CIK 1812090
Vise Technologies, Inc.
Institutional 13F holdings & portfolio
Holdings
1,461
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,461
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 4.7M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 801K | $1M+ | SH |
| AAPL | APPLE INC | 514K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 3.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 230K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 2.6M | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 1.3M | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 2.7M | $1M+ | SH |
| GOOGL | ALPHABET INC | 227K | $1M+ | SH |
| AMZN | AMAZON COM INC | 305K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 119K | $1M+ | SH |
| IVV | ISHARES TR | 82K | $1M+ | SH |
| META | META PLATFORMS INC | 74K | $1M+ | SH |
| AVGO | BROADCOM INC | 140K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 129K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 132K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 170K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 733K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 647K | $1M+ | SH |
| TSLA | TESLA INC | 76K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 66K | $1M+ | SH |
| GOOG | ALPHABET INC | 105K | $1M+ | SH |
| WMT | WALMART INC | 275K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 916K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 352K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 477K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 475K | $1M+ | SH |
| IVW | ISHARES TR | 227K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 89K | $1M+ | SH |
| V | VISA INC | 75K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 535K | $1M+ | SH |
| LLY | ELI LILLY & CO | 24K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 405K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 483K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 32K | $1M+ | SH |
| ITOT | ISHARES TR | 146K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 101K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 334K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 452K | $1M+ | SH |
| MBB | ISHARES TR | 208K | $1M+ | SH |
| AGG | ISHARES TR | 197K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 431K | $1M+ | SH |
| IEMG | ISHARES INC | 275K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 366K | $1M+ | SH |