Institutional Manager · CIK 0001812090
Vise Technologies, Inc.
NEW YORK, NY · File #028-22559
Latest AUM
$5.10B
Positions
1,461
Top-10 Concentration
50.4%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,461 pos · $5.10B
- 13F HOLDINGS REPORTQ/E Sep 20251,181 pos · $2.69B
- 13F HOLDINGS REPORTQ/E Jun 20251,046 pos · $2.42B
- 13F HOLDINGS REPORTQ/E Dec 2024816 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Sep 2024588 pos · $785.9M
- 13F HOLDINGS REPORTQ/E Jun 2024423 pos · $569.9M
- 13F HOLDINGS REPORTQ/E Mar 2024378 pos · $507.8M
- 13F HOLDINGS REPORTQ/E Dec 2023331 pos · $406.8M
- 13F HOLDINGS REPORTQ/E Sep 2023339 pos · $412.9M
- 13F HOLDINGS REPORTQ/E Jun 2023330 pos · $379.5M
- 13F HOLDINGS REPORTQ/E Mar 2023327 pos · $319.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 4,742,037 | $351.7M | 13.05% |
| 2 | NVIDIA CORPORATION | NVDA | 801,410 | $149.5M | 5.55% |
| 3 | APPLE INC | AAPL | 514,365 | $139.8M | 5.19% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 3,408,299 | $129.9M | 4.82% |
| 5 | MICROSOFT CORP | MSFT | 230,434 | $111.4M | 4.14% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 2,274,567 | $109.1M | 4.05% |
| 7 | DIMENSIONAL ETF TRUST | 25434V872 | 2,458,323 | $104.6M | 3.88% |
| 8 | DIMENSIONAL ETF TRUST | 25434V666 | 2,580,784 | $88.3M | 3.28% |
| 9 | DIMENSIONAL ETF TRUST | 25434V500 | 1,257,727 | $87.6M | 3.25% |
| 10 | DIMENSIONAL ETF TRUST | 25434V302 | 2,670,478 | $87.0M | 3.23% |
| 11 | ALPHABET INC | GOOG | 226,667 | $70.9M | 2.63% |
| 12 | AMAZON COM INC | AMZN | 304,572 | $70.3M | 2.61% |
| 13 | DIMENSIONAL ETF TRUST | 25434V591 | 1,162,271 | $58.9M | 2.18% |
| 14 | VANGUARD INDEX FDS | 922908736 | 119,316 | $58.2M | 2.16% |
| 15 | ISHARES TR | 464287200 | 81,725 | $56.0M | 2.08% |
| 16 | META PLATFORMS INC | META | 74,032 | $48.9M | 1.81% |
| 17 | BROADCOM INC | AVGO | 140,379 | $48.6M | 1.80% |
| 18 | VANGUARD INDEX FDS | 922908769 | 128,812 | $43.2M | 1.60% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 132,017 | $42.5M | 1.58% |
| 20 | DIMENSIONAL ETF TRUST | 25434V831 | 1,028,094 | $39.1M | 1.45% |