Rise Advisors, LLC 13F Holdings

CIK 0001831316 · ROCHESTER, NY

As of Sep 30, 2025, Rise Advisors, LLC reported 1,527 positions worth $258.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD GROWTH INDEX FUNDVUG—91,599$43.9M17.00%
VANGUARD VALUE INDEX FUNDVTV—220,772$41.2M15.93%
VANGUARD CORE BOND ETFVCRB—222,133 7.4M6.74%
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFJMBS—360,408 6.5M6.37%
FIDELITY TOTAL BOND ETFFBND—311,631 4.4M5.58%
JANUS DETROIT STR TRJSMD—167,362 4.0M5.42%
JANUS HENDERSON SHORT DURATION INCOME ETFVNLA—206,699 0.2M3.94%
FT VEST LADDERED MODERATE BUFFER ETFBUFZ—349,810$9.1M3.51%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity115,336$6.2M2.40%
THE INDUSTRIAL SELECT SECTOR SPDR FUNDXLI—39,604$6.1M2.36%
NVIDIA CORPNVDATechnology25,686$4.8M1.85%
MICROSOFT CORPMSFTTechnology9,156$4.7M1.84%
APPLE INCAAPLTechnology16,666$4.2M1.64%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services8,146$4.1M1.58%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETFXLEEquity44,264$4.0M1.53%
AMAZON.COM INCAMZNEquity11,680$2.6M0.99%
ALPHABET INCGOOGEquity8,888$2.2M0.84%
JPMORGAN ULTRA-SHORT INCOMEJPST—29,020 .5M0.57%
TESLA INCTSLAConsumer Cyclical2,947 .3M0.51%
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—32,748 .3M0.49%
SPDR S&P 500 ETF TRUSTSPY—1,892 .3M0.49%
META PLATFORMS INCMETACommunication Services1,663 .2M0.47%
JPMORGAN CHASE & COJPMFinancial Services3,806 .2M0.46%
EXXON MOBIL CORPXOMEnergy10,645 .2M0.46%
BROADCOM INCAVGOTechnology3,331 .1M0.43%