Portfolio (Quarterly) Guide ↗

Rise Advisors, LLC

· CIK 0001831316

13F Portfolio $355M AUM 103 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 52 Added 22 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	10,473	$1.7M	0.59%	SOLD

Sector Allocation

Technology 44.0%

Financial Services 17.8%

Consumer Cyclical 11.1%

Industrials 8.8%

Healthcare 7.8%

Consumer Defensive 4.6%

Communication Services 3.4%

Utilities 2.0%

Energy 0.5%