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: $355.3M103 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$335K	0.1%	1,330 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$644K	0.2%	1,109 SH	New
ALLIANT ENERGY CORP COM	Stock	$246K	0.1%	3,231 SH	New
ALPHABET INC CAP STK CL A	Stock	$605K	0.2%	1,693 SH	New
ALPHABET INC CAP STK CL C	Stock	$3.1M	0.9%	8,706 SH	New
AMAZON COM INC COM	Stock	$2.8M	0.8%	11,670 SH	New
AMGEN INC COM	Stock	$423K	0.1%	1,169 SH	New
APPLE INC COM	Stock	$4.9M	1.4%	16,893 SH	New
APPLIED MATLS INC COM	Stock	$363K	0.1%	502 SH	New
BANK OF AMER CORP COM	Stock	$713K	0.2%	12,509 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$4.0M	1.1%	7,933 SH	New
BEST BUY INC COM	Stock	$370K	0.1%	4,879 SH	New
BLACKSTONE INC COM	Stock	$224K	0.1%	1,902 SH	New
BOEING CO COM	Stock	$660K	0.2%	3,051 SH	New
BROADCOM INC COM	Stock	$1.2M	0.4%	3,297 SH	New
CATERPILLAR INC COM	Stock	$1.4M	0.4%	1,269 SH	New
CHEVRON CORPORATION COM	Stock	$272K	0.1%	1,639 SH	New
CHIPOTLE MEXICAN GRILL INC COM	Stock	$264K	0.1%	7,751 SH	New
CISCO SYS INC COM	Stock	$1.1M	0.3%	9,754 SH	New
COCA COLA CO COM	Stock	$612K	0.2%	7,524 SH	New
CORNING INC COM	Stock	$523K	0.1%	2,046 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$666K	0.2%	712 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$232K	0.1%	304 SH	New
DIMENSIONAL CORE FIXED INCOME ETF	ETF	$276K	0.1%	6,528 SH	New
DIMENSIONAL U S CORE EQUITY 2 ETF	ETF	$1.5M	0.4%	32,988 SH	New
DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$324K	0.1%	5,891 SH	New
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF	ETF	$865K	0.2%	23,489 SH	New
EATON CORP PLC SHS	Stock	$579K	0.2%	1,359 SH	New
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$219K	0.1%	566 SH	New
ELI LILLY & CO COM	Stock	$806K	0.2%	672 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$1.4M	0.4%	10,582 SH	New
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	ETF	$559K	0.2%	1,956 SH	New
FIDELITY TOTAL BOND ETF	ETF	$26.1M	7.3%	573,804 SH	New
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$39.8M	11.2%	490,602 SH	New
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	ETF	$18.9M	5.3%	979,814 SH	New
FT VEST LADDERED MODERATE BUFFER ETF	ETF	$19.7M	5.5%	706,069 SH	New
GE AEROSPACE COM NEW	Stock	$332K	0.1%	889 SH	New
GE VERNOVA INC COM	Stock	$382K	0.1%	325 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$694K	0.2%	686 SH	New
HOME DEPOT INC COM	Stock	$365K	0.1%	1,036 SH	New
IDEXX LABS INC COM	Stock	$291K	0.1%	553 SH	New
INTEL CORP COM	Stock	$935K	0.3%	6,694 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$524K	0.1%	1,865 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$475K	0.1%	645 SH	New
ISHARES CORE S&P 500 ETF	ETF	$264K	0.1%	352 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$305K	0.1%	3,951 SH	New
ISHARES CORE U S AGGREGATE BOND ETF	ETF	$331K	0.1%	3,344 SH	New
ISHARES FLOATING RATE BOND ETF	ETF	$629K	0.2%	12,321 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$2.1M	0.6%	6,899 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$203K	0.1%	1,297 SH	New
JANUS HENDERSON AAA CLO ETF	ETF	$731K	0.2%	14,472 SH	New
JANUS HENDERSON SECURITIZED INCOME ETF	ETF	$9.6M	2.7%	186,724 SH	New
JANUS HENDERSON SHORT DURATION INCOME ETF	ETF	$13.6M	3.8%	278,720 SH	New
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	ETF	$26.0M	7.3%	257,207 SH	New
JOHNSON & JOHNSON COM	Stock	$1.2M	0.3%	4,542 SH	New
JPMORGAN CHASE & CO COM	Stock	$1.2M	0.3%	3,750 SH	New
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$3.3M	0.9%	65,357 SH	New
KLA CORP COM NEW	Stock	$262K	0.1%	868 SH	New
LAM RESEARCH CORP COM NEW	Stock	$337K	0.1%	779 SH	New
MASTERCARD INCORPORATED CL A	Stock	$546K	0.2%	1,064 SH	New
MCDONALDS CORP COM	Stock	$488K	0.1%	1,804 SH	New
MERCK & CO INC COM	Stock	$359K	0.1%	2,794 SH	New
META PLATFORMS INC CL A	Stock	$858K	0.2%	1,524 SH	New
MICRON TECHNOLOGY INC COM	Stock	$2.6M	0.7%	2,262 SH	New
MICROSOFT CORP COM	Stock	$3.3M	0.9%	8,922 SH	New
MORGAN STANLEY COM NEW	Stock	$364K	0.1%	1,742 SH	New
NETFLIX INC COM	Stock	$284K	0.1%	3,982 SH	New
NORFOLK SOUTHN CORP COM	Stock	$307K	0.1%	975 SH	New
NVIDIA CORPORATION COM	Stock	$5.0M	1.4%	24,788 SH	New
ORACLE CORP COM	Stock	$303K	0.1%	2,065 SH	New
PACKAGING CORP AMER COM	Stock	$302K	0.1%	1,268 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$216K	0.1%	1,850 SH	New
PALO ALTO NETWORKS INC COM	Stock	$304K	0.1%	890 SH	New
PAYCHEX INC COM	Stock	$237K	0.1%	2,409 SH	New
PEPSICO INC COM	Stock	$214K	0.1%	1,581 SH	New
PROCTER & GAMBLE CO COM	Stock	$368K	0.1%	2,509 SH	New
RTX CORPORATION COM	Stock	$480K	0.1%	2,530 SH	New
SOUTHERN CO COM	Stock	$426K	0.1%	4,450 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$5.2M	1.5%	97,371 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$890K	0.3%	5,611 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$321K	0.1%	1,732 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$1.5M	0.4%	1,979 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$1.4M	0.4%	2,011 SH	New
TESLA INC COM	Stock	$1.2M	0.3%	2,849 SH	New
TOMPKINS FINL CORP COM	Stock	$1.1M	0.3%	11,631 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$266K	0.1%	641 SH	New
US BANCORP COM NEW	Stock	$229K	0.1%	3,785 SH	New
VANGUARD CORE BOND ETF	ETF	$35.5M	10.0%	459,797 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$767K	0.2%	3,243 SH	New
VANGUARD GROWTH ETF	ETF	$52.5M	14.8%	609,959 SH	New
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$215K	0.1%	1,358 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$385K	0.1%	3,221 SH	New
VANGUARD MID-CAP ETF	ETF	$217K	0.1%	2,693 SH	New
VANGUARD NEW YORK TAX-EXEMPT BOND ETF	ETF	$2.4M	0.7%	22,643 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$301K	0.1%	5,958 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$391K	0.1%	1,057 SH	New
VANGUARD VALUE ETF	ETF	$30.8M	8.7%	141,554 SH	New
VISA INC COM CL A	Stock	$460K	0.1%	1,341 SH	New
WALMART INC COM	Stock	$514K	0.1%	4,538 SH	New
WASTE MGMT INC DEL COM	Stock	$219K	0.1%	983 SH	New
WELLS FARGO & CO COM	Stock	$297K	0.1%	3,591 SH	New
WW GRAINGER INC COM	Stock	$388K	0.1%	285 SH	New
ZIMMER BIOMET HOLDINGS INC COM	Stock	$215K	0.1%	2,494 SH	New

Sold (vs prior filing)

10X GENOMICS INC CL A COM — $1K
3M CO COM — $51K
908 DEVICES INC COM — $1K
AAON INC COM PAR $0.004 — $13K
ABBOTT LABS COM — $172K
ABBVIE INC COM — $260K
ABERCROMBIE & FITCH CO CL A — $16K
ACADEMY SPORTS & OUTDOORS INC COM — $8K
ACADIA HEALTHCARE COMPANY INC COM — $8K
ACCENTURE PLC IRELAND SHS CLASS A — $113K
ACI WORLDWIDE INC COM — $10K
ACM RESH INC COM CL A — $1K
ACUITY INC COM — $17K
ADMA BIOLOGICS INC COM — $10K
ADOBE INC COM — $159K
ADTALEM GLOBAL ED INC COM — $11K
ADVANCED DRAIN SYS INC DEL COM — $18K
ADVANCED ENERGY INDS COM — $13K
ADVANCED MICRO DEVICES INC COM — $149K
ADVANSIX INC COM — $499
… and 1518 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