§ 13F · FUND PROFILE
Rise Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251.9T (13F)Positions · 1539Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$307.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | 101K | $49.5T | 17.6% | +11% |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 441K | $30.6T | 10.9% | — |
| 3 | VTV | VANGUARD VALUE ETF | 151K | $28.8T | 10.3% | −32% |
| 4 | VCRB | VANGUARD CORE BOND ETF | 287K | $22.3T | 8.0% | +29% |
| 5 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 656K | $17.4T | 6.2% | +88% |
| 6 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 828K | $16.6T | 5.9% | — |
| 7 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 183K | $15.0T | 5.3% | +10% |
| 8 | FBND | FIDELITY TOTAL BOND ETF | 319K | $14.7T | 5.2% | +3% |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 265K | $13.0T | 4.7% | +28% |
| 10 | NVDA | NVIDIA CORPORATION COM | 25K | $4.6T | 1.6% | −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 $251856.0 trillion in assets. The fund runs a massive portfolio of 1,539 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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