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Rise Advisors, LLC
Updated 3 days agoManaged by Rise Advisors, Llc • Latest filing Q3 2026
Portfolio value
$354.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $280.3M |
| Q1 2026 | $283.7M |
| Q2 2026 | $355.3M |
| Q3 2026 | $354.7M |
Top holdings
104 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $55.3M | 613.2K | 15.58% | — | |
| 2 | $39.3M | 502.5K | 11.09% | — | |
| 3 | ? N/A VANGUARD CORE BOND ETF | $35M | 475.5K | 9.87% | — |
| 4 | $30.8M | 142.4K | 8.67% | — | |
| 5 | $25M | 576.9K | 7.04% | — | |
| 6 | ? N/A JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $23.6M | 264.7K | 6.66% | — |
| 7 | ? N/A FT VEST LADDERED MODERATE BUFFER ETF | $20.1M | 704.4K | 5.67% | — |
| 8 | ? N/A FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $19M | 1.05M | 5.34% | — |
| 9 | ? N/A JANUS HENDERSON SHORT DURATION INCOME ETF | $13.5M | 278.0K | 3.81% | — |
| 10 | ? N/A JANUS HENDERSON SECURITIZED INCOME ETF | $10.2M | 205.1K | 2.89% | — |
| 11 | $6.1M | 99.8K | 1.73% | — | |
| 12 | $5.9M | 25.7K | 1.65% | — | |
| 13 | $4.8M | 9.4K | 1.36% | — | |
| 14 | $3.9M | 7.7K | 1.09% | — | |
| 15 | $3.3M | 66.2K | 0.94% | — | |
| 16 | $3.3M | 10.0K | 0.94% | — | |
| 17 | $3M | 12.0K | 0.84% | — | |
| 18 | $3M | 8.7K | 0.84% | — | |
| 19 | $2.4M | 2.3K | 0.68% | — | |
| 20 | ? N/A VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $2.2M | 23.0K | 0.63% | — |