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Vise Technologies, Inc.
Updated 7 days agoManaged by Vise Technologies, Inc. • Latest filing Q3 2026
Portfolio value
$12B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $2.7B |
| Q4 2025 | $5.1B |
| Q1 2026 | $5.1B |
| Q2 2026 | $8.8B |
| Q3 2026 | $12B |
Top holdings
2,108 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $441.6M | 5.32M | 3.67% | — |
| 2 | $360.6M | 1.08M | 3.00% | — | |
| 3 | $307.8M | 1.35M | 2.56% | — | |
| 4 | $245.3M | 478.2K | 2.04% | — | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $207.4M | 5.16M | 1.72% | — |
| 6 | $207.3M | 5.00M | 1.72% | — | |
| 7 | $202.2M | 2.61M | 1.68% | — | |
| 8 | $188.8M | 246.6K | 1.57% | — | |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $170M | 3.66M | 1.41% | — |
| 10 | $159.7M | 3.98M | 1.33% | — | |
| 11 | $158.4M | 460.5K | 1.32% | — | |
| 12 | $151.6M | 608.5K | 1.26% | — | |
| 13 | $130.4M | 3.32M | 1.08% | — | |
| 14 | $124.8M | 178.1K | 1.04% | — | |
| 15 | $120.5M | 1.74M | 1.00% | — | |
| 16 | $119.9M | 843.1K | 1.00% | — | |
| 17 | $119.4M | 1.33M | 0.99% | — | |
| 18 | $116.8M | 312.1K | 0.97% | — | |
| 19 | $112.9M | 2.56M | 0.94% | — | |
| 20 | $109.4M | 143.5K | 0.91% | — |