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CIK: 0001831316
Total reported value
$355.3M
$355.3M
1527 檔
37.5%
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 $355.3M across 1527 reported positions.
In Q3 2025, Rise Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 35 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% | -1.51% | +6.13% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 14.77% | -1.93% | +7.12% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.25% | +1.80% | — | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 5.90% | — | +7.35% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.17% | +2.04% | +918.63% | |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 5.02% | +1.90% | — | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.65% | -0.74% | +1.42% | |
| 8 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 3.25% | -0.94% | +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% | -0.12% | -0.38% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.18% | +4.88% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.52% | -0.12% | -4.93% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.24% | +1.97% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.42% | -0.76% | +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% | -0.01% | +5.38% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | -0.17% | -29.06% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.04% | +2.26% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | -0.04% | +0.28% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.02% | -1.51% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.08% | +5.65% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.03% | +3.93% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.59% | EXIT | |
| 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% | -0.06% | +3.98% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.30% | -0.07% | -2.74% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.05% | -0.80% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.08% | +0.13% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | -0.04% | +0.59% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.23% | -0.03% | +5.76% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | -0.01% | +4.65% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.07% | +20.61% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | +0.12% | +22.34% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.03% | +7.14% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.05% | +0.55% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.05% | +2.39% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.22% | -0.04% | +1.14% | |
| 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% | -0.03% | +0.43% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.21% | -0.01% | +9.88% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.02% | +3.55% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.01% | +21.31% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | -0.01% | +5.49% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.01% | +0.75% | |
| 47 | PAYX | Paychex Inc | Stock-Tech | 0.18% | -0.01% | -4.97% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.18% | -0.27% | +30.16% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.04% | -19.64% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | -0.02% | +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 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.51% | Add |
| 27 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.09% | Add |
| 28 | BA | Boeing Co/the | 0% | +5.76% | Add |
| 29 | AMZN | Amazon.com Inc | — | +8.50% | Add |
| 30 | DFAX | Dimensional World Ex US Core | — | +0.59% | Add |
| 31 | BAC | Bank Of America CORP | — | +4.65% | Add |
| 32 | DFAC | Dimensional US Core Equity 2 | 0% | +0.28% | Add |
| 33 | AAPL | Apple Inc | -0.1% | -4.93% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -8.07% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -4.31% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.97% | Add |
| 37 | XLF | Ss Financial Select Sector | -0.1% | +5.58% | Add |
| 38 | PAYX | Paychex Inc | -0.1% | -4.97% | Trim |
| 39 | XLE | Ss Energy Select Sector | -0.2% | +8.10% | Add |
| 40 | JPST | Jpmorgan Ultra-short Income | -0.3% | -29.06% | Trim |
| 41 | VTV | Vanguard Value ETF | -0.3% | +7.12% | Add |
| 42 | JMBS | Janus Henderson Mortg Backed | -0.5% | +7.35% | Add |
| 43 | VNLA | Janus Henderson Short Durati | -0.8% | +1.42% | Add |
| 44 | DFAT | Dimensional US Target Value | -5.1% | -99.79% | Trim |
| 45 | DFCF | Dimensional Core Fixed Inc | -11.4% | -99.01% | Trim |
| 46 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 47 | JSMD | Janus Small Mid Cap Gr Alp | — | NEW | New buy |
| 48 | LQTI | Ft Vest Invst Grd Trgt I ETF | — | NEW | New buy |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 50 | MUNY | Vanguard Ny Tax-ex Bond | — | NEW | New buy |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M 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 37.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCRB
市值: $17.4M
Top Position Liquidated / Trimmed
DFCF
前期市值: $26.0M
In Q3 2025, Rise Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 10 holdings, and fully liquidating 0 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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