Vise Technologies, Inc.
Top Portfolio Positions
1,069 positions ·
$2,395,158,680 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
801,410 | $139,765,904 | 5.84% | |
| AAPL |
Apple Inc.
Technology
|
514,365 | $130,540,693 | 5.45% | |
| MSFT |
Microsoft Corp
Technology
|
230,434 | $85,299,753 | 3.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
226,667 | $65,180,362 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
304,572 | $63,433,210 | 2.65% | |
| AVGO |
Broadcom Inc.
Technology
|
140,379 | $43,448,704 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
74,032 | $42,355,928 | 1.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
132,017 | $38,834,120 | 1.62% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
275,341 | $34,219,379 | 1.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
66,274 | $31,758,500 | 1.33% |
Portfolio Trend
17 quarters · across all stocks
Holdings in AVAL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,074 | 20,017 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $81,068 | 20,017 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $66,082 | 20,025 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,200 | 20,000 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||