Rise Advisors, LLC

RIA/Wealth

Rise Advisors, LLC is a RIA/Wealth based in Rochester, NY led by Mark Bradford Jones, reporting $340.9M in AUM as of Q3 2025 with 71% ETF concentration, 64% concentrated in top 10 holdings, and 16% allocation to VUG.

PartnerMark Bradford Jones

Portfolio Value: $278.4M
Positions: 1,525
Top Holding: VUG at 15.78%
Last Reported: Q3 2025

Address400 Linden Oaks, Suite 120, Rochester, NY, 14625, United States

Top Holdings

Largest long holdings in Rise Advisors, LLC's portfolio (64.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$43.9M	15.78%	+$2.5M Bought	— 91.6K shares	Q4 2021 Held for 3y 11m
2 Vanguard Value VTV	ETF ETF	$41.2M	14.79%	+$2.7M Bought	— 220.8K shares	Q4 2021 Held for 3y 11m
3 VCRB Vanguard Core Bond VCRB	ETF ETF	$17.4M	6.26%	+$17.4M New	— 222.1K shares	Q3 2025 Held for 2 months
4 Janus Henderson Mortgage-Backed Securities JMBS	ETF ETF	$16.5M	5.91%	+$1.1M Bought	— 360.4K shares	Q4 2023 Held for 1y 11m
5 Fidelity Total Bond FBND	ETF ETF	$14.4M	5.18%	+$13.0M Bought	— 311.6K shares	Q4 2021 Held for 3y 11m
6 Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD	ETF ETF	$14.0M	5.03%	+$14.0M New	— 167.4K shares	Q3 2025 Held for 2 months
7 Janus Henderson Short Duration Income VNLA	ETF ETF	$10.2M	3.66%	+$142.9K Bought	— 206.7K shares	Q4 2022 Held for 2y 11m
8 FT Vest Laddered Moderate Buffer BUFZ	ETF ETF	$9.1M	3.25%	+$1.4M Bought	— 349.8K shares	Q1 2025 Held for 8 months
9 Financial Select Sector SPDR Fund XLF	ETF ETF	$6.2M	2.23%	+$328.6K Bought	— 115.3K shares	Q4 2021 Held for 3y 11m
10 Industrial Select Sector SPDR Fund XLI	ETF ETF	$6.1M	2.19%	+$328.8K Bought	— 39.6K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rise Advisors, LLC's latest filing

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Market Value

$278.4M

Prior: $251.7M

Q/Q Change

+10.58%

+$26.6M

Net Flows % of MV

+4.43%

Turnover Ratio

10.88%

New Purchases

72 stocks

$31.7M

Added To

633 stocks

+$25.0M

Sold Out Of

102 stocks

$516.2K

Reduced Holdings

143 stocks

-$43.8M

Increased Positions

Position	Shares Δ	Change
1 VCRB Vanguard Core Bond VCRB	New	0 → 222.1K +$17.4M
2 Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD	New	0 → 167.4K +$14.0M
3 GameStop GME	New	0 → 4.5K +$122.0K
4 BitMine Immersion Technologies, Inc. BMNR	New	0 → 1.1K +$54.5K
5 VOOG Vanguard S&P 500 Growth VOOG	New	0 → 64.0 +$27.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core Dividend Growth DGRO	Sold	447.0 → 0 −$28.6K
2 Vanguard ESG U.S. Stock ESGV	Sold	247.0 → 0 −$27.1K
3 Vanguard S&P 500 ETF VOO	Sold	46.0 → 0 −$26.2K
4 Canadian Pacific Kansas City CP	Sold	284.0 → 0 −$22.5K
5 iShares U.S. Energy IYE	Sold	470.0 → 0 −$21.3K

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Analytics

Portfolio insights and performance metrics for Rise Advisors, LLC

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Sector Allocation

ETF

71.10%

Technology

8.40%

Financial Services

5.20%

Consumer Cyclical

3.20%

Industrials

3.00%

Healthcare

2.40%

Communication Services

1.90%

Consumer Defensive

1.30%

Energy

1.00%

Utilities

1.00%

Real Estate

0.70%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

15.52%

Large Cap ($10B - $200B)

9.94%

Mid Cap ($2B - $10B)

2.22%

Small Cap ($300M - $2B)

0.68%

Micro Cap ($50M - $300M)

0.05%

Nano Cap (< $50M)

0.11%

N/A (ETF or Unknown)

71.49%

Portfolio Concentration

Top 10 Holdings %

64.29%

Top 20 Holdings %

75.28%

Top 50 Holdings %

83.16%

Top 100 Holdings %

88.62%