Rise Advisors, LLC: 13F holdings
CIK 18313162026Q2
| Positions | 103 |
|---|
| Reported value | $355.3m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 103 (+9 vs prior quarter) |
|---|
| Reported value | $355.3m (+25.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD GROWTH ETF | 609,959 | $52.5m | 14.8% |
| RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 490,602 | $39.8m | 11.2% |
| VCRB VANGUARD CORE BOND ETF | 459,797 | $35.5m | 10.0% |
| VTV VANGUARD VALUE ETF | 141,554 | $30.8m | 8.7% |
| FBND FIDELITY TOTAL BOND ETF | 573,804 | $26.1m | 7.3% |
| JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 257,207 | $26.0m | 7.3% |
| EWM FT VEST LADDERED MODERATE BUFFER ETF | 706,069 | $19.7m | 5.5% |
| FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 979,814 | $18.9m | 5.3% |
| VNLA JANUS HENDERSON SHORT DURATION INCOME ETF | 278,720 | $13.6m | 3.8% |
| JSI JANUS HENDERSON SECURITIZED INCOME ETF | 186,724 | $9.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831316")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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