Vise Technologies, Inc.
Sector Allocation
- Other57.6%$5.1B
- Technology15.8%$1.4B
- Financials7.4%$654.1M
- Healthcare4.0%$349.1M
- Industrials3.7%$330.1M
- Consumer Discretionary2.6%$233.8M
- Consumer Staples2.6%$231.3M
- Energy2.1%$183.1M
- Utilities1.3%$114.2M
- Materials1.1%$99.2M
AUM History
13fpro.ai/research/fund/vise-technologies-inc-1812090
Conviction and streaks
Diversifying · top 10 = 21.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$396.5M
NVDA
$222.7M- DIMENSIONAL$185.4M
- DIMENSIONAL$184.3M
- DIMENSIONAL$181.6M
- DIMENSIONAL$166.7M
- ISHARES$162.0M
- DIMENSIONAL$155.3M
MSFT
$140.3MGOOGL
$137.9M- ISHARES$129.2M
- DIMENSIONAL$119.2M
- DIMENSIONAL$90.7M
- BLACKROCK$86.5M
- VANGUARD$85.3M
AVGO
$84.7MJPM
$82.5M- ISHARES$81.9M
- VANGUARD$77.2M
- DIMENSIONAL$77.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/vise-technologies-inc-1812090
Vise Technologies, Inc. 13F holdings — Q2 2026
$8.8B portfolio (+73.4% QoQ) · 1,774 holdings · Q2 2026 13F · top 10 are 22% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$396.5M
4.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $222.7M
2.5% of stocks
+39%This quarter-0.7%Since filed5+ qtrsHeld- 3
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$185.4M
2.1% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$184.3M
2.1% of stocks
+78%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$181.6M
2.1% of stocks
+78%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$166.7M
1.9% of stocks
+53%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - 0-3 MTH TREASURY
$162.0M
1.8% of stocks
+933%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$155.3M
1.8% of stocks
+50%This quarter—Since filed—HeldAIQuality—Est. buy— $140.3M
1.6% of stocks
+63%This quarter+5.7%Since filed5+ qtrsHeld$137.9M
1.6% of stocks
+70%This quarter-8.4%Since filed3 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $396.5M | 4.5% | +2% | — | — | — | — | |
| 2 | $222.7M | 2.5% | +39% | -0.7% | 5+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $185.4M | 2.1% | +32% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $184.3M | 2.1% | +78% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $181.6M | 2.1% | +78% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $166.7M | 1.9% | +53% | — | — | — | — | |
| 7 | ISHARES TR - 0-3 MTH TREASURY | $162.0M | 1.8% | +933% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $155.3M | 1.8% | +50% | — | — | — | — | |
| 9 | $140.3M | 1.6% | +63% | +5.7% | 5+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $137.9M | 1.6% | +70% | -8.4% | 3 qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Vise Technologies, Inc. (Q2 2026)
1,774 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $129.2M | 1.5% | 173K | +111% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $119.2M | 1.4% | 2.97M | +11% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETFetf/fund | — | $90.7M | 1.0% | 1.79M | +54% | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $86.5M | 1.0% | 1.27M | +167% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $85.3M | 1.0% | 124K | +240% | — | — | 13F |
| 16 | Broadcom Inc. | Technology | $84.7M | 1.0% | 224K | +60% | 5+ qtrs | 84.5 | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $82.5M | 0.9% | 252K | +91% | 5+ qtrs | 71.9 | 13F | |
| 18 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $81.9M | 0.9% | 596K | +162% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $77.2M | 0.9% | 896K | +651% | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETFetf/fund | — | $77.0M | 0.9% | 1.85M | +80% | — | — | 13F |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $72.7M | 0.8% | 1.02M | +206% | — | — | 13F |
| 22 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $71.9M | 0.8% | 1.56M | +539% | — | — | 13F |
| 23 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $71.2M | 0.8% | 811K | +706% | — | — | 13F |
| 24 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $71.2M | 0.8% | 301K | +77% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $69.9M | 0.8% | 189K | +47% | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $67.2M | 0.8% | 190K | +81% | |||
| 27 | $MU | MICRON TECHNOLOGY INC | Technology | $66.1M | 0.8% | 57K | +114% | |||
| 28 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $63.9M | 0.7% | 1.18M | +61% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $61.1M | 0.7% | 108K | +47% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $60.7M | 0.7% | 81K | +155% | |||
| 31 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $59.7M | 0.7% | 1.00M | +55% | |||
| 32 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $57.3M | 0.7% | 2.19M | +29% | |||
| 33 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $55.4M | 0.6% | 1.58M | +73% | |||
| 34 | $JNJ | JOHNSON & JOHNSON | Healthcare | $53.8M | 0.6% | 212K | +110% | |||
| 35 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $53.8M | 0.6% | 1.26M | +528% | |||
| 36 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $51.3M | 0.6% | 107K | +21% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $49.3M | 0.6% | 435K | +58% | |||
| 38 | $CAT | CATERPILLAR INC | Industrials | $47.1M | 0.5% | 44K | +86% | |||
| 39 | $TSLA | Tesla, Inc. | Consumer Discretionary | $46.8M | 0.5% | 111K | +47% | |||
| 40 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $45.9M | 0.5% | 870K | +259% | |||
| 41 | — | ISHARES INC - CORE MSCI EMKT | — | $45.3M | 0.5% | 547K | +99% | |||
| 42 | — | VANGUARD INDEX FDS - VALUE ETF | — | $44.4M | 0.5% | 204K | +299% | |||
| 43 | $CSCO | CISCO SYSTEMS, INC. | Technology | $44.0M | 0.5% | 374K | +87% | |||
| 44 | $LRCX | LAM RESEARCH CORP | Technology | $43.8M | 0.5% | 101K | +66% | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $43.0M | 0.5% | 315K | +129% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $41.2M | 0.5% | 34K | +46% | |||
| 47 | $V | VISA INC. | Financials | $41.1M | 0.5% | 120K | +60% | |||
| 48 | — | ISHARES TR - MBS ETF | — | $40.6M | 0.5% | 430K | +107% | |||
| 49 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $37.6M | 0.4% | 1.03M | New | |||
| 50 | — | ISHARES TR - US TREAS BD ETF | — | $34.7M | 0.4% | 1.52M | +363% | |||
| 51 | — | ISHARES TR - S&P 500 VAL ETF | — | $34.6M | 0.4% | 153K | +329% | |||
| 52 | — | ISHARES TR - CORE S&P TTL STK | — | $34.1M | 0.4% | 207K | +43% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $33.6M | 0.4% | 407K | +15% | |||
| 54 | — | ISHARES TR - CORE US AGGBD ET | — | $33.4M | 0.4% | 337K | +71% | |||
| 55 | — | ISHARES TR - MSCI USA MMENTM | — | $33.3M | 0.4% | 97K | +191% | |||
| 56 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $32.2M | 0.4% | 438K | +141% | |||
| 57 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $31.8M | 0.4% | 603K | +33% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $31.4M | 0.4% | 532K | +12% | |||
| 59 | — | ISHARES TR - NATIONAL MUN ETF | — | $30.6M | 0.3% | 285K | +66% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $29.8M | 0.3% | 118K | +73% | |||
| 61 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $29.2M | 0.3% | 603K | +13% | |||
| 62 | — | ISHARES TR - CORE MSCI EAFE | — | $29.0M | 0.3% | 300K | +58% | |||
| 63 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $28.6M | 0.3% | 663K | +235% | |||
| 64 | $MRK | Merck & Co., Inc. | Healthcare | $28.0M | 0.3% | 218K | +97% | |||
| 65 | $CVX | CHEVRON CORP | Energy | $27.1M | 0.3% | 164K | +145% | |||
| 66 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $26.9M | 0.3% | 76K | +80% | |||
| 67 | $PM | Philip Morris International Inc. | Consumer Staples | $26.1M | 0.3% | 144K | +79% | |||
| 68 | $ASML | ASML HOLDING NV | Technology | $26.1M | 0.3% | 13K | +40% | |||
| 69 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $26.1M | 0.3% | 515K | +41% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $26.0M | 0.3% | 28K | +70% | |||
| 71 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $25.7M | 0.3% | 442K | +9% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $23.7M | 0.3% | 112K | +2109% | |||
| 73 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $23.6M | 0.3% | 491K | +14% | |||
| 74 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $22.9M | 0.3% | 290K | +46% | |||
| 75 | $ORCL | ORACLE CORP | Technology | $21.3M | 0.2% | 145K | +87% | |||
| 76 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $21.1M | 0.2% | 504K | New | |||
| 77 | — | ISHARES TR - EAFE GRWTH ETF | — | $20.9M | 0.2% | 168K | +512% | |||
| 78 | $MA | Mastercard Inc | Financials | $20.8M | 0.2% | 40K | +37% | |||
| 79 | $ALPS | Alps Group Inc | Healthcare | $20.4M | 0.2% | 791K | +70% | |||
| 80 | — | ISHARES TR - MSCI USA QLT FCT | — | $20.1M | 0.2% | 92K | +59% | |||
| 81 | — | PGIM ROCK ETF TR - LADDE S&P 20 ETF | — | $19.9M | 0.2% | 648K | +9% | |||
| 82 | $FLEX | FLEX LTD. | Technology | $19.3M | 0.2% | 119K | +2% | |||
| 83 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $19.3M | 0.2% | 398K | +241% | |||
| 84 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $19.3M | 0.2% | 435K | +11% | |||
| 85 | $KLAC | KLA CORP | Technology | $19.2M | 0.2% | 64K | +1850% | |||
| 86 | $GE | GENERAL ELECTRIC CO | Industrials | $19.2M | 0.2% | 51K | +44% | |||
| 87 | $CLS | CELESTICA INC | Technology | $19.1M | 0.2% | 52K | -3% | |||
| 88 | — | ISHARES TR - EAFE VALUE ETF | — | $18.9M | 0.2% | 247K | +356% | |||
| 89 | — | ISHARES TR - 10-20 YR TRS ETF | — | $18.7M | 0.2% | 186K | +103% | |||
| 90 | — | ISHARES TR - LONG TERM MUNI | — | $18.2M | 0.2% | 356K | New | |||
| 91 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $18.1M | 0.2% | 64K | +57% | |||
| 92 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $17.9M | 0.2% | 422K | +127% | |||
| 93 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $17.8M | 0.2% | 633K | New | |||
| 94 | $WELL | WELLTOWER INC. | Real Estate | $17.7M | 0.2% | 78K | +82% | |||
| 95 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $17.6M | 0.2% | 296K | +505% | |||
| 96 | $GEV | GE Vernova Inc. | Industrials | $17.4M | 0.2% | 15K | +54% | |||
| 97 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $17.4M | 0.2% | 115K | +158% | |||
| 98 | — | ISHARES TR - U S EQUITY FACTR | — | $17.4M | 0.2% | 230K | +156% | |||
| 99 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $17.2M | 0.2% | 41K | +75% | |||
| 100 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $16.8M | 0.2% | 114K | +44% | |||
| 101 | $GS | GOLDMAN SACHS GROUP INC | Financials | $16.5M | 0.2% | 16K | +35% | |||
| 102 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $15.9M | 0.2% | 192K | +69% | |||
| 103 | $INTC | INTEL CORP | Technology | $15.9M | 0.2% | 114K | +119% | |||
| 104 | $BITB | Bitwise Bitcoin ETF | Financials | $15.8M | 0.2% | 496K | +200% | |||
| 105 | — | SPDR SERIES TRUST - ST INTER ETF | — | $15.6M | 0.2% | 548K | +1208% | |||
| 106 | $MS | MORGAN STANLEY | Financials | $15.5M | 0.2% | 74K | +54% | |||
| 107 | $PEP | PEPSICO INC | Consumer Staples | $15.4M | 0.2% | 114K | +72% | |||
| 108 | $KO | COCA COLA CO | Consumer Staples | $15.3M | 0.2% | 188K | +63% | |||
| 109 | — | PIMCO ETF TR - MULTISECTOR BD | — | $15.3M | 0.2% | 575K | +2902% | |||
| 110 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $15.2M | 0.2% | 120K | +158% | |||
| 111 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $15.2M | 0.2% | 515K | +3% | |||
| 112 | — | ISHARES TR - RUS 1000 GRW ETF | — | $14.9M | 0.2% | 120K | +541% | |||
| 113 | $CB | Chubb Ltd | Financials | $14.7M | 0.2% | 43K | +147% | |||
| 114 | $NFLX | NETFLIX INC | Communication Services | $14.6M | 0.2% | 205K | +22% | |||
| 115 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $14.4M | 0.2% | 262K | -46% | |||
| 116 | — | ISHARES TR - MSCI INTL MOMENT | — | $14.3M | 0.2% | 269K | +22% | |||
| 117 | — | EA SERIES TRUST - CAMBRIA GLOBAL E | — | $14.3M | 0.2% | 280K | New | |||
| 118 | $QCOM | QUALCOMM INC/DE | Technology | $14.2M | 0.2% | 77K | +72% | |||
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $14.1M | 0.2% | 47K | +48% | |||
| 120 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $14.0M | 0.2% | 74K | +88% | |||
| 121 | $DELL | Dell Technologies Inc. | Technology | $14.0M | 0.2% | 32K | +77% | |||
| 122 | $SNDK | Sandisk Corp | Technology | $13.9M | 0.2% | 6,102 | +128% | |||
| 123 | $T | AT&T INC. | Communication Services | $13.8M | 0.2% | 669K | +208% | |||
| 124 | $C | CITIGROUP INC | Financials | $13.8M | 0.2% | 99K | +78% | |||
| 125 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $13.6M | 0.1% | 169K | +890% | |||
| 126 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $13.2M | 0.1% | 252K | New | |||
| 127 | $CMI | CUMMINS INC | Industrials | $13.0M | 0.1% | 18K | +107% | |||
| 128 | $DUK | Duke Energy CORP | Utilities | $12.8M | 0.1% | 101K | +136% | |||
| 129 | $ETN | Eaton Corp plc | Industrials | $12.5M | 0.1% | 29K | +38% | |||
| 130 | — | VICTORY PORTFOLIOS II - USAA MSCI USA SM | — | $12.5M | 0.1% | 114K | +39% | |||
| 131 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $12.4M | 0.1% | 234K | New | |||
| 132 | $URI | UNITED RENTALS, INC. | Industrials | $12.3M | 0.1% | 11K | +7% | |||
| 133 | $BLK | BlackRock, Inc. | Financials | $12.2M | 0.1% | 13K | +142% | |||
| 134 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $12.1M | 0.1% | 100K | +7% | |||
| 135 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $12.0M | 0.1% | 148K | -9% | |||
| 136 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $11.5M | 0.1% | 228K | New | |||
| 137 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $11.4M | 0.1% | 72K | +50% | |||
| 138 | — | ISHARES TR - JPMORGAN USD EMG | — | $11.3M | 0.1% | 117K | +11% | |||
| 139 | — | ISHARES TR - RUS 1000 ETF | — | $11.3M | 0.1% | 28K | +48% | |||
| 140 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $11.2M | 0.1% | 404K | +42% | |||
| 141 | — | ISHARES TR - CORE INTL AGGR | — | $11.1M | 0.1% | 219K | +92% | |||
| 142 | $DOV | DOVER Corp | Industrials | $10.9M | 0.1% | 70K | +388% | |||
| 143 | $SNX | TD SYNNEX CORP | Technology | $10.8M | 0.1% | 40K | +387% | |||
| 144 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $10.7M | 0.1% | 211K | +611% | |||
| 145 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $10.6M | 0.1% | 147K | +30% | |||
| 146 | $META | Meta Platforms, Inc. | Technology | $10.5M | 0.1% | 134K | +263% | |||
| 147 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $10.4M | 0.1% | 122K | +7% | |||
| 148 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $10.4M | 0.1% | 202K | +48% | |||
| 149 | $GLW | CORNING INC /NY | Materials | $10.4M | 0.1% | 41K | +75% | |||
| 150 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $10.3M | 0.1% | 78K | +274% |
What changed in Q2 2026
Against the previous quarter's 13F: 504 new, 1,054 added to, 193 trimmed, 193 sold out. Share-count changes; largest moves by dollar size first.
New positions (504)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$37.6M
first bought this quarter
- FIDELITY COVINGTON TRUST - ENHANCED LARGE$21.1M
first bought this quarter
- ISHARES TR - LONG TERM MUNI$18.2M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$17.8M
first bought this quarter
- EA SERIES TRUST - CAMBRIA GLOBAL E$14.3M
first bought this quarter
- PIMCO ETF TR - INTER MUN BD ACT$13.2M
first bought this quarter
+498 more in the Excel export
Added to (1,054)
- ISHARES TR - 0-3 MTH TREASURY+933%
now $162.0M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF+78%
now $184.3M
- DIMENSIONAL ETF TRUST - US LARG VALU ETF+78%
now $181.6M
- ISHARES TR - CORE S&P500 ETF+111%
now $129.2M
- VANGUARD INDEX FDS - GROWTH ETF+651%
now $77.2M
- SPDR SERIES TRUST - ST STR P500ETF+706%
now $71.2M
+1,048 more in the Excel export
Trimmed (193)
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-46%
now $14.4M
- FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV-9%
now $12.0M
$CLSCELESTICA INC-3%
now $19.1M · held 5+ qtrs
+190 more in the Excel export
Sold out (193)
$AAPLApple Inc.was $139.8M
held 8+ qtrs
$AMZNAMAZON COM INCwas $70.3M
held 8+ qtrs
$BRK-ABERKSHIRE HATHAWAY INCwas $33.3M
held 8+ qtrs
$QQQINVESCO QQQ TRUST, SERIES 1was $14.6M
held 8+ qtrs
$AXPAMERICAN EXPRESS COwas $12.2M
held 8+ qtrs
$BACBANK OF AMERICA CORP /DE/was $11.8M
+187 more in the Excel export
Holdings by quarter
Every 13F Vise Technologies, Inc. has filed, 17 earlier quarters. Pick one to see what it held then.
Is it too late to follow Vise Technologies?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Vise Technologies's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.5%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 28% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Vise Technologies, Inc. disclosed 1,774 positions worth $8.8B in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 504 new positions and exited 193 and a full exit from $AAPL. The portfolio is most concentrated in Other (57.6% of disclosed assets). All figures are sourced directly from Vise Technologies, Inc.’s Form 13F-HR filing with the SEC under CIK 1812090.
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AI-Powered Hedge Fund Analysis: Vise Technologies, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Vise Technologies, Inc. (SEC CIK: 1812090), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Vise Technologies, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.