13F Insight
DOSSIER · 13F-HR · Q1 2026

Vise Technologies, Inc.

$5.1B in tracked AUM across 1,447 positions as of Q1 2026.

VT
CIK 0001812090 · last filed Mar 31, 2026
Total AUM
$5.1B
as of Q1 2026
Holdings
1,447
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Vise Technologies, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$352M4.7M6.9%02
NVDA
NVIDIA CORPORATION
$149M801K2.9%03
AAPL
APPLE INC
$140M514K2.7%04
DFAI
DIMENSIONAL ETF TRUST
$130M3.4M2.6%05
MSFT
MICROSOFT CORP
$111M230K2.2%06
DFSD
DIMENSIONAL ETF TRUST
$109M2.3M2.1%07
DFCF
DIMENSIONAL ETF TRUST
$105M2.5M2.1%08
DFLV
DIMENSIONAL ETF TRUST
$88M2.6M1.7%09
DFAS
DIMENSIONAL ETF TRUST
$88M1.3M1.7%10
DFAE
DIMENSIONAL ETF TRUST
$87M2.7M1.7%

Filing history

2026Q1Mar 31
$5.1B▼ 0.2%
1,447 positionsView →2025Q4Dec 31
$5.1B▲ 90.0%
1,461 positionsView →2025Q3Sep 30
$2.7B▲ 10.9%
1,181 positionsView →2025Q2Jun 30
$2.4B▲ 101.8%
1,046 positionsLocked2024Q4Dec 31
$1.2B▲ 52.7%
816 positionsLocked2024Q3Sep 30
$786M▲ 37.9%
588 positionsLocked2024Q2Jun 30
$570M▲ 12.2%
423 positionsLocked2024Q1Mar 31
$508M▲ 9.3%
378 positionsLocked2023Q4Dec 31
$465M▲ 14.2%
349 positionsLocked2023Q3Sep 30
$407M▼ 1.5%
331 positionsLocked2023Q2Jun 30
$413M▲ 8.8%
339 positionsLocked2023Q1Mar 31
$379M▲ 18.8%
330 positionsLocked
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