Rise Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Rochester, NY
Holdings as of
3/31/2026
Date filed
4/3/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$283,749
Net value change ($000)
+3,403 (1.2%)
New positions
4
Sold out positions
8
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
MUNY 2,526 NEW
RDVY 1,904 6.2%
XLE 1,725 37.6%
LQTI 1,568 9.4%
VTV 1,318 4.6%
BUFZ 994 5.7%
VCRB 904 4.0%
JSMD 434 2.9%
XOM 430 34.3%
FBND 349 2.4%
Top Reduces (Value $000, Stocks/ETFs)
VUG -3,219 -6.5%
JMBS -1,093 -100.0%
MSFT -1,065 -25.1%
BRK-B -558 -12.6%
XLF -458 -100.0%
IVOV -307 -100.0%
NVDA -295 -6.4%
AMZN -247 -9.4%
DIS -224 -100.0%
ISRG -221 -100.0%
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