CIK 1831316
Rise Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
98
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 98
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 101K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 441K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 151K | $1M+ | SH |
| VCRB | VANGUARD CORE BOND ETF | 287K | $1M+ | SH |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 656K | $1M+ | SH |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 828K | $1M+ | SH |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 183K | $1M+ | SH |
| FBND | FIDELITY TOTAL BOND ETF | 319K | $1M+ | SH |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 265K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 25K | $1M+ | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 103K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 9K | $1M+ | SH |
| AAPL | APPLE INC COM | 16K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 9K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 62K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 11K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 6K | $1M+ | SH |
| DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 33K | $1M+ | SH |
| TSLA | TESLA INC COM | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 10K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 4K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 3K | $1M+ | SH |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 24K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 2K | $1M+ | SH |
| TMP | TOMPKINS FINL CORP COM | 13K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 4K | $500K+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 6K | $500K+ | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 17K | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 10K | $500K+ | SH |
| LLY | ELI LILLY & CO COM | 747 | $500K+ | SH |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 23K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 1K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 1K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 12K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 1K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 758 | $500K+ | SH |
| BA | BOEING CO COM | 3K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 2K | $500K+ | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 12K | $500K+ | SH |
| KO | COCA COLA CO COM | 9K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 674 | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 2K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 2K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 2K | $500K+ | SH |
| ETN | EATON CORP PLC SHS | 2K | $500K+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 813 | $100K–$500K | SH |
| WMT | WALMART INC COM | 4K | $100K–$500K | SH |