What does Rise Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Rise Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD GROWTH ETF

$46M105K16.3%

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$33M472K11.5%

VANGUARD VALUE ETF

$30M153K10.6%

VANGUARD CORE BOND ETF

$23M301K8.2%

FT VEST LADDERED MODERATE BUFFER ETF

$18M699K6.5%

FT VEST INVESTMENT GRADE & TARGET INCOME ETF

$18M937K6.4%

JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF

$15M192K5.4%

FIDELITY TOTAL BOND ETF

$15M330K5.3%

JANUS HENDERSON SHORT DURATION INCOME ETF

$13M266K4.6%

STATE STREET ENERGY SELECT SECTOR SPDR ETF

$6M107K2.2%

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