# EDGAR Filing Document

**Accession Number:** 0001831316
**File Stem:** 0001831316-26-000001
**Filing Date:** 2026-2
**Character Count:** 13552
**Document Hash:** e2d02643cbcffdec830129781ca299f0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001831316-26-000001.hdr.sgml**: 20260211

**ACCESSION NUMBER**: 0001831316-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260211

**DATE AS OF CHANGE**: 20260211

**EFFECTIVENESS DATE**: 20260211

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Rise Advisors, LLC
- **CENTRAL INDEX KEY:** 0001831316

**ORGANIZATION NAME:**
- **EIN:** 861309512

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22330
- **FILM NUMBER:** 26619855

**BUSINESS ADDRESS:**
- **STREET 1:** 400 LINDEN OAKS SUITE 120
- **CITY:** ROCHESTER
- **STATE:** NY
- **ZIP:** 14625
- **BUSINESS PHONE:** 5855653380

**MAIL ADDRESS:**
- **STREET 1:** 400 LINDEN OAKS SUITE 120
- **CITY:** ROCHESTER
- **STATE:** NY
- **ZIP:** 14625

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Rise Advisors LLC<br>**Address:** 400 LINDEN OAKS SUITE 120<br>ROCHESTER, NY 14625

**Form 13F File Number:** 028-22330

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sara Bries<br>**Title:** Compliance Consultant<br>**Phone:** 720-419-2171

**Signature, Place, and Date of Signing:**

Sara Bries  Broomfield, CO  02-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 98

**Form 13F Information Table Value Total:** $280345712

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 204034 | 312 | SH |  | SOLE |  | 312 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 205853 | 301 | SH |  | SOLE |  | 300 | 0 | 0 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 |  | 208456 | 1295 | SH |  | SOLE |  | 1295 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 217045 | 1732 | SH |  | SOLE |  | 1732 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 218443 | 1020 | SH |  | SOLE |  | 1020 | 0 | 0 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 220150 | 831 | SH |  | SOLE |  | 831 | 0 | 0 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 |  | 220880 | 390 | SH |  | SOLE |  | 390 | 0 | 0 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 |  | 222587 | 3424 | SH |  | SOLE |  | 3423 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 |  | 223015 | 2480 | SH |  | SOLE |  | 2480 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 224127 | 1970 | SH |  | SOLE |  | 1969 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 225363 | 672 | SH |  | SOLE |  | 672 | 0 | 0 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 |  | 232308 | 1057 | SH |  | SOLE |  | 1057 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 234685 | 1635 | SH |  | SOLE |  | 1635 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 238671 | 1566 | SH |  | SOLE |  | 1565 | 0 | 0 |
| INTEL CORP COM | Stock | 458140100 |  | 244523 | 6627 | SH |  | SOLE |  | 6626 | 0 | 0 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 259491 | 3932 | SH |  | SOLE |  | 3931 | 0 | 0 |
| PACKAGING CORP AMER COM | Stock | 695156109 |  | 260547 | 1263 | SH |  | SOLE |  | 1263 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 264873 | 860 | SH |  | SOLE |  | 859 | 0 | 0 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 |  | 272559 | 5850 | SH |  | SOLE |  | 5850 | 0 | 0 |
| DIMENSIONAL CORE FIXED INCOME ETF | ETF | 25434V872 |  | 273149 | 6418 | SH |  | SOLE |  | 6417 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 |  | 286602 | 7746 | SH |  | SOLE |  | 7746 | 0 | 0 |
| WW GRAINGER INC COM | Stock | 384802104 |  | 288988 | 286 | SH |  | SOLE |  | 286 | 0 | 0 |
| US BANCORP DEL COM NEW | Stock | 902973304 |  | 294541 | 5520 | SH |  | SOLE |  | 5519 | 0 | 0 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 |  | 295410 | 5874 | SH |  | SOLE |  | 5874 | 0 | 0 |
| ISHARES CORE U S  AGGREGATE BOND ETF | ETF | 464287226 |  | 298769 | 2991 | SH |  | SOLE |  | 2991 | 0 | 0 |
| MORGAN STANLEY COM NEW | Stock | 617446448 |  | 299638 | 1688 | SH |  | SOLE |  | 1687 | 0 | 0 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 |  | 302836 | 402 | SH |  | SOLE |  | 401 | 0 | 0 |
| VANGUARD S MID-CAP 400 VALUE ETF | ETF | 921932844 |  | 307272 | 3042 | SH |  | SOLE |  | 3042 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 312893 | 1369 | SH |  | SOLE |  | 1369 | 0 | 0 |
| BEST BUY INC COM | Stock | 086516101 |  | 317208 | 4739 | SH |  | SOLE |  | 4739 | 0 | 0 |
| WELLS FARGO CO NEW COM | Stock | 949746101 |  | 322727 | 3463 | SH |  | SOLE |  | 3462 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 327416 | 1842 | SH |  | SOLE |  | 1842 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 334992 | 2338 | SH |  | SOLE |  | 2337 | 0 | 0 |
| NETFLIX INC COM | Stock | 64110L106 |  | 347943 | 3711 | SH |  | SOLE |  | 3711 | 0 | 0 |
| PAYCHEX INC COM | Stock | 704326107 |  | 352737 | 3144 | SH |  | SOLE |  | 3144 | 0 | 0 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 |  | 353640 | 1225 | SH |  | SOLE |  | 1224 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 353718 | 3360 | SH |  | SOLE |  | 3360 | 0 | 0 |
| BLACKSTONE INC COM | Stock | 09260D107 |  | 358966 | 2329 | SH |  | SOLE |  | 2328 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 363219 | 1110 | SH |  | SOLE |  | 1109 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 368007 | 1069 | SH |  | SOLE |  | 1069 | 0 | 0 |
| IDEXX LABS INC COM | Stock | 45168D104 |  | 370062 | 547 | SH |  | SOLE |  | 547 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 371510 | 1906 | SH |  | SOLE |  | 1906 | 0 | 0 |
| SOUTHERN CO COM | Stock | 842587107 |  | 393440 | 4512 | SH |  | SOLE |  | 4511 | 0 | 0 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | 316092808 |  | 438492 | 1952 | SH |  | SOLE |  | 1951 | 0 | 0 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 |  | 443485 | 2859 | SH |  | SOLE |  | 2858 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 449696 | 1282 | SH |  | SOLE |  | 1282 | 0 | 0 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | ETF | 81369Y605 |  | 457824 | 8359 | SH |  | SOLE |  | 8359 | 0 | 0 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 460958 | 2513 | SH |  | SOLE |  | 2513 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 489858 | 4397 | SH |  | SOLE |  | 4396 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 499520 | 813 | SH |  | SOLE |  | 813 | 0 | 0 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 503230 | 1580 | SH |  | SOLE |  | 1579 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 509397 | 1627 | SH |  | SOLE |  | 1627 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 544130 | 1837 | SH |  | SOLE |  | 1836 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 567833 | 1858 | SH |  | SOLE |  | 1857 | 0 | 0 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 592435 | 674 | SH |  | SOLE |  | 673 | 0 | 0 |
| COCA COLA CO COM | Stock | 191216100 |  | 594616 | 8505 | SH |  | SOLE |  | 8505 | 0 | 0 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 616593 | 12123 | SH |  | SOLE |  | 12123 | 0 | 0 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 |  | 627810 | 2200 | SH |  | SOLE |  | 2199 | 0 | 0 |
| BOEING CO COM | Stock | 097023105 |  | 643544 | 2964 | SH |  | SOLE |  | 2964 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 653557 | 758 | SH |  | SOLE |  | 757 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 656789 | 1150 | SH |  | SOLE |  | 1150 | 0 | 0 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 683469 | 12427 | SH |  | SOLE |  | 12426 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 707791 | 3220 | SH |  | SOLE |  | 3220 | 0 | 0 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 728232 | 1271 | SH |  | SOLE |  | 1271 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TRUST | ETF | 78467Y107 |  | 753638 | 1249 | SH |  | SOLE |  | 1249 | 0 | 0 |
| DIMENSIONAL WORLD EX U S  CORE EQUITY 2 ETF | ETF | 25434V880 |  | 759492 | 23205 | SH |  | SOLE |  | 23204 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 803310 | 747 | SH |  | SOLE |  | 747 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 808539 | 10496 | SH |  | SOLE |  | 10496 | 0 | 0 |
| JANUS HENDERSON AAA CLO ETF | ETF | 47103U845 |  | 846133 | 16729 | SH |  | SOLE |  | 16728 | 0 | 0 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | 81369Y209 |  | 856338 | 5532 | SH |  | SOLE |  | 5531 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 898637 | 4342 | SH |  | SOLE |  | 4342 | 0 | 0 |
| TOMPKINS FINL CORP COM | Stock | 890110109 |  | 952085 | 13129 | SH |  | SOLE |  | 13128 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 1017560 | 1542 | SH |  | SOLE |  | 1541 | 0 | 0 |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | ETF | 47103U852 |  | 1092548 | 23912 | SH |  | SOLE |  | 23912 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1099921 | 3178 | SH |  | SOLE |  | 3178 | 0 | 0 |
| JPMORGAN CHASE  CO  COM | Stock | 46625H100 |  | 1177849 | 3655 | SH |  | SOLE |  | 3655 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 1254396 | 10424 | SH |  | SOLE |  | 10423 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 1261008 | 1849 | SH |  | SOLE |  | 1849 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 1283990 | 2855 | SH |  | SOLE |  | 2855 | 0 | 0 |
| DIMENSIONAL U S  CORE EQUITY 2 ETF | ETF | 25434V708 |  | 1299504 | 32824 | SH |  | SOLE |  | 32824 | 0 | 0 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 |  | 1389598 | 5645 | SH |  | SOLE |  | 5645 | 0 | 0 |
| AMAZON COM INC COM | Stock | 023135106 |  | 2634810 | 11415 | SH |  | SOLE |  | 11415 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 2651487 | 8450 | SH |  | SOLE |  | 8449 | 0 | 0 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 |  | 3113603 | 61546 | SH |  | SOLE |  | 61545 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 4251397 | 8791 | SH |  | SOLE |  | 8790 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 4357019 | 16027 | SH |  | SOLE |  | 16026 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 4430558 | 8814 | SH |  | SOLE |  | 8814 | 0 | 0 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | 81369Y506 |  | 4583667 | 102520 | SH |  | SOLE |  | 102519 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 4611913 | 24729 | SH |  | SOLE |  | 24728 | 0 | 0 |
| JANUS HENDERSON SHORT DURATION INCOME ETF | ETF | 47103U886 |  | 13036834 | 265300 | SH |  | SOLE |  | 265299 | 0 | 0 |
| FIDELITY TOTAL BOND ETF | ETF | 316188309 |  | 14709410 | 319492 | SH |  | SOLE |  | 319491 | 0 | 0 |
| JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | ETF | 47103U209 |  | 14964066 | 183473 | SH |  | SOLE |  | 183473 | 0 | 0 |
| FT VEST INVESTMENT GRADE  TARGET INCOME ETF | ETF | 33738D747 |  | 16649782 | 827524 | SH |  | SOLE |  | 827523 | 0 | 0 |
| FT VEST LADDERED MODERATE BUFFER ETF | ETF | 33740U729 |  | 17414030 | 656390 | SH |  | SOLE |  | 656390 | 0 | 0 |
| VANGUARD CORE BOND ETF | ETF | 922020748 |  | 22345624 | 286869 | SH |  | SOLE |  | 286868 | 0 | 0 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 28791167 | 150747 | SH |  | SOLE |  | 150746 | 0 | 0 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 33738R506 |  | 30620036 | 440766 | SH |  | SOLE |  | 440766 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 49463211 | 101388 | SH |  | SOLE |  | 101388 | 0 | 0 |

---