§ 13F · FUND PROFILE
Rise Advisors, LLC.
AUM · $355M (13F)Positions · 103Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | 610K | $53M | 14.8% | +482% |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 491K | $40M | 11.2% | +4% |
| 3 | VCRB | VANGUARD CORE BOND ETF | 460K | $36M | 10.0% | +53% |
| 4 | VTV | VANGUARD VALUE ETF | 142K | $31M | 8.7% | −8% |
| 5 | FBND | FIDELITY TOTAL BOND ETF | 574K | $26M | 7.3% | +74% |
| 6 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 257K | $26M | 7.3% | +34% |
| 7 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 706K | $20M | 5.5% | +1% |
| 8 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 980K | $19M | 5.3% | +5% |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 279K | $14M | 3.8% | +5% |
| 10 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 187K | $10M | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RISE SIGNAL
AC read
Rise Advisors, LLC is a Other fund managing $355 million in assets. The fund runs a portfolio of 103 positions.
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