Rise Advisors, LLC

CIK 0001831316 · Q2 2026

13F Equity AUM

$355.3M

+25.2% QoQ

Positions

103

+9 QoQ

AUM Rank

#5,994

Top 48%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #5,107 · Top 61%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 52.0%Top 10: 76.7%Top 20: 87.0%

VUG14.8%

RDVY11.2%

VCRB10.0%

VTV8.7%

FBND7.3%

JSMD7.3%

BUFZ5.5%

LQTI5.3%

VNLA3.8%

JSI2.7%

Others (93)23.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.1%

Technology6.4%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 103Median: 0.15%Avg: 0.97%

0–0.5%

82(12.4%)

0.5–1%

7(5.5%)

1–3%

5(8.0%)

3–5%

1(3.8%)

5%+

8(70.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 103vs 20 funds

0%Low

103

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New10Increased68Decreased25Exited1

New Positions

JSI2.7%

+187K

EXXONMOBIL HOLDINGS …0.4%

+11K

AMAT0.1%

+502

LRCX0.1%

+779

PANW0.1%

+890

KLAC0.1%

+868

CRWD0.1%

+304

UNH0.1%

+641

VO0.1%

+3K

ELV0.1%

+566

Increased

VUG14.8%

+505K(+482%)

FBND7.3%

+244K(+74%)

VCRB10.0%

+158K(+53%)

JSMD7.3%

+65K(+34%)

LQTI5.3%

+43K(+5%)

RDVY11.2%

+18K(+4%)

VNLA3.8%

+13K(+5%)

BUFZ5.5%

+7K(+1%)

JPST0.9%

+4K(+6%)

VGT0.1%

+3K(+701%)

Decreased

VTV8.7%

-11,539(-8%)

XLE1.5%

-9,613(-9%)

MUNY0.7%

-2,025(-8%)

JAAA0.2%

-1,381(-9%)

USB0.1%

-641(-14%)

KO0.2%

-545(-7%)

PAYX0.1%

-214(-8%)

NDQ0.1%

-174(-21%)

BRK/B1.1%

-160(-2%)

CHV0.1%

-100(-6%)

Exited

XOM

-10,473

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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