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CIK: 0001831316
Total reported value
$355.3M
$355.3M
1539 檔
36.3%
At the close of Q2 2025, Rise Advisors, LLC disclosed equity holdings valued at approximately $355.3M, spread across 1539 reported holdings.
In Q2 2025, Rise Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, DFCF) accounted for 36.3% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1539 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.02% | -1.51% | +4.16% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 14.46% | -1.93% | +4.09% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.74% | -0.02% | +3.40% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 6.01% | — | +5.61% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.02% | — | +4.43% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.98% | -0.74% | +0.53% | |
| 7 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 2.94% | -0.94% | +69.74% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.27% | — | +2.25% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 2.19% | -0.01% | +3.73% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.18% | +1.45% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | -0.12% | -0.39% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.24% | +18.92% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.12% | +9.30% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.38% | -0.76% | +4.70% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.06% | -1.42% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.82% | -0.17% | +7.54% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.01% | +0.08% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.56% | +2.04% | +120.67% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.02% | +11.56% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | -0.04% | +0.30% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.08% | +2.27% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.59% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | +6.11% | |
| 24 | TMP | Tompkins Financial CORP | Stock-Other | 0.40% | -0.01% | +0.04% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.04% | -1.64% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | — | +3.93% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.34% | -0.07% | +1.40% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.05% | +0.77% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.08% | +0.26% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.27% | — | +644.12% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.04% | +1.26% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.06% | -2.71% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.05% | -0.90% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.25% | -0.01% | -6.20% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.24% | -0.04% | -3.41% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.24% | -0.03% | -2.45% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.05% | -4.98% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | -0.02% | +1.81% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | -0.01% | -3.63% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | -0.03% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.03% | -1.95% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | -0.04% | -1.18% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | -0.01% | +1.58% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.20% | +0.43% | +75.60% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.20% | -0.01% | -7.98% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.05% | -3.97% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.04% | +1.94% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.19% | +0.12% | +7.91% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | -0.01% | +3.14% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | +0.07% | +8.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.4% | +4.16% | Add |
| 2 | BUFZ | Ft Vest Laddered Moderate Bu | +1.1% | +69.74% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | -0.39% | Trim |
| 4 | MSFT | Microsoft CORP | +0.3% | +1.45% | Add |
| 5 | FBND | Fidelity Total Bond ETF | +0.3% | +120.67% | Add |
| 6 | C | Citigroup Inc | +0.2% | +644.12% | Add |
| 7 | RDVY | First Trust Rising Dividend | +0.1% | +977.90% | Add |
| 8 | AVGO | Broadcom Inc | +0.1% | +3.93% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | +75.60% | Add |
| 10 | XLI | Ss Industrial Select Sector | +0.1% | +3.73% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.27% | Add |
| 12 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +6.11% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +1.94% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +5.13% | Add |
| 16 | COF | Capital One Financial CORP | +0.1% | +237.34% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.56% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +2.21% | Add |
| 19 | GEV | GE Vernova Inc | 0% | +12.97% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | -1.42% | Trim |
| 21 | TSLA | Tesla Inc | 0% | -1.64% | Trim |
| 22 | BA | Boeing Co/the | 0% | -2.45% | Trim |
| 23 | IBM | Intl Business Machines CORP | 0% | +1.58% | Add |
| 24 | ETN | Eaton Corporation plc | 0% | -7.98% | Trim |
| 25 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.14% | Add |
| 26 | IDXX | Idexx Laboratories Inc | 0% | +3.88% | Add |
| 27 | EMN | Eastman Chemical Co | 0% | +257.07% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +0.08% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | +0.77% | Add |
| 30 | DFAX | Dimensional World Ex US Core | 0% | +1.26% | Add |
| 31 | GS | Goldman Sachs Group Inc | 0% | -6.82% | Trim |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.18% | Trim |
| 33 | IWM | Ishares Russell 2000 ETF | 0% | +8.06% | Add |
| 34 | DFAC | Dimensional US Core Equity 2 | 0% | +0.30% | Add |
| 35 | JPST | Jpmorgan Ultra-short Income | 0% | +7.54% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.92% | Add |
| 37 | DFSEUR | Discover Financial Services | 0% | EXIT | Sold out |
| 38 | TROW | T Rowe Price Group Inc | -0.1% | -86.71% | Trim |
| 39 | PAYX | Paychex Inc | -0.1% | -6.20% | Trim |
| 40 | MCD | Mcdonald's CORP | -0.1% | -4.98% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -34.55% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.1% | -2.71% | Trim |
| 43 | DFAT | Dimensional US Target Value | -0.1% | +4.43% | Add |
| 44 | XLF | Ss Financial Select Sector | -0.1% | +2.25% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -10.71% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.1% | -1.00% | Trim |
| 47 | XLE | Ss Energy Select Sector | -0.2% | +4.70% | Add |
| 48 | JMBS | Janus Henderson Mortg Backed | -0.3% | +5.61% | Add |
| 49 | VTV | Vanguard Value ETF | -0.7% | +4.09% | Add |
| 50 | DFCF | Dimensional Core Fixed Inc | -0.8% | +3.40% | Add |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M across 1539 disclosed positions in Q2 2025.
During Q2 2025, Rise Advisors, LLC's top holdings by market value included VUG (15.0%)、VTV (14.5%)、DFCF (10.7%). The largest single position, VUG, represented 15.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VBIL
市值: $150.5K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $94.0K
In Q2 2025, Rise Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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