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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, VTV, VCRB, BUFZ, and represent 53.05% of Rise Advisors's stock portfolio.
Added to shares of these 10 stocks: MUNY, RDVY, LQTI, VUG, BUFZ, VCRB, JSMD, FBND, VTV, GLW.
Started 4 new stock positions in VYM, DVY, MUNY, GLW.
Reduced shares in these 10 stocks: JMBS, , BRK.B, IVOV, DIS, , , ABT, SHOP, XLI.
Sold out of its positions in ABT, DIS, ISRG, JMBS, CRM, XLF, SHOP, IVOV.
Rise Advisors was a net buyer of stock by $9.4M.
Rise Advisors has $284M in assets under management (AUM), dropping by 1.21%.
Central Index Key (CIK): 0001831316

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Portfolio Holdings for Rise Advisors

Rise Advisors holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	16.3	$46M	+3%	105k	441.56	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	11.5	$33M	+7%	472k	68.85	View chart
Vanguard Value Etf Etf (VTV)	10.6	$30M		153k	196.67	View chart
Vanguard Core Bond Etf Etf (VCRB)	8.2	$23M	+5%	301k	77.13	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	6.5	$18M	+6%	699k	26.33	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	6.4	$18M	+13%	937k	19.45	View chart
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)	5.4	$15M	+4%	192k	80.30	View chart
Fidelity Total Bond Etf Etf (FBND)	5.3	$15M	+3%	330k	45.61	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	4.6	$13M		266k	48.85	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	2.2	$6.3M	+4%	107k	58.97	View chart
Nvidia Corporation Stock (NVDA)	1.5	$4.3M		25k	175.75	View chart
Apple Stock (AAPL)	1.5	$4.3M	+3%	17k	255.64	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.4	$3.9M	-8%	8.1k	478.52	View chart
Microsoft Corp Stock (MSFT)	1.1	$3.2M		8.6k	369.38	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.1	$3.1M		62k	50.44	View chart
Vanguard New York Tax-exempt Bond Etf Etf (MUNY)	0.9	$2.5M	NEW	25k	102.38	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$2.5M		8.5k	294.91	View chart
Amazon Stock (AMZN)	0.8	$2.4M		11k	210.57	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$1.7M		11k	160.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$1.4M		5.8k	249.57	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	0.5	$1.3M		33k	39.12	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.3M	+3%	1.9k	655.36	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.1M		4.4k	244.13	View chart
Tesla Stock (TSLA)	0.4	$1.1M		2.8k	381.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.1M		3.6k	295.37	View chart
Broadcom Stock (AVGO)	0.4	$1.0M		3.2k	313.50	View chart
Caterpillar Stock (CAT)	0.3	$935k		1.3k	730.33	View chart
Tompkins Finl Corp Stock (TMP)	0.3	$920k	-11%	12k	79.08	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$896k		1.5k	579.06	View chart
Micron Technology Stock (MU)	0.3	$840k	+3%	2.3k	367.91	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$819k		5.5k	147.74	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$804k	+3%	1.3k	621.92	View chart
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)	0.3	$800k		23k	34.42	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.3	$799k	-5%	16k	50.37	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$758k		761.00	996.20	View chart
Cisco Sys Stock (CSCO)	0.3	$758k	-7%	9.7k	77.93	View chart
Eli Lilly & Co Stock (LLY)	0.3	$712k		746.00	954.79	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$697k		3.2k	215.65	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$619k		12k	50.72	View chart
Boeing Stock (BA)	0.2	$615k		3.0k	207.32	View chart
Coca Cola Stock (KO)	0.2	$614k	-5%	8.1k	76.08	View chart
Bank America Corp Stock (BAC)	0.2	$607k		12k	49.27	View chart
Goldman Sachs Group Stock (GS)	0.2	$582k		677.00	859.89	View chart
Walmart Stock (WMT)	0.2	$552k		4.4k	124.75	View chart
Mcdonalds Corp Stock (MCD)	0.2	$543k	-4%	1.8k	307.26	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$509k	-9%	1.0k	491.51	View chart
Rtx Corporation Stock (RTX)	0.2	$497k		2.6k	194.70	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$479k		1.6k	297.33	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$479k		819.00	584.42	View chart
Eaton Corp Stock (ETN)	0.2	$478k	-17%	1.3k	365.45	View chart
International Business Machs Stock (IBM)	0.2	$445k		1.8k	243.17	View chart
Southern Stock (SO)	0.2	$431k		4.4k	96.94	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$412k		2.0k	210.68	View chart
Amgen Stock (AMGN)	0.1	$397k		1.1k	353.29	View chart
Visa Inc Com Cl A Stock (V)	0.1	$384k		1.3k	298.40	View chart
Netflix Stock (NFLX)	0.1	$353k		3.7k	95.55	View chart
Procter & Gamble Stock (PG)	0.1	$352k	+4%	2.4k	144.07	View chart
Home Depot Stock (HD)	0.1	$347k		1.1k	329.61	View chart
Chevron Corporation Stock (CVX)	0.1	$343k	+11%	1.7k	197.45	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$341k	+56%	1.1k	323.10	View chart
Merck & Co Stock (MRK)	0.1	$332k	-18%	2.8k	120.83	View chart
Intel Corp Stock (INTC)	0.1	$321k		6.7k	48.03	View chart
Ww Grainger Stock (GWW)	0.1	$317k		286.00	1109.26	View chart
Idexx Labs Stock (IDXX)	0.1	$310k		549.00	564.66	View chart
Best Buy Stock (BBY)	0.1	$309k		4.8k	64.31	View chart
Abbvie Stock (ABBV)	0.1	$296k		1.4k	214.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$295k		5.9k	49.91	View chart
Ishares Core U S Aggregate Bond Etf Etf (AGG)	0.1	$295k		3.0k	99.01	View chart
Morgan Stanley Stock (MS)	0.1	$291k	+3%	1.7k	166.17	View chart
Corning Stock (GLW)	0.1	$289k	NEW	2.0k	142.41	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$285k		5.9k	48.60	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$284k		402.00	706.96	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$284k	-39%	1.7k	164.41	View chart
Oracle Corp Stock (ORCL)	0.1	$283k	+2%	1.9k	145.23	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$279k	-20%	971.00	286.98	View chart
Ge Vernova Stock (GEV)	0.1	$279k		311.00	895.58	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$277k	+2%	1.9k	146.49	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$273k		6.5k	42.24	View chart
Wells Fargo & Co Stock (WFC)	0.1	$273k	-2%	3.4k	80.57	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$268k		3.9k	68.10	View chart
Packaging Corp Amer Stock (PKG)	0.1	$267k		1.3k	211.31	View chart
Ge Aerospace Stock (GE)	0.1	$256k		875.00	292.61	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$253k		7.7k	32.63	View chart
Pepsico Stock (PEP)	0.1	$245k	-2%	1.6k	154.61	View chart
Paychex Stock (PAYX)	0.1	$239k	-16%	2.6k	90.91	View chart
Alliant Energy Corp Stock (LNT)	0.1	$238k	-3%	3.3k	71.95	View chart
Us Bancorp Stock (USB)	0.1	$234k	-19%	4.4k	52.75	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$230k	+15%	349.00	658.70	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$227k		2.5k	91.03	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$222k	-8%	963.00	230.97	View chart
Blackstone Stock (BX)	0.1	$221k	-16%	1.9k	114.31	View chart
Advanced Micro Devices Stock (AMD)	0.1	$214k		1.0k	210.21	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$204k	NEW	1.4k	151.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$200k	NEW	1.4k	147.97	View chart

Past Filings by Rise Advisors

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

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
Rise Advisors 2022 Q2 filed July 28, 2022
Rise Advisors 2022 Q1 filed April 22, 2022

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