Vise Technologies, Inc.
- SEC CIK
- 0001812090
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only.
- Positions
- 1,046
- No filing for Q1 2025
- Portfolio value
- $2.42B
- No filing for Q1 2025
Vise Technologies, Inc. did not file a 13F for Q1 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 551,051 | $87.1M | 3.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 167,516 | $83.3M | 3.4% | – | – | History |
| AAPLApple Inc. | Stock | 339,870 | $69.7M | 2.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 254,748 | $55.9M | 2.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 63,078 | $46.6M | 1.9% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 58,391 | $36.3M | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 194,012 | $34.2M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 106,477 | $30.9M | 1.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 96,421 | $26.6M | 1.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 316,942 | $26.3M | 1.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 498,076 | $24.6M | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 390,381 | $23.3M | 1.0% | – | – | – |
| WMTWalmart Inc. | Stock | 230,740 | $22.6M | 0.9% | – | – | History |
| VVisa Inc. | Stock | 61,145 | $21.7M | 0.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 42,795 | $20.8M | 0.9% | – | – | History |
| TSLATesla, Inc. | Stock | 60,554 | $19.2M | 0.8% | – | – | History |
| NFLXNetflix Inc | Stock | 14,273 | $19.1M | 0.8% | – | – | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 381,715 | $18.9M | 0.8% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 82,159 | $18.6M | 0.8% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 179,963 | $17.9M | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 21,756 | $17.0M | 0.7% | – | – | History |
| Alps ETF Tr00162Q346 | SMITH CORE PLUS | 653,667 | $16.9M | 0.7% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 56,193 | $16.6M | 0.7% | – | – | History |
| MAMastercard Inc | Stock | 29,275 | $16.5M | 0.7% | – | – | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 374,149 | $15.9M | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 74,984 | $15.3M | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 159,980 | $15.0M | 0.6% | – | – | – |
| Pgim Rock ETF Tr69420N692 | LADDERED FD BUFF | 532,954 | $14.7M | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 238,455 | $14.0M | 0.6% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 195,628 | $13.6M | 0.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 121,078 | $13.1M | 0.5% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 161,906 | $12.9M | 0.5% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 157,441 | $12.1M | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 76,496 | $11.7M | 0.5% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 190,199 | $10.8M | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 29,482 | $10.8M | 0.4% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 217,315 | $10.7M | 0.4% | – | – | – |
| UBERUber Technologies, Inc | Stock | 112,034 | $10.5M | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 10,469 | $10.4M | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 58,263 | $10.3M | 0.4% | – | – | History |
| ORCLOracle Corp | Stock | 46,047 | $10.1M | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 17,458 | $9.92M | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 59,538 | $9.49M | 0.4% | – | – | History |
| iShares Tr46434V449 | MSCI INTL MOMENT | 205,484 | $9.39M | 0.4% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 234,137 | $9.37M | 0.4% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 382,862 | $9.36M | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 89,115 | $9.31M | 0.4% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 50,991 | $9.29M | 0.4% | – | – | History |
| CLSCelestica Inc | Stock | 58,054 | $9.06M | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 46,412 | $8.62M | 0.4% | – | – | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 202,083 | $8.60M | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 95,154 | $8.30M | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 21,046 | $8.14M | 0.3% | – | – | History |
| ACNAccenture plc | Stock | 27,152 | $8.12M | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 25,333 | $8.08M | 0.3% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 381,474 | $8.07M | 0.3% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 57,624 | $7.86M | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 20,176 | $7.83M | 0.3% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 68,744 | $7.80M | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 164,325 | $7.78M | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 109,234 | $7.73M | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 56,796 | $7.72M | 0.3% | – | – | History |
| URIUnited Rentals, Inc. | COM | 9,974 | $7.51M | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 52,167 | $7.47M | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 26,948 | $7.35M | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 22,963 | $7.16M | 0.3% | – | – | History |
| Victory Portfolios II92647N568 | USAA MSCI USA SM | 84,052 | $7.05M | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 6,739 | $6.93M | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 157,868 | $6.83M | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 85,930 | $6.80M | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,216 | $6.75M | 0.3% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 72,881 | $6.75M | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 25,660 | $6.60M | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 52,512 | $6.48M | 0.3% | – | – | History |
| MSMorgan Stanley | Stock | 44,949 | $6.33M | 0.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 8,802 | $6.23M | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 214,965 | $6.22M | 0.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 76,938 | $6.16M | 0.3% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 261,785 | $6.02M | 0.2% | – | – | – |
| QCOMQualcomm Inc | Stock | 37,661 | $6.00M | 0.2% | – | – | History |
| IBNIcici Bank Ltd | ADR | 177,811 | $5.98M | 0.2% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 30,450 | $5.94M | 0.2% | – | – | – |
| AMATApplied Materials Inc | Stock | 32,369 | $5.93M | 0.2% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 32,082 | $5.87M | 0.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 43,271 | $5.84M | 0.2% | – | – | – |
| FLEXFlex Ltd. | Stock | 116,963 | $5.84M | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 19,097 | $5.82M | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 43,822 | $5.79M | 0.2% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 10,754 | $5.74M | 0.2% | – | – | History |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 112,322 | $5.74M | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,255 | $5.72M | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 51,920 | $5.72M | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 38,814 | $5.67M | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 231,632 | $5.61M | 0.2% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 966 | $5.59M | 0.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 50,103 | $5.55M | 0.2% | – | – | History |
| BXBlackstone Inc. | COM | 36,824 | $5.51M | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 91,907 | $5.39M | 0.2% | – | – | History |
| iShares Tr46435U853 | BROAD USD HIGH | 142,422 | $5.34M | 0.2% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 74,699 | $5.32M | 0.2% | – | – | – |