Rise Advisors, LLC Top Holdings and 13F Report (2026) About Rise Advisors, LLCInvestment ActivityRise Advisors, LLC has $283.75 million in total holdings as of March 31, 2026.Rise Advisors, LLC owns shares of 94 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.85% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Rise Advisors, LLC has purchased 98 new stocks and bought additional shares in 54 stocks.Rise Advisors, LLC sold shares of 33 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $46,243,625First Trust Rising Dividend Achievers ETF $32,524,476Vanguard Value ETF $30,108,856VANGUARD CORE BOND ETF $23,250,008FT VEST LADDERED MODERATE BUFFER ETF $18,407,781 Largest New Holdings this Quarter 92204H400 - VANGUARD NEW YORK TAX-EXEMPT BOND ETF $2,525,561 Holding219350105 - Corning $289,243 Holding464287168 - iShares Select Dividend ETF $204,005 Holding921946406 - Vanguard High Dividend Yield ETF $200,345 Holding Largest Purchases this Quarter VANGUARD NEW YORK TAX-EXEMPT BOND ETF 24,668 shares (about $2.53M)First Trust Rising Dividend Achievers ETF 31,630 shares (about $2.18M)FT VEST INVESTMENT GRADE & TARGET INCOME ETF 109,123 shares (about $2.12M)Vanguard Growth ETF 3,340 shares (about $1.47M)FT VEST LADDERED MODERATE BUFFER ETF 42,728 shares (about $1.13M) Largest Sales this Quarter Berkshire Hathaway 721 shares (about $345.02K)Industrial Select Sector SPDR Fund 1,131 shares (about $185.95K)Tompkins Financial 1,499 shares (about $118.54K)Eaton 272 shares (about $99.40K)Merck & Co., Inc. 609 shares (about $73.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRise Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$46,243,625$1,474,808 â–²3.3%104,72816.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$32,524,476$2,177,726 â–²7.2%472,39611.5%ManufacturingVTVVanguard Value ETF$30,108,856$461,389 â–²1.6%153,09310.6%ETFVANGUARD CORE BOND ETF$23,250,008$1,123,785 â–²5.1%301,4398.2%ETFFT VEST LADDERED MODERATE BUFFER ETF$18,407,781$1,125,028 â–²6.5%699,1186.5%ETFFT VEST INVESTMENT GRADE & TARGET INCOME ETF$18,217,787$2,122,443 â–²13.2%936,6476.4%ETFJSMDSmall/Mid Cap Growth Alpha ETF$15,398,468$665,606 â–²4.5%191,7625.4%ManufacturingFBNDFidelity Total Bond ETF$15,058,066$486,021 â–²3.3%330,1485.3%ETFVNLAJanus Henderson Short Duration Income ETF$12,973,402$13,483 â–²0.1%265,5764.6%ETFXLEEnergy Select Sector SPDR Fund$6,308,863$263,243 â–²4.4%106,9842.2%ETFNVDANVIDIA$4,317,409$28,647 â–¼-0.7%24,5661.5%Computer and TechnologyAAPLApple$4,256,100$159,006 â–²3.9%16,6491.5%Computer and TechnologyBRK.BBerkshire Hathaway$3,872,692$345,016 â–¼-8.2%8,0931.4%FinanceMSFTMicrosoft$3,186,293$60,948 â–¼-1.9%8,6261.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,117,520$13,165 â–²0.4%61,8071.1%ETFVANGUARD NEW YORK TAX-EXEMPT BOND ETF$2,525,561$2,525,561 â–²New Holding24,6680.9%ETFGOOGAlphabet$2,493,438$1,475 â–²0.1%8,4550.9%Computer and TechnologyAMZNAmazon.com$2,387,653$16,003 â–¼-0.7%11,3390.8%Retail/WholesaleXOMExxonMobil$1,683,785$7,878 â–²0.5%10,4730.6%EnergyIWMiShares Russell 2000 ETF$1,435,771$26,953 â–²1.9%5,7530.5%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,287,295$3,208 â–²0.2%32,9060.5%ETFSPYSPDR S&P 500 ETF Trust$1,256,330$44,565 â–²3.7%1,9170.4%FinanceJNJJohnson & Johnson$1,078,326$18,310 â–²1.7%4,4170.4%MedicalTSLATesla$1,074,424$14,107 â–¼-1.3%2,8180.4%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,073,364$6,203 â–¼-0.6%3,6340.4%FinanceAVGOBroadcom$1,006,952$10,659 â–²1.1%3,2120.4%Computer and TechnologyCATCaterpillar$934,816$6,573 â–²0.7%1,2800.3%IndustrialsTMPTompkins Financial$919,690$118,540 â–¼-11.4%11,6300.3%FinanceMETAMeta Platforms$895,805$2,895 â–²0.3%1,5470.3%Computer and TechnologyMUMicron Technology$840,299$30,904 â–²3.8%2,2840.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$818,462$1,182 â–²0.1%5,5400.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$804,149$27,365 â–²3.5%1,2930.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$800,062$1,342 â–²0.2%23,2440.3%ETFJAAAJanus Henderson AAA CLO ETF$798,517$44,124 â–¼-5.2%15,8530.3%ETFCOSTCostco Wholesale$758,105$2,989 â–²0.4%7610.3%Retail/WholesaleCSCOCisco Systems$757,757$60,159 â–¼-7.4%9,7240.3%Computer and TechnologyLLYEli Lilly and Company$712,270$955 â–¼-0.1%7460.3%MedicalVIGVanguard Dividend Appreciation ETF$696,975$2,588 â–²0.4%3,2320.2%ETFFLOTiShares Floating Rate Bond ETF$618,754$3,855 â–²0.6%12,1990.2%ETFBABoeing$614,704$207 â–²0.0%2,9650.2%AerospaceKOCocaCola$613,870$33,170 â–¼-5.1%8,0690.2%Consumer StaplesBACBank of America$606,564$5,715 â–¼-0.9%12,3110.2%FinanceGSThe Goldman Sachs Group$582,147$2,580 â–²0.4%6770.2%FinanceWALMART INC COM$551,527$2,994 â–²0.5%4,4210.2%StockMCDMcDonald's$543,235$27,653 â–¼-4.8%1,7680.2%Retail/WholesaleMAMastercard$509,204$56,032 â–¼-9.9%1,0360.2%Business ServicesRTXRTX$497,259$7,983 â–²1.6%2,5540.2%AerospaceGOOGLAlphabet$478,697$5,055 â–¼-1.0%1,6100.2%Computer and TechnologyQQQInvesco QQQ$478,640$3,507 â–²0.7%8190.2%FinanceETNEaton$478,013$99,403 â–¼-17.2%1,3080.2%IndustrialsIBMInternational Business Machines$445,241$1,459 â–¼-0.3%1,8310.2%Computer and TechnologySOSouthern$430,708$6,689 â–¼-1.5%4,4430.2%UtilitiesFTECFidelity MSCI Information Technology Index ETF$411,670$421 â–²0.1%1,9540.1%ETFAMGNAmgen$397,447$5,299 â–²1.4%1,1250.1%MedicalVVisa$384,044$1,492 â–²0.4%1,2870.1%Business ServicesNFLXNetflix$353,344$1,242 â–¼-0.4%3,6980.1%Consumer DiscretionaryPGProcter & Gamble$352,390$15,559 â–²4.6%2,4460.1%Consumer StaplesHDHome Depot$347,075$5,274 â–¼-1.5%1,0530.1%Retail/WholesaleCVXChevron$343,359$34,158 â–²11.0%1,7390.1%EnergyVTIVanguard Total Stock Market ETF$340,544$123,423 â–²56.8%1,0540.1%ETFMRKMerck & Co., Inc.$332,394$73,583 â–¼-18.1%2,7510.1%MedicalINTCIntel$320,487$2,209 â–²0.7%6,6730.1%Computer and TechnologyGWWW.W. Grainger$317,2470.0%2860.1%IndustrialsIDXXIDEXX Laboratories$309,998$1,129 â–²0.4%5490.1%MedicalBBYBest Buy$308,900$4,116 â–²1.4%4,8030.1%Retail/WholesaleABBVAbbVie$296,152$1,934 â–²0.7%1,3780.1%MedicalVTEBVanguard Tax-Exempt Bond ETF$294,853$1,697 â–²0.6%5,9080.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$294,763$1,386 â–¼-0.5%2,9770.1%FinanceMSMorgan Stanley$290,636$10,137 â–²3.6%1,7490.1%FinanceGLWCorning$289,243$289,243 â–²New Holding2,0310.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$285,343$1,021 â–²0.4%5,8710.1%ETFVGTVanguard Information Technology ETF$284,1960.0%4020.1%ETFXLIIndustrial Select Sector SPDR Fund$284,099$185,947 â–¼-39.6%1,7280.1%ETFORCLOracle$282,617$5,809 â–²2.1%1,9460.1%Computer and TechnologyNSCNorfolk Southern$278,660$72,894 â–¼-20.7%9710.1%TransportationGE VERNOVA INC COM$278,524$896 â–¼-0.3%3110.1%StockPALANTIR TECHNOLOGIES INC CL A$276,866$7,032 â–²2.6%1,8900.1%StockDFCFDimensional Core Fixed Income ETF$272,991$1,901 â–²0.7%6,4630.1%ETFWFCWells Fargo & Company$272,655$6,365 â–¼-2.3%3,3840.1%FinanceIJHiShares Core S&P Mid-Cap ETF$268,374$613 â–²0.2%3,9410.1%ETFPKGPackaging Corporation of America$267,099$211 â–²0.1%1,2640.1%IndustrialsGEGE Aerospace$256,038$4,389 â–²1.7%8750.1%AerospaceCMGChipotle Mexican Grill$252,687$65 â–¼0.0%7,7440.1%Retail/WholesalePEPPepsiCo$245,373$7,421 â–¼-2.9%1,5870.1%Consumer StaplesPAYXPaychex$238,457$47,364 â–¼-16.6%2,6230.1%Computer and TechnologyLNTAlliant Energy$237,577$8,778 â–¼-3.6%3,3020.1%UtilitiesUSBU.S. Bancorp$233,484$57,712 â–¼-19.8%4,4260.1%FinanceIVViShares Core S&P 500 ETF$229,887$31,618 â–²15.9%3490.1%ETFZBHZimmer Biomet$226,946$1,183 â–²0.5%2,4930.1%MedicalWMWaste Management$222,425$21,711 â–¼-8.9%9630.1%Business ServicesBXBlackstone$221,427$44,811 â–¼-16.8%1,9370.1%FinanceAMDAdvanced Micro Devices$214,4140.0%1,0200.1%Computer and TechnologyDVYiShares Select Dividend ETF$204,005$204,005 â–²New Holding1,3510.1%ETFVYMVanguard High Dividend Yield ETF$200,345$200,345 â–²New Holding1,3540.1%Financial ServicesJMBSJanus Henderson Mortgage-Backed Securities ETF$0$1,092,548 â–¼-100.0%00.0%ETFXLFFinancial Select Sector SPDR Fund$0$457,824 â–¼-100.0%00.0%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$0$307,272 â–¼-100.0%00.0%ETFDISWalt Disney$0$224,127 â–¼-100.0%00.0%Consumer DiscretionaryISRGIntuitive Surgical$0$220,880 â–¼-100.0%00.0%MedicalCRMSalesforce$0$220,150 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
