Universe · entity
Rise Advisors, LLC
Institutional manager (13F) · CIK 1831316
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $271M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD GROWTH ETF | $46M | 104,728 |
| 2 | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $33M | 472,396 |
| 3 | VANGUARD VALUE ETF | $30M | 153,093 |
| 4 | VANGUARD CORE BOND ETF | $23M | 301,439 |
| 5 | FT VEST LADDERED MODERATE BUFFER ETF | $18M | 699,118 |
| 6 | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $18M | 936,647 |
| 7 | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $15M | 191,762 |
| 8 | FIDELITY TOTAL BOND ETF | $15M | 330,148 |
| 9 | JANUS HENDERSON SHORT DURATION INCOME ETF | $13M | 265,576 |
| 10 | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6M | 106,984 |
| 11 | NVIDIA CORPORATION COM | $4M | 24,566 |
| 12 | APPLE INC COM | $4M | 16,649 |
| 13 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4M | 8,093 |
| 14 | MICROSOFT CORP COM | $3M | 8,626 |
| 15 | JPMORGAN ULTRA-SHORT INCOME ETF | $3M | 61,807 |
| 16 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $3M | 24,668 |
| 17 | ALPHABET INC CAP STK CL C | $2M | 8,455 |
| 18 | AMAZON COM INC COM | $2M | 11,339 |
| 19 | EXXON MOBIL CORP COM | $2M | 10,473 |
| 20 | ISHARES RUSSELL 2000 ETF | $1M | 5,753 |
| 21 | DIMENSIONAL U S CORE EQUITY 2 ETF | $1M | 32,906 |
| 22 | STATE STREET SPDR S&P 500 ETF | $1M | 1,917 |
| 23 | JOHNSON & JOHNSON COM | $1M | 4,417 |
| 24 | TESLA INC COM | $1M | 2,818 |
| 25 | JPMORGAN CHASE & CO COM | $1M | 3,634 |
| 26 | BROADCOM INC COM | $1M | 3,212 |
| 27 | CATERPILLAR INC COM | $935k | 1,280 |
| 28 | TOMPKINS FINL CORP COM | $920k | 11,630 |
| 29 | META PLATFORMS INC CL A | $896k | 1,547 |
| 30 | MICRON TECHNOLOGY INC COM | $840k | 2,284 |
| 31 | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $818k | 5,540 |
| 32 | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $804k | 1,293 |
| 33 | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | $800k | 23,244 |
| 34 | JANUS HENDERSON AAA CLO ETF | $799k | 15,853 |
| 35 | COSTCO WHOLESALE CORPORATION COM | $758k | 761 |
| 36 | CISCO SYS INC COM | $758k | 9,724 |
| 37 | ELI LILLY & CO COM | $712k | 746 |
| 38 | VANGUARD DIVIDEND APPRECIATION ETF | $697k | 3,232 |
| 39 | ISHARES FLOATING RATE BOND ETF | $619k | 12,199 |
| 40 | BOEING CO COM | $615k | 2,965 |
| 41 | COCA COLA CO COM | $614k | 8,069 |
| 42 | BANK AMERICA CORP COM | $607k | 12,311 |
| 43 | GOLDMAN SACHS GROUP INC COM | $582k | 677 |
| 44 | WALMART INC COM | $552k | 4,421 |
| 45 | MCDONALDS CORP COM | $543k | 1,768 |
| 46 | MASTERCARD INCORPORATED CL A | $509k | 1,036 |
| 47 | RTX CORPORATION COM | $497k | 2,554 |
| 48 | ALPHABET INC CAP STK CL A | $479k | 1,610 |
| 49 | INVESCO QQQ TRUST SERIES I | $479k | 819 |
| 50 | EATON CORP PLC SHS | $478k | 1,308 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.