Vise Technologies, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,104,372
- Description
- New York New York based planning integrated investment advisor with a corporate governance structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through liquidity aware implementation and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 1,461 | 5,104,372 | 13F-HR | Vise Technologies, Inc. |
| Q3 2025 | 11/13/2025 | 1,181 | 2,686,746 | 13F-HR | Vise Technologies, Inc. |
| Q2 2025 | 8/7/2025 | 1,046 | 2,421,912 | 13F-HR | Vise Technologies, Inc. |
| Q4 2024 | 2/18/2025 | 816 | 1,200,350 | 13F-HR | Vise Technologies, Inc. |
| Q3 2024 | 11/13/2024 | 588 | 785,872 | 13F-HR | Vise Technologies, Inc. |
| Q2 2024 | 8/2/2024 | 423 | 569,922 | 13F-HR | Vise Technologies, Inc. |
| Q1 2024 | 5/15/2024 | 378 | 507,783 | 13F-HR | Vise Technologies, Inc. |
| Q4 2023 | 2/8/2024 | 349 | 464,616 | 13F-HR | Vise Technologies, Inc. |
| Q3 2023 | 10/31/2023 | 331 | 406,795 | 13F-HR | Vise Technologies, Inc. |
| Q2 2023 | 8/8/2023 | 339 | 412,940 | 13F-HR | Vise Technologies, Inc. |
| Q1 2023 | 5/10/2023 | 330 | 379,465 | 13F-HR | Vise Technologies, Inc. |
| Q4 2022 | 2/10/2023 | 327 | 319,512 | 13F-HR | Vise Technologies, Inc. |
| Q3 2022 | 11/14/2022 | 297 | 265,445 | 13F-HR | Vise Technologies, Inc. |
| Q2 2022 | 8/15/2022 | 291 | 257,662 | 13F-HR | Vise Technologies, Inc. |
| Q1 2022 | 6/8/2022 | 251 | 266,116 | 13F-HR | Vise Technologies, Inc. |
| Q4 2021 | 6/7/2022 | 136 | 369,422 | 13F-HR | Vise Technologies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.364 M | 85.5% | 2.069 M | 0 | 2.069 M |
| ETFs | 706.6 K | 13.8% | 337 K | 0 | 337 K |
| Debt | 2.915 K | 0.1% | 2.109 K | 0 | 2.109 K |
| Other | 29.95 K | 0.6% | 9.198 K | 0 | 9.198 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
5,104,372
Holdings
1461
QoQ value change ($000)
2,417,626
(90.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.