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CIK: 0001831316
Total reported value
$354.7M
$354.7M
103 檔
52.1%
As reported in its official Q2 2026 Form 13F filing, Rise Advisors, LLC's tracked investment portfolio stood at $354.7M with 103 total positions.
In Q2 2026, Rise Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 68 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, RDVY, VCRB) accounted for 52.1% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 14.79% | +0.79% | +482.42% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 11.19% | -0.10% | +3.85% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 9.99% | -0.12% | +52.53% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.68% | -0.01% | -7.54% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.35% | -0.31% | +73.80% | |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 7.33% | -0.67% | +34.13% | |
| 7 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 5.55% | +0.12% | +0.99% | |
| 8 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 5.32% | +0.02% | +4.61% | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.83% | -0.02% | +4.95% | |
| 10 | JSI | Jh Securitized Income ETF | ETF-Other | 2.69% | +0.20% | — | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 1.46% | +0.27% | -8.99% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.25% | +0.90% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.44% | +1.47% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.03% | -1.98% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.42% | +3.43% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.93% | +0.01% | +5.74% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.03% | +2.97% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.06% | +2.92% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 0.73% | -0.05% | -0.96% | |
| 20 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.66% | -0.03% | -8.21% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | -0.03% | +19.92% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.01% | +3.23% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.41% | -0.41% | EXIT | |
| 24 | ✓ | Stock-Other | 0.41% | +0.13% | — | ||
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | -0.02% | +55.53% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | -0.08% | -0.86% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | — | +2.65% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.02% | +3.19% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.05% | +1.10% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.07% | +2.83% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.02% | +0.31% | |
| 32 | TMP | Tompkins Financial CORP | Stock-Other | 0.31% | +0.01% | +0.01% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.26% | -0.02% | +0.31% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.25% | +0.02% | +1.28% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | +0.01% | +1.05% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.09% | -1.49% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | -0.14% | -9.92% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.01% | +0.34% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.21% | -0.03% | -8.71% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.20% | — | +1.61% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | -0.02% | +1.33% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | +0.02% | -6.44% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.19% | -0.05% | +2.90% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.18% | +0.02% | +8.73% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.18% | -0.18% | EXIT | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | +0.05% | -6.75% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | +5.16% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.16% | +0.02% | +3.90% | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.16% | -0.01% | +0.10% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | — | +2.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JSI | Jh Securitized Income ETF | +2.7% | NEW | New buy |
| 2 | FBND | Fidelity Total Bond ETF | +2% | +73.80% | Add |
| 3 | JSMD | Janus Small Mid Cap Gr Alp | +1.9% | +34.13% | Add |
| 4 | VCRB | Vanguard Core Bond ETF | +1.8% | +52.53% | Add |
| 5 | MU | Micron Technology Inc | +0.4% | -0.96% | Trim |
| 6 | ✓ | +0.4% | NEW | New buy | |
| 7 | INTC | Intel CORP | +0.2% | +0.31% | Add |
| 8 | MDY | State Street Spdr S&p Midcap | +0.1% | +55.53% | Add |
| 9 | AMD | Advanced Micro Devices | +0.1% | +8.73% | Add |
| 10 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 12 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | +19.92% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 15 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 17 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 19 | CAT | Caterpillar Inc | +0.1% | -0.86% | Trim |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +0.31% | Add |
| 21 | GLW | Corning Inc | +0.1% | +0.74% | Add |
| 22 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.10% | Add |
| 23 | GEV | GE Vernova Inc | 0% | +4.50% | Add |
| 24 | VGT | Vanguard Info Tech ETF | 0% | +701.24% | Add |
| 25 | AVGO | Broadcom Inc | — | +2.65% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | — | +5.16% | Add |
| 27 | GE | General Electric | — | +1.60% | Add |
| 28 | MS | Morgan Stanley | — | -0.40% | Trim |
| 29 | GWW | Ww Grainger Inc | — | -0.35% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | — | +0.25% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +2.97% | Add |
| 32 | TMP | Tompkins Financial CORP | 0% | +0.01% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | +1.33% | Add |
| 34 | BAC | Bank Of America CORP | 0% | +1.61% | Add |
| 35 | ETN | Eaton Corporation plc | 0% | +3.90% | Add |
| 36 | IBM | Intl Business Machines CORP | 0% | +1.86% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | +4.20% | Add |
| 38 | BBY | Best Buy Co Inc | 0% | +1.58% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.28% | Add |
| 40 | DFUV | Dimensional US Marketwide Va | 0% | +0.34% | Add |
| 41 | ABBV | Abbvie Inc | 0% | -3.48% | Trim |
| 42 | XLI | Ss Industrial Select Sector | 0% | +0.23% | Add |
| 43 | AGG | Ishares Core U.s. Aggregate | 0% | +12.33% | Add |
| 44 | PKG | Packaging CORP Of America | 0% | +0.32% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | +0.86% | Add |
| 46 | NSC | Norfolk Southern CORP | 0% | +0.41% | Add |
| 47 | ORCL | Oracle CORP | 0% | +6.12% | Add |
| 48 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.30% | Add |
| 49 | LNT | Alliant Energy CORP | 0% | -2.15% | Trim |
| 50 | PAYX | Paychex Inc | 0% | -8.16% | Trim |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $354.7M across 103 disclosed positions in Q2 2026.
During Q2 2026, Rise Advisors, LLC's top holdings by market value included VUG (14.8%)、RDVY (11.2%)、VCRB (10.0%). The largest single position, VUG, represented 14.8% 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.
Top New Position Initiated
JSI
市值: $9.6M
Top Position Liquidated / Trimmed
XOM
前期市值: $1.7M
In Q2 2026, Rise Advisors, LLC made 104 total portfolio adjustments, initiating 10 new buys, adding to 68 positions, trimming 25 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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