Vise Technologies, Inc.

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
2,108
Total value ($000)
$12,025,073
Net value change ($000)
+3,195,939 (36.2%)
New positions
472
Sold out positions
140
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 360,588 NEW
AMZN 151,607 NEW
MSFT 105,033 74.9%
DFA INVT DIMENSIONS GROUP IN 87,017 NEW
NVDA 85,134 38.2%
BRK-B 69,795 NEW
DFA INVT DIMENSIONS GROUP IN 61,228 NEW
IVV 59,598 46.1%
EXXONMOBIL HOLDINGS CORP 59,163 NEW
SPY 48,684 80.1%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -77,044 -100.0%
SGOV -75,484 -46.6%
DFAR -57,332 -100.0%
XOM -43,004 -100.0%
MTUM -15,469 -46.5%
MBB -13,534 -33.3%
LRCX -10,083 -23.0%
DFSV -9,399 -100.0%
CAT -9,313 -19.8%
DCOR -7,095 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type