Rise Advisors, LLC - Portfolio Stock Holdings

Rise Advisors, LLC disclosed 103 stock positions in a recent SEC 13F filing. $353,724,549 of stock holdings were filed, with the largest holdings including VUG, RDVY, and VCRB. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $441,162,450 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.