Rise Advisors, LLC - Portfolio overview

Rise Advisors, LLC has 1522 reported holdings in this dataset, with the latest filing dated 2026-04-03.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD GROWTH ETF, 13.60%
2. RDVY - FIRST TRUST RISING DIVIDEND ACHIEVERS ETF, 9.57%
3. VTV - VANGUARD VALUE ETF, 8.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.