Vise Technologies Portfolio holdings
Vise Technologies makes software that builds and manages personalized investment portfolios for wealth management firms, with a focus on cutting clients' taxes. Its platform trades each account against a model set once by the adviser and harvests tax losses daily. It lets investors buy an index's individual stocks directly instead of an ETF, and offers long/short strategies such as 130/30 and 250/150 inside one tax-efficient account. Vise was founded in 2016 and is run by co-heads Samir Vasavada and Runik Mehrotra. Early backers included Nat Turner and Zach Weinberg of Flatiron Health, and Founders Fund co-led its seed round.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$348M |
| 2 |
Amazon
AMZN
|
+$155M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$70.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$56.5M |
| 5 |
NVIDIA
NVDA
|
+$50.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$75.4M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$12.6M |
| 3 |
iShares MBS ETF
MBB
|
+$11.8M |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$6.18M |
| 5 |
Direxion Daily Semiconductor Bull 3X ETF
SOXL
|
+$5.63M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 56.05% |
| 2 | Technology | 15.67% |
| 3 | Financials | 6.51% |
| 4 | Healthcare | 3.9% |
| 5 | Communication Services | 3.85% |
Similar funds
Vise Technologies's Q3 2026 Portfolio in Review
As of Q3 2026, Vise Technologies held 2,241 positions worth $12B, up 36% from $8.83B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Vise Technologies deployed $3.23B of net new capital in Q3 2026, opening 467 new positions and adding to 1,243 existing holdings. Its largest new stake was Apple: 1,082,781 shares worth $361M.
By sector, the portfolio is most concentrated in Miscellaneous at 56% of assets, down from 60% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $75.4M trimmed.
- Vise Technologies's largest Q3 2026 buy was Apple: 1,082,781 shares worth $361M.
- Vise Technologies added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $56.5M increase.
- Vise Technologies's biggest Q3 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $75.4M.
- Vise Technologies fully exited Alpha Architect 1-3 Month Box ETF in Q3 2026, selling an estimated $6.18M.
- Vise Technologies's ten largest holdings make up 21% of its $12B portfolio in Q3 2026.
- Vise Technologies opened 467 new positions and closed 133 in Q3 2026.
- Vise Technologies's portfolio value rose 36% quarter-over-quarter to $12B.
Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.