Rise Advisors, LLC 13F Holdings

Disclosed positions

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VANGUARD GROWTH ETF	VUG	ETF	$52,541,853	609,959	SH	None
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	RDVY	ETF	$39,768,211	490,602	SH	None
VANGUARD CORE BOND ETF	VCRB	ETF	$35,511,343	459,797	SH	None
VANGUARD VALUE ETF	VTV	ETF	$30,848,812	141,554	SH	None
FIDELITY TOTAL BOND ETF	FBND	ETF	$26,102,359	573,804	SH	None
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	JSMD	ETF	$26,039,343	257,207	SH	None
FT VEST LADDERED MODERATE BUFFER ETF	BUFZ	ETF	$19,720,511	706,069	SH	None
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	LQTI	ETF	$18,920,206	979,814	SH	None
JANUS HENDERSON SHORT DURATION INCOME ETF	VNLA	ETF	$13,619,672	278,720	SH	None
JANUS HENDERSON SECURITIZED INCOME ETF	JSI	ETF	$9,562,119	186,724	SH	None
STATE STREET ENERGY SELECT SECTOR SPDR ETF	XLE	ETF	$5,171,367	97,371	SH	None
NVIDIA CORPORATION COM	NVDA	Stock	$4,959,779	24,788	SH	None
APPLE INC COM	AAPL	Stock	$4,888,064	16,893	SH	None
BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK.B	Stock	$3,969,794	7,933	SH	None
MICROSOFT CORP COM	MSFT	Stock	$3,328,008	8,922	SH	None
JPMORGAN ULTRA-SHORT INCOME ETF	JPST	ETF	$3,305,089	65,357	SH	None
ALPHABET INC CAP STK CL C	GOOG	Stock	$3,076,197	8,706	SH	None
AMAZON COM INC COM	AMZN	Stock	$2,781,428	11,670	SH	None
MICRON TECHNOLOGY INC COM	MU	Stock	$2,611,057	2,262	SH	None
VANGUARD NEW YORK TAX-EXEMPT BOND ETF	MUNY	ETF	$2,354,866	22,643	SH	None
ISHARES RUSSELL 2000 ETF	IWM	ETF	$2,072,662	6,899	SH	None
STATE STREET SPDR S&P 500 ETF	SPY	ETF	$1,477,595	1,979	SH	None
DIMENSIONAL U S CORE EQUITY 2 ETF	DFAC	ETF	$1,463,327	32,988	SH	None
EXXONMOBIL HOLDINGS CORP COM SHS	XOM	Stock	$1,446,805	10,582	SH	None
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	MDY	ETF	$1,414,389	2,011	SH	None
CATERPILLAR INC COM	CAT	Stock	$1,350,945	1,269	SH	None
BROADCOM INC COM	AVGO	Stock	$1,245,496	3,297	SH	None
JPMORGAN CHASE & CO COM	JPM	Stock	$1,227,524	3,750	SH	None
TESLA INC COM	TSLA	Stock	$1,198,326	2,849	SH	None
JOHNSON & JOHNSON COM	JNJ	Stock	$1,153,624	4,542	SH	None
CISCO SYS INC COM	CSCO	Stock	$1,145,705	9,754	SH	None
TOMPKINS FINL CORP COM	TMP	Stock	$1,099,376	11,631	SH	None
INTEL CORP COM	INTC	Stock	$934,632	6,694	SH	None
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	XLV	ETF	$890,207	5,611	SH	None
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF	DFAX	ETF	$865,353	23,489	SH	None
META PLATFORMS INC CL A	META	Stock	$858,242	1,524	SH	None
ELI LILLY & CO COM	LLY	Stock	$805,829	672	SH	None
VANGUARD DIVIDEND APPRECIATION ETF	VIG	ETF	$767,470	3,243	SH	None
JANUS HENDERSON AAA CLO ETF	JAAA	ETF	$730,698	14,472	SH	None
BANK OF AMER CORP COM	BAC	Stock	$712,769	12,509	SH	None
GOLDMAN SACHS GROUP INC COM	GS	Stock	$693,723	686	SH	None
COSTCO WHOLESALE CORPORATION COM	COST	Stock	$666,409	712	SH	None
BOEING CO COM	BA	Stock	$660,450	3,051	SH	None
ADVANCED MICRO DEVICES INC COM	AMD	Stock	$644,229	1,109	SH	None
ISHARES FLOATING RATE BOND ETF	FLOT	ETF	$628,970	12,321	SH	None
COCA COLA CO COM	KO	Stock	$611,513	7,524	SH	None
ALPHABET INC CAP STK CL A	GOOGL	Stock	$604,967	1,693	SH	None
EATON CORP PLC SHS	ETN	Stock	$579,149	1,359	SH	None
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	FTEC	ETF	$558,506	1,956	SH	None
MASTERCARD INCORPORATED CL A	MA	Stock	$546,481	1,064	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.