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CIK: 0001831316
Total reported value
$355.3M
$355.3M
98 檔
41.8%
The Q4 2025 SEC filing reveals that Rise Advisors, LLC held a total portfolio value of $355.3M, covering 98 public equity positions.
In Q4 2025, Rise Advisors, LLC adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 24 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VUG, RDVY, VTV) accounted for 41.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 17.64% | -1.51% | +10.69% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 10.92% | -0.27% | +5883.79% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.27% | -1.93% | -31.72% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 7.97% | +1.80% | +29.14% | |
| 5 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 6.21% | -0.94% | +87.64% | |
| 6 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 5.94% | -1.10% | +10901.38% | |
| 7 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 5.34% | +1.90% | +9.63% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.25% | +2.04% | +2.52% | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.65% | -0.74% | +28.35% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | -0.12% | -3.73% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 1.64% | -0.76% | +131.61% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.24% | +8.20% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.12% | -3.83% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.18% | -3.99% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.11% | -0.17% | +112.08% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | -0.01% | -4.93% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.06% | -2.27% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.07% | +111.50% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | -0.04% | +0.23% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.04% | -3.12% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.02% | -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% | -3.97% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | — | -4.59% | |
| 25 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.39% | — | -93.37% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.08% | -7.28% | |
| 27 | TMP | Tompkins Financial CORP | Stock-Other | 0.34% | -0.01% | -18.52% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.06% | -3.87% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | -0.04% | +66.53% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.30% | -0.07% | +1.77% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | +0.05% | -5.41% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.02% | -1.45% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.04% | +0.72% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.27% | +0.12% | +20.68% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.05% | -1.32% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.03% | +15.58% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | -0.01% | -1.32% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.03% | +6.48% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.08% | -3.32% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.23% | -0.03% | -2.15% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.22% | +0.43% | -1.70% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.22% | -0.04% | +1.51% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.05% | -6.58% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | -0.01% | -2.60% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.05% | -7.70% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.01% | -2.03% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | — | +3.11% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.18% | -0.01% | +2.20% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | -0.04% | +0.87% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.05% | -3.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | +10.7% | +5883.79% | Add |
| 2 | LQTI | Ft Vest Invst Grd Trgt I ETF | +5.9% | +10901.38% | Add |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | +3% | +87.64% | Add |
| 4 | VUG | Vanguard Growth ETF | +1.9% | +10.69% | Add |
| 5 | VCRB | Vanguard Core Bond ETF | +1.7% | +29.14% | Add |
| 6 | VNLA | Janus Henderson Short Durati | +1% | +28.35% | Add |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.6% | +112.08% | Add |
| 8 | JSMD | Janus Small Mid Cap Gr Alp | +0.3% | +9.63% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.3% | +111.50% | Add |
| 10 | XLE | Ss Energy Select Sector | +0.2% | +131.61% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -4.93% | Trim |
| 12 | XLV | Ss Health Care Select Sector | +0.1% | +66.53% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.20% | Add |
| 14 | GWW | Ww Grainger Inc | +0.1% | +1143.48% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | -1.70% | Trim |
| 16 | FBND | Fidelity Total Bond ETF | +0.1% | +2.52% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | -1.45% | Trim |
| 18 | NVDA | Nvidia CORP | -0.1% | -3.73% | Trim |
| 19 | META | Meta Platforms Inc-class A | -0.1% | -7.28% | Trim |
| 20 | ORCL | Oracle CORP | -0.1% | -6.48% | Trim |
| 21 | MSFT | Microsoft CORP | -0.2% | -3.99% | Trim |
| 22 | XLI | Ss Industrial Select Sector | -2% | -92.78% | Trim |
| 23 | XLF | Ss Financial Select Sector | -2.1% | -92.75% | Trim |
| 24 | VTV | Vanguard Value ETF | -4.5% | -31.72% | Trim |
| 25 | JMBS | Janus Henderson Mortg Backed | -5.5% | -93.37% | Trim |
| 26 | VIGI | Vanguard Int Div App Indx Fd | — | EXIT | Sold out |
| 27 | IVOV | Vanguard S&p Mid-cap 400 Val | — | NEW | New buy |
| 28 | DVY | Ishares Select Dividend ETF | — | EXIT | Sold out |
| 29 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 30 | PSA | Public Storage | — | EXIT | Sold out |
| 31 | ED | Consolidated Edison Inc | — | EXIT | Sold out |
| 32 | VST | Vistra CORP | — | EXIT | Sold out |
| 33 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 34 | VO | Vanguard Mid-cap ETF | — | EXIT | Sold out |
| 35 | T | At&t Inc | — | EXIT | Sold out |
| 36 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 37 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 38 | COF | Capital One Financial CORP | — | EXIT | Sold out |
| 39 | PRU | Prudential Financial Inc | — | EXIT | Sold out |
| 40 | ICE | Intercontinental Exchange In | — | EXIT | Sold out |
| 41 | AFL | Aflac Inc | — | EXIT | Sold out |
| 42 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 43 | INTU | Intuit Inc | — | EXIT | Sold out |
| 44 | GLW | Corning Inc | — | EXIT | Sold out |
| 45 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | — | EXIT | Sold out |
| 47 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 48 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 49 | LIN | Linde plc | — | EXIT | Sold out |
| 50 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M across 98 disclosed positions in Q4 2025.
During Q4 2025, Rise Advisors, LLC's top holdings by market value included VUG (17.6%)、RDVY (10.9%)、VTV (10.3%). The largest single position, VUG, represented 17.6% 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
IVOV
市值: $307.3K
Top Position Liquidated / Trimmed
VIGI
前期市值: $321.8K
In Q4 2025, Rise Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 11 holdings, and fully liquidating 24 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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