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Rise Advisors - Q1 2026 13F Filings

RI

Rise Advisors, LLC

CIK: 0001831316
Address: New York Rochester 400 Linden Oaks Suite 120
$283.75 M
Portfolio Value
94
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/03/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. MUNY Vanguard New York Tax-Exempt Bond Etf
+$2.53 M
2. RDVY First Trust Rising Dividend Achievers Etf
+$2.18 M
3. LQTI Ft Vest Investment Grade & Target Income Etf
+$2.12 M
4. VUG Vanguard Growth Etf
+$1.47 M
5. BUFZ Ft Vest Laddered Moderate Buffer Etf
+$1.13 M

Top Sells

Q1 2026
1. JMBS Janus Henderson Mortgage-Backed Securities Etf
−$1.09 M
2. XLF Financial Select Sector Spdr Fund
−$457,824
3. IVOV Vanguard S&P Mid-Cap 400 Value Etf
−$307,272
4. DIS The Walt Disney Company
−$224,127
5. ISRG Intuitive Surgical
−$220,880

Asset Allocation

Stocks/ETFs
+1.44%
$279.88 M 98.64%
Options
$0 0.00%
Debt
$0 0.00%
Other
-12.59%
$3.87 M 1.36%

Sector Allocation (Stocks)

Rise Advisors Q1 2026 Filing Summary

Rise Advisors, LLC filed its 13F report for Q1 2026 on April 03, 2026. The portfolio totaled 283.75 M reflecting a +1.21% change from the prior quarter, spanning 94 assets. The top 10 holdings comprised 78.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 8 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Rise Advisors’s Q1 2026 Filing

Rise Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/03/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Rise Advisors reported a managed portfolio value of 283.75 M, consisting of 94 individual positions.

This page displays the raw filing documents. To see which stocks Rise Advisors bought or sold during Q1 2026, please visit Rise Advisors's Portfolio Analysis page.