADR | 110,838 | -54.6% | -$3.0M |
| BITB Bitwise Bitcoin ETF · Shs Ben Int | 431,480 | -12.9% | -$2.9M |
Exited (140)
| Dimensional ETF Trust Us High Prof Etf | 1.85M | Exited | -$77.0M |
| Dimensional ETF Trust Us Real Esta Etf | 2.19M | Exited | -$57.3M |
| Exxon Mobil Corp | 314,538 | Exited | -$43.0M |
| Dimensional ETF Trust Us Small Cap Etf | 242,314 | Exited | -$9.4M |
| Dimensional ETF Trust Us Cor Equ 1 Etf | 86,550 | Exited | -$7.1M |
| Ea Series Trust Alpha Arch 1-3 | 52,809 | Exited | -$6.2M |
| Direxion Shares ETF Trust Dai Sem Bul Etf | 21,100 | Exited | -$5.6M |
| Electronic Arts Inc | 19,328 | Exited | -$4.0M |
| First Tr Exch Traded Fd III Instl Pfd Secs | 194,637 | Exited | -$3.8M |
| Pgim ETF Tr Pgim Ultra Sh Bd | 60,973 | Exited | -$3.0M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer