Vise Technologies, Inc.
- SEC CIK
- 0001812090
- Latest filing
- Aug 10, 2026
The latest 13F from Vise Technologies, Inc. covers Q2 2026 (filed Aug 10, 2026): 1,774 long positions worth $8.83B. The top 10 holdings make up 21.9% of the portfolio, and the largest is Dimensional ETF Trust at 4.5%. Livermore has 18 filings on Form 13F from this institution, going back to Q4 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 526
- Est. +$518.0M
- Added
- 1052
- Est. +$3.32B
- Reduced
- 193
- Est. −$51.0M
- Sold out
- 199
- Est. −$474.6M
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional ETF Trust25434V4014.5%$396.5M
- NVDANVIDIA Corp
- Dimensional ETF Trust25434V2032.1%$185.4M
- Dimensional U.S. Small Cap ETF25434V5002.1%$184.3M
- Dimensional ETF Trust25434V6662.1%$181.6M
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr46436E718+$146.3MAdded
- Dimensional U.S. Small Cap ETF25434V500+$80.7MAdded
- Dimensional ETF Trust25434V666+$79.6MAdded
- iShares Core S&P 500 ETF464287200+$68.0MAdded
- State Street SPDR Portfolio S&P 500 ETF78464A854+$62.4MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Tr46436E718+1.53 pp0.3% → 1.8%
- State Street SPDR Portfolio S&P 500 ETF78464A854+0.65 pp0.2% → 0.8%
- MUMicron Technology Inc
- iShares Tr46434V613+0.59 pp0.2% → 0.8%
- Vanguard S&P 500 ETF922908363+0.52 pp0.4% → 1.0%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $8.83B
- +$3.74B (+73.4%) vs. prior quarter
- Positions
- 1,774
- +327 vs. prior quarter
- Top 10 concentration
- 21.9%
- Top 10 as share of value
- Turnover
- 7.6%
- Q2 2026, one quarter
- Average holding period
- 4.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.
13F filings by quarter
18 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $8.83B (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 10, 2026 | 1,774 | $8.83B | Dimensional ETF TrustNVDADimensional ETF Trust | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 21, 2026 | 1,447 | $5.09B | Dimensional ETF TrustNVDAAAPL | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 1,461 | $5.10B | Dimensional ETF TrustNVDAAAPL | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 1,181 | $2.69B | Dimensional ETF TrustNVDAAAPL | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 7, 2025 | 1,046 | $2.42B | NVDAMSFTAAPL | – | SEC |
| Q4 2024 | Feb 18, 2025 | 816 | $1.20B | AAPLNVDAMSFT | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 13, 2024 | 588 | $785.9M | MSFTVanguard Intermediate-Term Corporate Bond ETFAAPL | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 2, 2024 | 423 | $569.9M | Vanguard Intermediate-Term Corporate Bond ETFVanguard Total International Bond ETFVanguard Scottsdale FDS | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 378 | $507.8M | Vanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSVanguard Total International Bond ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 8, 2024 | 349 | $464.6M | Vanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSVanguard Total International Bond ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 31, 2023 | 331 | $406.8M | Vanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSSchwab International Small-Cap Equity ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 8, 2023 | 339 | $412.9M | Vanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSSchwab International Small-Cap Equity ETF | vs. Q1 2023 | SEC |
| Q1 2023 | May 10, 2023 | 330 | $379.5M | Vanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSSchwab International Small-Cap Equity ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 10, 2023 | 327 | $319.5M | Schwab International Small-Cap Equity ETFVanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDS | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 297 | $265.4M | Schwab International Small-Cap Equity ETFVanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDS | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 291 | $257.7M | Schwab International Small-Cap Equity ETFVanguard Scottsdale FDSVanguard Intermediate-Term Corporate Bond ETF | vs. Q1 2022 | SEC |
| Q1 2022 | Jun 8, 2022 | 251 | $266.1M | iShares Core MSCI Eafe ETFSchwab International Small-Cap Equity ETFVanguard Intermediate-Term Corporate Bond ETF | vs. Q4 2021 | SEC |
| Q4 2021 | Jun 7, 2022 | 136 | $369.4M | iShares Core MSCI Eafe ETFiShares TriShares Trust iShares 0-1 Year Treasury Bond ETF | – | SEC |