Rise Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Rise Advisors, LLC held in its portfolio 98 assets valued at $280,345,712 (i.e. $280.35M).
The most valuable assets in the portfolio included: VANGUARD GROWTH ETF ($49.46M), FIRST TRUST RISING DIVIDEND ACHIEVERS ETF ($30.62M), and VANGUARD VALUE ETF ($28.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Rise Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD GROWTH ETF | 101388 | 49463211 | ETF |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 440766 | 30620036 | ETF |
| VANGUARD VALUE ETF | 150747 | 28791167 | ETF |
| VANGUARD CORE BOND ETF | 286869 | 22345624 | ETF |
| FT VEST LADDERED MODERATE BUFFER ETF | 656390 | 17414030 | ETF |
| FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 827524 | 16649782 | ETF |
| JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 183473 | 14964066 | ETF |
| FIDELITY TOTAL BOND ETF | 319492 | 14709410 | ETF |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 265300 | 13036834 | ETF |
| NVIDIA CORPORATION COM | 24729 | 4611913 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 102520 | 4583667 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 8814 | 4430558 | Stock |
| APPLE INC COM | 16027 | 4357019 | Stock |
| MICROSOFT CORP COM | 8791 | 4251397 | Stock |
| JPMORGAN ULTRA-SHORT INCOME ETF | 61546 | 3113603 | ETF |
| ALPHABET INC CAP STK CL C | 8450 | 2651487 | Stock |
| AMAZON COM INC COM | 11415 | 2634810 | Stock |
| ISHARES RUSSELL 2000 ETF | 5645 | 1389598 | ETF |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 32824 | 1299504 | ETF |
| TESLA INC COM | 2855 | 1283990 | Stock |
| SPDR S&P 500 ETF TRUST | 1849 | 1261008 | ETF |
| EXXON MOBIL CORP COM | 10424 | 1254396 | Stock |
| JPMORGAN CHASE & CO COM | 3655 | 1177849 | Stock |
| BROADCOM INC COM | 3178 | 1099921 | Stock |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 23912 | 1092548 | ETF |
| META PLATFORMS INC CL A | 1542 | 1017560 | Stock |
| TOMPKINS FINL CORP COM | 13129 | 952085 | Stock |
| JOHNSON & JOHNSON COM | 4342 | 898637 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 5532 | 856338 | ETF |
| JANUS HENDERSON AAA CLO ETF | 16729 | 846133 | ETF |
| CISCO SYS INC COM | 10496 | 808539 | Stock |
| ELI LILLY & CO COM | 747 | 803310 | Stock |
| DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 23205 | 759492 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 1249 | 753638 | ETF |
| CATERPILLAR INC COM | 1271 | 728232 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 3220 | 707791 | ETF |
| BANK AMERICA CORP COM | 12427 | 683469 | Stock |
| MASTERCARD INCORPORATED CL A | 1150 | 656789 | Stock |
| COSTCO WHSL CORP NEW COM | 758 | 653557 | Stock |
| BOEING CO COM | 2964 | 643544 | Stock |
| MICRON TECHNOLOGY INC COM | 2200 | 627810 | Stock |
| ISHARES FLOATING RATE BOND ETF | 12123 | 616593 | ETF |
| COCA COLA CO COM | 8505 | 594616 | Stock |
| GOLDMAN SACHS GROUP INC COM | 674 | 592435 | Stock |
| MCDONALDS CORP COM | 1858 | 567833 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 1837 | 544130 | Stock |
| ALPHABET INC CAP STK CL A | 1627 | 509397 | Stock |
| EATON CORP PLC SHS | 1580 | 503230 | Stock |
| INVESCO QQQ TRUST SERIES I | 813 | 499520 | ETF |
| WALMART INC COM | 4397 | 489858 | Stock |
| RTX CORPORATION COM | 2513 | 460958 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 8359 | 457824 | ETF |
| VISA INC COM CL A | 1282 | 449696 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2859 | 443485 | ETF |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1952 | 438492 | ETF |
| SOUTHERN CO COM | 4512 | 393440 | Stock |
| ORACLE CORP COM | 1906 | 371510 | Stock |
| IDEXX LABS INC COM | 547 | 370062 | Stock |
| HOME DEPOT INC COM | 1069 | 368007 | Stock |
| AMGEN INC COM | 1110 | 363219 | Stock |
| BLACKSTONE INC COM | 2329 | 358966 | Stock |
| MERCK & CO INC COM | 3360 | 353718 | Stock |
| NORFOLK SOUTHN CORP COM | 1225 | 353640 | Stock |
| PAYCHEX INC COM | 3144 | 352737 | Stock |
| NETFLIX INC COM | 3711 | 347943 | Stock |
| PROCTER AND GAMBLE CO COM | 2338 | 334992 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 1842 | 327416 | Stock |
| WELLS FARGO CO NEW COM | 3463 | 322727 | Stock |
| BEST BUY INC COM | 4739 | 317208 | Stock |
| ABBVIE INC COM | 1369 | 312893 | Stock |
| VANGUARD S&P MID-CAP 400 VALUE ETF | 3042 | 307272 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 402 | 302836 | ETF |
| MORGAN STANLEY COM NEW | 1688 | 299638 | Stock |
| ISHARES CORE U S AGGREGATE BOND ETF | 2991 | 298769 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 5874 | 295410 | ETF |
| US BANCORP DEL COM NEW | 5520 | 294541 | Stock |
| WW GRAINGER INC COM | 286 | 288988 | Stock |
| CHIPOTLE MEXICAN GRILL INC COM | 7746 | 286602 | Stock |
| DIMENSIONAL CORE FIXED INCOME ETF | 6418 | 273149 | ETF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 5850 | 272559 | ETF |
| GE AEROSPACE COM NEW | 860 | 264873 | Stock |
| PACKAGING CORP AMER COM | 1263 | 260547 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 3932 | 259491 | ETF |
| INTEL CORP COM | 6627 | 244523 | Stock |
| CHEVRON CORP NEW COM | 1566 | 238671 | Stock |
| PEPSICO INC COM | 1635 | 234685 | Stock |
| WASTE MGMT INC DEL COM | 1057 | 232308 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 672 | 225363 | ETF |
| DISNEY WALT CO COM | 1970 | 224127 | Stock |
| ZIMMER BIOMET HOLDINGS INC COM | 2480 | 223015 | Stock |
| ALLIANT ENERGY CORP COM | 3424 | 222587 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 390 | 220880 | Stock |
| SALESFORCE INC COM | 831 | 220150 | Stock |
| ADVANCED MICRO DEVICES INC COM | 1020 | 218443 | Stock |
| ABBOTT LABS COM | 1732 | 217045 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 1295 | 208456 | Stock |
| ISHARES CORE S&P 500 ETF | 301 | 205853 | ETF |
| GE VERNOVA INC COM | 312 | 204034 | Stock |
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