Rise Advisors, LLC reported 70 positions worth $57.55M for the quarter ended Sep 30, 2026, up 1.0% on the prior quarter. It opened 9 new positions, added to 44, trimmed 17 and exited 6. Its largest holding is Nvidia Corp at 10.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NTAP NetApp, Inc. | +1,261 | – | $264.85K | 0.46% |
| LIN Linde Plc | +543 | – | $257.71K | 0.448% |
| MSFT Microsoft Corp | +471 | +5.3% | $241.58K | 8.37% |
| HPE Hewlett Packard Enterprise Co | +3,499 | – | $223.57K | 0.388% |
| STX Seagate Technology Holdings plc | +242 | – | $223.42K | 0.388% |
| MPC Marathon Petroleum Corp | +548 | – | $216.56K | 0.376% |
| TXN Texas Instruments Inc | +761 | – | $213.06K | 0.37% |
| NVDA Nvidia Corp | +907 | +3.7% | $207.14K | 10.2% |
| SNDK Sandisk Corp | +118 | – | $205.31K | 0.357% |
| DELL Dell Technologies Inc. | +376 | – | $202.27K | 0.351% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -6,889 | -40.8% | $2.29M | 5.79% |
| LLY ELI LILLY & Co | -384 | -57.1% | $444.09K | 0.579% |
| ABBV AbbVie Inc. | -1,330 | -100.0% | $334.68K | Exited |
| JNJ Johnson & Johnson | -1,144 | -25.2% | $302.89K | 1.56% |
| UNH Unitedhealth Group Inc | -641 | -100.0% | $266.23K | Exited |
| KLAC Kla Corp | -868 | -100.0% | $262.02K | Exited |
| LNT Alliant Energy Corp | -3,231 | -100.0% | $246.48K | Exited |
| BX Blackstone Inc. | -1,902 | -100.0% | $223.79K | Exited |
| PLTR Palantir Technologies Inc. | -1,850 | -100.0% | $215.84K | Exited |
| MRK Merck & Co., Inc. | -1,302 | -46.6% | $189.23K | 0.377% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NTAP NetApp, Inc. | +1,261 | $264.85K | 0.46% |
| LIN Linde Plc | +543 | $257.71K | 0.448% |
| HPE Hewlett Packard Enterprise Co | +3,499 | $223.57K | 0.388% |
| STX Seagate Technology Holdings plc | +242 | $223.42K | 0.388% |
| MPC Marathon Petroleum Corp | +548 | $216.56K | 0.376% |
| TXN Texas Instruments Inc | +761 | $213.06K | 0.37% |
| SNDK Sandisk Corp | +118 | $205.31K | 0.357% |
| DELL Dell Technologies Inc. | +376 | $202.27K | 0.351% |
| DIS Walt Disney Co | +1,927 | $202.18K | 0.351% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ABBV AbbVie Inc. | -1,330 | $334.68K | 0.587% |
| UNH Unitedhealth Group Inc | -641 | $266.23K | 0.467% |
| KLAC Kla Corp | -868 | $262.02K | 0.46% |
| LNT Alliant Energy Corp | -3,231 | $246.48K | 0.432% |
| BX Blackstone Inc. | -1,902 | $223.79K | 0.393% |
| PLTR Palantir Technologies Inc. | -1,850 | $215.84K | 0.379% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 25.7K | $5.87M | 10.2% | +907 | +3.7% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 9,393 | $4.82M | 8.37% | +471 | +5.3% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,744 | $3.86M | 6.7% | -189 | -2.4% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 10.0K | $3.33M | 5.79% | -6,889 | -40.8% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 12.0K | $2.99M | 5.19% | +319 | +2.7% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 8,738 | $2.98M | 5.17% | +32 | +0.4% | Added | 0% |
| 7 | MU Micron Technology Inc | Technology | 2,263 | $2.41M | 4.19% | +1 | +0.0% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 11.7K | $1.90M | 3.3% | +1,088 | +10.3% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 3,971 | $1.31M | 2.28% | +221 | +5.9% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 3,486 | $1.22M | 2.13% | +189 | +5.7% | Added | 0% |
| 11 | CSCO Cisco Systems, Inc. | Technology | 11.1K | $1.19M | 2.07% | +1,305 | +13.4% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 1,637 | $1.19M | 2.06% | +113 | +7.4% | Added | 0% |
| 13 | TMP Tompkins Financial Corp | Financial Services | 11.6K | $1.12M | 1.95% | +1 | +0.0% | Added | 0.08% |
| 14 | CAT Caterpillar Inc | Industrials | 1,318 | $1.07M | 1.86% | +49 | +3.9% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 2,922 | $1.04M | 1.8% | +73 | +2.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Rise Advisors.
As of its Q3 2026 13F filing, Rise Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 10.2%, Microsoft Corp (MSFT) at 8.4%, Berkshire Hathaway Inc (BRK-B) at 6.7%, Apple Inc. (AAPL) at 5.8%, Amazon Com Inc (AMZN) at 5.2% of the reported portfolio.
Rise Advisors, LLC reported a 13F portfolio worth $57.55M across 70 positions for Q3 2026. That is up 1.0% from the previous quarter.
Its largest purchases by value were NetApp, Inc. ($264.85K), Linde Plc ($257.71K), Microsoft Corp ($241.58K). It opened 9 new positions.
Its largest sales by value were Apple Inc. ($2.29M), ELI LILLY & Co ($444.09K), AbbVie Inc. ($334.68K). It exited 6 positions entirely.
From the Form 13F-HR reports Rise Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.