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Latest Vise Technologies, Inc. Stock Portfolio

$8.83Billion | No. of Holdings #1767

Vise Technologies, Inc. Performance

2026 Q2+3.32%
YTD+3.32%
2025+4.34%

About Vise Technologies, Inc. and 13F Hedge Fund Stock Holdings

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vise Technologies, Inc. reported an equity portfolio of $8.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Vise Technologies, Inc. are DFAC, NVDA, DFAC. The fund has invested 4.5% of it's portfolio in DIMENSIONAL ETF TRUST and 2.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off APPLE INC (AAPL), AMAZON COM INC (AMZN) and BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in MOLSON COORS BEVERAGE CO (TAP), FIDELITY NATL INFORMATION SV (FIS) and ZACKS TRUST (ZECP). Vise Technologies, Inc. opened new stock positions in BLACKROCK ETF TRUST (BECO), FIDELITY COVINGTON TRUST (FBCG) and ISHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to PIMCO ETF TR (BOND), FIRST TR EXCHNG TRADED FD VI (AFLG) and CAPITAL GROUP CORE EQUITY ET (CGUS).
Vise Technologies, Inc. Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$8.83Billion
  as of Aug 11, 2026

Vise Technologies, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Vise Technologies, Inc. made a return of 3.32% in the last quarter. In trailing 12 months, it's portfolio return was 9.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust37,571,400
fidelity covington trust21,133,600
ishares tr18,237,300
blackrock etf trust17,755,600
ea series trust14,315,500
pimco etf tr13,232,300
ea series trust12,429,900
blackrock etf trust11,491,400
New stocks bought by Vise Technologies, Inc.

Additions

Ticker% Inc.
pimco etf tr2,901
first tr exchng traded fd vi2,609
capital group core equity et2,115
invesco exchange traded fd t2,109
dimensional etf trust1,364
price t rowe group inc1,316
franklin templeton etf tr1,292
vanguard world fd1,225
Additions to existing portfolio by Vise Technologies, Inc.

Reductions

Ticker% Reduced
dimensional etf trust-46.54
dimensional etf trust-45.83
hdfc bank ltd-30.25
toyota motor corp-11.99
invesco exch traded fd tr ii-9.42
first tr exchange traded fd-9.2
manulife finl corp-6.11
shopify inc-5.93
Vise Technologies, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Vise Technologies, Inc.

Sector Distribution

Vise Technologies, Inc. has about 64% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others64
Technology10.9
Financial Services4.6
Communication Services4
Industrials3.7
Healthcare3.5
Consumer Cyclical2.4
Consumer Defensive2.3
Utilities1.7
Energy1.7

Market Cap. Distribution

Vise Technologies, Inc. has about 33.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED64.2
MEGA-CAP20.2
LARGE-CAP13.5
MID-CAP1.7

Stocks belong to which Index?

About 32.4% of the stocks held by Vise Technologies, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others67.6
S&P 50030.3
RUSSELL 20002.1
Top 5 Winners (%)%
UCTT
ultra clean hldgs inc
329.5 %
UMC
united microelectronics corp
181.5 %
sandisk corp
181.4 %
EVC
entravision communications c
179.9 %
STX
seagate technology hldngs pl
172.9 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
37.2 M
MU
micron technology inc
36.6 M
DFAC
dimensional etf trust
22.1 M
DFAC
dimensional etf trust
21.5 M
LRCX
lam research corp
21.2 M
Top 5 Losers (%)%
CVNA
carvana co
-75.2 %
VAW
vanguard world fd
-74.0 %
VB
vanguard index fds
-72.5 %
IVOG
vanguard admiral fds inc
-70.4 %
ALIT
alight inc
-69.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-203.9 M
MSFT
microsoft corp
-33.5 M
IJR
ishares tr
-24.3 M
VB
vanguard index fds
-19.5 M
VAW
vanguard world fd
-14.6 M

Vise Technologies, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Vise Technologies, Inc.

Vise Technologies, Inc. has 1767 stocks in it's portfolio. About 21.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Vise Technologies, Inc. last quarter.

$7.94BTotal Value
500Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Vise Technologies, Inc., last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.46%429,639
$40.61M
0.46%
increased 107.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.35%284,540
$30.62M
0.35%
increased 65.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.24%168,077
$20.91M
0.24%
increased 511.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.21%246,568
$18.87M
0.21%
increased 356.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.21%186,292
$18.69M
0.21%
increased 102.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.13%116,936
$11.28M
0.13%
increased 10.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.08%125,443
$6.67M
0.08%
increased 54.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.05%53,741
$4.42M
0.05%
increased 35.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.04%34,747
$3.70M
0.04%
increased 71.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.04%24,616
$3.51M
0.04%
increased 928.24 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.04%66,029
$3.46M
0.04%
increased 62.32 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.03%43,415
$2.50M
0.03%
increased 27.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.03%60,124
$2.49M
0.03%
increased 120.29 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Vise Technologies, Inc.'s holding in Alps Etf Tr over time
0.23%790,997
$20.36M
0.23%
increased 70.15 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.81%1,557,970
$71.90M
0.81%
increased 539.04 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.2%229,518
$17.36M
0.2%
increased 155.66 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Vise Technologies, Inc.'s holding in Ishares Tr over time
0.16%268,566
$14.32M
0.16%
increased 21.98 percentadded