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Size ($ in 1000's)
At 12/31/2025: $5,109,070
At 09/30/2025: $2,686,425Vise Technologies Inc. AUM history
Vise Technologies Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vise Technologies Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the Vise Technologies Inc. top holdings by largest position size, as per the latest 13f filing made by Vise Technologies Inc..
In the Vise Technologies Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Vise Technologies Inc. in that top holding, then the share count change between reporting periods, and finally the Vise Technologies Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFUS) |
4,742,037 |
+3,398,120 |
$351,717 | | DFUS | 4,742,037 | +3,398,120 | $351,717 | | NVIDIA CORPORATION |
801,410 |
+360,083 |
$149,463 | | NVDA | 801,410 | +360,083 | $149,463 | | APPLE INC |
514,365 |
+223,526 |
$139,835 | | AAPL | 514,365 | +223,526 | $139,835 | | DIMENSIONAL ETF TRUST (DFAI) |
3,408,299 |
+2,575,960 |
$129,890 | | DFAI | 3,408,299 | +2,575,960 | $129,890 | | MICROSOFT CORP |
230,434 |
+91,039 |
$111,443 | | MSFT | 230,434 | +91,039 | $111,443 | | DIMENSIONAL ETF TRUST (DFSD) |
2,274,567 |
+1,675,494 |
$109,065 | | DFSD | 2,274,567 | +1,675,494 | $109,065 | | DIMENSIONAL ETF TRUST (DFCF) |
2,458,323 |
+1,803,080 |
$104,626 | | DFCF | 2,458,323 | +1,803,080 | $104,626 | | DIMENSIONAL ETF TRUST (DFLV) |
2,580,784 |
+1,746,930 |
$88,289 | | DFLV | 2,580,784 | +1,746,930 | $88,289 | | DIMENSIONAL ETF TRUST (DFAS) |
1,257,727 |
+860,746 |
$87,626 | | DFAS | 1,257,727 | +860,746 | $87,626 | | DIMENSIONAL ETF TRUST (DFAE) |
2,670,478 |
+1,991,134 |
$86,977 | | DFAE | 2,670,478 | +1,991,134 | $86,977 | | ALPHABET INC |
226,667 |
+226,667 |
$70,947 | | GOOGL | 226,667 | +226,667 | $70,947 | | AMAZON COM INC |
304,572 |
+96,319 |
$70,301 | | AMZN | 304,572 | +96,319 | $70,301 | | DIMENSIONAL ETF TRUST (DUSB) |
1,162,271 |
+866,921 |
$58,869 | | DUSB | 1,162,271 | +866,921 | $58,869 | | VANGUARD INDEX FDS (VUG) |
119,316 |
+77,940 |
$58,209 | | VUG | 119,316 | +77,940 | $58,209 | | ISHARES TR (IVV) |
81,725 |
+39,385 |
$55,977 | | IVV | 81,725 | +39,385 | $55,977 | | META PLATFORMS INC |
74,032 |
+25,974 |
$48,867 | | META | 74,032 | +25,974 | $48,867 | | BROADCOM INC |
140,379 |
+43,506 |
$48,585 | | AVGO | 140,379 | +43,506 | $48,585 | | VANGUARD INDEX FDS (VTI) |
128,812 |
+89,557 |
$43,187 | | VTI | 128,812 | +89,557 | $43,187 | | JPMORGAN CHASE & CO. |
132,017 |
+52,479 |
$42,538 | | JPM | 132,017 | +52,479 | $42,538 | | DIMENSIONAL ETF TRUST (DUHP) |
1,028,094 |
+702,603 |
$39,098 | | DUHP | 1,028,094 | +702,603 | $39,098 | | DIMENSIONAL ETF TRUST (DFAR) |
1,696,565 |
+1,264,461 |
$38,853 | | DFAR | 1,696,565 | +1,264,461 | $38,853 | | VANGUARD SPECIALIZED FUNDS (VIG) |
169,613 |
+75,352 |
$37,278 | | VIG | 169,613 | +75,352 | $37,278 | | DIMENSIONAL ETF TRUST (DFIV) |
732,975 |
+555,116 |
$36,575 | | DFIV | 732,975 | +555,116 | $36,575 | | VANGUARD INTL EQUITY INDEX F (VWO) |
647,307 |
+222,348 |
$34,799 | | VWO | 647,307 | +222,348 | $34,799 | | TESLA INC |
75,807 |
+24,564 |
$34,092 | | TSLA | 75,807 | +24,564 | $34,092 |  BERKSHIRE HATHAWAY INC DEL |
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$33,313 | | BRK.B | 66,274 | +26,230 | $33,313 | | ALPHABET INC |
104,915 |
-93,628 |
$32,922 | | GOOG | 104,915 | -93,628 | $32,922 | | WALMART INC |
275,341 |
+81,635 |
$30,676 | | WMT | 275,341 | +81,635 | $30,676 | | DIMENSIONAL ETF TRUST (DFIS) |
916,244 |
+671,862 |
$30,181 | | DFIS | 916,244 | +671,862 | $30,181 | | VANGUARD SCOTTSDALE FDS (VCIT) |
352,454 |
+29,203 |
$29,518 | | VCIT | 352,454 | +29,203 | $29,518 | | BLACKROCK ETF TRUST (DYNF) |
476,752 |
+151,516 |
$28,991 | | DYNF | 476,752 | +151,516 | $28,991 | | VANGUARD SCOTTSDALE FDS (VGIT) |
475,159 |
+46,576 |
$28,476 | | VGIT | 475,159 | +46,576 | $28,476 | | ISHARES TR (IVW) |
226,958 |
+84,997 |
$27,975 | | IVW | 226,958 | +84,997 | $27,975 | | TAIWAN SEMICONDUCTOR MFG LTD |
88,731 |
+9,941 |
$26,965 | | TSM | 88,731 | +9,941 | $26,965 | | VISA INC |
74,788 |
+34,158 |
$26,229 | | V | 74,788 | +34,158 | $26,229 | | VANGUARD CHARLOTTE FDS (BNDX) |
535,399 |
+107,586 |
$25,870 | | BNDX | 535,399 | +107,586 | $25,870 | | ELI LILLY & CO |
23,558 |
+8,121 |
$25,317 | | LLY | 23,558 | +8,121 | $25,317 | | VANGUARD SCOTTSDALE FDS (VGSH) |
404,642 |
+143,165 |
$23,765 | | VGSH | 404,642 | +143,165 | $23,765 | | VANGUARD INDEX FDS (VOO) |
36,529 |
+30,482 |
$22,908 | | VOO | 36,529 | +30,482 | $22,908 | | DIMENSIONAL ETF TRUST (DFUV) |
483,484 |
+458,188 |
$22,526 | | DFUV | 483,484 | +458,188 | $22,526 | | SPDR S&P 500 ETF TR (SPY) |
31,926 |
+18,409 |
$21,771 | | SPY | 31,926 | +18,409 | $21,771 | | ISHARES TR (ITOT) |
145,507 |
+76,751 |
$21,635 | | ITOT | 145,507 | +76,751 | $21,635 | | JOHNSON & JOHNSON |
101,118 |
+44,066 |
$20,926 | | JNJ | 101,118 | +44,066 | $20,926 | | VANGUARD TAX MANAGED FDS (VEA) |
333,953 |
+128,318 |
$20,862 | | VEA | 333,953 | +128,318 | $20,862 | | SCHWAB STRATEGIC TR |
452,251 |
+452,251 |
$20,446 | | FNDF | 452,251 | +452,251 | $20,446 | | ISHARES TR (MBB) |
207,511 |
+35,240 |
$19,759 | | MBB | 207,511 | +35,240 | $19,759 | | ISHARES TR (AGG) |
197,400 |
+133,154 |
$19,716 | | AGG | 197,400 | +133,154 | $19,716 | | SCHWAB STRATEGIC TR |
431,323 |
+60,082 |
$19,638 | | SCHC | 431,323 | +60,082 | $19,638 | | ISHARES INC (IEMG) |
275,113 |
+108,499 |
$18,493 | | IEMG | 275,113 | +108,499 | $18,493 | | VANGUARD MUN BD FDS (VTEB) |
366,394 |
+152,136 |
$18,426 | | VTEB | 366,394 | +152,136 | $18,426 |
See Full List: All Stocks Held By Vise Technologies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vise Technologies Inc.
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