Vise Technologies, Inc.

Open in PORT →← all managers

CIK 1812090

13F portfolio (2026-Q1)

$5.1B

Positions

1,447

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

1447

Top 5

17.3%

Top 10

26.7%

Effective N

84.4

HHI

0.012

This quarter

0 new · 0 exit →

By sector

Unclassified52.6%

Information Technology15.2%

Financials8.1%

Consumer Discretionary5.4%

Industrials4.7%

Communication Services4.3%

Health Care3.3%

Materials1.7%

Other4.8%

By market cap

Unknown57.6%

Mega (>$200B)25.1%

Large ($10–200B)15.4%

Mid ($2–10B)1.7%

Small ($300M–2B)0.2%

Micro (<$300M)0.0%

By region

Other52.6%

North America44.2%

Asia-Pacific1.9%

Europe1.2%

Africa0.0%

Latin America0.0%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	53.24%	410
Semiconductors & Semiconductor Equipment	5.97%	44
Technology Hardware & Equipment	4.11%	36
Software	3.98%	50
Banks	3.78%	85
Software & IT Services	3.48%	35
Specialty Retail	3.40%	43
Pharmaceuticals & Biotechnology	2.60%	51
Commercial Services & Supplies	2.33%	45
Insurance	1.47%	59
Oil, Gas & Consumable Fuels	1.42%	45
Machinery	1.41%	38
Utilities	1.34%	61
Capital Markets	1.29%	40
Automobiles & Components	1.00%	15
Metals & Mining	0.81%	36
Chemicals	0.70%	32
Aerospace & Defense	0.64%	17
Diversified Telecommunication Services	0.57%	19
Beverages	0.55%	13
Equity Real Estate Investment Trusts (REITs)	0.55%	29
Media & Entertainment	0.52%	15
Tobacco	0.47%	3
Health Care Equipment & Supplies	0.45%	21
Electrical Equipment & Components	0.44%	9
Distributors	0.43%	21
Hotels, Restaurants & Leisure	0.33%	16
Construction & Engineering	0.31%	18
Road & Rail	0.26%	13
Transportation Infrastructure	0.25%	6
Communications Equipment	0.24%	9
Food Products	0.24%	15
Health Care Providers & Services	0.24%	15
Entertainment	0.15%	5
Construction Materials	0.12%	8
Food & Staples Retailing	0.11%	4
Airlines	0.11%	6
Household Durables	0.10%	3
Textiles, Apparel & Luxury Goods	0.09%	6
Marine	0.09%	5
Paper & Forest Products	0.08%	7
Real Estate Management & Development	0.08%	8
Professional Services	0.08%	11
Life Sciences Tools & Services	0.07%	9
Media & Publishing	0.04%	6
Agricultural Products	0.03%	2
Diversified Consumer Services	0.01%	2
Leisure Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFUS	DIMENSIONAL ETF TRUST	Unclassified	6.91%
2	NVDA	NVIDIA CORP	Information Technology	2.94%
3	AAPL	Apple Inc.	Information Technology	2.75%
4	DFAI	DIMENSIONAL ETF TRUST	Unclassified	2.55%
5	MSFT	MICROSOFT CORP	Information Technology	2.19%
6	DFSD	DIMENSIONAL ETF TRUST	Unclassified	2.14%
7	DFCF	DIMENSIONAL ETF TRUST	Unclassified	2.05%
8	DFLV	DIMENSIONAL ETF TRUST	Unclassified	1.73%
9	DFAS	DIMENSIONAL ETF TRUST	Unclassified	1.72%
10	DFAE	DIMENSIONAL ETF TRUST	Unclassified	1.71%

1041/1447 names classified · sector 47.4% of weight · industry 46.8% · mkt cap 42.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 17 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, STX · other

Consumer DiscretionaryAMZN, HD, COST, LOW, DG · other

FinancialsJPM, BRK.B, V, UNH, MA · other

IndustrialsUPS, ACN, MMM, LMT, NOC · other

Health CareJNJ, LLY, MRK, PFE, HCA · other

Communication ServicesMETA, GOOGL, CMCSA, GOOG, NFLX · other

EnergyXOM, CVX, BP, COP, PAGP · other

MaterialsAVY, CL, CLX, KMB, ECL · other

Consumer StaplesPEP, PM, KO, HSY, DEO · other

UtilitiesDUK, NEE, ED, NGG, EXC · other

Real EstateWELL, AMT, BN, EQIX, DLR · other

UnclassifiedDFUS, IEFA, IEF, SHV, IWM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 47.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 41% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (798 classified)Vise Technologies, Inc. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesIndustrialsHealth CareUtilitiesMaterialsConsumer StaplesEnergyReal Estate

Style box summary for Vise Technologies, Inc.: centroid Large Core. Heaviest cells: Large Growth 16.7%, Large Core 10.0%, Large Value 5.4%.

Classified: 40.7% of book weight (798/1445 names) · unclassified 59.3%: DFUS, DFAI, DFSD, DFCF, DFLV, DFAS, DFAE, DUSB, VUG, IVV +637 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 1,447 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFUSDIMENSIONAL ETF TRUST	4,742,037	$352M	6.9%	HOLD
2	NVDANVIDIA CORPORATION	801,410	$149M	2.9%	HOLD
3	AAPLAPPLE INC	514,365	$140M	2.7%	HOLD
4	DFAIDIMENSIONAL ETF TRUST	3,408,299	$130M	2.6%	HOLD
5	MSFTMICROSOFT CORP	230,434	$111M	2.2%	HOLD
6	DFSDDIMENSIONAL ETF TRUST	2,274,567	$109M	2.1%	HOLD
7	DFCFDIMENSIONAL ETF TRUST	2,458,323	$105M	2.1%	HOLD
8	DFLVDIMENSIONAL ETF TRUST	2,580,784	$88M	1.7%	HOLD
9	DFASDIMENSIONAL ETF TRUST	1,257,727	$88M	1.7%	HOLD
10	DFAEDIMENSIONAL ETF TRUST	2,670,478	$87M	1.7%	HOLD
11	GOOGLALPHABET INC	226,667	$71M	1.4%	HOLD
12	AMZNAMAZON COM INC	304,572	$70M	1.4%	HOLD
13	DUSBDIMENSIONAL ETF TRUST	1,162,271	$59M	1.2%	HOLD
14	VUGVANGUARD INDEX FDS	119,316	$58M	1.1%	HOLD
15	IVVISHARES TR	81,725	$56M	1.1%	HOLD
16	METAMETA PLATFORMS INC	74,032	$49M	1.0%	HOLD
17	AVGOBROADCOM INC	140,379	$49M	1.0%	HOLD
18	VTIVANGUARD INDEX FDS	128,812	$43M	0.8%	HOLD
19	JPMJPMORGAN CHASE & CO	132,017	$43M	0.8%	HOLD
20	DUHPDIMENSIONAL ETF TRUST	1,028,094	$39M	0.8%	HOLD
21	DFARDIMENSIONAL ETF TRUST	1,696,565	$39M	0.8%	HOLD
22	VIGVANGUARD SPECIALIZED FUNDS	169,613	$37M	0.7%	HOLD
23	DFIVDIMENSIONAL ETF TRUST	732,975	$37M	0.7%	HOLD
24	VWOVANGUARD INTL EQUITY INDEX F	647,307	$35M	0.7%	HOLD
25	TSLATESLA INC	75,807	$34M	0.7%	HOLD
26	BRK.BBERKSHIRE HATHAWAY INC DEL	66,274	$33M	0.7%	HOLD
27	GOOGALPHABET INC	104,915	$33M	0.6%	HOLD
28	WMTWALMART INC	275,341	$31M	0.6%	HOLD
29	DFISDIMENSIONAL ETF TRUST	916,244	$30M	0.6%	HOLD
30	VCITVANGUARD SCOTTSDALE FDS	352,454	$30M	0.6%	HOLD
31	DYNFBLACKROCK ETF TRUST	476,752	$29M	0.6%	HOLD
32	VGITVANGUARD SCOTTSDALE FDS	475,159	$28M	0.6%	HOLD
33	IVWISHARES TR	226,958	$28M	0.5%	HOLD
34	TSMTAIWAN SEMICONDUCTOR MFG LTD	88,731	$27M	0.5%	HOLD
35	VVISA INC	74,788	$26M	0.5%	HOLD
36	BNDXVANGUARD CHARLOTTE FDS	535,399	$26M	0.5%	HOLD
37	LLYELI LILLY & CO	23,558	$25M	0.5%	HOLD
38	VGSHVANGUARD SHORT-TERM TREASURY ETF	404,642	$24M	0.5%	HOLD
39	VOOVANGUARD INDEX FDS	36,529	$23M	0.4%	HOLD
40	DFUVDIMENSIONAL ETF TRUST	483,484	$23M	0.4%	HOLD
41	SPYSTATE STR SPDR S&P 500 ETF T	31,926	$22M	0.4%	HOLD
42	ITOTISHARES TR	145,507	$22M	0.4%	HOLD
43	JNJJOHNSON & JOHNSON	101,118	$21M	0.4%	HOLD
44	VEAVANGUARD TAX-MANAGED FDS	333,953	$21M	0.4%	HOLD
45	FNDFSCHWAB STRATEGIC TR	452,251	$20M	0.4%	HOLD
46	MBBISHARES TR	207,511	$20M	0.4%	HOLD
47	AGGISHARES TR	197,400	$20M	0.4%	HOLD
48	SCHCSCHWAB STRATEGIC TR	431,323	$20M	0.4%	HOLD
49	IEMGISHARES INC	275,113	$18M	0.4%	HOLD
50	VTEBVANGUARD MUN BD FDS	366,394	$18M	0.4%	HOLD
51	MUBISHARES TR	171,813	$18M	0.4%	HOLD
52	PBFRPGIM ROCK ETF TR	596,887	$17M	0.3%	HOLD
53	IEFAISHARES TR	189,859	$17M	0.3%	HOLD
54	MAMASTERCARD INCORPORATED	29,623	$17M	0.3%	HOLD
55	XOMEXXON MOBIL CORP	137,262	$17M	0.3%	HOLD
56	CLSCELESTICA INC	53,970	$16M	0.3%	HOLD
57	VCSHVANGUARD SCOTTSDALE FDS	198,730	$16M	0.3%	HOLD
58	NFLXNETFLIX INC	167,876	$16M	0.3%	HOLD
59	SGOVISHARES TR	155,805	$16M	0.3%	HOLD
60	ABBVABBVIE INC	68,156	$16M	0.3%	HOLD
61	DFACDIMENSIONAL ETF TRUST	391,198	$15M	0.3%	HOLD
62	CSCOCISCO SYS INC	200,341	$15M	0.3%	HOLD
63	ORCLORACLE CORP	77,537	$15M	0.3%	HOLD
64	DFSVDIMENSIONAL ETF TRUST	453,238	$15M	0.3%	HOLD
65	QQQINVESCO QQQ TR	23,834	$15M	0.3%	HOLD
66	HDHOME DEPOT INC	42,335	$15M	0.3%	HOLD
67	COSTCOSTCO WHSL CORP NEW	16,329	$14M	0.3%	HOLD
68	PLTRPALANTIR TECHNOLOGIES INC	78,453	$14M	0.3%	HOLD
69	CATCATERPILLAR INC	23,788	$14M	0.3%	HOLD
70	SCHXSCHWAB U.S. LARGE-CAP ETF	501,807	$14M	0.3%	HOLD
71	BNDVANGUARD BD INDEX FDS	182,117	$13M	0.3%	HOLD
72	PMPHILIP MORRIS INTL INC	80,728	$13M	0.3%	HOLD
73	HDBHDFC BANK LTD	350,265	$13M	0.3%	HOLD
74	AXPAMERICAN EXPRESS CO	32,951	$12M	0.2%	HOLD
75	IBMINTERNATIONAL BUSINESS MACHS	41,121	$12M	0.2%	HOLD
76	SMTHALPS ETF TR	464,880	$12M	0.2%	HOLD
77	BACBANK AMERICA CORP	215,070	$12M	0.2%	HOLD
78	MRKMERCK & CO INC	110,677	$12M	0.2%	HOLD
79	QUALISHARES TR	57,506	$11M	0.2%	HOLD
80	PGPROCTER AND GAMBLE CO	79,359	$11M	0.2%	HOLD
81	IUSBISHARES TR	243,800	$11M	0.2%	HOLD
82	RDVYFIRST TR EXCHANGE TRADED FD	163,222	$11M	0.2%	HOLD
83	BABAALIBABA GROUP HLDG LTD	76,151	$11M	0.2%	HOLD
84	GEGE AEROSPACE	35,731	$11M	0.2%	HOLD
85	GSGOLDMAN SACHS GROUP INC	12,113	$11M	0.2%	HOLD
86	WFCWELLS FARGO CO NEW	113,487	$11M	0.2%	HOLD
87	IMTMISHARES TR	220,175	$11M	0.2%	HOLD
88	LRCXLAM RESEARCH CORP	60,986	$10M	0.2%	HOLD
89	CVXCHEVRON CORP NEW	66,839	$10M	0.2%	HOLD
90	EMBISHARES TR	105,585	$10M	0.2%	HOLD
91	ASMLASML HOLDING N V	9,370	$10M	0.2%	HOLD
92	VTVVANGUARD INDEX FDS	51,114	$10M	0.2%	HOLD
93	UBERUBER TECHNOLOGIES INC	118,711	$10M	0.2%	HOLD
94	AMATAPPLIED MATLS INC	37,534	$10M	0.2%	HOLD
95	PEPPEPSICO INC	66,265	$10M	0.2%	HOLD
96	TLHISHARES TR	91,798	$9M	0.2%	HOLD
97	VTWOVANGUARD SCOTTSDALE FDS	93,231	$9M	0.2%	HOLD
98	IWFISHARES TR	18,781	$9M	0.2%	HOLD
99	SCHHSCHWAB STRATEGIC TR	418,055	$9M	0.2%	HOLD
100	VXUSVANGUARD STAR FDS	114,163	$9M	0.2%	HOLD
101	AMDADVANCED MICRO DEVICES INC	39,818	$9M	0.2%	HOLD
102	MSMORGAN STANLEY	47,986	$9M	0.2%	HOLD
103	MTUMISHARES TR	33,360	$8M	0.2%	HOLD
104	CRMSALESFORCE INC	31,130	$8M	0.2%	HOLD
105	GLDSPDR GOLD TR	20,762	$8M	0.2%	HOLD
106	URIUNITED RENTALS INC	10,139	$8M	0.2%	HOLD
107	VBVANGUARD INDEX FDS	31,433	$8M	0.2%	HOLD
108	BAIBLACKROCK ETF TRUST	242,568	$8M	0.2%	HOLD
109	SPYMSPDR SERIES TRUST	100,546	$8M	0.2%	HOLD
110	KOCOCA COLA CO	115,242	$8M	0.2%	HOLD
111	WELLWELLTOWER INC	42,890	$8M	0.2%	HOLD
112	OEFISHARES TR	23,086	$8M	0.2%	HOLD
113	BITBBITWISE BITCOIN ETF TR	165,386	$8M	0.2%	HOLD
114	RTXRTX CORPORATION	42,696	$8M	0.2%	HOLD
115	UNHUNITEDHEALTH GROUP INC	23,662	$8M	0.2%	HOLD
116	MUMICRON TECHNOLOGY INC	26,836	$8M	0.2%	HOLD
117	QCOMQUALCOMM INC	44,592	$8M	0.1%	HOLD
118	THROBLACKROCK ETF TRUST	197,691	$8M	0.1%	HOLD
119	GOVTISHARES TR	329,632	$8M	0.1%	HOLD
120	VZVERIZON COMMUNICATIONS INC	186,136	$8M	0.1%	HOLD
121	IVEISHARES TR	35,528	$8M	0.1%	HOLD
122	USVMVICTORY PORTFOLIOS II	81,966	$7M	0.1%	HOLD
123	SMMUPIMCO ETF TR	147,634	$7M	0.1%	HOLD
124	BRTRISHARES TOTAL RETURN ACTIVE ETF	144,152	$7M	0.1%	HOLD
125	TMUST-MOBILE US INC	35,773	$7M	0.1%	HOLD
126	FLEXFlextronics Internat'l. Ltd.	116,924	$7M	0.1%	HOLD
127	BXBLACKSTONE INC	45,826	$7M	0.1%	HOLD
128	ABTABBOTT LABS	56,077	$7M	0.1%	HOLD
129	IWBISHARES TR	18,637	$7M	0.1%	HOLD
130	USHYISHARES TR	184,474	$7M	0.1%	HOLD
131	VYMVANGUARD WHITEHALL FDS	48,002	$7M	0.1%	HOLD
132	SCHFSCHWAB STRATEGIC TR	285,716	$7M	0.1%	HOLD
133	TJXTJX COS INC NEW	44,440	$7M	0.1%	HOLD
134	DFEVDIMENSIONAL ETF TRUST	200,501	$7M	0.1%	HOLD
135	ETNEATON CORP PLC	21,178	$7M	0.1%	HOLD
136	MOALTRIA GROUP INC	112,883	$7M	0.1%	HOLD
137	CCITIGROUP INC	55,426	$6M	0.1%	HOLD
138	AMGNAMGEN INC	19,503	$6M	0.1%	HOLD
139	DFAUDIMENSIONAL ETF TRUST	136,017	$6M	0.1%	HOLD
140	GEVGE VERNOVA INC	9,613	$6M	0.1%	HOLD
141	LRGFISHARES TR	89,776	$6M	0.1%	HOLD
142	MCDMCDONALDS CORP	20,153	$6M	0.1%	HOLD
143	BKNGBOOKING HOLDINGS INC	1,148	$6M	0.1%	HOLD
144	HCAHCA HEALTHCARE INC	12,998	$6M	0.1%	HOLD
145	SCHPSCHWAB STRATEGIC TR	223,779	$6M	0.1%	HOLD
146	IBNICICI BANK LIMITED	198,241	$6M	0.1%	HOLD
147	NEENEXTERA ENERGY INC	73,209	$6M	0.1%	HOLD
148	LOWLOWES COS INC	24,128	$6M	0.1%	HOLD
149	GILDGILEAD SCIENCES INC	46,492	$6M	0.1%	HOLD
150	IAGGISHARES TR	113,892	$6M	0.1%	HOLD
151	XLKSELECT SECTOR SPDR TR	39,114	$6M	0.1%	HOLD
152	SAPSAP SE	23,179	$6M	0.1%	HOLD
153	DISDISNEY WALT CO	49,463	$6M	0.1%	HOLD
154	BLKBLACKROCK INC	5,246	$6M	0.1%	HOLD
155	FMHIFIRST TR EXCH TRADED FD III	116,797	$6M	0.1%	HOLD
156	LINLINDE PLC	13,107	$6M	0.1%	HOLD
157	AMPAMERIPRISE FINL INC	11,334	$6M	0.1%	HOLD
158	SHOPSHOPIFY INC	34,444	$6M	0.1%	HOLD
159	INTUINTUIT	8,274	$5M	0.1%	HOLD
160	CBCHUBB LIMITED	17,426	$5M	0.1%	HOLD
161	PFEPFIZER INC	217,605	$5M	0.1%	HOLD
162	TAT&T INC	217,005	$5M	0.1%	HOLD
163	SPEMSPDR INDEX SHS FDS	112,510	$5M	0.1%	HOLD
164	NOWSERVICENOW INC	34,007	$5M	0.1%	HOLD
165	DUKDUKE ENERGY CORP NEW	42,863	$5M	0.1%	HOLD
166	RYROYAL BK CDA	29,457	$5M	0.1%	HOLD
167	NVSNOVARTIS AG	36,277	$5M	0.1%	HOLD
168	JCIJOHNSON CONTROLS INTERNATION	41,402	$5M	0.1%	HOLD
169	VOVANGUARD INDEX FDS	17,075	$5M	0.1%	HOLD
170	MUFGMITSUBISHI UFJ FINANCIAL GRO	311,795	$5M	0.1%	HOLD
171	EBAYEBAY INC.	56,746	$5M	0.1%	HOLD
172	INTFISHARES TR	130,105	$5M	0.1%	HOLD
173	ADBEADOBE INC	13,909	$5M	0.1%	HOLD
174	ACNACCENTURE PLC IRELAND	18,041	$5M	0.1%	HOLD
175	TMTOYOTA MOTOR CORP	22,585	$5M	0.1%	HOLD
176	ANETARISTA NETWORKS INC	36,315	$5M	0.1%	HOLD
177	USMVISHARES TR	50,158	$5M	0.1%	HOLD
178	SUSUNCOR ENERGY INC NEW	105,215	$5M	0.1%	HOLD
179	JAAAJANUS DETROIT STR TR	91,913	$5M	0.1%	HOLD
180	HSBCHSBC HLDGS PLC	58,865	$5M	0.1%	HOLD
181	IWDISHARES TR	21,947	$5M	0.1%	HOLD
182	ISRGINTUITIVE SURGICAL INC	8,123	$5M	0.1%	HOLD
183	SSUSSTRATEGY SHS	93,695	$5M	0.1%	HOLD
184	VBRVANGUARD INDEX FDS	21,450	$5M	0.1%	HOLD
185	VEUVANGUARD INTL EQUITY INDEX F	61,405	$5M	0.1%	HOLD
186	COPCONOCOPHILLIPS	48,062	$4M	0.1%	HOLD
187	SONYSONY GROUP CORP	175,557	$4M	0.1%	HOLD
188	CMICUMMINS INC	8,795	$4M	0.1%	HOLD
189	MCKMCKESSON CORP	5,471	$4M	0.1%	HOLD
190	TMOTHERMO FISHER SCIENTIFIC INC	7,707	$4M	0.1%	HOLD
191	EMGFISHARES INC	76,634	$4M	0.1%	HOLD
192	IBITISHARES BITCOIN TRUST ETF	88,717	$4M	0.1%	HOLD
193	GSLCGOLDMAN SACHS ETF TR	33,230	$4M	0.1%	HOLD
194	NRGNRG ENERGY INC	27,582	$4M	0.1%	HOLD
195	UYLDANGEL OAK FUNDS TRUST	85,821	$4M	0.1%	HOLD
196	IGIBISHARES TR	81,096	$4M	0.1%	HOLD
197	GDGENERAL DYNAMICS CORP	12,860	$4M	0.1%	HOLD
198	BTIBRITISH AMERN TOB PLC	74,936	$4M	0.1%	HOLD
199	TDTORONTO DOMINION BK ONT	44,734	$4M	0.1%	HOLD
200	HONHONEYWELL INTL INC	21,349	$4M	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFUSDIMENSIONAL ETF TRUST

—

1.3M

4.7M

$352M

NVDANVIDIA CORPORATION

280K

—

551K

441K

801K

$149M

AAPLAPPLE INC

161K

—

340K

291K

514K

$140M

DFAIDIMENSIONAL ETF TRUST

—

832K

3.4M

$130M

MSFTMICROSOFT CORP

81K

—

168K

139K

230K

$111M

DFSDDIMENSIONAL ETF TRUST

—

599K

2.3M

$109M

DFCFDIMENSIONAL ETF TRUST

—

655K

2.5M

$105M

DFLVDIMENSIONAL ETF TRUST

—

834K

2.6M

$88M

DFASDIMENSIONAL ETF TRUST

—

397K

1.3M

$88M

DFAEDIMENSIONAL ETF TRUST

—

679K

2.7M

$87M

GOOGLALPHABET INC

105K

—

194K

—

227K

$71M

AMZNAMAZON COM INC

138K

—

255K

208K

305K

$70M

DUSBDIMENSIONAL ETF TRUST

—

295K

1.2M

$59M

VUGVANGUARD INDEX FDS

—

12K

41K

119K

$58M

IVVISHARES TR

22K

—

58K

42K

82K

$56M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Vise Technologies, Inc.