Rise Advisors, LLC

CIK 0001831316 • 7 13F filings • May 15, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $280.3M98 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$217K	0.1%	1,732 SH	New
ABBVIE INC COM	Stock	$313K	0.1%	1,369 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$218K	0.1%	1,020 SH	New
ALLIANT ENERGY CORP COM	Stock	$223K	0.1%	3,424 SH	New
ALPHABET INC CAP STK CL A	Stock	$509K	0.2%	1,627 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.7M	0.9%	8,450 SH	New
AMAZON COM INC COM	Stock	$2.6M	0.9%	11,415 SH	New
AMGEN INC COM	Stock	$363K	0.1%	1,110 SH	New
APPLE INC COM	Stock	$4.4M	1.6%	16,027 SH	New
BANK AMERICA CORP COM	Stock	$683K	0.2%	12,427 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$4.4M	1.6%	8,814 SH	New
BEST BUY INC COM	Stock	$317K	0.1%	4,739 SH	New
BLACKSTONE INC COM	Stock	$359K	0.1%	2,329 SH	New
BOEING CO COM	Stock	$644K	0.2%	2,964 SH	New
BROADCOM INC COM	Stock	$1.1M	0.4%	3,178 SH	New
CATERPILLAR INC COM	Stock	$728K	0.3%	1,271 SH	New
CHEVRON CORP NEW COM	Stock	$239K	0.1%	1,566 SH	New
CHIPOTLE MEXICAN GRILL INC COM	Stock	$287K	0.1%	7,746 SH	New
CISCO SYS INC COM	Stock	$809K	0.3%	10,496 SH	New
COCA COLA CO COM	Stock	$595K	0.2%	8,505 SH	New
COSTCO WHSL CORP NEW COM	Stock	$654K	0.2%	758 SH	New
DIMENSIONAL CORE FIXED INCOME ETF	ETF	$273K	0.1%	6,418 SH	New
DIMENSIONAL U S CORE EQUITY 2 ETF	ETF	$1.3M	0.5%	32,824 SH	New
DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$273K	0.1%	5,850 SH	New
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF	ETF	$759K	0.3%	23,205 SH	New
DISNEY WALT CO COM	Stock	$224K	0.1%	1,970 SH	New
EATON CORP PLC SHS	Stock	$503K	0.2%	1,580 SH	New
ELI LILLY & CO COM	Stock	$803K	0.3%	747 SH	New
EXXON MOBIL CORP COM	Stock	$1.3M	0.4%	10,424 SH	New
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	ETF	$438K	0.2%	1,952 SH	New
FIDELITY TOTAL BOND ETF	ETF	$14.7M	5.2%	319,492 SH	New
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$30.6M	10.9%	440,766 SH	New
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	ETF	$16.6M	5.9%	827,524 SH	New
FT VEST LADDERED MODERATE BUFFER ETF	ETF	$17.4M	6.2%	656,390 SH	New
GE AEROSPACE COM NEW	Stock	$265K	0.1%	860 SH	New
GE VERNOVA INC COM	Stock	$204K	0.1%	312 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$592K	0.2%	674 SH	New
HOME DEPOT INC COM	Stock	$368K	0.1%	1,069 SH	New
IDEXX LABS INC COM	Stock	$370K	0.1%	547 SH	New
INTEL CORP COM	Stock	$245K	0.1%	6,627 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$544K	0.2%	1,837 SH	New
INTUITIVE SURGICAL INC COM NEW	Stock	$221K	0.1%	390 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$500K	0.2%	813 SH	New
ISHARES CORE S&P 500 ETF	ETF	$206K	0.1%	301 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$259K	0.1%	3,932 SH	New
ISHARES CORE U S AGGREGATE BOND ETF	ETF	$299K	0.1%	2,991 SH	New
ISHARES FLOATING RATE BOND ETF	ETF	$617K	0.2%	12,123 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$1.4M	0.5%	5,645 SH	New
JANUS HENDERSON AAA CLO ETF	ETF	$846K	0.3%	16,729 SH	New
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF	ETF	$1.1M	0.4%	23,912 SH	New
JANUS HENDERSON SHORT DURATION INCOME ETF	ETF	$13.0M	4.7%	265,300 SH	New
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	ETF	$15.0M	5.3%	183,473 SH	New
JOHNSON & JOHNSON COM	Stock	$899K	0.3%	4,342 SH	New
JPMORGAN CHASE & CO COM	Stock	$1.2M	0.4%	3,655 SH	New
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$3.1M	1.1%	61,546 SH	New
MASTERCARD INCORPORATED CL A	Stock	$657K	0.2%	1,150 SH	New
MCDONALDS CORP COM	Stock	$568K	0.2%	1,858 SH	New
MERCK & CO INC COM	Stock	$354K	0.1%	3,360 SH	New
META PLATFORMS INC CL A	Stock	$1.0M	0.4%	1,542 SH	New
MICRON TECHNOLOGY INC COM	Stock	$628K	0.2%	2,200 SH	New
MICROSOFT CORP COM	Stock	$4.3M	1.5%	8,791 SH	New
MORGAN STANLEY COM NEW	Stock	$300K	0.1%	1,688 SH	New
NETFLIX INC COM	Stock	$348K	0.1%	3,711 SH	New
NORFOLK SOUTHN CORP COM	Stock	$354K	0.1%	1,225 SH	New
NVIDIA CORPORATION COM	Stock	$4.6M	1.6%	24,729 SH	New
ORACLE CORP COM	Stock	$372K	0.1%	1,906 SH	New
PACKAGING CORP AMER COM	Stock	$261K	0.1%	1,263 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$327K	0.1%	1,842 SH	New
PAYCHEX INC COM	Stock	$353K	0.1%	3,144 SH	New
PEPSICO INC COM	Stock	$235K	0.1%	1,635 SH	New
PROCTER AND GAMBLE CO COM	Stock	$335K	0.1%	2,338 SH	New
RTX CORPORATION COM	Stock	$461K	0.2%	2,513 SH	New
SALESFORCE INC COM	Stock	$220K	0.1%	831 SH	New
SHOPIFY INC CL A SUB VTG SHS	Stock	$208K	0.1%	1,295 SH	New
SOUTHERN CO COM	Stock	$393K	0.1%	4,512 SH	New
SPDR S&P 500 ETF TRUST	ETF	$1.3M	0.4%	1,849 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$754K	0.3%	1,249 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$4.6M	1.6%	102,520 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$458K	0.2%	8,359 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$856K	0.3%	5,532 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$443K	0.2%	2,859 SH	New
TESLA INC COM	Stock	$1.3M	0.5%	2,855 SH	New
TOMPKINS FINL CORP COM	Stock	$952K	0.3%	13,129 SH	New
US BANCORP DEL COM NEW	Stock	$295K	0.1%	5,520 SH	New
VANGUARD CORE BOND ETF	ETF	$22.3M	8.0%	286,869 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$708K	0.3%	3,220 SH	New
VANGUARD GROWTH ETF	ETF	$49.5M	17.6%	101,388 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$303K	0.1%	402 SH	New
VANGUARD S&P MID-CAP 400 VALUE ETF	ETF	$307K	0.1%	3,042 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$295K	0.1%	5,874 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$225K	0.1%	672 SH	New
VANGUARD VALUE ETF	ETF	$28.8M	10.3%	150,747 SH	New
VISA INC COM CL A	Stock	$450K	0.2%	1,282 SH	New
WALMART INC COM	Stock	$490K	0.2%	4,397 SH	New
WASTE MGMT INC DEL COM	Stock	$232K	0.1%	1,057 SH	New
WELLS FARGO CO NEW COM	Stock	$323K	0.1%	3,463 SH	New
WW GRAINGER INC COM	Stock	$289K	0.1%	286 SH	New
ZIMMER BIOMET HOLDINGS INC COM	Stock	$223K	0.1%	2,480 SH	New

Sold (vs prior filing)

10X GENOMICS INC CL A COM — $1K
3M CO COM — $54K
908 DEVICES INC COM — $2K
AAON INC COM PAR $0.004 — $16K
ABBOTT LABS COM — $191K
ABBVIE INC COM — $336K
ABERCROMBIE & FITCH CO CL A — $16K
ACADEMY SPORTS & OUTDOORS INC COM — $9K
ACADIA HEALTHCARE COMPANY INC COM — $8K
ACCENTURE PLC IRELAND SHS CLASS A — $94K
ACI WORLDWIDE INC COM — $12K
ACM RESH INC COM CL A — $2K
ACUITY INC COM — $20K
ACUREN CORP COM — $12K
ADMA BIOLOGICS INC COM — $8K
ADOBE INC COM — $147K
ADTALEM GLOBAL ED INC COM — $14K
ADVANCED DRAIN SYS INC DEL COM — $22K
ADVANCED ENERGY INDS COM — $17K
ADVANCED MICRO DEVICES INC COM — $175K
… and 1506 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001831316-26-000009	—	View
Feb 11, 2026	Q4 2025	13F-HR	0001831316-26-000001	$280.3M	View
Oct 8, 2025	Q3 2025