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Rise Advisors

Latest statistics and disclosures from Rise Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, RDVY, VCRB, VTV, FBND, and represent 52.26% of Rise Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, LQTI, VCRB, RDVY, JSI, JSMD, CRWD, VUG, NTAP, LIN.
Started 10 new stock positions in TXN, LIN, HPE, DFAC, STX, DELL, DIS, NTAP, SNDK, MPC.
Reduced shares in these 10 stocks: AAPL, Dimensional Etf Trust, , LLY, , JNJ, , KLAC, LNT, BX.
Sold out of its positions in ABBV, LNT, BX, Dimensional Etf Trust, DVY, FLOT, KLAC, PLTR, UNH.
Rise Advisors was a net buyer of stock by $4.0M.
Rise Advisors has $355M in assets under management (AUM), dropping by -0.18%.
Central Index Key (CIK): 0001831316

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Portfolio Holdings for Rise Advisors

Rise Advisors holds 104 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Morningstar Growth Etf Etf (VUG)	15.6	$55M		613k	90.11	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	11.1	$39M	+2%	503k	78.29	View chart
Vanguard Core Bond Etf Etf (VCRB)	9.9	$35M	+3%	476k	73.62	View chart
Vanguard Morningstar Value Etf Etf (VTV)	8.7	$31M		142k	216.08	View chart
Fidelity Total Bond Etf Etf (FBND)	7.0	$25M		577k	43.30	View chart
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)	6.7	$24M	+2%	265k	89.30	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	5.7	$20M		704k	28.54	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	5.3	$19M	+7%	1.0M	18.06	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	3.8	$14M		278k	48.56	View chart
Janus Henderson Securitized Income Etf Etf (JSI)	2.9	$10M	+9%	205k	49.92	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	1.7	$6.1M	+2%	100k	61.50	View chart
Nvidia Corporation Stock (NVDA)	1.7	$5.9M	+3%	26k	228.38	View chart
Microsoft Corp Stock (MSFT)	1.4	$4.8M	+5%	9.4k	512.91	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$3.9M	-2%	7.7k	497.94	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.9	$3.3M		66k	50.37	View chart
Apple Stock (AAPL)	0.9	$3.3M	-40%	10k	333.02	View chart
Amazon Stock (AMZN)	0.8	$3.0M	+2%	12k	249.15	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$3.0M		8.7k	340.73	View chart
Micron Technology Stock (MU)	0.7	$2.4M		2.3k	1065.29	View chart
Vanguard New York Tax-exempt Bond Etf Etf (MUNY)	0.6	$2.2M		23k	97.34	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$1.9M		7.0k	277.91	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.5	$1.9M	+10%	12k	162.75	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.5M		2.0k	762.56	View chart
Dfa Invt Dimensions Group Inc Us Core Eqty 2 Etf (DFAC)	0.4	$1.5M	NEW	33k	44.45	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$1.3M		2.0k	656.76	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.3M	+5%	4.0k	330.83	View chart
Broadcom Stock (AVGO)	0.3	$1.2M	+5%	3.5k	351.15	View chart
Cisco Sys Stock (CSCO)	0.3	$1.2M	+13%	11k	107.63	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$1.2M	+7%	1.6k	725.34	View chart
Tompkins Finl Corp Stock (TMP)	0.3	$1.1M		12k	96.25	View chart
Caterpillar Stock (CAT)	0.3	$1.1M	+3%	1.3k	811.08	View chart
Tesla Stock (TSLA)	0.3	$1.0M	+2%	2.9k	354.82	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$951k		5.6k	168.41	View chart
Johnson & Johnson Stock (JNJ)	0.3	$900k	-25%	3.4k	264.77	View chart
Dimensional World Ex Us Core Equity 2 Etf Etf (DFAX)	0.2	$875k		24k	37.02	View chart
Intel Corp Stock (INTC)	0.2	$849k	+5%	7.1k	120.22	View chart
Coca Cola Stock (KO)	0.2	$765k	+18%	8.9k	86.08	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$759k		3.3k	233.29	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$729k	+12%	800.00	910.84	View chart
Advanced Micro Devices Stock (AMD)	0.2	$727k	+7%	1.2k	611.76	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$721k	+5%	13k	54.43	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$681k	+16%	2.0k	344.08	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.2	$647k	-11%	13k	50.47	View chart
Goldman Sachs Group Stock (GS)	0.2	$644k	+4%	716.00	900.06	View chart
Eaton Corp Stock (ETN)	0.2	$627k	+7%	1.5k	429.68	View chart
Rtx Corporation Stock (RTX)	0.2	$547k	+16%	2.9k	185.63	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.2	$546k	-6%	1.8k	299.99	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$545k	-7%	987.00	551.75	View chart
Walmart Stock (WMT)	0.1	$527k	+11%	5.1k	103.91	View chart
Boeing Stock (BA)	0.1	$496k	-12%	2.7k	186.05	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$486k	+503%	1.8k	264.75	View chart
Visa Inc Com Cl A Stock (V)	0.1	$480k		1.3k	359.24	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$478k		645.00	740.30	View chart
Chevron Corporation Stock (CVX)	0.1	$454k	+35%	2.2k	204.24	View chart
Mcdonalds Corp Stock (MCD)	0.1	$439k	+5%	1.9k	230.90	View chart
Best Buy Stock (BBY)	0.1	$436k		4.9k	88.25	View chart
Palo Alto Networks Stock (PANW)	0.1	$411k	+16%	1.0k	397.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$405k		3.2k	125.67	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$400k		1.1k	374.40	View chart
Southern Stock (SO)	0.1	$392k	+6%	4.7k	82.89	View chart
Amgen Stock (AMGN)	0.1	$383k	-22%	908.00	421.37	View chart
Morgan Stanley Stock (MS)	0.1	$360k	+9%	1.9k	188.05	View chart
Ww Grainger Stock (GWW)	0.1	$356k		286.00	1243.60	View chart
International Business Machs Stock (IBM)	0.1	$352k	-14%	1.6k	219.91	View chart
Packaging Corp Amer Stock (PKG)	0.1	$351k	+20%	1.5k	229.23	View chart
Home Depot Stock (HD)	0.1	$351k	+19%	1.2k	284.38	View chart
Eli Lilly & Co Stock (LLY)	0.1	$333k	-57%	288.00	1156.49	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$325k		5.9k	55.00	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$323k	+7%	1.0k	308.98	View chart
Ge Aerospace Stock (GE)	0.1	$316k	+13%	1.0k	312.30	View chart
Ge Vernova Stock (GEV)	0.1	$313k		329.00	951.69	View chart
Applied Matls Stock (AMAT)	0.1	$306k	+19%	598.00	511.00	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$290k		1.7k	166.95	View chart
Wells Fargo & Co Stock (WFC)	0.1	$289k		3.6k	80.05	View chart
Lam Research Corp Stock (LRCX)	0.1	$287k	+12%	873.00	328.44	View chart
Idexx Labs Stock (IDXX)	0.1	$285k		545.00	522.19	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$285k		6.0k	47.36	View chart
Oracle Corp Stock (ORCL)	0.1	$280k		2.0k	137.33	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$265k		6.6k	40.12	View chart
Netapp Stock (NTAP)	0.1	$265k	NEW	1.3k	210.03	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$261k	-3%	340.00	766.35	View chart
Linde Stock (LIN)	0.1	$258k	NEW	543.00	474.60	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	0.1	$251k	-20%	2.7k	94.53	View chart
Netflix Stock (NFLX)	0.1	$247k	-10%	3.6k	69.58	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$246k		7.7k	31.95	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$241k	-15%	3.3k	71.95	View chart
Us Bancorp Stock (USB)	0.1	$240k	+9%	4.2k	57.76	View chart
Pepsico Stock (PEP)	0.1	$235k	+17%	1.9k	126.73	View chart
Corning Stock (GLW)	0.1	$233k	-25%	1.5k	153.72	View chart
Paychex Stock (PAYX)	0.1	$228k	-3%	2.3k	98.49	View chart
Hewlett Packard Enterprise Stock (HPE)	0.1	$224k	NEW	3.5k	63.90	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$223k	NEW	242.00	923.23	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$222k		2.5k	88.82	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$222k		570.00	389.15	View chart
Procter & Gamble Stock (PG)	0.1	$219k	-39%	1.5k	145.29	View chart
Merck & Co Stock (MRK)	0.1	$217k	-46%	1.5k	145.34	View chart
Marathon Pete Corp Stock (MPC)	0.1	$217k	NEW	548.00	395.18	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$215k		1.4k	155.18	View chart
Texas Instrs Stock (TXN)	0.1	$213k	NEW	761.00	279.98	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.1	$212k		2.7k	78.42	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$207k	+3%	1.0k	203.90	View chart
Sandisk Corp Stock (SNDK)	0.1	$205k	NEW	118.00	1739.89	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$202k	NEW	376.00	537.95	View chart
Disney Walt Stock (DIS)	0.1	$202k	NEW	1.9k	104.92	View chart

Past Filings by Rise Advisors

SEC 13F filings are viewable for Rise Advisors going back to 2021

Rise Advisors 2026 Q3 filed Oct. 16, 2026
Rise Advisors 2026 Q2 filed July 10, 2026
Rise Advisors 2026 Q1 filed April 3, 2026
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

View all past filings

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