Rise Advisors, LLC
- SEC CIK
- 0001831316
- Latest filing
- Jul 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 103
- +9 vs. Q1 2026
- Portfolio value
- $355.3M
- +$71.6M (+25.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Malvern FDS922020748 | CORE BD ETF | 459,797 | $35.5M | 10.0% | +158,358+52.5% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 490,602 | $39.8M | 11.2% | +18,206+3.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 609,959 | $52.5M | 14.8% | −18,409−2.9% | ReducedConverted for a 6-for-1 split | – |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.