Rise Advisors, LLC
CIK: 1831316SEC EDGAR →
Portfolio Value
$234.8B
Holdings
103
As of
Q2 2026
New Positions
9
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD GROWTH ETF | 609,959 | $52.5B | 22.38% |
| 2 | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 490,602 | $39.8B | 16.94% |
| 3 | VANGUARD CORE BOND ETF | 459,797 | $35.5B | 15.13% |
| 4 | FIDELITY TOTAL BOND ETF | 573,804 | $26.1B | 11.12% |
| 5 | FT VEST LADDERED MODERATE BUFFER ETF | 706,069 | $19.7B | 8.40% |
| 6 | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 979,814 | $18.9B | 8.06% |
| 7 | JANUS HENDERSON SHORT DURATION INCOME ETF | 278,720 | $13.6B | 5.80% |
| 8 | JANUS HENDERSON SECURITIZED INCOME ETF | 186,724 | $9.6B | 4.07% |
| 9 | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 97,371 | $5.2B | 2.20% |
| 10 | JPMORGAN ULTRA-SHORT INCOME ETF | 65,357 | $3.3B | 1.41% |
Quarterly Changes
Top Buys
New Positions (10)
Closed Positions (1)
$1.7M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $232.1B | 98.8% |
| Utilities | 2 | $672.4M | 0.3% |
| Consumer Cyclical | 7 | $638.9M | 0.3% |
| Consumer Defensive | 5 | $613.3M | 0.3% |
| Communication Services | 4 | $288.9M | 0.1% |
| Industrials | 10 | $241.6M | 0.1% |
| Healthcare | 9 | $218.6M | 0.1% |
| Technology | 17 | $22.8M | 0.0% |
| Unknown | 5 | $6.5M | 0.0% |
| Energy | 1 | $272K | 0.0% |