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CIK: 0001831316
Total reported value
$355.3M
$355.3M
94 檔
42.4%
In Q1 2026, Rise Advisors, LLC's U.S. equity holdings reached a combined market value of $355.3M, distributed across 94 disclosed stock positions.
In Q1 2026, Rise Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 54 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.30% | -1.51% | +3.29% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 11.46% | -0.27% | +7.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.61% | -1.93% | +1.56% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 8.19% | +1.80% | +5.08% | |
| 5 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 6.49% | -0.94% | +6.51% | |
| 6 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 6.42% | -1.10% | +13.19% | |
| 7 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 5.43% | +1.90% | +4.52% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.31% | +2.04% | +3.34% | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.57% | -0.74% | +0.10% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.22% | -0.76% | +4.35% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.12% | -0.66% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.50% | -0.12% | +3.88% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.24% | -8.18% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.18% | -1.88% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.10% | -0.17% | +0.42% | |
| 16 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.89% | -0.23% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.01% | +0.06% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.06% | -0.67% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.59% | EXIT | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.07% | +1.91% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | -0.04% | +0.25% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.02% | +3.68% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.06% | +1.73% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.04% | -1.30% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.03% | -0.57% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | — | +1.07% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.05% | +0.71% | |
| 28 | TMP | Tompkins Financial CORP | Stock-Other | 0.32% | -0.01% | -11.42% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.08% | +0.32% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.43% | +3.82% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.29% | -0.04% | +0.14% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | +0.12% | +3.52% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.28% | -0.04% | +0.17% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.28% | -0.07% | -5.24% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.08% | +0.40% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.05% | -7.36% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | -0.02% | -0.13% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.03% | +0.37% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.22% | -0.04% | +0.63% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.22% | -0.03% | +0.03% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | -0.05% | -5.13% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | -0.01% | -0.93% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | -0.01% | +0.45% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.05% | +0.55% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.05% | -4.84% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.03% | -9.91% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.18% | -0.04% | +1.63% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | — | -1.04% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.04% | +0.74% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.17% | -0.01% | -17.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.6% | +4.35% | Add |
| 2 | RDVY | First Trust Rising Dividend | +0.5% | +7.18% | Add |
| 3 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.5% | +13.19% | Add |
| 4 | VTV | Vanguard Value ETF | +0.3% | +1.56% | Add |
| 5 | BUFZ | Ft Vest Laddered Moderate Bu | +0.3% | +6.51% | Add |
| 6 | VCRB | Vanguard Core Bond ETF | +0.2% | +5.08% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.47% | Add |
| 8 | JSMD | Janus Small Mid Cap Gr Alp | +0.1% | +4.52% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | +3.82% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.71% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.1% | +3.34% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +1.73% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +56.85% | Add |
| 14 | COST | Costco Wholesale CORP | 0% | +0.40% | Add |
| 15 | CVX | Chevron CORP | 0% | +11.05% | Add |
| 16 | GEV | GE Vernova Inc | 0% | -0.32% | Trim |
| 17 | INTC | Intel CORP | 0% | +0.69% | Add |
| 18 | WMT | Walmart Inc | 0% | +0.55% | Add |
| 19 | RTX | Rtx CORP | 0% | +1.63% | Add |
| 20 | MDY | State Street Spdr S&p Midcap | 0% | +3.52% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | 0% | +1.91% | Add |
| 22 | DFAX | Dimensional World Ex US Core | 0% | +0.17% | Add |
| 23 | SO | Southern Co/the | 0% | -1.53% | Trim |
| 24 | AMGN | Amgen Inc | 0% | +1.35% | Add |
| 25 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +15.95% | Add |
| 27 | KO | Coca-cola Co/the | 0% | -5.13% | Trim |
| 28 | PEP | Pepsico Inc | 0% | -2.94% | Trim |
| 29 | PG | Procter & Gamble Co/the | — | +4.62% | Add |
| 30 | LNT | Alliant Energy CORP | — | -3.56% | Trim |
| 31 | DFUV | Dimensional US Marketwide Va | — | +0.36% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | — | +0.37% | Add |
| 33 | GS | Goldman Sachs Group Inc | — | +0.45% | Add |
| 34 | WM | Waste Management Inc | — | -8.89% | Trim |
| 35 | IJH | Ishares Core S&p Midcap ETF | — | +0.23% | Add |
| 36 | GE | General Electric | — | +1.74% | Add |
| 37 | BBY | Best Buy Co Inc | — | +1.35% | Add |
| 38 | PKG | Packaging CORP Of America | — | +0.08% | Add |
| 39 | NFLX | Netflix Inc | — | -0.35% | Trim |
| 40 | AMD | Advanced Micro Devices | — | — | Unchanged |
| 41 | ZBH | Zimmer Biomet Holdings Inc | — | +0.52% | Add |
| 42 | FLOT | Ishares Floating Rate Bond E | — | +0.63% | Add |
| 43 | DFCF | Dimensional Core Fixed Inc | — | +0.70% | Add |
| 44 | CMG | Chipotle Mexican Grill Inc | 0% | -0.03% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | -1.04% | Trim |
| 46 | BA | Boeing Co/the | 0% | +0.03% | Add |
| 47 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.10% | Add |
| 48 | ETN | Eaton Corporation plc | 0% | -17.22% | Trim |
| 49 | MCD | Mcdonald's CORP | 0% | -4.84% | Trim |
| 50 | MRK | Merck & Co. Inc. | 0% | -18.13% | Trim |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M across 94 disclosed positions in Q1 2026.
During Q1 2026, Rise Advisors, LLC's top holdings by market value included VUG (16.3%)、RDVY (11.5%)、VTV (10.6%). The largest single position, VUG, represented 16.3% 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, RDVY, VTV) accounted for 42.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
MUNY
市值: $2.5M
Top Position Liquidated / Trimmed
JMBS
前期市值: $1.1M
In Q1 2026, Rise Advisors, LLC made 99 total portfolio adjustments, initiating 4 new buys, adding to 54 positions, trimming 33 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.