StockDriftsStockDriftsTop 50 Vise Technologies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 4.49% | 4.84M | $396.5M | +2.05%(+97.38K) | $72.35(+17.31%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.52% | 1.11M | $222.7M | +38.87%(+311.50K) | $154.47(+46.35%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.1% | 4.50M | $185.4M | +31.89%(+1.09M) | $37.46(+15.72%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.09% | 2.24M | $184.3M | +77.92%(+979.96K) | $71.46(+17.77%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.06% | 4.59M | $181.6M | +78.00%(+2.01M) | $34.90(+20.70%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.89% | 3.49M | $166.7M | +53.47%(+1.22M) | $47.96(-1.04%) | 2026-06-30 | |
| SGOV | ISHARES TR | 1.84% | 1.61M | $162.0M | +932.96%(+1.45M) | $100.65(-0.09%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.76% | 3.68M | $155.3M | +49.67%(+1.22M) | $42.46(-2.42%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.59% | 376.0K | $140.3M | +63.17%(+145.56K) | $416.92(+16.58%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.56% | 385.8K | $137.9M | +70.21%(+159.14K) | $233.44(+47.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.50% | +58.10% | — | — | +29.91% |
| Top 20 Holdings Unweighted | +17.94% | +64.07% | — | — | +35.65% |
Vise Technologies, Inc. reports $8.83B in US-listed equity holdings across 1,774 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (4.5%), NVDA (2.5%) and DFAI (2.1%). The top 20 holdings account for 32.25% of reported assets. Its disclosed equity book has returned +58.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vise Technologies, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1812090). View Vise Technologies, Inc.’s 13F filings on SEC