Rise Advisors

Rise Advisors as of June 30, 2026

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