Vise Technologies, Inc. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$5.1B

Holdings

1,461

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,461 positions)

#StockSharesValue% PortfolioType
1
DFUSDIMENSIONAL ETF TRUST
4,742,037$351.0B6876.96%
2
NVDANVIDIA CORPORATION
801,410$149.0B2919.28%
3
AAPLAPPLE INC
514,365$139.0B2723.35%
4
DFAIDIMENSIONAL ETF TRUST
3,408,299$129.0B2527.43%
5
MSFTMICROSOFT CORP
230,434$111.0B2174.76%
6
DFSDDIMENSIONAL ETF TRUST
2,274,567$109.0B2135.58%
7
DFCFDIMENSIONAL ETF TRUST
2,458,323$104.0B2037.62%
8
DFLVDIMENSIONAL ETF TRUST
2,580,784$88.0B1724.14%
9
DFASDIMENSIONAL ETF TRUST
1,257,727$87.0B1704.55%
10
DFAEDIMENSIONAL ETF TRUST
2,670,478$86.0B1684.95%
11
AMZNAMAZON COM INC
304,572$70.0B1371.47%
12
GOOGLALPHABET INC
226,667$70.0B1371.47%
13
VUGVANGUARD INDEX FDS
119,316$58.0B1136.36%
14
DUSBDIMENSIONAL ETF TRUST
1,162,271$58.0B1136.36%
15
IVVISHARES TR
81,725$55.0B1077.59%
16
METAMETA PLATFORMS INC
74,032$48.0B940.44%
17
AVGOBROADCOM INC
140,379$48.0B940.44%
18
VTIVANGUARD INDEX FDS
128,812$43.0B842.48%
19
JPMJPMORGAN CHASE & CO.
132,017$42.0B822.88%
20
DUHPDIMENSIONAL ETF TRUST
1,028,094$39.0B764.11%
21
DFARDIMENSIONAL ETF TRUST
1,696,565$38.0B744.51%
22
VIGVANGUARD SPECIALIZED FUNDS
169,613$37.0B724.92%
23
DFIVDIMENSIONAL ETF TRUST
732,975$36.0B705.33%
24
TSLATESLA INC
75,807$34.0B666.14%
25
VWOVANGUARD INTL EQUITY INDEX F
647,307$34.0B666.14%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
66,274$33.0B646.55%
27
GOOGALPHABET INC
104,915$32.0B626.96%
28
WMTWALMART INC
275,341$30.0B587.77%
29
DFISDIMENSIONAL ETF TRUST
916,244$30.0B587.77%
30
VCITVANGUARD SCOTTSDALE FDS
352,454$29.0B568.18%
31
VGITVANGUARD SCOTTSDALE FDS
475,159$28.0B548.59%
32
DYNFBLACKROCK ETF TRUST
476,752$28.0B548.59%
33
IVWISHARES TR
226,958$27.0B529.00%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
88,731$26.0B509.40%
35
VVISA INC
74,788$26.0B509.40%
36
BNDXVANGUARD CHARLOTTE FDS
535,399$25.0B489.81%
37
LLYELI LILLY & CO
23,558$25.0B489.81%
38
VGSHVANGUARD SCOTTSDALE FDS
404,642$23.0B450.63%
39
VOOVANGUARD INDEX FDS
36,529$22.0B431.03%
40
DFUVDIMENSIONAL ETF TRUST
483,484$22.0B431.03%
41
ITOTISHARES TR
145,507$21.0B411.44%
42
SPYSPDR S&P 500 ETF TR
31,926$21.0B411.44%
43
JNJJOHNSON & JOHNSON
101,118$20.0B391.85%
44
VEAVANGUARD TAX-MANAGED FDS
333,953$20.0B391.85%
45
FNDFSCHWAB STRATEGIC TR
452,251$20.0B391.85%
46
MBBISHARES TR
207,511$19.0B372.26%
47
SCHCSCHWAB STRATEGIC TR
431,323$19.0B372.26%
48
AGGISHARES TR
197,400$19.0B372.26%
49
IEMGISHARES INC
275,113$18.0B352.66%
50
MUBISHARES TR
171,813$18.0B352.66%
51
VTEBVANGUARD MUN BD FDS
366,394$18.0B352.66%
52
PBFRPGIM ROCK ETF TR
596,887$17.0B333.07%
53
MAMASTERCARD INCORPORATED
29,623$16.0B313.48%
54
XOMEXXON MOBIL CORP
137,262$16.0B313.48%
55
AQLTISHARES TR
189,859$16.0B313.48%
56
CSCOCISCO SYS INC
200,341$15.0B293.89%
57
NFLXNETFLIX INC
167,876$15.0B293.89%
58
VCSHVANGUARD SCOTTSDALE FDS
198,730$15.0B293.89%
59
ABBVABBVIE INC
68,156$15.0B293.89%
60
CLSCELESTICA INC
53,970$15.0B293.89%
61
ORCLORACLE CORP
77,537$15.0B293.89%
62
DFACDIMENSIONAL ETF TRUST
391,198$15.0B293.89%
63
SGOVISHARES TR
155,805$15.0B293.89%
64
DFSVDIMENSIONAL ETF TRUST
453,238$14.0B274.29%
65
HDHOME DEPOT INC
42,335$14.0B274.29%
66
NDQINVESCO QQQ TR
23,834$14.0B274.29%
67
COSTCOSTCO WHSL CORP NEW
16,329$14.0B274.29%
68
SCHXSCHWAB STRATEGIC TR
501,807$13.0B254.70%
69
CATCATERPILLAR INC
23,788$13.0B254.70%
70
PLTRPALANTIR TECHNOLOGIES INC
78,453$13.0B254.70%
71
BNDVANGUARD BD INDEX FDS
182,117$13.0B254.70%
72
4I1PHILIP MORRIS INTL INC
80,728$12.0B235.11%
73
HDBHDFC BANK LTD
350,265$12.0B235.11%
74
IBMINTERNATIONAL BUSINESS MACHS
41,121$12.0B235.11%
75
SMTHALPS ETF TR
464,880$12.0B235.11%
76
AXPAMERICAN EXPRESS CO
32,951$12.0B235.11%
77
BABAALIBABA GROUP HLDG LTD
76,151$11.0B215.52%
78
MRKMERCK & CO INC
110,677$11.0B215.52%
79
PGPROCTER AND GAMBLE CO
79,359$11.0B215.52%
80
RDVYFIRST TR EXCHANGE TRADED FD
163,222$11.0B215.52%
81
IUSBISHARES TR
243,800$11.0B215.52%
82
BACBANK AMERICA CORP
215,070$11.0B215.52%
83
QUALISHARES TR
57,506$11.0B215.52%
84
GEGE AEROSPACE
35,731$11.0B215.52%
85
IMTMISHARES TR
220,175$10.0B195.92%
86
EMBISHARES TR
105,585$10.0B195.92%
87
ASMLASML HOLDING N V
9,370$10.0B195.92%
88
LRCXLAM RESEARCH CORP
60,986$10.0B195.92%
89
WFCWELLS FARGO CO NEW
113,487$10.0B195.92%
90
GSGOLDMAN SACHS GROUP INC
12,113$10.0B195.92%
91
CVXCHEVRON CORP NEW
66,839$10.0B195.92%
92
UBERUBER TECHNOLOGIES INC
118,711$9.0B176.33%
93
PEPPEPSICO INC
66,265$9.0B176.33%
94
VTWOVANGUARD SCOTTSDALE FDS
93,231$9.0B176.33%
95
VTVVANGUARD INDEX FDS
51,114$9.0B176.33%
96
TLHISHARES TR
91,798$9.0B176.33%
97
AMATAPPLIED MATLS INC
37,534$9.0B176.33%
98
VXUSVANGUARD STAR FDS
114,163$8.0B156.74%
99
DWDMORGAN STANLEY
47,986$8.0B156.74%
100
AMDADVANCED MICRO DEVICES INC
39,818$8.0B156.74%
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