Rise Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$279M
Signature - Title
Jenna Reiber - Client Service Associate
Location
Rochester, NY
Summary
This page shows a list of all the recent 13F filings made by Rise Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rise Advisors, LLC reported 1526 stock holdings with total value $279M as of Q3 2025. Top holdings included VUG, VTV, VCRB, JMBS, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 1,526 $279M +$57M -$44.3M +$12.7M VUG, VTV, VCRB, JMBS, FBND 13F-HR 10/8/2025, 01:33 PM
Q2 2025 1,538 $252M +$13.9M -$2.3M +$11.6M VUG, VTV, DFCF, JMBS, DFAT 13F-HR 7/8/2025, 03:26 PM
Q1 2025 1,500 $226M +$38.9M -$15.1M +$23.8M VTV, VUG, DFCF, JMBS, DFAT 13F-HR 5/15/2025, 01:52 PM
Q4 2024 1,117 $208M +$6.53M -$6.82M -$294K VTV, VUG, DFCF, JMBS, VNLA 13F-HR 1/7/2025, 12:55 PM
Q3 2024 1,231 $209M +$12.3M -$3.1M +$9.16M VTV, VUG, DFCF, JMBS, VNLA 13F-HR 10/11/2024, 10:10 AM
Q2 2024 1,238 $189M +$11.1M -$7.87M +$3.28M VTV, VUG, DFCF, JMBS, VNLA 13F-HR 7/9/2024, 10:58 AM
Q1 2024 1,264 $188M +$37.1M -$1.21M +$35.9M VUG, VTV, DFCF, JMBS, VNLA 13F-HR 4/9/2024, 03:02 PM
Q4 2023 617 $122M +$17M -$12.4M +$4.64M VTV, DFCF, JMBS, VNLA, DFAT 13F-HR 1/10/2024, 02:39 PM
Q3 2023 650 $126M +$9.59M -$8.38M +$1.21M DFCF, VTV, VUG, VNLA, DFAT 13F-HR 10/10/2023, 10:00 AM
Q2 2023 674 $129M +$8.67M -$16.7M -$8.06M DFCF, VTV, VUG, VNLA, DFAT 13F-HR 7/10/2023, 03:09 PM
Q1 2023 806 $132M +$8.29M -$5.57M +$2.72M DFCF, VUG, VTV, VNLA, FLOT 13F-HR 4/5/2023, 04:00 PM
Q4 2022 765 $124M +$6.83M -$9.27M -$2.44M DFCF, VTV, VUG, FLOT, VNLA 13F-HR 1/6/2023, 11:20 AM
Q3 2022 697 $121M +$29.5M -$4.33M +$25.2M VTV, VUG, DFCF, FLOT, VNLA 13F-HR 10/11/2022, 08:12 AM
Q2 2022 695 $99.1M +$3.73M -$1.53M +$2.21M DFCF, FLOT, VNLA, JAAA, DFAT 13F-HR 7/28/2022, 02:59 PM
Q1 2022 647 $111M +$20.8M -$7.81M +$13M DFCF, FLOT, JAAA, VNLA, DFAT 13F-HR 4/22/2022, 12:04 PM
Q4 2021 650 $105M $0 $0 DFCF, VNLA, XSOE, FLOT, JAAA 13F-HR 2/24/2022, 01:52 PM