Holders — by stockHoldings — by fund
Vise Technologies, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1812090
$8.83B
disclosed book value
1,774
positions
4.5%
largest position share
Positions, as of 2026-06-30
top 100 of 1,774 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 4.8M | $396.5M | 4.5% |
| 2 | NVDANVIDIA CORPORATION | 1.1M | $222.7M | 2.5% |
| 3 | DFAIDIMENSIONAL ETF TRUST | 4.5M | $185.4M | 2.1% |
| 4 | DFASDIMENSIONAL ETF TRUST | 2.2M | $184.3M | 2.1% |
| 5 | DFLVDIMENSIONAL ETF TRUST | 4.6M | $181.6M | 2.1% |
| 6 | DFSDDIMENSIONAL ETF TRUST | 3.5M | $166.7M | 1.9% |
| 7 | SGOVISHARES TR | 1.6M | $162.0M | 1.8% |
| 8 | DFCFDIMENSIONAL ETF TRUST | 3.7M | $155.3M | 1.8% |
| 9 | MSFTMICROSOFT CORP | 375,993 | $140.3M | 1.6% |
| 10 | GOOGLALPHABET INC | 385,811 | $137.9M | 1.6% |
| 11 | IVVISHARES TR | 172,579 | $129.2M | 1.5% |
| 12 | DFAEDIMENSIONAL ETF TRUST | 3.0M | $119.2M | 1.4% |
| 13 | DUSBDIMENSIONAL ETF TRUST | 1.8M | $90.7M | 1% |
| 14 | DYNFBLACKROCK ETF TRUST | 1.3M | $86.5M | 1% |
| 15 | VOOVANGUARD INDEX FDS | 124,172 | $85.3M | 1% |
| 16 | AVGOBROADCOM INC | 224,337 | $84.7M | 1% |
| 17 | JPMJPMORGAN CHASE & CO | 251,991 | $82.5M | 0.9% |
| 18 | IVWISHARES TR | 595,611 | $81.9M | 0.9% |
| 19 | VUGVANGUARD INDEX FDS | 895,910 | $77.2M | 0.9% |
| 20 | DUHPDIMENSIONAL ETF TRUST | 1.8M | $77.0M | 0.9% |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 1.0M | $72.7M | 0.8% |
| 22 | IUSBISHARES TR | 1.6M | $71.9M | 0.8% |
| 23 | SPYMSPDR SERIES TRUST | 810,572 | $71.2M | 0.8% |
| 24 | VIGVANGUARD SPECIALIZED FUNDS | 300,872 | $71.2M | 0.8% |
| 25 | VTIVANGUARD INDEX FDS | 188,858 | $69.9M | 0.8% |
| 26 | GOOGALPHABET INC | 190,125 | $67.2M | 0.8% |
| 27 | MUMICRON TECHNOLOGY INC | 57,298 | $66.1M | 0.7% |
| 28 | DFIVDIMENSIONAL ETF TRUST | 1.2M | $63.9M | 0.7% |
| 29 | METAMETA PLATFORMS INC | 108,485 | $61.1M | 0.7% |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 81,346 | $60.7M | 0.7% |
| 31 | VWOVANGUARD INTL EQUITY INDEX F | 1.0M | $59.7M | 0.7% |
| 32 | DFARDIMENSIONAL ETF TRUST | 2.2M | $57.3M | 0.6% |
| 33 | DFISDIMENSIONAL ETF TRUST | 1.6M | $55.4M | 0.6% |
| 34 | JNJJOHNSON & JOHNSON | 211,863 | $53.8M | 0.6% |
| 35 | DFEVDIMENSIONAL ETF TRUST | 1.3M | $53.8M | 0.6% |
| 36 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 107,319 | $51.3M | 0.6% |
| 37 | WMTWALMART INC | 435,170 | $49.3M | 0.6% |
| 38 | CATCATERPILLAR INC | 44,237 | $47.1M | 0.5% |
| 39 | TSLATESLA INC | 111,315 | $46.8M | 0.5% |
| 40 | BAIBLACKROCK ETF TRUST | 870,180 | $45.9M | 0.5% |
| 41 | IEMGISHARES INC | 546,575 | $45.3M | 0.5% |
| 42 | VTVVANGUARD INDEX FDS | 203,963 | $44.4M | 0.5% |
| 43 | CSCOCISCO SYS INC | 374,283 | $44.0M | 0.5% |
| 44 | LRCXLAM RESEARCH CORP | 101,038 | $43.8M | 0.5% |
| 45 | EXMOCEXXON MOBIL CORP | 314,538 | $43.0M | 0.5% |
| 46 | LLYELI LILLY & CO | 34,353 | $41.2M | 0.5% |
| 47 | VVISA INC | 119,693 | $41.1M | 0.5% |
| 48 | MBBISHARES TR | 429,639 | $40.6M | 0.5% |
| 49 | COROBLACKROCK ETF TRUST | 1.0M | $37.6M | 0.4% |
| 50 | GOVTISHARES TR | 1.5M | $34.7M | 0.4% |
| 51 | IVEISHARES TR | 152,586 | $34.6M | 0.4% |
| 52 | ITOTISHARES TR | 207,455 | $34.1M | 0.4% |
| 53 | VCITVANGUARD SCOTTSDALE FDS | 406,927 | $33.6M | 0.4% |
| 54 | AGGISHARES TR | 337,480 | $33.4M | 0.4% |
| 55 | MTUMISHARES TR | 96,996 | $33.3M | 0.4% |
| 56 | BNDVANGUARD BD INDEX FDS | 438,498 | $32.2M | 0.4% |
| 57 | FNDFSCHWAB STRATEGIC TR | 602,570 | $31.8M | 0.4% |
| 58 | VGITVANGUARD SCOTTSDALE FDS | 532,352 | $31.4M | 0.4% |
| 59 | MUBISHARES TR | 284,540 | $30.6M | 0.3% |
| 60 | ABBVABBVIE INC | 118,244 | $29.8M | 0.3% |
| 61 | BNDXVANGUARD CHARLOTTE FDS | 602,669 | $29.2M | 0.3% |
| 62 | IEFAISHARES TR | 299,991 | $29.0M | 0.3% |
| 63 | THROBLACKROCK ETF TRUST | 662,531 | $28.6M | 0.3% |
| 64 | MRKMERCK & CO INC | 217,819 | $28.0M | 0.3% |
| 65 | CVXCHEVRON CORPORATION | 163,690 | $27.1M | 0.3% |
| 66 | HDHOME DEPOT INC | 76,257 | $26.9M | 0.3% |
| 67 | PMPHILIP MORRIS INTL INC | 144,193 | $26.1M | 0.3% |
| 68 | ASML HLDG NV | 13,109 | $26.1M | 0.3% |
| 69 | VTEBVANGUARD MUN BD FDS | 515,317 | $26.1M | 0.3% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 27,775 | $26.0M | 0.3% |
| 71 | VGSHVANGUARD SCOTTSDALE FDS | 441,537 | $25.7M | 0.3% |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 111,592 | $23.7M | 0.3% |
| 73 | SCHCSCHWAB STRATEGIC TR | 491,169 | $23.6M | 0.3% |
| 74 | VCSHVANGUARD SCOTTSDALE FDS | 289,724 | $22.9M | 0.3% |
| 75 | ORCLORACLE CORP | 145,215 | $21.3M | 0.2% |
| 76 | FELCFIDELITY COVINGTON TRUST | 504,262 | $21.1M | 0.2% |
| 77 | EFGISHARES TR | 168,077 | $20.9M | 0.2% |
| 78 | MAMASTERCARD INCORPORATED | 40,445 | $20.8M | 0.2% |
| 79 | SMTHALPS ETF TR | 790,997 | $20.4M | 0.2% |
| 80 | QUALISHARES TR | 91,638 | $20.1M | 0.2% |
| 81 | PGIM ROCK ETF TR | 648,381 | $19.9M | 0.2% |
| 82 | FLEX LTD | 119,304 | $19.3M | 0.2% |
| 83 | FMHIFIRST TR EXCH TRADED FD III | 398,018 | $19.3M | 0.2% |
| 84 | DFACDIMENSIONAL ETF TRUST | 434,973 | $19.3M | 0.2% |
| 85 | KLACKLA CORP | 63,745 | $19.2M | 0.2% |
| 86 | GEGE AEROSPACE | 51,314 | $19.2M | 0.2% |
| 87 | CLSCELESTICA INC | 52,378 | $19.1M | 0.2% |
| 88 | EFVISHARES TR | 246,568 | $18.9M | 0.2% |
| 89 | TLHISHARES TR | 186,292 | $18.7M | 0.2% |
| 90 | ISHARES TR | 356,058 | $18.2M | 0.2% |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 64,406 | $18.1M | 0.2% |
| 92 | VZVERIZON COMMUNICATIONS INC | 422,148 | $17.9M | 0.2% |
| 93 | BLACKROCK ETF TRUST | 632,999 | $17.8M | 0.2% |
| 94 | WELLWELLTOWER INC | 78,142 | $17.7M | 0.2% |
| 95 | SHLDGLOBAL X FDS | 295,524 | $17.6M | 0.2% |
| 96 | GEVGE VERNOVA INC | 14,846 | $17.4M | 0.2% |
| 97 | TJXTJX COS INC NEW | 114,706 | $17.4M | 0.2% |
| 98 | LRGFISHARES TR | 229,518 | $17.4M | 0.2% |
| 99 | UNHUNITEDHEALTH GROUP INC | 41,380 | $17.2M | 0.2% |
| 100 | PGPROCTER & GAMBLE CO | 114,399 | $16.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.