Rise Advisors, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$278.8B
Holdings
1,527
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,527 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD GROWTH ETF | 91,599 | $43.9B | 15.76% | |
| 2 | VTVVANGUARD VALUE ETF | 220,772 | $41.2B | 14.77% | |
| 3 | VCRBVANGUARD CORE BOND ETF | 222,133 | $17.4B | 6.25% | |
| 4 | JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 360,408 | $16.5B | 5.90% | |
| 5 | FBNDFIDELITY TOTAL BOND ETF | 311,631 | $14.4B | 5.17% | |
| 6 | JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 167,362 | $14.0B | 5.02% | |
| 7 | VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | 206,699 | $10.2B | 3.65% | |
| 8 | BUFZFT VEST LADDERED MODERATE BUFFER ETF | 349,810 | $9.1B | 3.25% | |
| 9 | XLFFINANCIAL SELECT SECTOR SPDR FUND | 115,336 | $6.2B | 2.23% | |
| 10 | XLIINDUSTRIAL SELECT SECTOR SPDR FUND | 39,604 | $6.1B | 2.19% | |
| 11 | NVDANVIDIA CORPORATION COM | 25,686 | $4.8B | 1.72% | |
| 12 | MSFTMICROSOFT CORP COM | 9,156 | $4.7B | 1.70% | |
| 13 | AAPLAPPLE INC COM | 16,666 | $4.2B | 1.52% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 8,146 | $4.1B | 1.47% | |
| 15 | XLEENERGY SELECT SECTOR SPDR FUND | 44,264 | $4.0B | 1.42% | |
| 16 | AMZNAMAZON COM INC COM | 11,680 | $2.6B | 0.92% | |
| 17 | GOOGALPHABET INC CAP STK CL C | 8,888 | $2.2B | 0.78% | |
| 18 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 29,020 | $1.5B | 0.53% | |
| 19 | TSLATESLA INC COM | 2,947 | $1.3B | 0.47% | |
| 20 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 32,748 | $1.3B | 0.45% | |
| 21 | SPYSPDR S&P 500 ETF TRUST | 1,892 | $1.3B | 0.45% | |
| 22 | METAMETA PLATFORMS INC CL A | 1,663 | $1.2B | 0.44% | |
| 23 | JPMJPMORGAN CHASE & CO. COM | 3,806 | $1.2B | 0.43% | |
| 24 | XOMEXXON MOBIL CORP COM | 10,645 | $1.2B | 0.43% | |
| 25 | AVGOBROADCOM INC COM | 3,331 | $1.1B | 0.39% | |
| 26 | TMPTOMPKINS FINL CORP COM | 16,114 | $1.1B | 0.38% | |
| 27 | JNJJOHNSON & JOHNSON COM | 4,517 | $837.6M | 0.30% | |
| 28 | JAAAJANUS HENDERSON AAA CLO ETF | 16,438 | $834.7M | 0.30% | |
| 29 | CSCOCISCO SYS INC COM | 11,096 | $759.2M | 0.27% | |
| 30 | COSTCOSTCO WHSL CORP NEW COM | 784 | $726.1M | 0.26% | |
| 31 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 23,039 | $723.0M | 0.26% | |
| 32 | BABOEING CO COM | 3,029 | $653.7M | 0.23% | |
| 33 | BACBANK AMERICA CORP COM | 12,593 | $649.7M | 0.23% | |
| 34 | IWMISHARES RUSSELL 2000 ETF | 2,669 | $645.8M | 0.23% | |
| 35 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,035 | $617.0M | 0.22% | |
| 36 | MAMASTERCARD INCORPORATED CL A | 1,080 | $614.5M | 0.22% | |
| 37 | CATCATERPILLAR INC COM | 1,288 | $614.3M | 0.22% | |
| 38 | MCDMCDONALDS CORP COM | 2,013 | $611.7M | 0.22% | |
| 39 | FLOTISHARES FLOATING RATE BOND ETF | 11,943 | $610.1M | 0.22% | |
| 40 | KOCOCA COLA CO COM | 9,104 | $603.8M | 0.22% | |
| 41 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 2,786 | $601.2M | 0.22% | |
| 42 | ETNEATON CORP PLC SHS | 1,546 | $578.4M | 0.21% | |
| 43 | LLYELI LILLY & CO COM | 758 | $578.3M | 0.21% | |
| 44 | ORCLORACLE CORP COM | 2,038 | $573.1M | 0.21% | |
| 45 | GSGOLDMAN SACHS GROUP INC COM | 692 | $550.9M | 0.20% | |
| 46 | IBMINTERNATIONAL BUSINESS MACHS COM | 1,875 | $529.1M | 0.19% | |
| 47 | PAYXPAYCHEX INC COM | 4,037 | $511.7M | 0.18% | |
| 48 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 7,366 | $495.4M | 0.18% | |
| 49 | NDQINVESCO QQQ TRUST SERIES I | 806 | $484.0M | 0.17% | |
| 50 | HDHOME DEPOT INC COM | 1,164 | $471.6M | 0.17% | |
| 51 | FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2,113 | $469.4M | 0.17% | |
| 52 | WMTWALMART INC COM | 4,552 | $469.1M | 0.17% | |
| 53 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 3,322 | $462.3M | 0.17% | |
| 54 | SOSOUTHERN CO COM | 4,871 | $461.6M | 0.17% | |
| 55 | VVISA INC COM CL A | 1,347 | $459.8M | 0.16% | |
| 56 | NFLXNETFLIX INC COM | 378 | $453.2M | 0.16% | |
| 57 | BBYBEST BUY INC COM | 5,864 | $443.4M | 0.16% | |
| 58 | BXBLACKSTONE INC COM | 2,535 | $433.1M | 0.16% | |
| 59 | RTXRTX CORPORATION COM | 2,570 | $430.0M | 0.15% | |
| 60 | PGPROCTER AND GAMBLE CO COM | 2,507 | $385.3M | 0.14% | |
| 61 | GOOGLALPHABET INC CAP STK CL A | 1,578 | $383.7M | 0.14% | |
| 62 | MUMICRON TECHNOLOGY INC COM | 2,238 | $374.4M | 0.13% | |
| 63 | IDXXIDEXX LABS INC COM | 551 | $352.0M | 0.13% | |
| 64 | ABBVABBVIE INC COM | 1,451 | $336.0M | 0.12% | |
| 65 | PLTRPALANTIR TECHNOLOGIES INC CL A | 1,808 | $329.8M | 0.12% | |
| 66 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 3,284 | $329.3M | 0.12% | |
| 67 | VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 3,593 | $321.8M | 0.12% | |
| 68 | AMGNAMGEN INC COM | 1,126 | $317.7M | 0.11% | |
| 69 | MRKMERCK & CO INC COM | 3,740 | $313.9M | 0.11% | |
| 70 | WFCWELLS FARGO CO NEW COM | 3,656 | $306.5M | 0.11% | |
| 71 | CMGCHIPOTLE MEXICAN GRILL INC COM | 7,791 | $305.3M | 0.11% | |
| 72 | USBUS BANCORP DEL COM NEW | 6,295 | $304.2M | 0.11% | |
| 73 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 397 | $296.7M | 0.11% | |
| 74 | NSCNORFOLK SOUTHN CORP COM | 981 | $294.8M | 0.11% | |
| 75 | WMWASTE MGMT INC DEL COM | 1,322 | $292.0M | 0.10% | |
| 76 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 5,808 | $290.8M | 0.10% | |
| 77 | PKGPACKAGING CORP AMER COM | 1,315 | $286.5M | 0.10% | |
| 78 | DWDMORGAN STANLEY COM NEW | 1,773 | $281.8M | 0.10% | |
| 79 | GEGE AEROSPACE COM NEW | 913 | $274.6M | 0.10% | |
| 80 | DFCFDIMENSIONAL CORE FIXED INCOME ETF | 6,324 | $270.4M | 0.10% | |
| 81 | CVXCHEVRON CORP NEW COM | 1,729 | $268.5M | 0.10% | |
| 82 | IJHISHARES CORE S&P MID-CAP ETF | 4,101 | $267.6M | 0.10% | |
| 83 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 5,830 | $260.5M | 0.09% | |
| 84 | LNTALLIANT ENERGY CORP COM | 3,829 | $258.1M | 0.09% | |
| 85 | PEPPEPSICO INC COM | 1,832 | $257.2M | 0.09% | |
| 86 | IVVISHARES CORE S&P 500 ETF | 368 | $246.4M | 0.09% | |
| 87 | ZBHZIMMER BIOMET HOLDINGS INC COM | 2,462 | $242.5M | 0.09% | |
| 88 | DISDISNEY WALT CO COM | 1,979 | $226.6M | 0.08% | |
| 89 | AQLTISHARES SELECT DIVIDEND ETF | 1,544 | $219.5M | 0.08% | |
| 90 | VTIVANGUARD TOTAL STOCK MARKET ETF | 668 | $219.4M | 0.08% | |
| 91 | UNHUNITEDHEALTH GROUP INC COM | 622 | $214.6M | 0.08% | |
| 92 | PSAPUBLIC STORAGE OPER CO COM | 718 | $207.4M | 0.07% | |
| 93 | GEVGE VERNOVA INC COM | 337 | $207.3M | 0.07% | |
| 94 | CRMSALESFORCE INC COM | 853 | $202.2M | 0.07% | |
| 95 | EDCONSOLIDATED EDISON INC COM | 1,972 | $198.2M | 0.07% | |
| 96 | VSTVISTRA CORP COM | 1,007 | $197.3M | 0.07% | |
| 97 | NOWSERVICENOW INC COM | 214 | $196.9M | 0.07% | |
| 98 | VOVANGUARD MID-CAP ETF | 664 | $194.9M | 0.07% | |
| 99 | SHOPSHOPIFY INC CL A SUB VTG SHS | 1,301 | $193.3M | 0.07% | |
| 100 | ABTABBOTT LABS COM | 1,424 | $190.7M | 0.07% |
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