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Vise Technologies

Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, NVDA, AAPL, DFAI, MSFT, and represent 17.33% of Vise Technologies's stock portfolio.
Reduced shares in these 10 stocks: AstraZeneca (-$5.2M), Frontier Communications Pare, Amcor, , Piper Jaffray Companies, DVAX, Civitas Resources, SNV, Indivior, Comerica Incorporated.
Sold out of its positions in Agilon Health, AstraZeneca, Civitas Resources, Comerica Incorporated, DVAX, EXACT Sciences Corporation, Frontier Communications Pare, Pinnacle Financial Partners, Piper Jaffray Companies, SNV. TELFY, Amcor, Indivior, CYBR.
Vise Technologies was a net seller of stock by $-12M.
Vise Technologies has $5.1B in assets under management (AUM), dropping by -0.24%.
Central Index Key (CIK): 0001812090

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Portfolio Holdings for Vise Technologies

Vise Technologies holds 1447 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Vise Technologies has 1447 total positions. Only the first 250 positions are shown.

Sign up to view all of the Vise Technologies March 31, 2026 positions
Download the Vise Technologies March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	6.9	$352M	4.7M	74.17	View chart
NVIDIA Corporation (NVDA)	2.9	$150M	801k	186.50	View chart
Apple (AAPL)	2.7	$140M	514k	271.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.6	$130M	3.4M	38.11	View chart
Microsoft Corporation (MSFT)	2.2	$111M	230k	483.62	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$109M	2.3M	47.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.1	$105M	2.5M	42.56	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.7	$88M	2.6M	34.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.7	$88M	1.3M	69.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.7	$87M	2.7M	32.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$71M	227k	313.00	View chart
Amazon (AMZN)	1.4	$70M	305k	230.82	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.2	$59M	1.2M	50.65	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$58M	119k	487.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$56M	82k	684.94	View chart
Meta Platforms Cl A (META)	1.0	$49M	74k	660.09	View chart
Broadcom (AVGO)	1.0	$49M	140k	346.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$43M	129k	335.27	View chart
JPMorgan Chase & Co. (JPM)	0.8	$43M	132k	322.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.8	$39M	1.0M	38.03	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$39M	1.7M	22.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$37M	170k	219.78	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$37M	733k	49.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$35M	647k	53.76	View chart
Tesla Motors (TSLA)	0.7	$34M	76k	449.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$33M	66k	502.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$33M	105k	313.80	View chart
Wal-Mart Stores (WMT)	0.6	$31M	275k	111.41	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$30M	916k	32.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$30M	353k	83.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$29M	477k	60.81	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$29M	475k	59.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$28M	227k	123.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$27M	89k	303.89	View chart
Visa Com Cl A (V)	0.5	$26M	75k	350.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$26M	535k	48.32	View chart
Eli Lilly & Co. (LLY)	0.5	$25M	24k	1074.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$24M	405k	58.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$23M	37k	627.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$23M	484k	46.59	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$22M	32k	681.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$22M	146k	148.69	View chart
Johnson & Johnson (JNJ)	0.4	$21M	101k	206.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$21M	334k	62.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$20M	452k	45.21	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$20M	208k	95.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$20M	197k	99.88	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$20M	431k	45.53	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$19M	275k	67.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$18M	366k	50.29	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$18M	172k	107.11	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.3	$17M	597k	29.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$17M	190k	89.46	View chart
Mastercard Incorporated Cl A (MA)	0.3	$17M	30k	570.88	View chart
Exxon Mobil Corporation (XOM)	0.3	$17M	137k	120.34	View chart
Celestica (CLS)	0.3	$16M	54k	295.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$16M	199k	79.73	View chart
Netflix (NFLX)	0.3	$16M	168k	93.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$16M	156k	100.38	View chart
Abbvie (ABBV)	0.3	$16M	68k	228.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$16M	391k	39.59	View chart
Cisco Systems (CSCO)	0.3	$15M	200k	77.03	View chart
Oracle Corporation (ORCL)	0.3	$15M	78k	194.91	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$15M	453k	32.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$15M	24k	614.31	View chart
Home Depot (HD)	0.3	$15M	42k	344.10	View chart
Costco Wholesale Corporation (COST)	0.3	$14M	16k	862.34	View chart
Palantir Technologies Cl A (PLTR)	0.3	$14M	79k	177.75	View chart
Caterpillar (CAT)	0.3	$14M	24k	572.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$14M	502k	26.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$14M	182k	74.07	View chart
Philip Morris International (PM)	0.3	$13M	81k	160.40	View chart
Hdfc Bank Sponsored Ads (HDB)	0.3	$13M	350k	36.54	View chart
American Express Company (AXP)	0.2	$12M	33k	369.95	View chart
International Business Machines (IBM)	0.2	$12M	41k	296.21	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$12M	465k	26.07	View chart
Bank of America Corporation (BAC)	0.2	$12M	215k	55.00	View chart
Merck & Co (MRK)	0.2	$12M	111k	105.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$11M	58k	198.62	View chart
Procter & Gamble Company (PG)	0.2	$11M	79k	143.31	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$11M	244k	46.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$11M	163k	69.47	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$11M	76k	146.58	View chart
Ge Aerospace Com New (GE)	0.2	$11M	36k	308.03	View chart
Goldman Sachs (GS)	0.2	$11M	12k	879.01	View chart
Wells Fargo & Company (WFC)	0.2	$11M	114k	93.20	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$11M	220k	47.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$10M	61k	171.18	View chart
Chevron Corporation (CVX)	0.2	$10M	67k	152.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$10M	106k	96.28	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$10M	9.4k	1069.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.8M	51k	190.99	View chart
Uber Technologies (UBER)	0.2	$9.7M	119k	81.71	View chart
Applied Materials (AMAT)	0.2	$9.6M	38k	256.99	View chart
Pepsi (PEP)	0.2	$9.5M	66k	143.52	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$9.3M	92k	101.67	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$9.3M	93k	99.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$8.9M	19k	473.30	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$8.7M	418k	20.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$8.6M	114k	75.44	View chart
Advanced Micro Devices (AMD)	0.2	$8.5M	40k	214.16	View chart
Morgan Stanley Com New (MS)	0.2	$8.5M	48k	177.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$8.4M	33k	250.31	View chart
salesforce (CRM)	0.2	$8.2M	31k	264.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.2M	21k	396.31	View chart
United Rentals (URI)	0.2	$8.2M	10k	809.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.1M	31k	257.95	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$8.1M	243k	33.30	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$8.1M	101k	80.22	View chart
Coca-Cola Company (KO)	0.2	$8.1M	115k	69.91	View chart
Welltower Inc Com reit (WELL)	0.2	$8.0M	43k	185.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.9M	23k	342.97	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$7.9M	165k	47.56	View chart
Raytheon Technologies Corp (RTX)	0.2	$7.8M	43k	183.40	View chart
UnitedHealth (UNH)	0.2	$7.8M	24k	330.12	View chart
Micron Technology (MU)	0.2	$7.7M	27k	285.41	View chart
Qualcomm (QCOM)	0.1	$7.6M	45k	171.05	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$7.6M	198k	38.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$7.6M	330k	23.02	View chart
Verizon Communications (VZ)	0.1	$7.6M	186k	40.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$7.5M	36k	212.07	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$7.5M	82k	91.31	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$7.4M	148k	50.43	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.1	$7.3M	144k	50.77	View chart
Metropcs Communications (TMUS)	0.1	$7.3M	36k	203.04	View chart
Flextronics Intl Ord (FLEX)	0.1	$7.1M	117k	60.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.1M	46k	154.14	View chart
Abbott Laboratories (ABT)	0.1	$7.0M	56k	125.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.0M	19k	373.45	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.9M	185k	37.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.9M	48k	143.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$6.9M	286k	24.04	View chart
TJX Companies (TJX)	0.1	$6.8M	44k	153.61	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$6.8M	201k	33.74	View chart
Eaton Corp SHS (ETN)	0.1	$6.7M	21k	318.51	View chart
Altria (MO)	0.1	$6.5M	113k	57.66	View chart
Citigroup Com New (C)	0.1	$6.5M	55k	116.69	View chart
Amgen (AMGN)	0.1	$6.4M	20k	327.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$6.4M	136k	46.80	View chart
Ge Vernova (GEV)	0.1	$6.3M	9.6k	653.56	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$6.2M	90k	69.43	View chart
McDonald's Corporation (MCD)	0.1	$6.2M	20k	305.63	View chart
Booking Holdings (BKNG)	0.1	$6.1M	1.1k	5356.08	View chart
Hca Holdings (HCA)	0.1	$6.1M	13k	466.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$5.9M	224k	26.49	View chart
Icici Bank Adr (IBN)	0.1	$5.9M	198k	29.80	View chart
Nextera Energy (NEE)	0.1	$5.9M	73k	80.28	View chart
Lowe's Companies (LOW)	0.1	$5.8M	24k	241.16	View chart
Gilead Sciences (GILD)	0.1	$5.7M	47k	122.74	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$5.7M	114k	50.01	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.6M	39k	143.97	View chart
Sap Se Spon Adr (SAP)	0.1	$5.6M	23k	242.91	View chart
Walt Disney Company (DIS)	0.1	$5.6M	50k	113.77	View chart
Blackrock (BLK)	0.1	$5.6M	5.2k	1070.31	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$5.6M	117k	47.93	View chart
Linde SHS (LIN)	0.1	$5.6M	13k	426.37	View chart
Ameriprise Financial (AMP)	0.1	$5.6M	11k	490.34	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$5.5M	34k	160.97	View chart
Intuit (INTU)	0.1	$5.5M	8.3k	662.42	View chart
Chubb (CB)	0.1	$5.4M	17k	312.12	View chart
Pfizer (PFE)	0.1	$5.4M	218k	24.90	View chart
At&t (T)	0.1	$5.4M	217k	24.84	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$5.3M	113k	46.81	View chart
Servicenow (NOW)	0.1	$5.2M	34k	153.19	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.0M	43k	117.21	View chart
Rbc Cad (RY)	0.1	$5.0M	30k	170.49	View chart
Novartis Sponsored Adr (NVS)	0.1	$5.0M	36k	137.87	View chart
Johnson Controls Internation SHS (JCI)	0.1	$5.0M	41k	119.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$5.0M	17k	290.22	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$4.9M	312k	15.86	View chart
eBay (EBAY)	0.1	$4.9M	57k	87.10	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$4.9M	130k	37.75	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.9M	14k	350.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.8M	18k	268.30	View chart
Toyota Motor Corp Ads (TM)	0.1	$4.8M	23k	214.06	View chart
Arista Networks Com Shs (ANET)	0.1	$4.8M	36k	131.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.7M	50k	94.16	View chart
Suncor Energy (SU)	0.1	$4.7M	105k	44.36	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$4.6M	92k	50.58	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$4.6M	59k	78.67	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.6M	22k	210.34	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.6M	8.1k	566.33	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$4.6M	94k	48.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.5M	22k	211.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.5M	61k	73.56	View chart
ConocoPhillips (COP)	0.1	$4.5M	48k	93.61	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$4.5M	176k	25.60	View chart
Cummins (CMI)	0.1	$4.5M	8.8k	510.42	View chart
McKesson Corporation (MCK)	0.1	$4.5M	5.5k	820.26	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.5M	7.7k	579.46	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$4.4M	77k	57.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$4.4M	89k	49.65	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$4.4M	33k	132.37	View chart
Nrg Energy Com New (NRG)	0.1	$4.4M	28k	159.24	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.1	$4.4M	86k	51.14	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.4M	81k	53.88	View chart
General Dynamics Corporation (GD)	0.1	$4.3M	13k	336.65	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$4.2M	75k	56.62	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$4.2M	45k	94.20	View chart
Honeywell International (HON)	0.1	$4.2M	21k	195.09	View chart
Expedia Group Com New (EXPE)	0.1	$4.1M	15k	283.30	View chart
S&p Global (SPGI)	0.1	$4.1M	7.9k	522.56	View chart
Newmont Mining Corporation (NEM)	0.1	$4.1M	42k	99.85	View chart
Capital One Financial (COF)	0.1	$4.1M	17k	242.36	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$4.0M	160k	25.17	View chart
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG)	0.1	$4.0M	209k	19.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.0M	23k	173.49	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.0M	5.9k	673.85	View chart
Kla Corp Com New (KLAC)	0.1	$4.0M	3.3k	1215.13	View chart
Parker-Hannifin Corporation (PH)	0.1	$4.0M	4.5k	878.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.9M	53k	75.05	View chart
Shell Spon Ads (SHEL)	0.1	$3.9M	53k	73.48	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M	72k	53.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.9M	48k	81.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.9M	54k	71.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.8M	129k	29.61	View chart
Southern Company (SO)	0.1	$3.8M	44k	87.20	View chart
Automatic Data Processing (ADP)	0.1	$3.8M	15k	257.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.8M	7.8k	483.67	View chart
Progressive Corporation (PGR)	0.1	$3.7M	17k	227.73	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$3.7M	38k	96.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.7M	56k	66.00	View chart
Travelers Companies (TRV)	0.1	$3.7M	13k	290.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.7M	42k	88.49	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$3.6M	53k	68.15	View chart
Union Pacific Corporation (UNP)	0.1	$3.6M	16k	231.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.6M	63k	57.24	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$3.6M	44k	82.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.6M	105k	34.46	View chart
Howmet Aerospace (HWM)	0.1	$3.6M	18k	205.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$3.6M	44k	82.32	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$3.6M	101k	35.35	View chart
Colgate-Palmolive Company (CL)	0.1	$3.5M	45k	79.02	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.5M	51k	69.42	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.5M	62k	56.81	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.5M	117k	29.89	View chart
Agnico (AEM)	0.1	$3.4M	20k	169.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.4M	121k	28.48	View chart
Manulife Finl Corp (MFC)	0.1	$3.3M	92k	36.28	View chart
Marsh & McLennan Companies (MRSH)	0.1	$3.3M	18k	185.52	View chart
AFLAC Incorporated (AFL)	0.1	$3.3M	30k	110.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.3M	19k	177.37	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$3.3M	140k	23.31	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.2M	119k	27.21	View chart
Waste Management (WM)	0.1	$3.2M	15k	219.72	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.2M	42k	75.77	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$3.2M	37k	86.04	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.2M	5.6k	570.24	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$3.2M	28k	115.10	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$3.2M	49k	64.79	View chart

Past Filings by Vise Technologies

SEC 13F filings are viewable for Vise Technologies going back to 2021

Vise Technologies 2026 Q1 filed April 21, 2026
Vise Technologies 2025 Q4 filed Feb. 11, 2026
Vise Technologies 2025 Q3 filed Nov. 13, 2025
Vise Technologies 2025 Q2 filed Aug. 7, 2025
Vise Technologies 2024 Q4 filed Feb. 18, 2025
Vise Technologies 2024 Q3 filed Nov. 13, 2024
Vise Technologies 2024 Q2 filed Aug. 2, 2024
Vise Technologies 2024 Q1 filed May 15, 2024
Vise Technologies 2023 Q4 filed Feb. 8, 2024
Vise Technologies 2023 Q3 filed Oct. 31, 2023
Vise Technologies 2023 Q2 filed Aug. 8, 2023
Vise Technologies 2023 Q1 filed May 10, 2023
Vise Technologies 2022 Q4 filed Feb. 10, 2023
Vise Technologies 2022 Q3 filed Nov. 14, 2022
Vise Technologies 2022 Q2 filed Aug. 15, 2022
Vise Technologies 2022 Q1 filed June 8, 2022

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