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 51–98 of 98
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RTX | RTX CORPORATION COM | 3K | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 8K | $100K–$500K | SH |
| V | VISA INC COM CL A | 1K | $100K–$500K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 5K | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC COM | 547 | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 3K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 1K | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO COM | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 3K | $100K–$500K | SH |
| BBY | BEST BUY INC COM | 5K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 1K | $100K–$500K | SH |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | 3K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 402 | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 2K | $100K–$500K | SH |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | 3K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 6K | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 6K | $100K–$500K | SH |
| GWW | WW GRAINGER INC COM | 286 | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 8K | $100K–$500K | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 6K | $100K–$500K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 6K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 860 | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER COM | 1K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 1K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 672 | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 2K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 2K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP COM | 3K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 390 | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 831 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 1K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 301 | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 312 | $100K–$500K | SH |