You're signed outSign in or to get full access.
Rise Advisors, LLC
CIK:0001831316
Investment Adviser
$341M AUM
1,526 holdings
Rochester, NY, United States
Rise Advisors LLC is an investment firm located in Rochester, NY, specializing in financial advisory services.
Latest 13F Filing Activity
Rise Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,499 equity positions with a total 13F market value of $279M. The fund increased holdings in Vanguard Core Bond Etf, Janus Henderson Small/mid Cap Growth Alpha Etf, Fidelity Total Bond Etf among other positions. Rise Advisors, LLC reduced exposure to Dimensional Core Fixed Income Etf, Dimensional U.s. Targeted Value Etf, JPMorgan Ultra-short Income Etf among others.
Top Buys
Top Holdings
Equity Positions (1,499)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH ETF | 15.76% | $43.9M | 91,599 | $321.28 | $479.61 | +$6.1M |
V VTV | VANGUARD VALUE ETF | 14.77% | $41.2M | 220,772 | $146.80 | $186.49 | +$4.7M |
V VCRB | VANGUARD CORE BOND ETF | 6.25% | $17.4M | 222,133 | $78.41 | $78.41 | +$17.4M |
J JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 5.90% | $16.5M | 360,408 | $45.66 | $45.67 | +$1.3M |
F FBND | FIDELITY TOTAL BOND ETF | 5.17% | $14.4M | 311,631 | $46.40 | $46.24 | +$13.0M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+2.7%
SEMICONDUCTORS & RELATED DEVICES
+2.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.1%
FIRE, MARINE & CASUALTY INSURANCE
+1.7%
ELECTRONIC COMPUTERS
+1.5%
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more