StockDriftsStockDriftsTop 50 Rise Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | 15.58% | 613.2K | $55.3M | +0.54%(+3.27K) | $56.23(+57.97%) | 2026-09-30 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 11.09% | 502.5K | $39.3M | +2.43%(+11.92K) | $68.70(+15.49%) | 2026-09-30 | |
| VCRB | VANGUARD CORE BOND ETF | 9.87% | 475.5K | $35.0M | +3.42%(+15.72K) | $77.65(-4.69%) | 2026-09-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 8.67% | 142.4K | $30.8M | +0.58%(+817) | $147.90(+50.24%) | 2026-09-30 | |
| FBND | FIDELITY TOTAL BOND ETF | 7.04% | 576.9K | $25.0M | +0.55%(+3.13K) | $45.86(-4.76%) | 2026-09-30 | |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 6.66% | 264.7K | $23.6M | +2.90%(+7.46K) | $83.08(+5.91%) | 2026-09-30 | |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 5.67% | 704.4K | $20.1M | -0.24%(-1.70K) | $25.20(+13.86%) | 2026-09-30 | |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 5.34% | 1.05M | $19.0M | +7.12%(+69.81K) | $20.08(-10.06%) | 2026-09-30 | |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 3.81% | 278.0K | $13.5M | -0.25%(-710) | $49.15(-0.95%) | 2026-09-30 | |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 2.89% | 205.1K | $10.2M | +9.82%(+18.33K) | $51.39(-2.59%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.93% | — | — | +24.42% |
| Top 20 Holdings Unweighted | +14.68% | +50.83% | — | — | +22.37% |
Rise Advisors LLC reports $354.71M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are VUG (15.6%), RDVY (11.1%) and VCRB (9.9%). The top 20 holdings account for 87.32% of reported assets. Its disclosed equity book has returned +42.93% on a three-year cumulative basis. Figures reflect the Q3 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