Vise Technologies, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.52 Billion distributed in 1181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $97.4M, Nvidia Corp with a value of $82.3M, Apple Inc. with a value of $74.1M, Microsoft Corp with a value of $72.2M, and Alphabet Inc. with a value of $48.4M.

Examining the 13F form we can see an increase of $199M in the current position value, from $2.32B to 2.52B.

Vise Technologies, Inc. is based out at New York, NY

Below you can find more details about Vise Technologies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.52 Billion
ETFs: $940 Million
Technology: $492 Million
Financial Services: $262 Million
Consumer Cyclical: $180 Million
Communication Services: $145 Million
Industrials: $128 Million
Healthcare: $124 Million
Consumer Defensive: $91.5 Million
Other: $153 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,181
  • Current Value $2.52 Billion
  • Prior Value $2.32 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 193 stocks
  • Additional Purchases 416 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 565 stocks
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