Rise Advisors, LLC
95 holdingsFiling period: 2026-03-31Current AUM: $314.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | 104.7K | $46.2M | $54.1M | 17.22% | +3.3K | 2026-03-31 |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 472.4K | $32.5M | $38.6M | 12.29% | +31.6K | 2026-03-31 |
| 3 | VTV | VANGUARD VALUE ETF | 153.1K | $30.1M | $33.8M | 10.74% | +2.3K | 2026-03-31 |
| 4 | VCRB | VANGUARD CORE BOND ETF | 301.4K | $23.3M | $22.8M | 7.26% | +14.6K | 2026-03-31 |
| 5 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 699.1K | $18.4M | $19.7M | 6.27% | +42.7K | 2026-03-31 |
| 6 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 936.6K | $18.2M | $17.5M | 5.56% | +109.1K | 2026-03-31 |
| 7 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 191.8K | $15.4M | $18.0M | 5.72% | +8.3K | 2026-03-31 |
| 8 | FBND | FIDELITY TOTAL BOND ETF | 330.1K | $15.1M | $14.8M | 4.70% | +10.7K | 2026-03-31 |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 265.6K | $13.0M | $13.0M | 4.12% | +276 | 2026-03-31 |
| 10 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 107.0K | $6.3M | $6.1M | 1.95% | +4.5K | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION COM | 24.6K | $4.3M | $5.0M | 1.58% | -163 | 2026-03-31 |
| 12 | AAPL | APPLE INC COM | 16.6K | $4.3M | $5.2M | 1.65% | +622 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8.1K | $3.9M | $3.9M | 1.23% | -721 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP COM | 8.6K | $3.2M | $4.0M | 1.27% | -165 | 2026-03-31 |
| 15 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 61.8K | $3.1M | $3.1M | 0.99% | +261 | 2026-03-31 |
| 16 | MUNY | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | 24.7K | $2.5M | $2.5M | 0.80% | -- | 2026-03-31 |
| 17 | GOOG | ALPHABET INC CAP STK CL C | 8.5K | $2.5M | $3.1M | 0.99% | +5 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC COM | 11.3K | $2.4M | $3.1M | 0.99% | -76 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP COM | 10.5K | $1.7M | $1.5M | 0.49% | +49 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP COM | 10.5K | $1.7M | $1.5M | 0.49% | +49 | 2026-03-31 |
| 21 | IWM | ISHARES RUSSELL 2000 ETF | 5.8K | $1.4M | $1.7M | 0.54% | +108 | 2026-03-31 |
| 22 | DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 32.9K | $1.3M | $1.5M | 0.47% | +82 | 2026-03-31 |
| 23 | SPY | STATE STREET SPDR S&P 500 ETF | 1.9K | $1.3M | $1.4M | 0.46% | +68 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON COM | 4.4K | $1.1M | $1.1M | 0.36% | +75 | 2026-03-31 |
| 25 | TSLA | TESLA INC COM | 2.8K | $1.1M | $899K | 0.29% | -37 | 2026-03-31 |
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