Arkolith/Funds/Vise Technologies, Inc.

Vise Technologies, Inc.

CIK 1812090
Holdings as of Mar 31, 2026·disclosed Apr 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Vise Technologies, Inc. holds a diversified book of 1447 stocks worth $5.1B as of Q1 2026 (disclosed Apr 21, 2026, a ~45-day 13F lag). Their largest long position is Dimensional US Eq MKT ETF at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
14
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
27%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Information Technology
18%
Financials
9%
Consumer Discretionary
5%
Industrials
5%
Health Care
4%
Materials
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

No buys this quarter.

Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,447 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US EQUITY MARKET
$351.7M4.74M
6.9%
Held
2Nvidia Corporation
COM
$149.5M801.4K
2.9%
Held
3Apple Inc
COM
$139.8M514.4K
2.7%
Held
4Dimensional ETF Trust
INTL CORE EQT MK
$129.9M3.41M
2.6%
Held
5Microsoft Corp
COM
$111.4M230.4K
2.2%
Held
6Dimensional ETF Trust
SHORT DURATION F
$109.1M2.27M
2.1%
Held
7Dimensional ETF Trust
CORE FIXED INCOM
$104.6M2.46M
2.1%
Held
8Dimensional ETF Trust
US LARGE CAP VAL
$88.3M2.58M
1.7%
Held
9Dimensional ETF Trust
US SMALL CAP ETF
$87.6M1.26M
1.7%
Held
10Dimensional ETF Trust
EMGR CRE EQT MNG
$87.0M2.67M
1.7%
Held
11Alphabet Inc
CAP STK CL A
$70.9M226.7K
1.4%
Held
12Amazon Com Inc
COM
$70.3M304.6K
1.4%
Held
13Dimensional ETF Trust
ULTRASHORT FIXED
$58.9M1.16M
1.2%
Held
14Vanguard Index FDS
GROWTH ETF
$58.2M119.3K
1.1%
Held
15Ishares TR
CORE S&P500 ETF
$56.0M81.7K
1.1%
Held
16Meta Platforms Inc
CL A
$48.9M74.0K
1.0%
Held
17Broadcom Inc
COM
$48.6M140.4K
1.0%
Held
18Vanguard Index FDS
TOTAL STK MKT
$43.2M128.8K
0.8%
Held
19JPMorgan Chase & Co
COM
$42.5M132.0K
0.8%
Held
20Dimensional ETF Trust
US HIGH PROFITAB
$39.1M1.03M
0.8%
Held
21Dimensional ETF Trust
US REAL ESTATE E
$38.9M1.70M
0.8%
Held
22Vanguard Specialized Funds
DIV APP ETF
$37.3M169.6K
0.7%
Held
23Dimensional ETF Trust
INTERNATNAL VAL
$36.6M733.0K
0.7%
Held
24Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$34.8M647.3K
0.7%
Held
25Tesla Inc
COM
$34.1M75.8K
0.7%
Held
26Berkshire Hathaway Inc Del
CL B NEW
$33.3M66.3K
0.7%
Held
27Alphabet Inc
CAP STK CL C
$32.9M104.9K
0.6%
Held
28Walmart Inc
COM
$30.7M275.3K
0.6%
Held
29Dimensional ETF Trust
INTL SMALL CAP E
$30.2M916.2K
0.6%
Held
30Vanguard Scottsdale FDS
INT-TERM CORP
$29.5M352.5K
0.6%
Held
31BlackRock ETF Trust
ISHARES US EQUIT
$29.0M476.8K
0.6%
Held
32Vanguard Scottsdale FDS
INTER TERM TREAS
$28.5M475.2K
0.6%
Held
33Ishares TR
S&P 500 GRWT ETF
$28.0M227.0K
0.5%
Held
34Taiwan Semiconductor Manufac
SPONSORED ADS
$27.0M88.7K
0.5%
Held
35Visa Inc
COM CL A
$26.2M74.8K
0.5%
Held
36Vanguard Charlotte FDS
TOTAL INT BD ETF
$25.9M535.4K
0.5%
Held
37Eli Lilly & Co
COM
$25.3M23.6K
0.5%
Held
38Vanguard Scottsdale FDS
SHORT TERM TREAS
$23.8M404.6K
0.5%
Held
39Vanguard Index FDS
S&P 500 ETF SHS
$22.9M36.5K
0.4%
Held
40Dimensional ETF Trust
US MKTWIDE VALUE
$22.5M483.5K
0.4%
Held
41State STR SPDR S&P 500 ETF T
TR UNIT
$21.8M31.9K
0.4%
Held
42Ishares TR
CORE S&P TTL STK
$21.6M145.5K
0.4%
Held
43Johnson & Johnson
COM
$20.9M101.1K
0.4%
Held
44Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$20.9M334.0K
0.4%
Held
45Schwab Strategic TR
FUNDAMENTAL INTL
$20.4M452.3K
0.4%
Held
46Ishares TR
MBS ETF
$19.8M207.5K
0.4%
Held
47Ishares TR
CORE US AGGBD ET
$19.7M197.4K
0.4%
Held
48Schwab Strategic TR
INTL SCEQT ETF
$19.6M431.3K
0.4%
Held
49Ishares Inc
CORE MSCI EMKT
$18.5M275.1K
0.4%
Held
50Vanguard Mun BD FDS
TAX EXEMPT BD
$18.4M366.4K
0.4%
Held
Showing 50 of 1,447 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 21, 20261,447$5.1B13F-HR
Q4 2025Dec 31, 2025Feb 11, 20261,461$5.1B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20251,181$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 7, 20251,046$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 18, 2025816$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024588$785.9M13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024423$569.9M13F-HR
Q1 2024Mar 31, 2024May 15, 2024378$507.8M13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024349$464.6M13F-HR
Q3 2023Sep 30, 2023Oct 31, 2023331$406.8M13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023339$412.9M13F-HR
Q1 2023Mar 31, 2023May 10, 2023330$379.5M13F-HR
Q4 2022Dec 31, 2022Feb 10, 2023327$319.5M13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022297$265.4M13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022291$257.7M13F-HR
Q1 2022Mar 31, 2022Jun 8, 2022251$266.1M13F-HR
Q4 2021Dec 31, 2021Jun 7, 2022136$369.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.