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Disclosery

13F-HR filed by Rise Advisors, LLC

Rise Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-03, with 94 holding rows worth $283,748,750.

Accession
0001831316-26-000003
Filer
CIK 1831316
Filed
2026-04-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 94 entries on the cover page, a total value of $283,748,750 stated on the cover page (in dollars after the unit check, H1), rows summing to $283,748,750 with VALUE read as dollars as filed, 13F file number 028-22330. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Growth922908736COM104,728$46,243,625dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV472,396$32,524,476dollars as filed
Vanguard Value ETF922908744SHS153,093$30,108,856dollars as filed
Vanguard Core Bond ETF922020748SHS301,439$23,250,008dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U729FT VEST LAD699,118$18,407,781dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D747VEST INVESTMENT936,647$18,217,787dollars as filed
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF47103U209ETF191,762$15,398,468dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF330,148$15,058,066dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF265,576$12,973,402dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS106,984$6,308,863dollars as filed
NVIDIA Corp67066G104COM24,566$4,317,409dollars as filed
Apple Inc037833100COM16,649$4,256,100dollars as filed
Berkshire Hathaway Inc084670702COM8,093$3,872,692dollars as filed
Microsoft Corp594918104COM8,626$3,186,293dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF61,807$3,117,520dollars as filed
VANGUARD NY TAX FREE FDS92204H400TAX EXEMPT BD24,668$2,525,561dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,455$2,493,438dollars as filed
Amazon.com, Inc023135106COM11,339$2,387,653dollars as filed
EXXON MOBIL CORP30231G102COM10,473$1,683,785dollars as filed
iShares Russell 2000 ETF464287655SHS5,753$1,435,771dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 232,906$1,287,295dollars as filed
SPY78462F103SHS1,917$1,256,330dollars as filed
Johnson & Johnson478160104COM4,417$1,078,326dollars as filed
Tesla Motors, Inc88160R101COM2,818$1,074,424dollars as filed
JPMorgan Chase & Co46625H100COM3,634$1,073,364dollars as filed
Broadcom Inc.11135F101COM3,212$1,006,952dollars as filed
Caterpillar Inc.149123101COM1,280$934,816dollars as filed
TOMPKINS FINL CORP COM890110109Stock11,630$919,690dollars as filed
META PLATFORMS INC CL A30303M102COM1,547$895,805dollars as filed
Micron Technology,Inc.595112103COM2,284$840,299dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS5,540$818,462dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,293$804,149dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE23,244$800,062dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL15,853$798,517dollars as filed
Costco Wholesale Corporation22160K105COM761$758,105dollars as filed
Cisco Systems,Inc.17275R102COM9,724$757,757dollars as filed
Eli Lilly and Company532457108COM746$712,270dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,232$696,975dollars as filed
iShares Floating Rate Bond ETF46429B655SHS12,199$618,754dollars as filed
Boeing Company097023105COM2,965$614,704dollars as filed
Coca-Cola Company191216100COM8,069$613,870dollars as filed
Bank of America Corp060505104COM12,311$606,564dollars as filed
Goldman Sachs Group,Inc.38141G104COM677$582,147dollars as filed
Walmart Inc.931142103COM4,421$551,527dollars as filed
McDonalds Corporation580135101COM1,768$543,235dollars as filed
MasterCard, Inc57636Q104COM1,036$509,204dollars as filed
Raytheon Technologies Corporation75513E101COM2,554$497,259dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,610$478,697dollars as filed
INVESCO QQQ TR46090E103COM819$478,640dollars as filed
Eaton Corp. PlcG29183103COM1,308$478,013dollars as filed
International Business Machines Corporation459200101COM1,831$445,241dollars as filed
Southern Company842587107COM4,443$430,708dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS1,954$411,670dollars as filed
Amgen Inc.031162100COM1,125$397,447dollars as filed
Visa Inc92826C839COM1,287$384,044dollars as filed
Netflix, Inc64110L106COM3,698$353,344dollars as filed
Procter & Gamble Co742718109COM2,446$352,390dollars as filed
Home Depot, Inc437076102COM1,053$347,075dollars as filed
Chevron Corporation166764100COM1,739$343,359dollars as filed
VTI922908769COM1,054$340,544dollars as filed
Merck & Co.,Inc.58933Y105COM2,751$332,394dollars as filed
Intel Corp458140100COM6,673$320,487dollars as filed
WW GRAINGER INC COM384802104Stock286$317,247dollars as filed
IDEXX LABS INC COM45168D104Stock549$309,998dollars as filed
BEST BUY INC COM086516101Stock4,803$308,900dollars as filed
AbbVie,Inc.00287Y109COM1,378$296,152dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF5,908$294,853dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,977$294,763dollars as filed
Morgan Stanley617446448COM1,749$290,636dollars as filed
CORNING INC219350105COM2,031$289,243dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE5,871$285,343dollars as filed
VGT92204A702SHS402$284,196dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,728$284,099dollars as filed
Oracle Corporation68389X105COM1,946$282,617dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock971$278,660dollars as filed
GE Vernova Inc.36828A101COM311$278,524dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,890$276,866dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF6,463$272,991dollars as filed
Wells Fargo & Company949746101COM3,384$272,655dollars as filed
IJH464287507COM3,941$268,374dollars as filed
PACKAGING CORP AMER COM695156109Stock1,264$267,099dollars as filed
General Electric Company369604301COM875$256,038dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK7,744$252,687dollars as filed
PepsiCo,Inc.713448108COM1,587$245,373dollars as filed
PAYCHEX INC704326107COM2,623$238,457dollars as filed
ALLIANT ENERGY CORP COM018802108Stock3,302$237,577dollars as filed
USBANCORPDEL902973304COM NEW4,426$233,484dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS349$229,887dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock2,493$226,946dollars as filed
Waste Management, Inc.94106L109COM963$222,425dollars as filed
BLACKSTONE INC09260D107COM1,937$221,427dollars as filed
Advanced Micro Devices,Inc.007903107COM1,020$214,414dollars as filed
ISHARES TR464287168COM1,351$204,005dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,354$200,345dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001831316-26-000003this filing2026-04-03acceptance time not in the bulk data set