Holdings
Rise Advisors, LLC
As of Sep 30, 2026, Rise Advisors, LLC reported 99 positions worth US$352M. Largest: Vanguard Morningstar Growth ETF, First Trust Rising Dividend Achievers ETF and Vanguard Core Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Growth ETF | 613K | US$55.3M | new | Sep 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 503K | US$39.3M | new | Sep 30, 2026 |
| Vanguard Core Bond ETF | 476K | US$35M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 142K | US$30.8M | new | Sep 30, 2026 |
| Fidelity Total Bond ETF | 577K | US$25M | new | Sep 30, 2026 |
| Janus Henderson Small/Mid Cap Growth Alpha ETF | 265K | US$23.6M | new | Sep 30, 2026 |
| FT Vest Laddered Moderate Buffer ETF | 704K | US$20.1M | new | Sep 30, 2026 |
| FT Vest Investment Grade & Target Income ETF | 1.05M | US$19M | new | Sep 30, 2026 |
| Janus Henderson Short Duration Income ETF | 278K | US$13.5M | new | Sep 30, 2026 |
| Janus Henderson Securitized Income ETF | 205K | US$10.2M | new | Sep 30, 2026 |