account_balance
Investment manager · 13F filer · SEC CIK 1812090
Vise Technologies, Inc.
Reported value$12Bas of Sep 30, 2026
Positions2,108 467 new, 133 sold out
Top 10 weight20.7%DFUS alone is 4%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
3.7%Added +10%
AAPLApple Inc
3.0%New
NVDANvidia Corporation
2.6%Added +21%
MSFTMicrosoft Corp
2.0%Added +27%
DFLVDimensional ETF Trust
1.7%Added +12%
DFAIDimensional ETF Trust
1.7%Added +11%
DFASDimensional ETF Trust
1.7%Added +17%
IVViShares Tr
1.6%Added +43%
DFSDDimensional ETF Trust
1.4%Added +5%
DFCFDimensional ETF Trust
1.3%Added +8%
GOOGLAlphabet Inc
1.3%Added +19%
AMZNAmazon Com Inc
1.3%New
DFUSDimensional ETF Trust
3.7%Added +10%
AAPLApple Inc
3.0%New
NVDANvidia Corporation
2.6%Added +21%
MSFTMicrosoft Corp
2.0%Added +27%
DFLVDimensional ETF Trust
1.7%Added +12%
DFAI1.7%DFAS1.7%IVV1.6%DFSD1.4%DFCF1.3%GOOGL1.3%AMZN1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 3.7% Added +10%AAPL Apple Inc 3.0% NewNVDA Nvidia Corporation 2.6% Added +21%MSFT Microsoft Corp 2.0% Added +27%DFLV Dimensional ETF Trust 1.7% Added +12%DFAI Dimensional ETF Trust 1.7% Added +11%DFAS Dimensional ETF Trust 1.7% Added +17%IVV iShares Tr 1.6% Added +43%DFSD Dimensional ETF Trust 1.4% Added +5%DFCF Dimensional ETF Trust 1.3% Added +8%GOOGL Alphabet Inc 1.3% Added +19%AMZN Amazon Com Inc 1.3% New
What changed