Rise Advisors

Rise Advisors as of March 31, 2026

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