Rise Advisors
Latest statistics and disclosures from Rise Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, RDVY, VTV, VCRB, BUFZ, and represent 53.02% of Rise Advisors's stock portfolio.
- Added to shares of these 10 stocks: RDVY (+$30M), LQTI (+$17M), BUFZ (+$8.1M), VCRB (+$5.0M), VUG, VNLA, XLE, JPST, JSMD, IWM.
- Started 1 new stock position in IVOV.
- Reduced shares in these 10 stocks: JMBS (-$15M), VTV (-$13M), XLF (-$5.9M), XLI (-$5.7M), VIGI, DVY, TMP, , PSA, ED.
- Sold out of its positions in AAON, ADMA, AFL, AGCO, ACMR, AES, OGIG, ASGN, T, ASTS.
- Rise Advisors was a net buyer of stock by $338k.
- Rise Advisors has $280M in assets under management (AUM), dropping by 0.55%.
- Central Index Key (CIK): 0001831316
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Portfolio Holdings for Rise Advisors
Rise Advisors holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf Etf (VUG) | 17.6 | $50M | +10% | 101k | 487.86 |
|
| First Trust Rising Dividend Achievers Etf Etf (RDVY) | 10.9 | $31M | +5883% | 441k | 69.47 |
|
| Vanguard Value Etf Etf (VTV) | 10.3 | $29M | -31% | 151k | 190.99 |
|
| Vanguard Core Bond Etf Etf (VCRB) | 8.0 | $22M | +29% | 287k | 77.89 |
|
| Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ) | 6.2 | $17M | +87% | 656k | 26.53 |
|
| Ft Vest Investment Grade & Target Income Etf Etf (LQTI) | 5.9 | $17M | +10901% | 828k | 20.12 |
|
| Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD) | 5.3 | $15M | +9% | 184k | 81.56 |
|
| Fidelity Total Bond Etf Etf (FBND) | 5.2 | $15M | +2% | 320k | 46.04 |
|
| Janus Henderson Short Duration Income Etf Etf (VNLA) | 4.7 | $13M | +28% | 265k | 49.14 |
|
| Nvidia Corporation Stock (NVDA) | 1.6 | $4.6M | -3% | 25k | 186.50 |
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 1.6 | $4.6M | +131% | 103k | 44.71 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.6 | $4.4M | +8% | 8.8k | 502.67 |
|
| Apple Stock (AAPL) | 1.6 | $4.4M | -3% | 16k | 271.85 |
|
| Microsoft Corp Stock (MSFT) | 1.5 | $4.3M | -3% | 8.8k | 483.61 |
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 1.1 | $3.1M | +112% | 62k | 50.59 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.9 | $2.7M | -4% | 8.5k | 313.79 |
|
| Amazon Stock (AMZN) | 0.9 | $2.6M | -2% | 11k | 230.82 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.5 | $1.4M | +111% | 5.6k | 246.16 |
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.5 | $1.3M | 33k | 39.59 |
|
|
| Tesla Stock (TSLA) | 0.5 | $1.3M | -3% | 2.9k | 449.73 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.4 | $1.3M | -2% | 1.8k | 681.99 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $1.3M | -2% | 10k | 120.34 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.4 | $1.2M | -3% | 3.7k | 322.26 |
|
| Broadcom Stock (AVGO) | 0.4 | $1.1M | -4% | 3.2k | 346.10 |
|
| Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) | 0.4 | $1.1M | -93% | 24k | 45.69 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $1.0M | -7% | 1.5k | 659.90 |
|
| Tompkins Finl Corp Stock (TMP) | 0.3 | $952k | -18% | 13k | 72.52 |
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $899k | -3% | 4.3k | 206.96 |
|
| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.3 | $856k | +66% | 5.5k | 154.80 |
|
| Janus Henderson Aaa Clo Etf Etf (JAAA) | 0.3 | $846k | 17k | 50.58 |
|
|
| Cisco Sys Stock (CSCO) | 0.3 | $809k | -5% | 11k | 77.03 |
|
| Eli Lilly & Co Stock (LLY) | 0.3 | $803k | 747.00 | 1075.38 |
|
|
| Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX) | 0.3 | $760k | 23k | 32.73 |
|
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.3 | $754k | +20% | 1.2k | 603.39 |
|
| Caterpillar Stock (CAT) | 0.3 | $728k | 1.3k | 572.96 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.3 | $708k | +15% | 3.2k | 219.81 |
|
| Bank America Corp Stock (BAC) | 0.2 | $684k | 12k | 55.00 |
|
|
| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $657k | +6% | 1.2k | 571.12 |
|
| Costco Whsl Corp Stock (COST) | 0.2 | $654k | -3% | 758.00 | 862.21 |
|
| Boeing Stock (BA) | 0.2 | $644k | -2% | 3.0k | 217.12 |
|
| Micron Technology Stock (MU) | 0.2 | $628k | 2.2k | 285.37 |
|
|
| Ishares Floating Rate Bond Etf Etf (FLOT) | 0.2 | $617k | 12k | 50.86 |
|
|
| Coca Cola Stock (KO) | 0.2 | $595k | -6% | 8.5k | 69.91 |
|
| Goldman Sachs Group Stock (GS) | 0.2 | $592k | -2% | 674.00 | 878.98 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $568k | -7% | 1.9k | 305.62 |
|
| International Business Machs Stock (IBM) | 0.2 | $544k | -2% | 1.8k | 296.21 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.2 | $509k | +3% | 1.6k | 313.09 |
|
| Eaton Corp Stock (ETN) | 0.2 | $503k | +2% | 1.6k | 318.50 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $500k | 813.00 | 614.42 |
|
|
| Walmart Stock (WMT) | 0.2 | $490k | -3% | 4.4k | 111.41 |
|
| Rtx Corporation Stock (RTX) | 0.2 | $461k | -2% | 2.5k | 183.43 |
|
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.2 | $458k | -92% | 8.4k | 54.77 |
|
| Visa Inc Com Cl A Stock (V) | 0.2 | $450k | -4% | 1.3k | 350.78 |
|
| State Street Industrial Select Sector Spdr Etf Etf (XLI) | 0.2 | $444k | -92% | 2.9k | 155.12 |
|
| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.2 | $439k | -7% | 2.0k | 224.64 |
|
| Southern Stock (SO) | 0.1 | $393k | -7% | 4.5k | 87.20 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $372k | -6% | 1.9k | 194.92 |
|
| Idexx Labs Stock (IDXX) | 0.1 | $370k | 547.00 | 676.53 |
|
|
| Home Depot Stock (HD) | 0.1 | $368k | -8% | 1.1k | 344.25 |
|
| Amgen Stock (AMGN) | 0.1 | $363k | 1.1k | 327.22 |
|
|
| Blackstone Stock (BX) | 0.1 | $359k | -8% | 2.3k | 154.13 |
|
| Merck & Co Stock (MRK) | 0.1 | $354k | -10% | 3.4k | 105.27 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $354k | +24% | 1.2k | 288.69 |
|
| Paychex Stock (PAYX) | 0.1 | $353k | -22% | 3.1k | 112.19 |
|
| Netflix Stock (NFLX) | 0.1 | $348k | +881% | 3.7k | 93.76 |
|
| Procter And Gamble Stock (PG) | 0.1 | $335k | -6% | 2.3k | 143.28 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $327k | 1.8k | 177.75 |
|
|
| Wells Fargo Stock (WFC) | 0.1 | $323k | -5% | 3.5k | 93.19 |
|
| Best Buy Stock (BBY) | 0.1 | $317k | -19% | 4.7k | 66.94 |
|
| Abbvie Stock (ABBV) | 0.1 | $313k | -5% | 1.4k | 228.56 |
|
| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.1 | $307k | NEW | 3.0k | 101.01 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $303k | 402.00 | 753.32 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $300k | -4% | 1.7k | 177.51 |
|
| Ishares Core U S Aggregate Bond Etf Etf (AGG) | 0.1 | $299k | -8% | 3.0k | 99.89 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $295k | 5.9k | 50.29 |
|
|
| Us Bancorp Del Stock (USB) | 0.1 | $295k | -12% | 5.5k | 53.36 |
|
| Ww Grainger Stock (GWW) | 0.1 | $289k | +1143% | 286.00 | 1010.45 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $287k | 7.7k | 37.00 |
|
|
| Dimensional Core Fixed Income Etf Etf (DFCF) | 0.1 | $273k | 6.4k | 42.56 |
|
|
| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.1 | $273k | 5.9k | 46.59 |
|
|
| Ge Aerospace Stock (GE) | 0.1 | $265k | -5% | 860.00 | 307.99 |
|
| Packaging Corp Amer Stock (PKG) | 0.1 | $261k | -3% | 1.3k | 206.29 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $260k | -4% | 3.9k | 65.99 |
|
| Intel Corp Stock (INTC) | 0.1 | $245k | +143% | 6.6k | 36.90 |
|
| Chevron Corp Stock (CVX) | 0.1 | $239k | -9% | 1.6k | 152.41 |
|
| Pepsico Stock (PEP) | 0.1 | $235k | -10% | 1.6k | 143.54 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $232k | -20% | 1.1k | 219.78 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $225k | 672.00 | 335.36 |
|
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| Disney Walt Stock (DIS) | 0.1 | $224k | 2.0k | 113.77 |
|
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $223k | 2.5k | 89.93 |
|
|
| Alliant Energy Corp Stock (LNT) | 0.1 | $223k | -10% | 3.4k | 65.01 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $221k | -2% | 390.00 | 566.36 |
|
| Salesforce Stock (CRM) | 0.1 | $220k | -2% | 831.00 | 264.92 |
|
| Advanced Micro Devices Stock (AMD) | 0.1 | $218k | -5% | 1.0k | 214.16 |
|
| Abbott Labs Stock (ABT) | 0.1 | $217k | +21% | 1.7k | 125.31 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.1 | $209k | 1.3k | 160.97 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $206k | -18% | 301.00 | 683.90 |
|
| Ge Vernova Stock (GEV) | 0.1 | $204k | -7% | 312.00 | 653.96 |
|
Past Filings by Rise Advisors
SEC 13F filings are viewable for Rise Advisors going back to 2021
- Rise Advisors 2025 Q4 filed Feb. 11, 2026
- Rise Advisors 2025 Q3 filed Oct. 8, 2025
- Rise Advisors 2025 Q2 filed July 8, 2025
- Rise Advisors 2024 Q4 filed Jan. 7, 2025
- Rise Advisors 2024 Q3 filed Oct. 11, 2024
- Rise Advisors 2024 Q2 filed July 9, 2024
- Rise Advisors 2024 Q1 filed April 9, 2024
- Rise Advisors 2023 Q4 filed Jan. 10, 2024
- Rise Advisors 2023 Q3 filed Oct. 10, 2023
- Rise Advisors 2023 Q2 filed July 10, 2023
- Rise Advisors 2023 Q1 filed April 5, 2023
- Rise Advisors 2022 Q4 filed Jan. 6, 2023
- Rise Advisors 2022 Q3 filed Oct. 11, 2022
- Rise Advisors 2022 Q2 filed July 28, 2022
- Rise Advisors 2022 Q1 filed April 22, 2022
- Rise Advisors 2021 Q4 filed Feb. 24, 2022