Filed: 11/13/2025ACC: 0001812090-25-000005
📋 What this filing means
VISE TECHNOLOGIES, INC. filed this quarterly 13F‑HR report disclosing 1181 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1181
Positions
$2.69B
Total AUM (reported)
35.20M
Total Shares
Allocation by class
COM$1.14B42.6%
US EQUITY MARKET$97.35M3.6%
CL A$92.59M3.4%
SPONSORED ADS$65.26M2.4%
COM NEW$56.32M2.1%
CAP STK CL C$48.29M1.8%
SPONSORED ADR$39.74M1.5%
Portfolio Concentration
Top 3$253.75M9.4%
4–10$292.48M10.9%
11–25$359.81M13.4%
Rest$1.78B66.3%
Top 3 weight
9.4%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 34.88M
Sole
Full voting authority
34.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1181
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1181
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.34M
TypeSH
Market value$97.35M
3.62%
Sole
1.34M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares441.33K
TypeSH
Market value$82.34M
3.06%
Sole
441.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares290.84K
TypeSH
Market value$74.06M
2.76%
Sole
290.84K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares139.40K
TypeSH
Market value$72.20M
2.69%
Sole
139.40K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares198.54K
TypeSH
Market value$48.29M
1.80%
Sole
49.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares208.25K
TypeSH
Market value$45.73M
1.70%
Sole
208.25K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48.06K
TypeSH
Market value$35.29M
1.31%
Sole
48.06K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares96.87K
TypeSH
Market value$31.96M
1.19%
Sole
96.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares832.34K
TypeSH
Market value$30.14M
1.12%
Sole
799.85K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares599.07K
TypeSH
Market value$28.87M
1.07%
Sole
599.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares42.34K
TypeSH
Market value$28.34M
1.05%
Sole
42.34K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares655.24K
TypeSH
Market value$28.02M
1.04%
Sole
655.24K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares833.85K
TypeSH
Market value$27.43M
1.02%
Sole
833.85K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares323.25K
TypeSH
Market value$27.19M
1.01%
Sole
323.25K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares396.98K
TypeSH
Market value$27.18M
1.01%
Sole
396.98K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares428.58K
TypeSH
Market value$25.73M
0.96%
Sole
428.58K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares79.54K
TypeSH
Market value$25.09M
0.93%
Sole
79.54K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares424.96K
TypeSH
Market value$23.02M
0.86%
Sole
424.96K
Shared
0.00
None
0.00
TESLA INC
SOLEShares51.24K
TypeSH
Market value$22.79M
0.85%
Sole
51.24K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares78.79K
TypeSH
Market value$22.01M
0.82%
Sole
78.79K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares679.34K
TypeSH
Market value$21.42M
0.80%
Sole
679.34K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares427.81K
TypeSH
Market value$21.16M
0.79%
Sole
427.81K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares94.26K
TypeSH
Market value$20.34M
0.76%
Sole
94.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares40.04K
TypeSH
Market value$20.13M
0.75%
Sole
40.04K
Shared
0.00
None
0.00
WALMART INC
SOLEShares193.71K
TypeSH
Market value$19.96M
0.74%
Sole
193.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.34M | SH | $97.35M 3.62% | 1.34M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 441.33K | SH | $82.34M 3.06% | 441.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 290.84K | SH | $74.06M 2.76% | 290.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 139.40K | SH | $72.20M 2.69% | 139.40K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 198.54K | SH | $48.29M 1.80% | 49.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 208.25K | SH | $45.73M 1.70% | 208.25K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48.06K | SH | $35.29M 1.31% | 48.06K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 96.87K | SH | $31.96M 1.19% | 96.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 832.34K | SH | $30.14M 1.12% | 799.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 599.07K | SH | $28.87M 1.07% | 599.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 42.34K | SH | $28.34M 1.05% | 42.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 655.24K | SH | $28.02M 1.04% | 655.24K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 833.85K | SH | $27.43M 1.02% | 833.85K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 323.25K | SH | $27.19M 1.01% | 323.25K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 396.98K | SH | $27.18M 1.01% | 396.98K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 428.58K | SH | $25.73M 0.96% | 428.58K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 79.54K | SH | $25.09M 0.93% | 79.54K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 424.96K | SH | $23.02M 0.86% | 424.96K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 51.24K | SH | $22.79M 0.85% | 51.24K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 78.79K | SH | $22.01M 0.82% | 78.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 679.34K | SH | $21.42M 0.80% | 679.34K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 427.81K | SH | $21.16M 0.79% | 427.81K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 94.26K | SH | $20.34M 0.76% | 94.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.04K | SH | $20.13M 0.75% | 40.04K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 193.71K | SH | $19.96M 0.74% | 193.71K | 0.00 | 0.00 |
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