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: $283.7M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$296K	0.1%	1,378 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$214K	0.1%	1,020 SH	New
ALLIANT ENERGY CORP COM	Stock	$238K	0.1%	3,302 SH	New
ALPHABET INC CAP STK CL A	Stock	$479K	0.2%	1,610 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.5M	0.9%	8,455 SH	New
AMAZON COM INC COM	Stock	$2.4M	0.8%	11,339 SH	New
AMGEN INC COM	Stock	$397K	0.1%	1,125 SH	New
APPLE INC COM	Stock	$4.3M	1.5%	16,649 SH	New
BANK AMERICA CORP COM	Stock	$607K	0.2%	12,311 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$3.9M	1.4%	8,093 SH	New
BEST BUY INC COM	Stock	$309K	0.1%	4,803 SH	New
BLACKSTONE INC COM	Stock	$221K	0.1%	1,937 SH	New
BOEING CO COM	Stock	$615K	0.2%	2,965 SH	New
BROADCOM INC COM	Stock	$1.0M	0.4%	3,212 SH	New
CATERPILLAR INC COM	Stock	$935K	0.3%	1,280 SH	New
CHEVRON CORPORATION COM	Stock	$343K	0.1%	1,739 SH	New
CHIPOTLE MEXICAN GRILL INC COM	Stock	$253K	0.1%	7,744 SH	New
CISCO SYS INC COM	Stock	$758K	0.3%	9,724 SH	New
COCA COLA CO COM	Stock	$614K	0.2%	8,069 SH	New
CORNING INC COM	Stock	$289K	0.1%	2,031 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$758K	0.3%	761 SH	New
DIMENSIONAL CORE FIXED INCOME ETF	ETF	$273K	0.1%	6,463 SH	New
DIMENSIONAL U S CORE EQUITY 2 ETF	ETF	$1.3M	0.5%	32,906 SH	New
DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$285K	0.1%	5,871 SH	New
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF	ETF	$800K	0.3%	23,244 SH	New
EATON CORP PLC SHS	Stock	$478K	0.2%	1,308 SH	New
ELI LILLY & CO COM	Stock	$712K	0.3%	746 SH	New
EXXON MOBIL CORP COM	Stock	$1.7M	0.6%	10,473 SH	New
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	ETF	$412K	0.1%	1,954 SH	New
FIDELITY TOTAL BOND ETF	ETF	$15.1M	5.3%	330,148 SH	New
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$32.5M	11.5%	472,396 SH	New
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	ETF	$18.2M	6.4%	936,647 SH	New
FT VEST LADDERED MODERATE BUFFER ETF	ETF	$18.4M	6.5%	699,118 SH	New
GE AEROSPACE COM NEW	Stock	$256K	0.1%	875 SH	New
GE VERNOVA INC COM	Stock	$279K	0.1%	311 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$582K	0.2%	677 SH	New
HOME DEPOT INC COM	Stock	$347K	0.1%	1,053 SH	New
IDEXX LABS INC COM	Stock	$310K	0.1%	549 SH	New
INTEL CORP COM	Stock	$320K	0.1%	6,673 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$445K	0.2%	1,831 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$479K	0.2%	819 SH	New
ISHARES CORE S&P 500 ETF	ETF	$230K	0.1%	349 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$268K	0.1%	3,941 SH	New
ISHARES CORE U S AGGREGATE BOND ETF	ETF	$295K	0.1%	2,977 SH	New
ISHARES FLOATING RATE BOND ETF	ETF	$619K	0.2%	12,199 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$1.4M	0.5%	5,753 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$204K	0.1%	1,351 SH	New
JANUS HENDERSON AAA CLO ETF	ETF	$799K	0.3%	15,853 SH	New
JANUS HENDERSON SHORT DURATION INCOME ETF	ETF	$13.0M	4.6%	265,576 SH	New
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	ETF	$15.4M	5.4%	191,762 SH	New
JOHNSON & JOHNSON COM	Stock	$1.1M	0.4%	4,417 SH	New
JPMORGAN CHASE & CO COM	Stock	$1.1M	0.4%	3,634 SH	New
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$3.1M	1.1%	61,807 SH	New
MASTERCARD INCORPORATED CL A	Stock	$509K	0.2%	1,036 SH	New
MCDONALDS CORP COM	Stock	$543K	0.2%	1,768 SH	New
MERCK & CO INC COM	Stock	$332K	0.1%	2,751 SH	New
META PLATFORMS INC CL A	Stock	$896K	0.3%	1,547 SH	New
MICRON TECHNOLOGY INC COM	Stock	$840K	0.3%	2,284 SH	New
MICROSOFT CORP COM	Stock	$3.2M	1.1%	8,626 SH	New
MORGAN STANLEY COM NEW	Stock	$291K	0.1%	1,749 SH	New
NETFLIX INC COM	Stock	$353K	0.1%	3,698 SH	New
NORFOLK SOUTHN CORP COM	Stock	$279K	0.1%	971 SH	New
NVIDIA CORPORATION COM	Stock	$4.3M	1.5%	24,566 SH	New
ORACLE CORP COM	Stock	$283K	0.1%	1,946 SH	New
PACKAGING CORP AMER COM	Stock	$267K	0.1%	1,264 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$277K	0.1%	1,890 SH	New
PAYCHEX INC COM	Stock	$238K	0.1%	2,623 SH	New
PEPSICO INC COM	Stock	$245K	0.1%	1,587 SH	New
PROCTER & GAMBLE CO COM	Stock	$352K	0.1%	2,446 SH	New
RTX CORPORATION COM	Stock	$497K	0.2%	2,554 SH	New
SOUTHERN CO COM	Stock	$431K	0.2%	4,443 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$6.3M	2.2%	106,984 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$818K	0.3%	5,540 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$284K	0.1%	1,728 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$1.3M	0.4%	1,917 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$804K	0.3%	1,293 SH	New
TESLA INC COM	Stock	$1.1M	0.4%	2,818 SH	New
TOMPKINS FINL CORP COM	Stock	$920K	0.3%	11,630 SH	New
US BANCORP COM NEW	Stock	$233K	0.1%	4,426 SH	New
VANGUARD CORE BOND ETF	ETF	$23.3M	8.2%	301,439 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$697K	0.2%	3,232 SH	New
VANGUARD GROWTH ETF	ETF	$46.2M	16.3%	104,728 SH	New
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$200K	0.1%	1,354 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$284K	0.1%	402 SH	New
VANGUARD NEW YORK TAX-EXEMPT BOND ETF	ETF	$2.5M	0.9%	24,668 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$295K	0.1%	5,908 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$341K	0.1%	1,054 SH	New
VANGUARD VALUE ETF	ETF	$30.1M	10.6%	153,093 SH	New
VISA INC COM CL A	Stock	$384K	0.1%	1,287 SH	New
WALMART INC COM	Stock	$552K	0.2%	4,421 SH	New
WASTE MGMT INC DEL COM	Stock	$222K	0.1%	963 SH	New
WELLS FARGO & CO COM	Stock	$273K	0.1%	3,384 SH	New
WW GRAINGER INC COM	Stock	$317K	0.1%	286 SH	New
ZIMMER BIOMET HOLDINGS INC COM	Stock	$227K	0.1%	2,493 SH	New

Sold (vs prior filing)

3M CO COM — $50K
908 DEVICES INC COM — $927
AAON INC COM PAR $0.004 — $13K
ABBOTT LABS COM — $169K
ABBVIE INC COM — $290K
ABERCROMBIE & FITCH CO CL A — $14K
ACADEMY SPORTS & OUTDOORS INC COM — $8K
ACADIA HEALTHCARE COMPANY INC COM — $10K
ACCENTURE PLC IRELAND SHS CLASS A — $116K
ACI WORLDWIDE INC COM — $12K
ACUITY INC COM — $15K
ACUMEN PHARMACEUTICALS INC COM — $410
ADAPTIVE BIOTECHNOLOGIES CORP COM — $884
ADMA BIOLOGICS INC COM — $11K
ADOBE INC COM — $157K
ADTALEM GLOBAL ED INC COM — $9K
ADVANCED DRAIN SYS INC DEL COM — $16K
ADVANCED ENERGY INDS COM — $9K
ADVANCED MICRO DEVICES INC COM — $104K
ADVANSIX INC COM — $793
… and 1480 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