§ 13F · FUND PROFILE
Rise Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279M (13F)Positions · 1527Turnover · — · Q1Filed · Apr 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | 105K | $46M | 16.3% | +3% |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 472K | $33M | 11.5% | +7% |
| 3 | VTV | VANGUARD VALUE ETF | 153K | $30M | 10.6% | +2% |
| 4 | VCRB | VANGUARD CORE BOND ETF | 301K | $23M | 8.2% | +5% |
| 5 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 699K | $18M | 6.5% | +7% |
| 6 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 937K | $18M | 6.4% | +13% |
| 7 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 192K | $15M | 5.4% | +5% |
| 8 | FBND | FIDELITY TOTAL BOND ETF | 330K | $15M | 5.3% | +3% |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 266K | $13M | 4.6% | ±0% |
| 10 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 107K | $6M | 2.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RISE SIGNAL
AC read
Rise Advisors, LLC is a Other fund managing $279 million in assets. The fund runs a massive portfolio of 1,527 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed