Rise Advisors, LLC

DOSSIER · 13F-HR · Q3 2026

Rise Advisors, LLC

$355M in tracked AUM across 104 positions as of Q3 2026.

RA

CIK 0001831316 · last filed Sep 30, 2026

Total AUM

$355M

as of Q3 2026

Holdings

104

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Rise Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

VUG

VANGUARD MORNINGSTAR GROWTH ETF

$55M613K15.6%02

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39M503K11.1%03

VCRB

VANGUARD CORE BOND ETF

$35M476K9.9%04

VTV

VANGUARD MORNINGSTAR VALUE ETF

$31M142K8.7%05

FBND

FIDELITY TOTAL BOND ETF

$25M577K7.0%06

JSMD

JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF

$24M265K6.7%07

BUFZ

FT VEST LADDERED MODERATE BUFFER ETF

$20M704K5.7%08

33738D747

FT VEST INVESTMENT GRADE & TARGET INCOME ETF

$19M1.0M5.3%09

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

$14M278K3.8%10

JSI

JANUS HENDERSON SECURITIZED INCOME ETF