Rise Advisors, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$278.8M
Holdings
1,527
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,527 positions)
| Stock | Value |
|---|---|
VUGVANGUARD GROWTH ETF | $43.9M |
VTVVANGUARD VALUE ETF | $41.2M |
VCRBVANGUARD CORE BOND ETF | $17.4M |
JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $16.5M |
FBNDFIDELITY TOTAL BOND ETF | $14.4M |
JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $14.0M |
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | $10.2M |
BUFZFT VEST LADDERED MODERATE BUFFER ETF | $9.1M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $6.2M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $6.1M |
NVDANVIDIA CORPORATION COM | $4.8M |
MSFTMICROSOFT CORP COM | $4.7M |
AAPLAPPLE INC COM | $4.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $4.1M |
XLEENERGY SELECT SECTOR SPDR FUND | $4.0M |
AMZNAMAZON COM INC COM | $2.6M |
GOOGALPHABET INC CAP STK CL C | $2.2M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.5M |
TSLATESLA INC COM | $1.3M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.3M |
SPYSPDR S&P 500 ETF TRUST | $1.3M |
METAMETA PLATFORMS INC CL A | $1.2M |
JPMJPMORGAN CHASE & CO. COM | $1.2M |
XOMEXXON MOBIL CORP COM | $1.2M |
AVGOBROADCOM INC COM | $1.1M |
TMPTOMPKINS FINL CORP COM | $1.1M |
JNJJOHNSON & JOHNSON COM | $838K |
JAAAJANUS HENDERSON AAA CLO ETF | $835K |
CSCOCISCO SYS INC COM | $759K |
COSTCOSTCO WHSL CORP NEW COM | $726K |
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $723K |
BABOEING CO COM | $654K |
BACBANK AMERICA CORP COM | $650K |
IWMISHARES RUSSELL 2000 ETF | $646K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $617K |
MAMASTERCARD INCORPORATED CL A | $615K |
CATCATERPILLAR INC COM | $614K |
MCDMCDONALDS CORP COM | $612K |
FLOTISHARES FLOATING RATE BOND ETF | $610K |
KOCOCA COLA CO COM | $604K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $601K |
ETNEATON CORP PLC SHS | $578K |
LLYELI LILLY & CO COM | $578K |
ORCLORACLE CORP COM | $573K |
GSGOLDMAN SACHS GROUP INC COM | $551K |
IBMINTERNATIONAL BUSINESS MACHS COM | $529K |
PAYXPAYCHEX INC COM | $512K |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $495K |
NDQINVESCO QQQ TRUST SERIES I | $484K |
HDHOME DEPOT INC COM | $472K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $469K |
WMTWALMART INC COM | $469K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $462K |
SOSOUTHERN CO COM | $462K |
VVISA INC COM CL A | $460K |
NFLXNETFLIX INC COM | $453K |
BBYBEST BUY INC COM | $443K |
BXBLACKSTONE INC COM | $433K |
RTXRTX CORPORATION COM | $430K |
PGPROCTER AND GAMBLE CO COM | $385K |
GOOGLALPHABET INC CAP STK CL A | $384K |
MUMICRON TECHNOLOGY INC COM | $374K |
IDXXIDEXX LABS INC COM | $352K |
ABBVABBVIE INC COM | $336K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $330K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $329K |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $322K |
AMGNAMGEN INC COM | $318K |
MRKMERCK & CO INC COM | $314K |
WFCWELLS FARGO CO NEW COM | $306K |
CMGCHIPOTLE MEXICAN GRILL INC COM | $305K |
USBUS BANCORP DEL COM NEW | $304K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $297K |
NSCNORFOLK SOUTHN CORP COM | $295K |
WMWASTE MGMT INC DEL COM | $292K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $291K |
PKGPACKAGING CORP AMER COM | $286K |
DWDMORGAN STANLEY COM NEW | $282K |
GEGE AEROSPACE COM NEW | $275K |
DFCFDIMENSIONAL CORE FIXED INCOME ETF | $270K |
CVXCHEVRON CORP NEW COM | $269K |
IJHISHARES CORE S&P MID-CAP ETF | $268K |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $261K |
LNTALLIANT ENERGY CORP COM | $258K |
PEPPEPSICO INC COM | $257K |
IVVISHARES CORE S&P 500 ETF | $246K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $243K |
DISDISNEY WALT CO COM | $227K |
AQLTISHARES SELECT DIVIDEND ETF | $219K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $219K |
UNHUNITEDHEALTH GROUP INC COM | $215K |
PSAPUBLIC STORAGE OPER CO COM | $207K |
GEVGE VERNOVA INC COM | $207K |
CRMSALESFORCE INC COM | $202K |
EDCONSOLIDATED EDISON INC COM | $198K |
VSTVISTRA CORP COM | $197K |
NOWSERVICENOW INC COM | $197K |
VOVANGUARD MID-CAP ETF | $195K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $193K |
ABTABBOTT LABS COM | $191K |
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