Rise Advisors, LLC 13F Holdings · Q2 2026
Rise Advisors, LLC reported 103 securities worth $355.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (14.79%), RDVY (11.19%), VCRB (9.99%). Among its top 25 positions this quarter: 2 new, 18 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | $52.5M | 14.79% | 609,959 | Added |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $39.8M | 11.19% | 490,602 | Added |
| 3 | VCRB | VANGUARD CORE BOND ETF | $35.5M | 9.99% | 459,797 | Added |
| 4 | VTV | VANGUARD VALUE ETF | $30.8M | 8.68% | 141,554 | Trimmed |
| 5 | FBND | FIDELITY TOTAL BOND ETF | $26.1M | 7.35% | 573,804 | Added |
| 6 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $26.0M | 7.33% | 257,207 | Added |
| 7 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $19.7M | 5.55% | 706,069 | Added |
| 8 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $18.9M | 5.32% | 979,814 | Added |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $13.6M | 3.83% | 278,720 | Added |
| 10 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $9.6M | 2.69% | 186,724 | New |
| 11 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $5.2M | 1.46% | 97,371 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION COM | $5.0M | 1.40% | 24,788 | Added |
| 13 | AAPL | APPLE INC COM | $4.9M | 1.38% | 16,893 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.0M | 1.12% | 7,933 | Trimmed |
| 15 | MSFT | MICROSOFT CORP COM | $3.3M | 0.94% | 8,922 | Added |
| 16 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.3M | 0.93% | 65,357 | Added |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $3.1M | 0.87% | 8,706 | Added |
| 18 | AMZN | AMAZON COM INC COM | $2.8M | 0.78% | 11,670 | Added |
| 19 | MU | MICRON TECHNOLOGY INC COM | $2.6M | 0.73% | 2,262 | Trimmed |
| 20 | MUNY | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $2.4M | 0.66% | 22,643 | Trimmed |
| 21 | IWM | ISHARES RUSSELL 2000 ETF | $2.1M | 0.58% | 6,899 | Added |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | $1.5M | 0.42% | 1,979 | Added |
| 23 | DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | $1.5M | 0.41% | 32,988 | Added |
| 24 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1.4M | 0.41% | 10,582 | New |
| 25 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.4M | 0.40% | 2,011 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR