Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rise Advisors, LLC (CIK 1831316) reported $283.7M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($46.2M, 16.30%), RDVY ($32.5M, 11.46%), VTV ($30.1M, 10.61%), VCRB ($23.3M, 8.19%), BUFZ ($18.4M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | $46.2M | 16.30% | 104,728 | Added |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $32.5M | 11.46% | 472,396 | Added |
| 3 | VTV | VANGUARD VALUE ETF | $30.1M | 10.61% | 153,093 | Added |
| 4 | VCRB | VANGUARD CORE BOND ETF | $23.3M | 8.19% | 301,439 | Added |
| 5 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $18.4M | 6.49% | 699,118 | Added |
| 6 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $18.2M | 6.42% | 936,647 | Added |
| 7 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $15.4M | 5.43% | 191,762 | Added |
| 8 | FBND | FIDELITY TOTAL BOND ETF | $15.1M | 5.31% | 330,148 | Added |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $13.0M | 4.57% | 265,576 | Added |
| 10 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6.3M | 2.22% | 106,984 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $4.3M | 1.52% | 24,566 | Trimmed |
| 12 | AAPL | APPLE INC COM | $4.3M | 1.50% | 16,649 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.9M | 1.36% | 8,093 | Trimmed |
| 14 | MSFT | MICROSOFT CORP COM | $3.2M | 1.12% | 8,626 | Trimmed |
| 15 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.1M | 1.10% | 61,807 | Added |
| 16 | MUNY | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $2.5M | 0.89% | 24,668 | New |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $2.5M | 0.88% | 8,455 | Added |
| 18 | AMZN | AMAZON COM INC COM | $2.4M | 0.84% | 11,339 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP COM | $1.7M | 0.59% | 10,473 | Added |
| 20 | IWM | ISHARES RUSSELL 2000 ETF | $1.4M | 0.51% | 5,753 | Added |
| 21 | DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | $1.3M | 0.45% | 32,906 | Added |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | $1.3M | 0.44% | 1,917 | Added |
| 23 | JNJ | JOHNSON & JOHNSON COM | $1.1M | 0.38% | 4,417 | Added |
| 24 | JPM | JPMORGAN CHASE & CO COM | $1.1M | 0.38% | 3,634 | Trimmed |
| 25 | TSLA | TESLA INC COM | $1.1M | 0.38% | 2,818 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31