Rise Advisors

Rise Advisors as of Dec. 31, 2025

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 101k 487.86
First Trust Rising Dividend Achievers Etf Etf (RDVY) 10.9 $31M 441k 69.47
Vanguard Value Etf Etf (VTV) 10.3 $29M 151k 190.99
Vanguard Core Bond Etf Etf (VCRB) 8.0 $22M 287k 77.89
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ) 6.2 $17M 656k 26.53
Ft Vest Investment Grade & Target Income Etf Etf (LQTI) 5.9 $17M 828k 20.12
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD) 5.3 $15M 184k 81.56
Fidelity Total Bond Etf Etf (FBND) 5.2 $15M 320k 46.04
Janus Henderson Short Duration Income Etf Etf (VNLA) 4.7 $13M 265k 49.14
Nvidia Corporation Stock (NVDA) 1.6 $4.6M 25k 186.50
State Street Energy Select Sector Spdr Etf Etf (XLE) 1.6 $4.6M 103k 44.71
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.6 $4.4M 8.8k 502.67
Apple Stock (AAPL) 1.6 $4.4M 16k 271.85
Microsoft Corp Stock (MSFT) 1.5 $4.3M 8.8k 483.61
Jpmorgan Ultra-short Income Etf Etf (JPST) 1.1 $3.1M 62k 50.59
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $2.7M 8.5k 313.79
Amazon Stock (AMZN) 0.9 $2.6M 11k 230.82
Ishares Russell 2000 Etf Etf (IWM) 0.5 $1.4M 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 2.9k 449.73
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $1.3M 1.8k 681.99
Exxon Mobil Corp Stock (XOM) 0.4 $1.3M 10k 120.34
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.2M 3.7k 322.26
Broadcom Stock (AVGO) 0.4 $1.1M 3.2k 346.10
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.4 $1.1M 24k 45.69
Meta Platforms Inc Cl A Stock (META) 0.4 $1.0M 1.5k 659.90
Tompkins Finl Corp Stock (TMP) 0.3 $952k 13k 72.52
Johnson & Johnson Stock (JNJ) 0.3 $899k 4.3k 206.96
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.3 $856k 5.5k 154.80
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.3 $846k 17k 50.58
Cisco Sys Stock (CSCO) 0.3 $809k 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 1.2k 603.39
Caterpillar Stock (CAT) 0.3 $728k 1.3k 572.96
Vanguard Dividend Appreciation Etf Etf (VIG) 0.3 $708k 3.2k 219.81
Bank America Corp Stock (BAC) 0.2 $684k 12k 55.00
Mastercard Incorporated Cl A Stock (MA) 0.2 $657k 1.2k 571.12
Costco Whsl Corp Stock (COST) 0.2 $654k 758.00 862.21
Boeing Stock (BA) 0.2 $644k 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 8.5k 69.91
Goldman Sachs Group Stock (GS) 0.2 $592k 674.00 878.98
Mcdonalds Corp Stock (MCD) 0.2 $568k 1.9k 305.62
International Business Machs Stock (IBM) 0.2 $544k 1.8k 296.21
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $509k 1.6k 313.09
Eaton Corp Stock (ETN) 0.2 $503k 1.6k 318.50
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $500k 813.00 614.42
Walmart Stock (WMT) 0.2 $490k 4.4k 111.41
Rtx Corporation Stock (RTX) 0.2 $461k 2.5k 183.43
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.2 $458k 8.4k 54.77
Visa Inc Com Cl A Stock (V) 0.2 $450k 1.3k 350.78
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.2 $444k 2.9k 155.12
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $439k 2.0k 224.64
Southern Stock (SO) 0.1 $393k 4.5k 87.20
Oracle Corp Stock (ORCL) 0.1 $372k 1.9k 194.92
Idexx Labs Stock (IDXX) 0.1 $370k 547.00 676.53
Home Depot Stock (HD) 0.1 $368k 1.1k 344.25
Amgen Stock (AMGN) 0.1 $363k 1.1k 327.22
Blackstone Stock (BX) 0.1 $359k 2.3k 154.13
Merck & Co Stock (MRK) 0.1 $354k 3.4k 105.27
Norfolk Southn Corp Stock (NSC) 0.1 $354k 1.2k 288.69
Paychex Stock (PAYX) 0.1 $353k 3.1k 112.19
Netflix Stock (NFLX) 0.1 $348k 3.7k 93.76
Procter And Gamble Stock (PG) 0.1 $335k 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 3.5k 93.19
Best Buy Stock (BBY) 0.1 $317k 4.7k 66.94
Abbvie Stock (ABBV) 0.1 $313k 1.4k 228.56
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $307k 3.0k 101.01
Vanguard Information Technology Etf Etf (VGT) 0.1 $303k 402.00 753.32
Morgan Stanley Stock (MS) 0.1 $300k 1.7k 177.51
Ishares Core U S Aggregate Bond Etf Etf (AGG) 0.1 $299k 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 5.5k 53.36
Ww Grainger Stock (GWW) 0.1 $289k 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 860.00 307.99
Packaging Corp Amer Stock (PKG) 0.1 $261k 1.3k 206.29
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $260k 3.9k 65.99
Intel Corp Stock (INTC) 0.1 $245k 6.6k 36.90
Chevron Corp Stock (CVX) 0.1 $239k 1.6k 152.41
Pepsico Stock (PEP) 0.1 $235k 1.6k 143.54
Waste Mgmt Inc Del Stock (WM) 0.1 $232k 1.1k 219.78
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $225k 672.00 335.36
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 3.4k 65.01
Intuitive Surgical Stock (ISRG) 0.1 $221k 390.00 566.36
Salesforce Stock (CRM) 0.1 $220k 831.00 264.92
Advanced Micro Devices Stock (AMD) 0.1 $218k 1.0k 214.16
Abbott Labs Stock (ABT) 0.1 $217k 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 301.00 683.90
Ge Vernova Stock (GEV) 0.1 $204k 312.00 653.96