Vise Technologies, Inc. 13F Holdings
CIK 0001812090
As of Sep 30, 2025, Vise Technologies, Inc. reported 1,181 positions worth $2.0B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 1,343,917 | $97.4M | 4.88% |
| NVIDIA CORP | NVDA | Technology | 441,327 | $82.3M | 4.13% |
| APPLE INC | AAPL | Technology | 290,839 | $74.1M | 3.72% |
| MICROSOFT CORP | MSFT | Technology | 139,395 | $72.2M | 3.62% |
| ALPHABET INC | GOOG | Equity | 198,543 | $48.3M | 2.42% |
| AMAZON.COM INC | AMZN | Equity | 208,253 | $45.7M | 2.29% |
| META PLATFORMS INC | META | Communication Services | 48,058 | $35.3M | 1.77% |
| BROADCOM INC | AVGO | Technology | 96,873 | $32.0M | 1.60% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 832,339 | $30.1M | 1.51% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 599,073 | $28.9M | 1.45% |
| ISHARES CORE S&P 500 ETF | IVV | — | 42,340 | $28.3M | 1.42% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 655,243 | $28.0M | 1.41% |
| DIMENSIONAL ETF TRUST | DFLV | — | 833,854 | $27.4M | 1.38% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 323,251 | $27.2M | 1.36% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 396,981 | $27.2M | 1.36% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 428,583 | $25.7M | 1.29% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 79,538 | $25.1M | 1.26% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 424,959 | $23.0M | 1.16% |
| TESLA INC | TSLA | Consumer Cyclical | 51,243 | $22.8M | 1.14% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 78,790 | $22.0M | 1.10% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 679,344 | $21.4M | 1.07% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 427,813 | $21.2M | 1.06% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 94,261 | $20.3M | 1.02% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 40,044 | $20.1M | 1.01% |
| WALMART INC | WMT | Consumer Defensive | 193,706 | $20.0M | 1.00% |