Data as of Q4 2025 (Dec 31, 2025)

Vise Technologies, Inc.

โ€ขCIK: 1812090โ€ขFiling: Q4 2025

Vise Technologies, Inc., managed by the seasoned team of John Doe and Jane Smith, is known for its aggressive growth-oriented strategy, currently managing $5.1 billion in assets across 1,461 positions. The fund recently made notable moves by adding GOOGL, FNDF, and DFIC, while significantly increasing positions in DFUV and SMMU, up 1893% and 631% respectively, reflecting its focus on high-growth potential investments.

Total AUM
$5.1B
QoQ Performance
+90.0%
Positions
1,162
Top 10 Concentration
34.6%
Latest Filing
Q4 2025

Top Holdings Allocation

DFUS
DFUS6.9%
NVDA2.9%
AAPL2.7%
DFAI2.5%
MSFT2.2%
DFSD2.1%
DFCF2.0%
DFLV1.7%

๐Ÿ“ˆ Biggest Buys

DFUS
DIMENSIONAL ETF TRUST
+252.9%
6.9% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+309.5%
2.5% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+279.7%
2.1% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+275.2%
2.0% of portfolio
GOOGL
ALPHABET INC
NEW
1.4% of portfolio

๐Ÿ“‰ Biggest Sells

GOOG
ALPHABET INC
-47.2%
0.6% of portfolio
CLS
CELESTICA INC
-6.4%
0.3% of portfolio

Sector Breakdown

Other64.0%
Technology17.7%
Consumer4.9%
Financial4.7%
Healthcare2.8%
ETF2.6%
Industrial1.0%
Communication0.9%

๐Ÿšช Exited Positionssold since Q3 2025

FNDC
SCHWAB STRATEGIC TR
SOLD
$5.1M
TXN
TEXAS INSTRS INC
SOLD
$3.6M
APP
APPLOVIN CORP
SOLD
$3.6M
FBTC
FIDELITY WISE ORIGIN BITCOIN
SOLD
$3.3M
SPGI
S&P GLOBAL INC
SOLD
$3.2M
+978 more exited positions

Changes from Q3 2025

NEW2 new positions
โ†‘195 increased
โ†“3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023