Rise Advisors, LLC
All 13F Filings
- Location
- Rochester, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 283,749
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/3/2026 | 94 | 283,749 | 13F-HR | Rise Advisors, LLC |
| Q4 2025 | 2/11/2026 | 98 | 280,346 | 13F-HR | Rise Advisors, LLC |
| Q3 2025 | 10/8/2025 | 1,527 | 278,822 | 13F-HR | Rise Advisors, LLC |
| Q2 2025 | 7/8/2025 | 1,539 | 251,856 | 13F-HR | Rise Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.25 K | 16.7% | 0 | 3.55 K | -3.55 K |
| ETFs | 236.5 K | 83.3% | 6.946 K | 0 | 6.946 K |
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Fund Snapshot
Q1 2026
Latest filed
4/3/2026
Total value ($000)
283,749
Holdings
94
QoQ value change ($000)
3,403
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.