Rise Advisors, LLC

Name: Rise Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001831316 · ROCHESTER, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗

Rise Advisors, LLC reported 103 positions worth $355.3M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: VUG (14.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$355.3M

2026 Q2

Positions

103

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

76.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 103 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VUG	VANGUARD GROWTH ETF	SH	$52.5M	14.79%	609,959	—	—
▸ 2	RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	SH	$39.8M	11.19%	490,602	—	—
▸ 3	VCRB	VANGUARD CORE BOND ETF	SH	$35.5M	9.99%	459,797	—	—
▸ 4	VTV	VANGUARD VALUE ETF	SH	$30.8M	8.68%	141,554	—	—
▸ 5	FBND	FIDELITY TOTAL BOND ETF	SH	$26.1M	7.35%	573,804	—	—
▸ 6	JSMD	JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	SH	$26.0M	7.33%	257,207	—	—
▸ 7	BUFZ	FT VEST LADDERED MODERATE BUFFER ETF	SH	$19.7M	5.55%	706,069	—	—
▸ 8	LQTI	FT VEST INVESTMENT GRADE & TARGET INCOME ETF	SH	$18.9M	5.32%	979,814	—	—
▸ 9	VNLA	JANUS HENDERSON SHORT DURATION INCOME ETF	SH	$13.6M	3.83%	278,720	—	—
▸ 10	JSI	JANUS HENDERSON SECURITIZED INCOME ETF	SH	$9.6M	2.69%	186,724	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rise Advisors, LLC hold as of Q2 2026?

Rise Advisors, LLC reported 103 positions worth $355.3M in its Q2 2026 13F filing. Largest positions: VUG (14.8%), RDVY (11.2%), VCRB (10.0%), VTV (8.7%) and FBND (7.3%).

What did Rise Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rise Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.