Rise Advisors, LLC

13F filer · CIK 0001831316

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$355MU.S. long equity reported on 13F

Positions727 new · 0 closed

Net flow last quarter+$2.85MBuys minus sells

Top 10 positions weight8.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 202672 positions
NVDANvidia Corp	$4.96M	1.40%	0.00%	+0.9%	Q4 2021
AAPLApple Inc.	$4.89M	1.38%	0.00%	+1.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.97M	1.12%	Not reported	-2.0%	Q4 2021
MSFTMicrosoft Corp	$3.33M	0.94%	0.00%	+3.4%	Q4 2021
GOOGAlphabet Inc.	$3.08M	0.87%	Not reported	+3.0%	Q4 2021
AMZNAmazon Com Inc	$2.78M	0.78%	0.00%	+2.9%	Q4 2021
MUMicron Technology Inc	$2.61M	0.73%	0.00%	-1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.48M	0.42%	Not reported	+3.2%	Q4 2021
XOMExxonMobil Holdings Corp	$1.45M	0.41%	0.00%	+1.0%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.41M	0.40%	Not reported	+55.5%	Q4 2021
CATCaterpillar Inc	$1.35M	0.38%	0.00%	-0.9%	Q4 2021
AVGOBroadcom Inc.	$1.25M	0.35%	0.00%	+2.7%	Q4 2021
JPMJPMorgan Chase & Co	$1.23M	0.35%	0.00%	+3.2%	Q4 2021
TSLATesla, Inc.	$1.2M	0.34%	0.00%	+1.1%	Q4 2021
JNJJohnson & Johnson	$1.15M	0.32%	0.00%	+2.8%	Q4 2021
CSCOCisco Systems, Inc.	$1.15M	0.32%	0.00%	+0.3%	Q4 2021
TMPTompkins Financial Corp	$1.1M	0.31%	0.08%	0.0%	Q4 2021
INTCIntel Corp	$935K	0.26%	0.00%	+0.3%	Q4 2021
DFAXGulf Resources, Inc.	$865K	0.24%	Not reported	+1.1%	Q4 2021
METAMeta Platforms, Inc.	$858K	0.24%	Not reported	-1.5%	Q4 2021
LLYELI LILLY & Co	$806K	0.23%	0.00%	-9.9%	Q4 2021
BACBank of America Corp	$713K	0.20%	0.00%	+1.6%	Q4 2021
GSGoldman Sachs Group Inc	$694K	0.20%	0.00%	+1.3%	Q4 2021
COSTCostco Wholesale Corp	$666K	0.19%	0.00%	-6.4%	Q4 2021
BABoeing Co	$660K	0.19%	0.00%	+2.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$644K	0.18%	0.00%	+8.7%	Q4 2021
KOCoca Cola Co	$612K	0.17%	0.00%	-6.8%	Q4 2021
GOOGLAlphabet Inc.	$605K	0.17%	0.00%	+5.2%	Q4 2022
ETNEaton Corp plc	$579K	0.16%	0.00%	+3.9%	Q4 2021
MAMastercard Inc	$546K	0.15%	0.00%	+2.7%	Q4 2021
IBMInternational Business Machines Corp	$524K	0.15%	0.00%	+1.9%	Q4 2021
GLWCorning Inc	$523K	0.15%	0.00%	+0.7%	Q4 2021
WMTWalmart Inc.	$514K	0.14%	0.00%	+2.7%	Q4 2021
MCDMcdonalds Corp	$488K	0.14%	0.00%	+2.0%	Q4 2021
RTXRTX Corp	$480K	0.14%	0.00%	-0.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$475K	0.13%	Not reported	-21.3%	Q4 2021
VVisa Inc.	$460K	0.13%	0.00%	+4.2%	Q4 2021
SOSouthern Co	$426K	0.12%	0.00%	+0.2%	Q4 2021
AMGNAmgen Inc	$423K	0.12%	0.00%	+3.9%	Q4 2021
GWWW.W. Grainger, Inc.	$388K	0.11%	0.00%	-0.4%	Q1 2024
GEVGE Vernova Inc.	$382K	0.11%	0.00%	+4.5%	Q2 2024
BBYBest Buy Co Inc	$370K	0.10%	0.00%	+1.6%	Q4 2021
PGPROCTER & GAMBLE Co	$368K	0.10%	0.00%	+2.6%	Q4 2021
HDHome Depot, Inc.	$365K	0.10%	0.00%	-1.6%	Q4 2021
MSMorgan Stanley	$364K	0.10%	0.00%	-0.4%	Q4 2021
AMATApplied Materials Inc	$363K	0.10%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$359K	0.10%	0.00%	+1.6%	Q4 2021
LRCXLam Research Corp	$337K	0.09%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$335K	0.09%	0.00%	-3.5%	Q4 2021
GEGeneral Electric Co	$332K	0.09%	0.00%	+1.6%	Q4 2021

Q1 2026Reported Apr 3, 202665 positions
NVDANvidia Corp	$4.32M	1.52%	0.00%	-0.7%	Q4 2021
AAPLApple Inc.	$4.26M	1.50%	0.00%	+3.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.87M	1.36%	Not reported	-8.2%	Q4 2021
MSFTMicrosoft Corp	$3.19M	1.12%	0.00%	-1.9%	Q4 2021
GOOGAlphabet Inc.	$2.49M	0.88%	Not reported	+0.1%	Q4 2021
AMZNAmazon Com Inc	$2.39M	0.84%	0.00%	-0.7%	Q4 2021
XOMExxonMobil Holdings Corp	$1.68M	0.59%	0.00%	+0.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.26M	0.44%	Not reported	+3.7%	Q4 2021
JNJJohnson & Johnson	$1.08M	0.38%	0.00%	+1.7%	Q4 2021
TSLATesla, Inc.	$1.07M	0.38%	0.00%	-1.3%	Q4 2021
JPMJPMorgan Chase & Co	$1.07M	0.38%	0.00%	-0.6%	Q4 2021
AVGOBroadcom Inc.	$1.01M	0.35%	0.00%	+1.1%	Q4 2021
CATCaterpillar Inc	$935K	0.33%	0.00%	+0.7%	Q4 2021
TMPTompkins Financial Corp	$920K	0.32%	0.08%	-11.4%	Q4 2021
METAMeta Platforms, Inc.	$896K	0.32%	Not reported	+0.3%	Q4 2021
MUMicron Technology Inc	$840K	0.30%	0.00%	+3.8%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$804K	0.28%	Not reported	+3.5%	Q4 2021
DFAXGulf Resources, Inc.	$800K	0.28%	Not reported	+0.2%	Q4 2021
COSTCostco Wholesale Corp	$758K	0.27%	0.00%	+0.4%	Q4 2021
CSCOCisco Systems, Inc.	$758K	0.27%	0.00%	-7.4%	Q4 2021
LLYELI LILLY & Co	$712K	0.25%	0.00%	-0.1%	Q4 2021
BABoeing Co	$615K	0.22%	0.00%	0.0%	Q4 2021
KOCoca Cola Co	$614K	0.22%	0.00%	-5.1%	Q4 2021
BACBank of America Corp	$607K	0.21%	0.00%	-0.9%	Q4 2021
GSGoldman Sachs Group Inc	$582K	0.21%	0.00%	+0.5%	Q4 2021
WMTWalmart Inc.	$552K	0.19%	0.00%	+0.6%	Q4 2021
MCDMcdonalds Corp	$543K	0.19%	0.00%	-4.8%	Q4 2021
MAMastercard Inc	$509K	0.18%	0.00%	-9.9%	Q4 2021
RTXRTX Corp	$497K	0.18%	0.00%	+1.6%	Q4 2021
GOOGLAlphabet Inc.	$479K	0.17%	0.00%	-1.0%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$479K	0.17%	Not reported	+0.7%	Q4 2021
ETNEaton Corp plc	$478K	0.17%	0.00%	-17.2%	Q4 2021
IBMInternational Business Machines Corp	$445K	0.16%	0.00%	-0.3%	Q4 2021
SOSouthern Co	$431K	0.15%	0.00%	-1.5%	Q4 2021
AMGNAmgen Inc	$397K	0.14%	0.00%	+1.4%	Q4 2021
VVisa Inc.	$384K	0.14%	0.00%	+0.4%	Q4 2021
NFLXNetflix Inc	$353K	0.12%	0.00%	-0.4%	Q4 2021
PGPROCTER & GAMBLE Co	$352K	0.12%	0.00%	+4.6%	Q4 2021
HDHome Depot, Inc.	$347K	0.12%	0.00%	-1.5%	Q4 2021
CVXChevron Corp	$343K	0.12%	0.00%	+11.1%	Q4 2021
MRKMerck & Co., Inc.	$332K	0.12%	0.00%	-18.1%	Q4 2021
INTCIntel Corp	$320K	0.11%	0.00%	+0.7%	Q4 2021
GWWW.W. Grainger, Inc.	$317K	0.11%	0.00%	Not reported	Q1 2024
IDXXIdexx Laboratories Inc	$310K	0.11%	0.00%	+0.4%	Q4 2021
BBYBest Buy Co Inc	$309K	0.11%	0.00%	+1.4%	Q4 2021
ABBVAbbVie Inc.	$296K	0.10%	0.00%	+0.7%	Q4 2021
MSMorgan Stanley	$291K	0.10%	0.00%	+3.6%	Q4 2021
GLWCorning Inc	$289K	0.10%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$283K	0.10%	0.00%	+2.1%	Q4 2021
NSCNorfolk Southern Corp	$279K	0.10%	0.00%	-20.7%	Q1 2024

Q4 2025Reported Feb 11, 202668 positions
NVDANvidia Corp	$4.61M	1.65%	0.00%	-3.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.43M	1.58%	Not reported	+8.2%	Q4 2021
AAPLApple Inc.	$4.36M	1.55%	0.00%	-3.8%	Q4 2021
MSFTMicrosoft Corp	$4.25M	1.52%	0.00%	-4.0%	Q4 2021
GOOGAlphabet Inc.	$2.65M	0.95%	Not reported	-4.9%	Q4 2021
AMZNAmazon Com Inc	$2.63M	0.94%	0.00%	-2.3%	Q4 2021
TSLATesla, Inc.	$1.28M	0.46%	0.00%	-3.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.26M	0.45%	Not reported	-2.3%	Q4 2021
XOMExxonMobil Holdings Corp	$1.25M	0.45%	0.00%	-2.1%	Q4 2021
JPMJPMorgan Chase & Co	$1.18M	0.42%	0.00%	-4.0%	Q4 2021
AVGOBroadcom Inc.	$1.1M	0.39%	0.00%	-4.6%	Q4 2021
METAMeta Platforms, Inc.	$1.02M	0.36%	Not reported	-7.3%	Q4 2021
TMPTompkins Financial Corp	$952K	0.34%	0.09%	-18.5%	Q4 2021
JNJJohnson & Johnson	$899K	0.32%	0.00%	-3.9%	Q4 2021
CSCOCisco Systems, Inc.	$809K	0.29%	0.00%	-5.4%	Q4 2021
LLYELI LILLY & Co	$803K	0.29%	0.00%	-1.5%	Q4 2021
DFAXGulf Resources, Inc.	$759K	0.27%	Not reported	+0.7%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$754K	0.27%	Not reported	+20.7%	Q4 2021
CATCaterpillar Inc	$728K	0.26%	0.00%	-1.3%	Q4 2021
BACBank of America Corp	$683K	0.24%	0.00%	-1.3%	Q4 2021
MAMastercard Inc	$657K	0.23%	0.00%	+6.5%	Q4 2021
COSTCostco Wholesale Corp	$654K	0.23%	0.00%	-3.3%	Q4 2021
BABoeing Co	$644K	0.23%	0.00%	-2.2%	Q4 2021
MUMicron Technology Inc	$628K	0.22%	0.00%	-1.7%	Q4 2021
KOCoca Cola Co	$595K	0.21%	0.00%	-6.6%	Q4 2021
GSGoldman Sachs Group Inc	$592K	0.21%	0.00%	-2.6%	Q4 2021
MCDMcdonalds Corp	$568K	0.20%	0.00%	-7.7%	Q4 2021
IBMInternational Business Machines Corp	$544K	0.19%	0.00%	-2.0%	Q4 2021
GOOGLAlphabet Inc.	$509K	0.18%	0.00%	+3.1%	Q4 2022
ETNEaton Corp plc	$503K	0.18%	0.00%	+2.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$500K	0.18%	Not reported	+0.9%	Q4 2021
WMTWalmart Inc.	$490K	0.17%	0.00%	-3.4%	Q4 2021
RTXRTX Corp	$461K	0.16%	0.00%	-2.2%	Q4 2021
VVisa Inc.	$450K	0.16%	0.00%	-4.8%	Q4 2021
SOSouthern Co	$393K	0.14%	0.00%	-7.4%	Q4 2021
ORCLOracle Corp	$372K	0.13%	0.00%	-6.5%	Q4 2021
IDXXIdexx Laboratories Inc	$370K	0.13%	0.00%	-0.7%	Q4 2021
HDHome Depot, Inc.	$368K	0.13%	0.00%	-8.2%	Q4 2021
AMGNAmgen Inc	$363K	0.13%	0.00%	-1.4%	Q4 2021
BXBlackstone Inc.	$359K	0.13%	0.00%	-8.1%	Q4 2021
MRKMerck & Co., Inc.	$354K	0.13%	0.00%	-10.2%	Q4 2021
NSCNorfolk Southern Corp	$354K	0.13%	0.00%	+24.9%	Q1 2024
PAYXPaychex Inc	$353K	0.13%	0.00%	-22.1%	Q4 2021
NFLXNetflix Inc	$348K	0.12%	0.00%	-1.8%	Q4 2021
PGPROCTER & GAMBLE Co	$335K	0.12%	0.00%	-6.7%	Q4 2021
PLTRPalantir Technologies Inc.	$327K	0.12%	0.00%	+1.9%	Q4 2021
WFCWells Fargo & Company	$323K	0.12%	0.00%	-5.3%	Q4 2021
BBYBest Buy Co Inc	$317K	0.11%	0.00%	-19.2%	Q4 2021
ABBVAbbVie Inc.	$313K	0.11%	0.00%	-5.7%	Q4 2021
MSMorgan Stanley	$300K	0.11%	0.00%	-4.8%	Q4 2021

Q3 2025Reported Oct 8, 20251,415 positions
NVDANvidia Corp	$4.79M	1.72%	0.00%	-0.4%	Q4 2021
MSFTMicrosoft Corp	$4.74M	1.70%	0.00%	+4.9%	Q4 2021
AAPLApple Inc.	$4.24M	1.52%	0.00%	-4.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.1M	1.47%	Not reported	+2.0%	Q4 2021
AMZNAmazon Com Inc	$2.56M	0.92%	0.00%	+8.5%	Q4 2021
GOOGAlphabet Inc.	$2.16M	0.78%	Not reported	+5.4%	Q4 2021
TSLATesla, Inc.	$1.31M	0.47%	0.00%	+2.3%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.26M	0.45%	Not reported	-1.5%	Q4 2021
METAMeta Platforms, Inc.	$1.22M	0.44%	Not reported	+5.7%	Q4 2021
JPMJPMorgan Chase & Co	$1.2M	0.43%	0.00%	+3.9%	Q4 2021
XOMExxonMobil Holdings Corp	$1.2M	0.43%	0.00%	+2.1%	Q4 2021
AVGOBroadcom Inc.	$1.1M	0.39%	0.00%	+4.0%	Q4 2021
TMPTompkins Financial Corp	$1.07M	0.38%	0.11%	-0.1%	Q4 2021
JNJJohnson & Johnson	$838K	0.30%	0.00%	+4.0%	Q4 2021
CSCOCisco Systems, Inc.	$759K	0.27%	0.00%	-0.8%	Q4 2021
COSTCostco Wholesale Corp	$726K	0.26%	0.00%	+0.1%	Q4 2021
DFAXGulf Resources, Inc.	$723K	0.26%	Not reported	+0.6%	Q4 2021
BABoeing Co	$654K	0.23%	0.00%	+5.8%	Q4 2021
BACBank of America Corp	$650K	0.23%	0.00%	+4.7%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$617K	0.22%	Not reported	+22.3%	Q4 2021
MAMastercard Inc	$615K	0.22%	0.00%	+7.1%	Q4 2021
CATCaterpillar Inc	$614K	0.22%	0.00%	+0.6%	Q4 2021
MCDMcdonalds Corp	$612K	0.22%	0.00%	+2.4%	Q4 2021
KOCoca Cola Co	$604K	0.22%	0.00%	-1.2%	Q4 2021
ETNEaton Corp plc	$578K	0.21%	0.00%	+9.9%	Q4 2021
LLYELI LILLY & Co	$578K	0.21%	0.00%	+3.6%	Q4 2021
ORCLOracle Corp	$573K	0.21%	0.00%	+21.3%	Q4 2021
GSGoldman Sachs Group Inc	$551K	0.20%	0.00%	+5.5%	Q4 2021
IBMInternational Business Machines Corp	$529K	0.19%	0.00%	+0.8%	Q4 2021
PAYXPaychex Inc	$512K	0.18%	0.00%	-5.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$484K	0.17%	Not reported	-19.6%	Q4 2021
HDHome Depot, Inc.	$472K	0.17%	0.00%	+4.4%	Q4 2021
WMTWalmart Inc.	$469K	0.17%	0.00%	+8.9%	Q4 2021
SOSouthern Co	$462K	0.17%	0.00%	-1.7%	Q4 2021
VVisa Inc.	$460K	0.16%	0.00%	-0.1%	Q4 2021
NFLXNetflix Inc	$453K	0.16%	0.00%	+2.7%	Q4 2021
BBYBest Buy Co Inc	$443K	0.16%	0.00%	+1.3%	Q4 2021
BXBlackstone Inc.	$433K	0.16%	0.00%	-8.0%	Q4 2021
RTXRTX Corp	$430K	0.15%	0.00%	+1.6%	Q4 2021
PGPROCTER & GAMBLE Co	$385K	0.14%	0.00%	+5.3%	Q4 2021
GOOGLAlphabet Inc.	$384K	0.14%	0.00%	+17.9%	Q4 2022
MUMicron Technology Inc	$374K	0.13%	0.00%	-46.3%	Q4 2021
IDXXIdexx Laboratories Inc	$352K	0.13%	0.00%	-2.0%	Q4 2021
ABBVAbbVie Inc.	$336K	0.12%	0.00%	+3.4%	Q4 2021
PLTRPalantir Technologies Inc.	$330K	0.12%	0.00%	+2.7%	Q4 2021
AMGNAmgen Inc	$318K	0.11%	0.00%	+8.8%	Q4 2021
MRKMerck & Co., Inc.	$314K	0.11%	0.00%	+0.8%	Q4 2021
WFCWells Fargo & Company	$306K	0.11%	0.00%	+11.2%	Q4 2021
CMGChipotle Mexican Grill Inc	$305K	0.11%	0.00%	+0.4%	Q4 2021
USBUS Bancorp \de\	$304K	0.11%	0.00%	-9.8%	Q1 2023

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