EdgeMarket › What Vise Technologies, Inc. reported owning
What Vise Technologies, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.1BPositions
1,447Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFUS Dimensional U.S. Equity Market ETF | 351.7M | 6.9% | 4.7M | 83.64 | +20.8% |
| NVDA NVIDIA CORP | 149.5M | 2.9% | 801.4K | 214.72 | +22.4% |
| AAPL Apple Inc. | 139.8M | 2.7% | 514.4K | 309.35 | +36.9% |
| DFAI Dimensional International Core Equity Market E | 129.9M | 2.6% | 3.4M | 43.35 | +21.1% |
| MSFT MICROSOFT CORP | 111.4M | 2.2% | 230.4K | 483.24 | -4.4% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 109.1M | 2.1% | 2.3M | 47.31 | -1.5% |
| DFCF Dimensional Core Fixed Income ETF | 104.6M | 2.1% | 2.5M | 41.47 | -1.9% |
| DFLV Dimensional US Large Cap Value ETF | 88.3M | 1.7% | 2.6M | 42.01 | +31.1% |
| DFAS Dimensional U.S. Small Cap ETF | 87.6M | 1.7% | 1.3M | 83.02 | +25.5% |
| DFAE Dimensional Emerging Core Equity Market ETF | 87.0M | 1.7% | 2.7M | 39.49 | +32.0% |
| GOOGL Alphabet Inc. | 70.9M | 1.4% | 226.7K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 70.3M | 1.4% | 304.6K | 258.63 | +15.6% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 58.9M | 1.2% | 1.2M | 50.73 | +0.1% |
| VUG Vanguard Morningstar Growth ETF | 58.2M | 1.1% | 119.3K | 87.50 | +15.9% |
| IVV iShares Core S&P 500 ETF | 56.0M | 1.1% | 81.7K | 769.31 | +20.0% |
| META Meta Platforms, Inc. | 48.9M | 1.0% | 74.0K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 48.6M | 1.0% | 140.4K | 368.45 | +26.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 43.2M | 0.8% | 128.8K | 378.24 | +20.5% |
| JPM JPMORGAN CHASE & CO | 42.5M | 0.8% | 132.0K | 351.58 | +20.3% |
| DUHP Dimensional US High Profitability ETF | 39.1M | 0.8% | 1.0M | 42.41 | +15.6% |
| DFAR Dimensional US Real Estate ETF | 38.9M | 0.8% | 1.7M | 26.48 | +12.6% |
| VIG Vanguard Div Appreciation ETF | 37.3M | 0.7% | 169.6K | 243.91 | +16.2% |
| DFIV Dimensional International Value ETF | 36.6M | 0.7% | 733.0K | 58.31 | +27.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 34.8M | 0.7% | 647.3K | 60.45 | +17.7% |
| TSLA Tesla, Inc. | 34.1M | 0.7% | 75.8K | 362.86 | +12.0% |
| unmapped CUSIP 084670702 | 33.3M | 0.7% | 66.3K | — | — |
| GOOG Alphabet Inc. | 32.9M | 0.6% | 104.9K | 341.75 | +70.7% |
| WMT Walmart Inc. | 30.7M | 0.6% | 275.3K | 103.70 | +1.1% |
| DFIS Dimensional International Small Cap ETF | 30.2M | 0.6% | 916.2K | 37.55 | +21.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 29.5M | 0.6% | 352.5K | 81.05 | -2.5% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 29.0M | 0.6% | 476.8K | 69.08 | +22.3% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 28.5M | 0.6% | 475.2K | 58.31 | -2.3% |
| IVW iShares S&P 500 Growth ETF | 28.0M | 0.5% | 227.0K | 138.83 | +22.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 27.0M | 0.5% | 88.7K | 418.95 | +83.3% |
| V VISA INC. | 26.2M | 0.5% | 74.8K | 371.04 | +7.9% |
| BNDX Vanguard Total International Bond ETF | 25.9M | 0.5% | 535.4K | 47.65 | -3.3% |
| LLY ELI LILLY & Co | 25.3M | 0.5% | 23.6K | 1,255.40 | +78.0% |
| VGSH Vanguard Short-Term Treasury ETF | 23.8M | 0.5% | 404.6K | 58.13 | -0.9% |
| VOO Vanguard S&P 500 ETF | 22.9M | 0.4% | 36.5K | 703.71 | +20.0% |
| DFUV Dimensional US Marketwide Value ETF | 22.5M | 0.4% | 483.5K | 57.43 | +31.9% |
| SPY SPDR S&P 500 ETF TRUST | 21.8M | 0.4% | 31.9K | 765.72 | +20.0% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 21.6M | 0.4% | 145.5K | 167.97 | +20.5% |
| JNJ JOHNSON & JOHNSON | 20.9M | 0.4% | 101.1K | 270.24 | +51.1% |
| VEA Vanguard FTSE Developed Markets ETF | 20.9M | 0.4% | 334.0K | 73.42 | +24.7% |
| FNDF Schwab Fundamental International Equity ETF | 20.4M | 0.4% | 452.3K | 55.84 | +32.1% |
| MBB iShares MBS ETF | 19.8M | 0.4% | 207.5K | 93.12 | -0.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19.7M | 0.4% | 197.4K | 97.35 | -1.7% |
| SCHC Schwab International Small-Cap Equity ETF | 19.6M | 0.4% | 431.3K | 51.25 | +17.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 18.5M | 0.4% | 275.1K | 81.57 | +31.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 18.4M | 0.4% | 366.4K | 49.54 | +1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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