Rise Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Rochester, NY
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$355,346
Net value change ($000)
+71,597 (25.2%)
New positions
10
Sold out positions
1
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRB 12,261 52.7%
FBND 11,044 73.3%
JSMD 10,641 69.1%
JSI 9,562 NEW
RDVY 7,244 22.3%
VUG 6,298 13.6%
MU 1,771 210.8%
EXXONMOBIL HOLDINGS CORP COM SHS 1,447 NEW
BUFZ 1,313 7.1%
VTV 740 2.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,684 -100.0%
XLE -1,138 -18.0%
MUNY -171 -6.8%
COST -92 -12.1%
CVX -71 -20.7%
NFLX -69 -19.5%
JAAA -68 -8.5%
PLTR -61 -22.0%
MCD -55 -10.1%
META -38 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type