StockDriftsStockDriftsTop 50 Rise Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 14.79% | 610.0K | $52.5M | -2.93%(-18.41K) | $56.06(+59.09%) | 2026-06-30 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 11.19% | 490.6K | $39.8M | +3.85%(+18.21K) | $68.43(+22.16%) | 2026-06-30 | |
| VCRB | VANGUARD CORE BOND ETF | 9.99% | 459.8K | $35.5M | +52.53%(+158.36K) | $77.73(-2.17%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 8.68% | 141.6K | $30.8M | -7.54%(-11.54K) | $147.50(+54.24%) | 2026-06-30 | |
| FBND | FIDELITY TOTAL BOND ETF | 7.35% | 573.8K | $26.1M | +73.80%(+243.66K) | $45.87(-2.18%) | 2026-06-30 | |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 7.33% | 257.2K | $26.0M | +34.13%(+65.44K) | $82.73(+18.14%) | 2026-06-30 | |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 5.55% | 706.1K | $19.7M | +0.99%(+6.95K) | $25.20(+13.03%) | 2026-06-30 | |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 5.32% | 979.8K | $18.9M | +4.61%(+43.17K) | $20.18(-6.85%) | 2026-06-30 | |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 3.83% | 278.7K | $13.6M | +4.95%(+13.14K) | $49.15(-0.45%) | 2026-06-30 | |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 2.69% | 186.7K | $9.6M | new | $51.47(-0.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.97% | +40.40% | — | — | +25.71% |
| Top 20 Holdings Unweighted | +12.80% | +43.53% | — | — | +19.96% |
Rise Advisors, LLC reports $355.35M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are VUG (14.8%), RDVY (11.2%) and VCRB (10.0%). The top 20 holdings account for 86.99% of reported assets. Its disclosed equity book has returned +40.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rise Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831316). View Rise Advisors, LLC’s 13F filings on SEC