Institutional Investor · CIK 0001831316
RISE ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
133
Total Value
$361.21M
Total Shares
4.67M
Latest Filing
Jul 10, 2026
CIK
0001831316
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 609,959 | $52.54M | 0.0137% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 490,602 | $39.77M | 0.1624% | SH | — | View | |
Vanguard Core Bond ETF(VCRB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 459,797 | $35.51M | 0.8880% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 141,554 | $30.85M | 0.0122% | SH | — | View | |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 573,804 | $26.10M | 0.0963% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 257,207 | $26.04M | 2.1129% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 979,814 | $18.92M | 6.7575% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 278,720 | $13.62M | 0.4110% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 186,724 | $9.56M | 0.6287% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 97,371 | $5.17M | 0.0148% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 24,788 | $4.96M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 24,788 | $4.96M | 0.0001% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 16,893 | $4.89M | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 16,893 | $4.89M | 0.0001% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 7,933 | $3.97M | 0.0004% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 8,922 | $3.33M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 65,357 | $3.31M | 0.0082% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 8,706 | $3.08M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 11,670 | $2.78M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 11,670 | $2.78M | 0.0001% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 2,262 | $2.61M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,899 | $2.07M | 0.0025% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,979 | $1.48M | 0.0002% | SH | — | View |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 32,988 | $1.46M | 0.0031% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 10,582 | $1.45M | 0.0003% | SH | — | View | |
Exxon Mobil Corporation(XOM.SW) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 10,582 | $1.45M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,011 | $1.41M | 0.0049% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 1,269 | $1.35M | 0.0003% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 3,297 | $1.25M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 3,750 | $1.23M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 3,750 | $1.23M | 0.0001% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 2,849 | $1.20M | 0.0001% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 2,849 | $1.20M | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 4,542 | $1.15M | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 4,542 | $1.15M | 0.0002% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 9,754 | $1.15M | 0.0002% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 9,754 | $1.15M | 0.0002% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 11,631 | $1.10M | 0.0809% | SH | — | View | |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 6,694 | $934.63K | 0.0001% | SH | — | View |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 6,694 | $934.63K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,611 | $890.21K | 0.0022% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,489 | $865.35K | 0.0072% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,524 | $858.24K | 0.0001% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,524 | $858.24K | 0.0001% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 672 | $805.83K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,243 | $767.47K | 0.0006% | SH | — | View | |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 14,472 | $730.70K | 0.0026% | SH | — | View |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 12,509 | $712.77K | 0.0002% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 12,509 | $712.77K | 0.0002% | SH | — | View | |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 686 | $693.72K | 0.0002% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 712 | $666.41K | 0.0002% | SH | — | View | |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 3,051 | $660.45K | 0.0004% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,109 | $644.23K | 0.0001% | SH | — | View |
The Coca-Cola Company(KO.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 7,524 | $611.51K | 0.0002% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,693 | $604.97K | 0.0000% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-10 | 1,359 | $579.15K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,956 | $558.51K | 0.0032% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 1,064 | $546.48K | 0.0001% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 1,865 | $524.37K | 0.0002% | SH | — | View | |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 2,046 | $522.70K | 0.0002% | SH | — | View |
Corning Inc(GLW) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 2,046 | $522.70K | 0.0002% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 4,538 | $513.99K | 0.0001% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 4,538 | $513.99K | 0.0001% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 1,804 | $487.70K | 0.0003% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 1,804 | $487.70K | 0.0003% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 2,530 | $480.11K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 645 | $474.80K | 0.0662% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 645 | $474.80K | 0.0001% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 1,341 | $460.00K | 0.0001% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 1,341 | $460.00K | 0.0001% | SH | — | View |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 4,450 | $425.95K | 0.0004% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 1,169 | $423.39K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,057 | $390.96K | 0.0000% | SH | — | View | |
W.W. Grainger, Inc.(GWW) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-10 | 285 | $388.35K | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,221 | $385.00K | 0.0003% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-10 | 325 | $382.24K | 0.0001% | SH | — | View |
Best Buy Co., Inc.(BBY) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 4,879 | $370.24K | 0.0023% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 2,509 | $367.86K | 0.0001% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 1,036 | $365.30K | 0.0001% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 1,036 | $365.30K | 0.0001% | SH | — | View |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 1,742 | $364.18K | 0.0001% | SH | — | View |
Morgan Stanley(MS) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 1,742 | $364.18K | 0.0001% | SH | — | View |
Applied Materials, Inc.(4336.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 502 | $362.97K | 0.0001% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 502 | $362.97K | 0.0001% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,794 | $359.06K | 0.0001% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 779 | $337.48K | 0.0001% | SH | — | View |
Lam Research Corporation(LRCX) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 779 | $337.48K | 0.0001% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,330 | $334.68K | 0.0001% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,330 | $334.68K | 0.0001% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 889 | $332.26K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,344 | $331.00K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,891 | $324.08K | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,732 | $320.83K | 0.0009% | SH | — | View | |
Norfolk Southern Corporation(NFS.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-10 | 975 | $306.72K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,951 | $304.64K | 0.0002% | SH | — | View | |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 890 | $303.51K | 0.0001% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 2,065 | $302.62K | 0.0001% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 2,065 | $302.62K | 0.0001% | SH | — | View |
| Consumer Cyclical | Packaging & Containers | 2026-06-30 | 2026-07-10 | 1,268 | $302.21K | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 5,958 | $301.33K | 0.0006% | SH | — | View |
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