Rise Advisors, LLC
SEC Form 13F institutional filer · CIK 0001831316
13F-HR · 69 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
52.8%
Rise Advisors, LLC — $59.1M AUM allocation strategy
Rise Advisors, LLC files SEC Form 13F and reports $59.1M of long US equity value across 69 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.1%, followed by Financials 9.7% and Consumer Discretionary 5.8%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Rise Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$59.1M
total across 69 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLE +4.46K sh · +$1.73M+$AAPL +622 sh · −$101K+$VTI +382 sh · +$115K
Biggest trims (shares)
−$XLI −1.13K sh · −$159K−$USB −1.09K sh · −$61.1K−$CSCO −772 sh · −$50.8K
Exited to nil (held last quarter, gone now)
$XLF ($458K last qtr)$VOO ($307K last qtr)$DIS ($224K last qtr)$ISRG ($221K last qtr)$CRM ($220K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Technology Hardware, Storage & Peripherals7.2%—
- Multi-Sector Holdings6.6%—
- Interactive Media & Services5.8%—
- Systems Software5.4%—
- Broadline Retail4.0%—
- Integrated Oil & Gas2.9%—
- Pharmaceuticals1.9%—
- Other holdings55.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 24.6K | $4.32M | -163 | 7.3% |
| $AAPL | Apple Inc | 16.6K | $4.26M | +622 | 7.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 8.09K | $3.87M | -721 | 6.6% |
| $MSFT | Microsoft Corporation | 8.63K | $3.19M | -165 | 5.4% |
| $GOOGL | Alphabet Inc | 8.46K | $2.49M | +5 | 4.2% |
| $AMZN | Amazon.com Inc | 11.3K | $2.39M | -76 | 4.0% |
| $XOM | ExxonMobil Holdings Corporation | 10.5K | $1.68M | +49 | 2.9% |
…and 62 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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