13F filer

Vise Technologies

As of Sep 30, 2026 Filed Oct 29, 2026 CIK 1812090 SEC filings ↗

13F Value

$12.03B

Positions

2,108

Top Position

DFUS3.7%

Top 5

13.0%

Latest filing changes

vs Jun 30, 2026

1 IVV iShares Core S&P 500 ETF +42.9%+$56.7M

2 NVDA NVIDIA +21.1%+$53.6M

3 MSFT Microsoft +27.2%+$52.4M

4 SPY State Str SPDR S&P 500 ETF T — Tr Unit +76.4%+$47.4M

5 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +64.1%+$46.6M

Holdings2,108

#
1	DFUS Dimensional U.S. Equity Market ETF	3.7%	$441.6M	+9.9%	5.32M	4.5%	ETF
2	AAPL Apple	3.0%	$360.6M	NEW	1.08M	—	Common Stock
3	NVDA NVIDIA	2.6%	$307.8M	+21.1%	1.35M	2.5%	Common Stock
4	MSFT Microsoft	2.0%	$245.3M	+27.2%	478.2K	1.6%	Common Stock
5	DFLV Dimensional US Large Cap Value ETF	1.7%	$207.4M	+12.4%	5.16M	2.1%	ETF
6	DFAI Dimensional International Core Equity Market ETF	1.7%	$207.3M	+11.3%	5.00M	2.1%	ETF
7	DFAS Dimensional U.S. Small Cap ETF	1.7%	$202.2M	+16.7%	2.61M	2.1%	ETF
8	IVV iShares Core S&P 500 ETF	1.6%	$188.8M	+42.9%	246.6K	1.5%	ETF
9	DFSD Dimensional Short-Duration Fixed Income ETF	1.4%	$170.0M	+4.8%	3.66M	1.9%	ETF
10	DFCF Dimensional Core Fixed Income ETF	1.3%	$159.7M	+8.2%	3.98M	1.8%	ETF
11	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 460,470 reported quantity $158,438,495 reported value	1.3%	$158.4M	+19.4%	460.5K	1.6%	Common Stock
12	AMZN Amazon	1.3%	$151.6M	NEW	608.5K	—	Common Stock
13	DFAE Dimensional Emerging Core Equity Market ETF	1.1%	$130.4M	+11.9%	3.32M	1.4%	ETF
14	VOO Vanguard 500 Index Fund — ETF Shares	1.0%	$124.8M	+43.4%	178.1K	1.0%	ETF
15	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.0%	$120.5M	+36.8%	1.74M	1.0%	ETF
16	IVW iShares S&P 500 Growth ETF	1.0%	$119.9M	+41.5%	843.1K	0.9%	ETF
17	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.0%	$119.4M	+64.1%	1.33M	0.8%	ETF
18	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.0%	$116.8M	+65.2%	312.1K	0.8%	ETF
19	IUSB iShares Core Universal USD Bond ETF	0.9%	$112.9M	+64.4%	2.56M	0.8%	ETF
20	SPY State Str SPDR S&P 500 ETF T — Tr Unit	0.9%	$109.4M	+76.4%	143.5K	0.7%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing138

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.