Rise Advisors, LLC

Est. AUM

$283.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD GROWTH ETF	ETF	$46.2M	104728	16.30%	SOLE
2	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$32.5M	472396	11.46%	SOLE
3	VANGUARD VALUE ETF	ETF	$30.1M	153093	10.61%	SOLE
4	VANGUARD CORE BOND ETF	ETF	$23.3M	301439	8.19%	SOLE
5	FT VEST LADDERED MODERATE BUFFER ETF	ETF	$18.4M	699118	6.49%	SOLE
6	FT VEST INVESTMENT GRADE & TARGET INCOME ETF	ETF	$18.2M	936647	6.42%	SOLE
7	JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	ETF	$15.4M	191762	5.43%	SOLE
8	FIDELITY TOTAL BOND ETF	ETF	$15.1M	330148	5.31%	SOLE
9	JANUS HENDERSON SHORT DURATION INCOME ETF	ETF	$13.0M	265576	4.57%	SOLE
10	STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$6.3M	106984	2.22%	SOLE
11	NVIDIA CORPORATION COM	Stock	$4.3M	24566	1.52%	SOLE
12	APPLE INC COM	Stock	$4.3M	16649	1.50%	SOLE
13	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$3.9M	8093	1.36%	SOLE
14	MICROSOFT CORP COM	Stock	$3.2M	8626	1.12%	SOLE
15	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$3.1M	61807	1.10%	SOLE
16	VANGUARD NEW YORK TAX-EXEMPT BOND ETF	ETF	$2.5M	24668	0.89%	SOLE
17	ALPHABET INC CAP STK CL C	Stock	$2.5M	8455	0.88%	SOLE
18	AMAZON COM INC COM	Stock	$2.4M	11339	0.84%	SOLE
19	EXXON MOBIL CORP COM	Stock	$1.7M	10473	0.59%	SOLE
20	ISHARES RUSSELL 2000 ETF	ETF	$1.4M	5753	0.51%	SOLE
21	DIMENSIONAL U S CORE EQUITY 2 ETF	ETF	$1.3M	32906	0.45%	SOLE
22	STATE STREET SPDR S&P 500 ETF	ETF	$1.3M	1917	0.44%	SOLE
23	JOHNSON & JOHNSON COM	Stock	$1.1M	4417	0.38%	SOLE
24	TESLA INC COM	Stock	$1.1M	2818	0.38%	SOLE
25	JPMORGAN CHASE & CO COM	Stock	$1.1M	3634	0.38%	SOLE
26	BROADCOM INC COM	Stock	$1.0M	3212	0.35%	SOLE
27	CATERPILLAR INC COM	Stock	$935K	1280	0.33%	SOLE
28	TOMPKINS FINL CORP COM	Stock	$920K	11630	0.32%	SOLE
29	META PLATFORMS INC CL A	Stock	$896K	1547	0.32%	SOLE
30	MICRON TECHNOLOGY INC COM	Stock	$840K	2284	0.30%	SOLE
31	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$818K	5540	0.29%	SOLE
32	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$804K	1293	0.28%	SOLE
33	DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF	ETF	$800K	23244	0.28%	SOLE
34	JANUS HENDERSON AAA CLO ETF	ETF	$799K	15853	0.28%	SOLE
35	CISCO SYS INC COM	Stock	$758K	9724	0.27%	SOLE
36	COSTCO WHOLESALE CORPORATION COM	Stock	$758K	761	0.27%	SOLE
37	ELI LILLY & CO COM	Stock	$712K	746	0.25%	SOLE
38	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$697K	3232	0.25%	SOLE
39	ISHARES FLOATING RATE BOND ETF	ETF	$619K	12199	0.22%	SOLE
40	BOEING CO COM	Stock	$615K	2965	0.22%	SOLE
41	COCA COLA CO COM	Stock	$614K	8069	0.22%	SOLE
42	BANK AMERICA CORP COM	Stock	$607K	12311	0.21%	SOLE
43	GOLDMAN SACHS GROUP INC COM	Stock	$582K	677	0.21%	SOLE
44	WALMART INC COM	Stock	$552K	4421	0.19%	SOLE
45	MCDONALDS CORP COM	Stock	$543K	1768	0.19%	SOLE
46	MASTERCARD INCORPORATED CL A	Stock	$509K	1036	0.18%	SOLE
47	RTX CORPORATION COM	Stock	$497K	2554	0.18%	SOLE
48	INVESCO QQQ TRUST SERIES I	ETF	$479K	819	0.17%	SOLE
49	ALPHABET INC CAP STK CL A	Stock	$479K	1610	0.17%	SOLE
50	EATON CORP PLC SHS	Stock	$478K	1308	0.17%	SOLE

1–50 of 94

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.