AI Portfolio Summary
In 2026 Q1, Vise Technologies, Inc. maintained a portfolio of 1461 distinct positions.
Total Positions
1461
Quarter
2026 Q1
Top Holding
DFUS (6.9%)
Top 10 Concentration
26.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1461
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFUS
DIMENSIONAL ETF...
|
ETF | 6.91% | 6.89% |
#1
Prev: #1
|
5.8 | no change | no change |
P
S
|
4,742,037 | $351,716,878 |
$73.46
-2.6%
|
2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.94% | 2.93% |
#2
Prev: #2
|
3.7 | no change | no change |
P
S
|
801,410 | $149,463,013 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 2.75% | 2.74% |
#3
Prev: #3
|
3.1 | no change | no change |
P
S
|
514,365 | $139,835,198 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 2.55% | 2.54% |
#4
Prev: #4
|
2.5 | no change | no change |
P
S
|
3,408,299 | $129,890,276 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.19% | 2.18% |
#5
Prev: #5
|
2.4 | no change | no change |
P
S
|
230,434 | $111,442,577 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 2.14% | 2.14% |
#6
Prev: #6
|
1.9 | no change | no change |
P
S
|
2,274,567 | $109,065,468 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.05% | 2.05% |
#7
Prev: #7
|
1.8 | no change | no change |
P
S
|
2,458,323 | $104,626,243 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 1.73% | 1.73% |
#8
Prev: #8
|
1.7 | no change | no change |
P
S
|
2,580,784 | $88,288,620 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.72% | 1.72% |
#9
Prev: #9
|
1.7 | no change | no change |
P
S
|
1,257,727 | $87,625,840 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.71% | 1.70% |
#10
Prev: #10
|
1.7 | no change | no change |
P
S
|
2,670,478 | $86,977,475 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.39% | 1.39% |
#11
Prev: #11
|
1.6 | no change | no change |
P
S
|
226,667 | $70,946,713 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.38% | 1.38% |
#12
Prev: #12
|
1.6 | no change | no change |
P
S
|
304,572 | $70,301,206 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.16% | 1.15% |
#13
Prev: #13
|
1.5 | no change | no change |
P
S
|
1,162,271 | $58,869,031 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.14% | 1.14% |
#14
Prev: #14
|
1.5 | no change | no change |
P
S
|
119,316 | $58,209,410 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES TR
|
ETF | 1.10% | 1.10% |
#15
Prev: #15
|
1.4 | no change | no change |
P
S
|
81,725 | $55,976,704 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.96% | 0.96% |
#16
Prev: #16
|
1.4 | no change | no change |
P
S
|
74,032 | $48,867,487 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.95% | 0.95% |
#17
Prev: #17
|
1.4 | no change | no change |
P
S
|
140,379 | $48,585,339 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.85% | 0.85% |
#18
Prev: #18
|
1.3 | no change | no change |
P
S
|
128,812 | $43,186,813 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.84% | 0.83% |
#19
Prev: #19
|
1.3 | no change | no change |
P
S
|
132,017 | $42,538,500 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.77% | 0.77% |
#20
Prev: #20
|
1.3 | no change | no change |
P
S
|
1,028,094 | $39,098,410 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 0.76% | 0.76% |
#21
Prev: #21
|
1.3 | no change | no change |
P
S
|
1,696,565 | $38,853,385 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.73% | 0.73% |
#22
Prev: #22
|
1.3 | no change | no change |
P
S
|
169,613 | $37,277,607 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.72% | 0.72% |
#23
Prev: #23
|
1.3 | no change | no change |
P
S
|
732,975 | $36,575,470 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.68% | 0.68% |
#24
Prev: #24
|
1.3 | no change | no change |
P
S
|
647,307 | $34,799,200 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.67% | 0.67% |
#25
Prev: #25
|
1.3 | no change | no change |
P
S
|
75,807 | $34,091,787 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.65% | 0.65% |
#26
Prev: #26
|
1.3 | no change | no change |
P
S
|
66,274 | $33,312,530 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.65% | 0.64% |
#27
Prev: #27
|
1.3 | no change | no change |
P
S
|
104,915 | $32,922,281 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.60% | 0.60% |
#28
Prev: #28
|
1.2 | no change | no change |
P
S
|
275,341 | $30,675,687 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.59% | 0.59% |
#29
Prev: #29
|
1.2 | no change | no change |
P
S
|
916,244 | $30,181,081 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.58% | 0.58% |
#30
Prev: #30
|
1.2 | no change | no change |
P
S
|
352,454 | $29,517,982 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.57% | 0.57% |
#31
Prev: #31
|
1.2 | no change | no change |
P
S
|
476,752 | $28,991,280 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.56% | 0.56% |
#32
Prev: #32
|
1.2 | no change | no change |
P
S
|
475,159 | $28,476,306 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVW
ISHARES TR
|
Warrant | 0.55% | 0.55% |
#33
Prev: #33
|
1.2 | no change | no change |
P
S
|
226,958 | $27,974,809 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.53% | 0.53% |
#34
Prev: #34
|
1.2 | no change | no change |
P
S
|
88,731 | $26,964,577 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
V
VISA INC
|
Financial Services | 0.52% | 0.51% |
#35
Prev: #35
|
1.2 | no change | no change |
P
S
|
74,788 | $26,228,767 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.51% | 0.51% |
#36
Prev: #36
|
1.2 | no change | no change |
P
S
|
535,399 | $25,870,499 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.50% | 0.50% |
#37
Prev: #37
|
1.2 | no change | no change |
P
S
|
23,558 | $25,317,393 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.47% | 0.47% |
#38
Prev: #38
|
1.2 | no change | no change |
P
S
|
404,642 | $23,764,644 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.45% | 0.45% |
#39
Prev: #39
|
1.2 | no change | no change |
P
S
|
36,529 | $22,908,246 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.44% | 0.44% |
#40
Prev: #40
|
1.2 | no change | no change |
P
S
|
483,484 | $22,525,542 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.43% | 0.43% |
#41
Prev: #41
|
1.2 | no change | no change |
P
S
|
31,926 | $21,771,280 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ITOT
ISHARES TR
|
ETF | 0.42% | 0.42% |
#42
Prev: #42
|
1.2 | no change | no change |
P
S
|
145,507 | $21,635,455 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.41% | 0.41% |
#43
Prev: #43
|
1.2 | no change | no change |
P
S
|
101,118 | $20,926,369 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.41% | 0.41% |
#44
Prev: #44
|
1.2 | no change | no change |
P
S
|
333,953 | $20,862,040 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.40% | 0.40% |
#45
Prev: #45
|
1.2 | no change | no change |
P
S
|
452,251 | $20,446,258 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MBB
ISHARES TR
|
ETF | 0.39% | 0.39% |
#46
Prev: #46
|
1.2 | no change | no change |
P
S
|
207,511 | $19,759,200 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AGG
ISHARES TR
|
ETF | 0.39% | 0.39% |
#47
Prev: #47
|
1.2 | no change | no change |
P
S
|
197,400 | $19,716,319 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.39% | 0.38% |
#48
Prev: #48
|
1.2 | no change | no change |
P
S
|
431,323 | $19,638,137 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEMG
ISHARES INC
|
ETF | 0.36% | 0.36% |
#49
Prev: #49
|
1.1 | no change | no change |
P
S
|
275,113 | $18,493,099 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.36% | 0.36% |
#50
Prev: #50
|
1.1 | no change | no change |
P
S
|
366,394 | $18,425,947 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 1461 holdings