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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 52.00% of Rise Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$44M), VCRB (+$12M), FBND (+$11M), JSI (+$9.6M), JSMD (+$6.6M), RDVY, Exxon Mobil Corp, LQTI, VNLA, MDY.
Started 10 new stock positions in UNH, ELV, AMAT, KLAC, VO, PANW, CRWD, Exxon Mobil Corp, JSI, LRCX.
Reduced shares in these 10 stocks: VTV, , XLE, MUNY, QQQ, LLY, BRK.B, JAAA, COST, KO.
Sold out of its position in XOM.
Rise Advisors was a net buyer of stock by $87M.
Rise Advisors has $355M in assets under management (AUM), dropping by 25.23%.
Central Index Key (CIK): 0001831316

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Positions held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Rise Advisors

Rise Advisors holds 103 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	14.8	$53M	+482%	610k	86.14	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	11.2	$40M	+3%	491k	81.06	View chart
Vanguard Core Bond Etf Etf (VCRB)	10.0	$36M	+52%	460k	77.23	View chart
Vanguard Value Etf Etf (VTV)	8.7	$31M	-7%	142k	217.93	View chart
Fidelity Total Bond Etf Etf (FBND)	7.3	$26M	+73%	574k	45.49	View chart
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)	7.3	$26M	+34%	257k	101.24	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	5.5	$20M		706k	27.93	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	5.3	$19M	+4%	980k	19.31	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	3.8	$14M	+4%	279k	48.87	View chart
Janus Henderson Securitized Income Etf Etf (JSI)	2.7	$9.6M	NEW	187k	51.21	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	1.5	$5.2M	-8%	97k	53.11	View chart
Nvidia Corporation Stock (NVDA)	1.4	$5.0M		25k	200.09	View chart
Apple Stock (AAPL)	1.4	$4.9M		17k	289.35	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$4.0M		7.9k	500.42	View chart
Microsoft Corp Stock (MSFT)	0.9	$3.3M	+3%	8.9k	373.01	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.9	$3.3M	+5%	65k	50.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$3.1M	+2%	8.7k	353.34	View chart
Amazon Stock (AMZN)	0.8	$2.8M	+2%	12k	238.34	View chart
Micron Technology Stock (MU)	0.7	$2.6M		2.3k	1154.31	View chart
Vanguard New York Tax-exempt Bond Etf Etf (MUNY)	0.7	$2.4M	-8%	23k	104.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$2.1M	+19%	6.9k	300.43	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.5M	+3%	2.0k	746.64	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	0.4	$1.5M		33k	44.36	View chart
Exxonmobil Holdings Corp Stock	0.4	$1.4M	NEW	11k	136.72	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$1.4M	+55%	2.0k	703.33	View chart
Caterpillar Stock (CAT)	0.4	$1.4M		1.3k	1064.57	View chart
Broadcom Stock (AVGO)	0.4	$1.2M	+2%	3.3k	377.77	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$1.2M	+3%	3.8k	327.34	View chart
Tesla Stock (TSLA)	0.3	$1.2M		2.8k	420.61	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.2M	+2%	4.5k	253.99	View chart
Cisco Sys Stock (CSCO)	0.3	$1.1M		9.8k	117.46	View chart
Tompkins Finl Corp Stock (TMP)	0.3	$1.1M		12k	94.52	View chart
Intel Corp Stock (INTC)	0.3	$935k		6.7k	139.62	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$890k		5.6k	158.65	View chart
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)	0.2	$865k		24k	36.84	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$858k		1.5k	563.15	View chart
Eli Lilly & Co Stock (LLY)	0.2	$806k	-9%	672.00	1199.15	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$768k		3.2k	236.65	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.2	$731k	-8%	15k	50.49	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$713k		13k	56.98	View chart
Goldman Sachs Group Stock (GS)	0.2	$694k		686.00	1011.26	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$666k	-6%	712.00	935.97	View chart
Boeing Stock (BA)	0.2	$660k	+2%	3.1k	216.47	View chart
Advanced Micro Devices Stock (AMD)	0.2	$644k	+8%	1.1k	580.91	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$629k		12k	51.05	View chart
Coca Cola Stock (KO)	0.2	$612k	-6%	7.5k	81.28	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$605k	+5%	1.7k	357.33	View chart
Eaton Corp Stock (ETN)	0.2	$579k	+3%	1.4k	426.16	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.2	$559k		2.0k	285.53	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$547k	+2%	1.1k	513.61	View chart
International Business Machs Stock (IBM)	0.1	$524k		1.9k	281.16	View chart
Corning Stock (GLW)	0.1	$523k		2.0k	255.48	View chart
Walmart Stock (WMT)	0.1	$514k	+2%	4.5k	113.26	View chart
Mcdonalds Corp Stock (MCD)	0.1	$488k	+2%	1.8k	270.35	View chart
Rtx Corporation Stock (RTX)	0.1	$480k		2.5k	189.77	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$475k	-21%	645.00	736.12	View chart
Visa Inc Com Cl A Stock (V)	0.1	$460k	+4%	1.3k	343.02	View chart
Southern Stock (SO)	0.1	$426k		4.5k	95.72	View chart
Amgen Stock (AMGN)	0.1	$423k	+3%	1.2k	362.18	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$391k		1.1k	369.88	View chart
Ww Grainger Stock (GWW)	0.1	$388k		285.00	1362.64	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$385k	+701%	3.2k	119.53	View chart
Ge Vernova Stock (GEV)	0.1	$382k	+4%	325.00	1176.11	View chart
Best Buy Stock (BBY)	0.1	$370k		4.9k	75.88	View chart
Procter & Gamble Stock (PG)	0.1	$368k	+2%	2.5k	146.62	View chart
Home Depot Stock (HD)	0.1	$365k		1.0k	352.61	View chart
Morgan Stanley Stock (MS)	0.1	$364k		1.7k	209.06	View chart
Applied Matls Stock (AMAT)	0.1	$363k	NEW	502.00	723.04	View chart
Merck & Co Stock (MRK)	0.1	$359k		2.8k	128.51	View chart
Lam Research Corp Stock (LRCX)	0.1	$338k	NEW	779.00	433.22	View chart
Abbvie Stock (ABBV)	0.1	$335k	-3%	1.3k	251.64	View chart
Ge Aerospace Stock (GE)	0.1	$332k		889.00	373.75	View chart
Ishares Core U S Aggregate Bond Etf Etf (AGG)	0.1	$331k	+12%	3.3k	98.98	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$324k		5.9k	55.01	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$321k		1.7k	185.24	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$307k		975.00	314.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$305k		4.0k	77.10	View chart
Palo Alto Networks Stock (PANW)	0.1	$304k	NEW	890.00	341.02	View chart
Oracle Corp Stock (ORCL)	0.1	$303k	+6%	2.1k	146.55	View chart
Packaging Corp Amer Stock (PKG)	0.1	$302k		1.3k	238.33	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$301k		6.0k	50.58	View chart
Wells Fargo & Co Stock (WFC)	0.1	$297k	+6%	3.6k	82.64	View chart
Idexx Labs Stock (IDXX)	0.1	$291k		553.00	526.44	View chart
Netflix Stock (NFLX)	0.1	$284k	+7%	4.0k	71.40	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$276k		6.5k	42.21	View chart
Chevron Corporation Stock (CVX)	0.1	$272k	-5%	1.6k	165.71	View chart
Unitedhealth Group Stock (UNH)	0.1	$266k	NEW	641.00	415.34	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$264k		352.00	749.44	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$264k		7.8k	34.00	View chart
Kla Corp Stock (KLAC)	0.1	$262k	NEW	868.00	301.87	View chart
Alliant Energy Corp Stock (LNT)	0.1	$247k	-2%	3.2k	76.29	View chart
Paychex Stock (PAYX)	0.1	$237k	-8%	2.4k	98.35	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$232k	NEW	304.00	763.14	View chart
Us Bancorp Stock (USB)	0.1	$229k	-14%	3.8k	60.40	View chart
Blackstone Stock (BX)	0.1	$224k		1.9k	117.66	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$219k	+2%	983.00	222.77	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$219k	NEW	566.00	386.86	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$217k	NEW	2.7k	80.57	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$216k	-2%	1.9k	116.67	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$215k		2.5k	86.11	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$215k		1.4k	158.07	View chart
Pepsico Stock (PEP)	0.1	$214k		1.6k	135.42	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$203k	-3%	1.3k	156.26	View chart

Past Filings by Rise Advisors

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

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
Rise Advisors 2022 Q2 filed July 28, 2022

View all past filings

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