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CIK: 0001831316
Total reported value
$354.7M
$354.7M
1527 檔
37.6%
During the Q3 2025 filing period, Rise Advisors, LLC (CIK: 0001831316) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $354.7M across 1527 reported positions.
In Q3 2025, Rise Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1527 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.76% | +0.79% | +6.13% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 14.77% | -0.01% | +7.12% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.25% | -0.12% | — | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 5.90% | — | +7.35% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.17% | -0.31% | +918.63% | |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 5.02% | -0.67% | — | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.65% | -0.02% | +1.42% | |
| 8 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 3.25% | +0.12% | +17.58% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.23% | — | +5.58% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.19% | -0.01% | +5.69% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.25% | -0.38% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | +0.42% | +4.88% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.52% | -0.44% | -4.93% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.03% | +1.97% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.42% | +0.27% | +8.10% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.06% | +8.50% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.03% | +5.38% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | +0.01% | -29.06% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.05% | +2.26% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | -0.41% | EXIT | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.01% | -1.51% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.09% | +5.65% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.02% | +3.93% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | — | +2.06% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | — | +4.00% | |
| 26 | TMP | Tompkins Financial CORP | Stock-Other | 0.38% | +0.01% | -0.11% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.07% | +3.98% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.30% | -0.03% | -2.74% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.02% | -0.80% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | +0.02% | +0.13% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | +0.01% | +0.59% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.23% | -0.05% | +5.76% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | — | +4.65% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.03% | +20.61% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | -0.02% | +22.34% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | — | +7.14% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | -0.08% | +0.55% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.02% | +2.39% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.22% | -0.18% | EXIT | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | +0.05% | -1.15% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.01% | +0.43% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.21% | +0.02% | +9.88% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.14% | +3.55% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.01% | +21.31% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | -0.02% | +5.49% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.05% | +0.75% | |
| 47 | PAYX | Paychex Inc | Stock-Tech | 0.18% | -0.01% | -4.97% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.18% | -0.10% | +30.16% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | — | -19.64% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | — | +4.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +4.9% | +918.63% | Add |
| 2 | VUG | Vanguard Growth ETF | +2.2% | +6.13% | Add |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | +1.4% | +17.58% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | -0.38% | Trim |
| 5 | MSFT | Microsoft CORP | +0.3% | +4.88% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +5.38% | Add |
| 7 | RDVY | First Trust Rising Dividend | +0.2% | +30.16% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +4.00% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | +2.26% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | +21.31% | Add |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +5.69% | Add |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +498.15% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +3.93% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +17.85% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.67% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +5.65% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +20.61% | Add |
| 18 | MDY | State Street Spdr S&p Midcap | 0% | +22.34% | Add |
| 19 | MU | Micron Technology Inc | 0% | -46.29% | Trim |
| 20 | GEV | GE Vernova Inc | 0% | +24.81% | Add |
| 21 | COF | Capital One Financial CORP | 0% | +1.72% | Add |
| 22 | CAT | Caterpillar Inc | 0% | +0.55% | Trim |
| 23 | GS | Goldman Sachs Group Inc | 0% | +5.49% | Trim |
| 24 | ETN | Eaton Corporation plc | 0% | +9.88% | Add |
| 25 | IDXX | Idexx Laboratories Inc | 0% | -1.96% | Add |
| 26 | GLW | Corning Inc | 0% | +22.64% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.51% | Add |
| 28 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.09% | Add |
| 29 | GE | General Electric | 0% | +2.58% | Add |
| 30 | MTZ | Mastec Inc | 0% | — | Add |
| 31 | ANET | Arista Networks Inc | 0% | +1.96% | Add |
| 32 | APH | Amphenol Corp-cl A | 0% | +2.48% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | +22.37% | Add |
| 34 | BA | Boeing Co/the | 0% | +5.76% | Add |
| 35 | RTX | Rtx CORP | 0% | +1.62% | Add |
| 36 | NFLX | Netflix Inc | 0% | +2.72% | Add |
| 37 | WMT | Walmart Inc | 0% | +8.90% | Add |
| 38 | XLV | Ss Health Care Select Sector | 0% | +20.58% | Add |
| 39 | VGT | Vanguard Info Tech ETF | 0% | -0.50% | Add |
| 40 | MS | Morgan Stanley | 0% | +1.78% | Add |
| 41 | AMD | Advanced Micro Devices | 0% | +2.85% | Add |
| 42 | SHOP | Shopify Inc - Class A | 0% | — | Trim |
| 43 | NSC | Norfolk Southern CORP | 0% | +0.62% | Add |
| 44 | VST | Vistra CORP | 0% | +0.80% | Trim |
| 45 | LRCX | Lam Research CORP | 0% | +3.14% | Add |
| 46 | TEX | Terex CORP | 0% | +108.85% | Add |
| 47 | UBER | Uber Technologies Inc | 0% | +3.15% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | -7.66% | Add |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 0% | +26.43% | Add |
| 50 | FIX | Comfort Systems USA Inc | 0% | — | Add |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $354.7M across 1527 disclosed positions in Q3 2025.
During Q3 2025, Rise Advisors, LLC's top holdings by market value included VUG (15.8%)、VTV (14.8%)、VCRB (6.3%). The largest single position, VUG, represented 15.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VCRB) accounted for 37.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCRB
市值: $17.4M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $94.0K
In Q3 2025, Rise Advisors, LLC made 197 total portfolio adjustments, initiating 12 new buys, adding to 118 positions, trimming 53 holdings, and fully liquidating 14 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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