Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vise Technologies, Inc. (CIK 1812090) reported $5.09B across 1,444 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($351.7M, 6.91%), NVDA ($149.5M, 2.94%), AAPL ($139.8M, 2.75%), DFAI ($129.9M, 2.55%), MSFT ($111.4M, 2.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $351.7M | 6.91% | 4.7M | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $149.5M | 2.94% | 801,410 | Hold |
| 3 | AAPL | APPLE INC | $139.8M | 2.75% | 514,365 | Hold |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $129.9M | 2.55% | 3.4M | Hold |
| 5 | MSFT | MICROSOFT CORP | $111.4M | 2.19% | 230,434 | Hold |
| 6 | DFSD | DIMENSIONAL ETF TRUST | $109.1M | 2.14% | 2.3M | Hold |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $104.6M | 2.05% | 2.5M | Hold |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $88.3M | 1.73% | 2.6M | Hold |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $87.6M | 1.72% | 1.3M | Hold |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $87.0M | 1.71% | 2.7M | Hold |
| 11 | GOOGL | ALPHABET INC | $70.9M | 1.39% | 226,667 | Hold |
| 12 | AMZN | AMAZON COM INC | $70.3M | 1.38% | 304,572 | Hold |
| 13 | DUSB | DIMENSIONAL ETF TRUST | $58.9M | 1.16% | 1.2M | Hold |
| 14 | VUG | VANGUARD INDEX FDS | $58.2M | 1.14% | 119,316 | Hold |
| 15 | IVV | ISHARES TR | $56.0M | 1.10% | 81,725 | Hold |
| 16 | META | META PLATFORMS INC | $48.9M | 0.96% | 74,032 | Hold |
| 17 | AVGO | BROADCOM INC | $48.6M | 0.95% | 140,379 | Hold |
| 18 | VTI | VANGUARD INDEX FDS | $43.2M | 0.85% | 128,812 | Hold |
| 19 | JPM | JPMORGAN CHASE & CO | $42.5M | 0.84% | 132,017 | Hold |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $39.1M | 0.77% | 1.0M | Hold |
| 21 | DFAR | DIMENSIONAL ETF TRUST | $38.9M | 0.76% | 1.7M | Hold |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $37.3M | 0.73% | 169,613 | Hold |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $36.6M | 0.72% | 732,975 | Hold |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $34.8M | 0.68% | 647,307 | Hold |
| 25 | TSLA | TESLA INC | $34.1M | 0.67% | 75,807 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31