Vise Technologies, Inc.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
1,774
Total value ($000)
$8,829,134
Net value change ($000)
+3,736,787 (73.4%)
New positions
525
Sold out positions
200
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 146,379 935.9%
DFAS 96,625 110.3%
DFLV 93,351 105.7%
IVV 73,265 130.9%
NVDA 73,220 49.0%
GOOGL 66,930 94.3%
SPYM 63,167 783.1%
VOO 62,375 272.3%
IUSB 60,554 533.7%
MU 58,479 763.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -139,835 -100.0%
AMZN -70,301 -100.0%
BRK-B -33,313 -100.0%
QQQ -14,641 -100.0%
AXP -12,190 -100.0%
BAC -11,829 -100.0%
AMAT -9,646 -100.0%
AMD -8,527 -100.0%
DFUV -8,118 -36.0%
RTX -7,830 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type