Rise Advisors, LLC — 13F holdings

Rise Advisors, LLC reported 104 holdings worth $355M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $55.3M (15.6%)
  2. RDVY FIRST TR EXCHANGE TRADED FD — $39.3M (11.1%)
  3. VCRB VANGUARD MALVERN FDS — $35.0M (9.9%)
  4. VTV VANGUARD INDEX FDS — $30.8M (8.7%)
  5. FBND FIDELITY MERRIMACK STR TR — $25.0M (7.0%)
  6. JSMD JANUS DETROIT STR TR — $23.6M (6.7%)
  7. BUFZ FIRST TR EXCHNG TRADED FD VI — $20.1M (5.7%)
  8. LQTI FIRST TR EXCHANGE-TRADED FD — $19.0M (5.3%)
  9. VNLA JANUS DETROIT STR TR — $13.5M (3.8%)
  10. JSI JANUS DETROIT STR TR — $10.2M (2.9%)