Rise Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Rise Advisors, LLC

$355M in tracked AUM across 103 positions as of Q2 2026.

RA

CIK 0001831316 · last filed Jun 30, 2026

Total AUM

$355M

as of Q2 2026

Holdings

103

—

positions

Whale Score

61

61

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Rise Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VUG

VANGUARD GROWTH ETF

$53M610K14.8%02

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$40M491K11.2%03

VCRB

VANGUARD CORE BOND ETF

$36M460K10.0%04

VTV

VANGUARD VALUE ETF

$31M142K8.7%05

FBND

FIDELITY TOTAL BOND ETF

$26M574K7.3%06

JSMD

JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF

$26M257K7.3%07

BUFZ

FT VEST LADDERED MODERATE BUFFER ETF

$20M706K5.5%08

33738D747

FT VEST INVESTMENT GRADE & TARGET INCOME ETF

$19M980K5.3%09

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

$14M279K3.8%10

JSI

JANUS HENDERSON SECURITIZED INCOME ETF