13F holdings
Vise Technologies, Inc. portfolio
Managed by . 1,447 reported positions worth $5.1B as of 2026-03-31, filed with the SEC on 2026-04-21. Parsed from the filing itself, not a reseller.
$5.1B
Book value
1,447
Positions
27%
Top 10 weight
+0
New this quarter
-14
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 21 days old on 2026-04-21, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (0)
None this quarter.
Closed out (14)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $5.2M | 56,496 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $1.3M | 34,287 | 0.00% |
| AMCR | AMCOR PLC | $1.2M | 144,675 | 0.00% |
| EXK | EXACT SCIENCES CORP | $1.2M | 11,671 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $931,689 | 2,743 | 0.00% |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $472,504 | 30,722 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $309,132 | 11,411 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $293,028 | 5,855 | 0.00% |
| INDV | INDIVIOR PLC | $256,434 | 7,147 | 0.00% |
| CMA | COMERICA INC | $256,413 | 2,950 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $208,310 | 467 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $202,369 | 2,121 | 0.00% |
| TELFY | TELEFONICA S A | $187,499 | 46,296 | 0.00% |
| AGILON HEALTH INC | AGILON HEALTH INC | $17,516 | 25,433 | 0.00% |
Added to (0)
None this quarter.
Trimmed (0)
None this quarter.
The book
Largest 150 of 1,447 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $351.7M | 4,742,037 | 6.91% | — |
| NVDA | NVIDIA CORPORATION | $149.5M | 801,410 | 2.94% | — |
| AAPL | APPLE INC | $139.8M | 514,365 | 2.75% | — |
| DFAI | DIMENSIONAL ETF TRUST | $129.9M | 3,408,299 | 2.55% | — |
| MSFT | MICROSOFT CORP | $111.4M | 230,434 | 2.19% | — |
| DFSD | DIMENSIONAL ETF TRUST | $109.1M | 2,274,567 | 2.14% | — |
| DFCF | DIMENSIONAL ETF TRUST | $104.6M | 2,458,323 | 2.05% | — |
| DFLV | DIMENSIONAL ETF TRUST | $88.3M | 2,580,784 | 1.73% | — |
| DFAS | DIMENSIONAL ETF TRUST | $87.6M | 1,257,727 | 1.72% | — |
| DFAE | DIMENSIONAL ETF TRUST | $87.0M | 2,670,478 | 1.71% | — |
| GOOGL | ALPHABET INC | $70.9M | 226,667 | 1.39% | — |
| AMZN | AMAZON COM INC | $70.3M | 304,572 | 1.38% | — |
| DUSB | DIMENSIONAL ETF TRUST | $58.9M | 1,162,271 | 1.16% | — |
| VUG | VANGUARD INDEX FDS | $58.2M | 119,316 | 1.14% | — |
| IVV | ISHARES TR | $56.0M | 81,725 | 1.10% | — |
| META | META PLATFORMS INC | $48.9M | 74,032 | 0.96% | — |
| AVGO | BROADCOM INC | $48.6M | 140,379 | 0.95% | — |
| VTI | VANGUARD INDEX FDS | $43.2M | 128,812 | 0.85% | — |
| JPM | JPMORGAN CHASE & CO | $42.5M | 132,017 | 0.84% | — |
| DUHP | DIMENSIONAL ETF TRUST | $39.1M | 1,028,094 | 0.77% | — |
| DFAR | DIMENSIONAL ETF TRUST | $38.9M | 1,696,565 | 0.76% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.3M | 169,613 | 0.73% | — |
| DFIV | DIMENSIONAL ETF TRUST | $36.6M | 732,975 | 0.72% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.8M | 647,307 | 0.68% | — |
| TSLA | TESLA INC | $34.1M | 75,807 | 0.67% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.3M | 66,274 | 0.65% | — |
| GOOG | ALPHABET INC | $32.9M | 104,915 | 0.65% | — |
| WMT | WALMART INC | $30.7M | 275,341 | 0.60% | — |
| DFIS | DIMENSIONAL ETF TRUST | $30.2M | 916,244 | 0.59% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $29.5M | 352,454 | 0.58% | — |
| DYNF | BLACKROCK ETF TRUST | $29.0M | 476,752 | 0.57% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $28.5M | 475,159 | 0.56% | — |
| IVW | ISHARES TR | $28.0M | 226,958 | 0.55% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.0M | 88,731 | 0.53% | — |
| V | VISA INC | $26.2M | 74,788 | 0.52% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $25.9M | 535,399 | 0.51% | — |
| LLY | ELI LILLY & CO | $25.3M | 23,558 | 0.50% | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.8M | 404,642 | 0.47% | — |
| VOO | VANGUARD INDEX FDS | $22.9M | 36,529 | 0.45% | — |
| DFUV | DIMENSIONAL ETF TRUST | $22.5M | 483,484 | 0.44% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.8M | 31,926 | 0.43% | — |
| ITOT | ISHARES TR | $21.6M | 145,507 | 0.42% | — |
| JNJ | JOHNSON & JOHNSON | $20.9M | 101,118 | 0.41% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $20.9M | 333,953 | 0.41% | — |
| FNDF | SCHWAB STRATEGIC TR | $20.4M | 452,251 | 0.40% | — |
| MBB | ISHARES TR | $19.8M | 207,511 | 0.39% | — |
| AGG | ISHARES TR | $19.7M | 197,400 | 0.39% | — |
| SCHC | SCHWAB STRATEGIC TR | $19.6M | 431,323 | 0.39% | — |
| IEMG | ISHARES INC | $18.5M | 275,113 | 0.36% | — |
| VTEB | VANGUARD MUN BD FDS | $18.4M | 366,394 | 0.36% | — |
| MUB | ISHARES TR | $18.4M | 171,813 | 0.36% | — |
| PBFR | PGIM ROCK ETF TR | $17.4M | 596,887 | 0.34% | — |
| IEFA | ISHARES TR | $17.0M | 189,859 | 0.33% | — |
| MA | MASTERCARD INCORPORATED | $16.9M | 29,623 | 0.33% | — |
| EXMOC | EXXON MOBIL CORP | $16.5M | 137,262 | 0.32% | — |
| CLS | CELESTICA INC | $16.0M | 53,970 | 0.31% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $15.8M | 198,730 | 0.31% | — |
| NFLX | NETFLIX INC. | $15.7M | 167,876 | 0.31% | — |
| SGOV | ISHARES TR | $15.6M | 155,805 | 0.31% | — |
| ABBV | ABBVIE INC | $15.6M | 68,156 | 0.31% | — |
| DFAC | DIMENSIONAL ETF TRUST | $15.5M | 391,198 | 0.30% | — |
| CSCO | CISCO SYS INC | $15.4M | 200,341 | 0.30% | — |
| ORCL | ORACLE CORP | $15.1M | 77,537 | 0.30% | — |
| DFSV | DIMENSIONAL ETF TRUST | $14.9M | 453,238 | 0.29% | — |
| QQQ | INVESCO QQQ TR | $14.6M | 23,834 | 0.29% | — |
| HD | HOME DEPOT INC | $14.6M | 42,335 | 0.29% | — |
| COST | COSTCO WHOLESALE CORPORATION | $14.1M | 16,329 | 0.28% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.9M | 78,453 | 0.27% | — |
| CAT | CATERPILLAR INC | $13.6M | 23,788 | 0.27% | — |
| SCHX | SCHWAB STRATEGIC TR | $13.5M | 501,807 | 0.27% | — |
| BND | VANGUARD BD INDEX FDS | $13.5M | 182,117 | 0.26% | — |
| PM | PHILIP MORRIS INTL INC | $12.9M | 80,728 | 0.25% | — |
| HDB | HDFC BANK LTD | $12.8M | 350,265 | 0.25% | — |
| AXP | AMERICAN EXPRESS CO | $12.2M | 32,951 | 0.24% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $12.2M | 41,121 | 0.24% | — |
| SMTH | ALPS ETF TR | $12.1M | 464,880 | 0.24% | — |
| BAC | BANK AMERICA CORP | $11.8M | 215,070 | 0.23% | — |
| MRK | MERCK & CO INC | $11.6M | 110,677 | 0.23% | — |
| QUAL | ISHARES TR | $11.4M | 57,506 | 0.22% | — |
| PG | PROCTER & GAMBLE CO | $11.4M | 79,359 | 0.22% | — |
| IUSB | ISHARES TR | $11.3M | 243,800 | 0.22% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $11.3M | 163,222 | 0.22% | — |
| BABA | ALIBABA GROUP HLDG LTD | $11.2M | 76,151 | 0.22% | — |
| GE | GE AEROSPACE | $11.0M | 35,731 | 0.22% | — |
| GS | GOLDMAN SACHS GROUP INC | $10.6M | 12,113 | 0.21% | — |
| WFC | WELLS FARGO & CO | $10.6M | 113,487 | 0.21% | — |
| IMTM | ISHARES TR | $10.6M | 220,175 | 0.21% | — |
| LRCX | LAM RESEARCH CORP | $10.4M | 60,986 | 0.21% | — |
| CVX | CHEVRON CORPORATION | $10.2M | 66,839 | 0.20% | — |
| EMB | ISHARES TR | $10.2M | 105,585 | 0.20% | — |
| ASML | ASML HLDG NV | $10.0M | 9,370 | 0.20% | — |
| VTV | VANGUARD INDEX FDS | $9.8M | 51,114 | 0.19% | — |
| UBER | UBER TECHNOLOGIES INC | $9.7M | 118,711 | 0.19% | — |
| AMAT | APPLIED MATLS INC | $9.6M | 37,534 | 0.19% | — |
| PEP | PEPSICO INC | $9.5M | 66,265 | 0.19% | — |
| TLH | ISHARES TR | $9.3M | 91,798 | 0.18% | — |
| VTWO | VANGUARD SCOTTSDALE FDS | $9.3M | 93,231 | 0.18% | — |
| IWF | ISHARES TR | $8.9M | 18,781 | 0.17% | — |
| SCHH | SCHWAB STRATEGIC TR | $8.7M | 418,055 | 0.17% | — |
| VXUS | VANGUARD STAR FDS | $8.6M | 114,163 | 0.17% | — |
| AMD | ADVANCED MICRO DEVICES INC | $8.5M | 39,818 | 0.17% | — |
| MS | MORGAN STANLEY | $8.5M | 47,986 | 0.17% | — |
| MTUM | ISHARES TR | $8.4M | 33,360 | 0.16% | — |
| CRM | SALESFORCE INC | $8.2M | 31,130 | 0.16% | — |
| GLD | SPDR GOLD TR | $8.2M | 20,762 | 0.16% | — |
| URI | UNITED RENTALS INC | $8.2M | 10,139 | 0.16% | — |
| VB | VANGUARD INDEX FDS | $8.1M | 31,433 | 0.16% | — |
| BAI | BLACKROCK ETF TRUST | $8.1M | 242,568 | 0.16% | — |
| SPYM | SPDR SERIES TRUST | $8.1M | 100,546 | 0.16% | — |
| KO | COCA COLA CO | $8.1M | 115,242 | 0.16% | — |
| WELL | WELLTOWER INC | $8.0M | 42,890 | 0.16% | — |
| OEF | ISHARES TR | $7.9M | 23,086 | 0.16% | — |
| BITB | BITWISE BITCOIN ETF TR | $7.9M | 165,386 | 0.15% | — |
| RTX | RTX CORPORATION | $7.8M | 42,696 | 0.15% | — |
| UNH | UNITEDHEALTH GROUP INC | $7.8M | 23,662 | 0.15% | — |
| MU | MICRON TECHNOLOGY INC | $7.7M | 26,836 | 0.15% | — |
| QCOM | QUALCOMM INC | $7.6M | 44,592 | 0.15% | — |
| THRO | BLACKROCK ETF TRUST | $7.6M | 197,691 | 0.15% | — |
| GOVT | ISHARES TR | $7.6M | 329,632 | 0.15% | — |
| VZ | VERIZON COMMUNICATIONS INC | $7.6M | 186,136 | 0.15% | — |
| IVE | ISHARES TR | $7.5M | 35,528 | 0.15% | — |
| USVM | VICTORY PORTFOLIOS II | $7.5M | 81,966 | 0.15% | — |
| SMMU | PIMCO ETF TR | $7.4M | 147,634 | 0.15% | — |
| BRTR | BLACKROCK ETF TRUST II | $7.3M | 144,152 | 0.14% | — |
| TMUS | T-MOBILE US INC | $7.3M | 35,773 | 0.14% | — |
| FLEXTRONICS INTL LTD | FLEXTRONICS INTL LTD | $7.1M | 116,924 | 0.14% | — |
| BX | BLACKSTONE INC | $7.1M | 45,826 | 0.14% | — |
| ABT | ABBOTT LABORATORIES | $7.0M | 56,077 | 0.14% | — |
| IWB | ISHARES TR | $7.0M | 18,637 | 0.14% | — |
| USHY | ISHARES TR | $6.9M | 184,474 | 0.14% | — |
| VYM | VANGUARD WHITEHALL FDS | $6.9M | 48,002 | 0.14% | — |
| SCHF | SCHWAB STRATEGIC TR | $6.9M | 285,716 | 0.13% | — |
| TJX | TJX COS INC NEW | $6.8M | 44,440 | 0.13% | — |
| DFEV | DIMENSIONAL ETF TRUST | $6.8M | 200,501 | 0.13% | — |
| ETN | EATON CORP PLC | $6.7M | 21,178 | 0.13% | — |
| MO | ALTRIA GROUP INC | $6.5M | 112,883 | 0.13% | — |
| C | CITIGROUP INC | $6.5M | 55,426 | 0.13% | — |
| AMGN | AMGEN INC | $6.4M | 19,503 | 0.13% | — |
| DFAU | DIMENSIONAL ETF TRUST | $6.4M | 136,017 | 0.13% | — |
| GEV | GE VERNOVA INC | $6.3M | 9,613 | 0.12% | — |
| LRGF | ISHARES TR | $6.2M | 89,776 | 0.12% | — |
| MCD | MCDONALDS CORP | $6.2M | 20,153 | 0.12% | — |
| BKNG | BOOKING HOLDINGS INC | $6.1M | 1,148 | 0.12% | — |
| HCA | HCA HEALTHCARE INC | $6.1M | 12,998 | 0.12% | — |
| SCHP | SCHWAB STRATEGIC TR | $5.9M | 223,779 | 0.12% | — |
| IBN | ICICI BANK LIMITED | $5.9M | 198,241 | 0.12% | — |
| NEE | NEXTERA ENERGY INC | $5.9M | 73,209 | 0.12% | — |
| LOW | LOWES COS INC | $5.8M | 24,128 | 0.11% | — |
| GILD | GILEAD SCIENCES INC | $5.7M | 46,492 | 0.11% | — |
| IAGG | ISHARES TR | $5.7M | 113,892 | 0.11% | — |
This table is the 150 largest positions by value, out of 1,447 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Vise Technologies, Inc. (CIK 1812090, accession 0001812090-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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