Rise Advisors, LLC
•CIK: 1831316•Filing: Q4 2025
**Rise Advisors, LLC** manages $280M across a diversified portfolio of 98 positions. The fund exhibits significant overweighting in growth and value sectors, highlighted by top holdings including VUG at $49.5M and RDVY at $30.6M. Further concentration is evident in VTV ($28.8M) and VCRB ($22.3M), suggesting a tactical tilt toward established market leaders and sector rotation plays. This allocation profile points to a disciplined, large-cap focused approach within the current market cycle.
Total AUM
$280.3M
QoQ Performance
+0.6%
Positions
98
Top 10 Concentration
75.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
RDVY
VTV
VCRB
BUFZ
LQTI
JSMD
FBND
VUG17.6%
RDVY10.9%
VTV10.3%
VCRB8.0%
BUFZ6.2%
LQTI5.9%
JSMD5.3%
FBND5.2%
📈 Biggest Buys
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+5883.8%
10.9% of portfolio
LQTI
FT VEST INVESTMENT GRADE & TARGET INCOME ETF
+10901.4%
5.9% of portfolio
BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
+87.6%
6.2% of portfolio
VCRB
VANGUARD CORE BOND ETF
+29.1%
8.0% of portfolio
VUG
VANGUARD GROWTH ETF
+10.7%
17.6% of portfolio
📉 Biggest Sells
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
-93.4%
0.4% of portfolio
VTV
VANGUARD VALUE ETF
-31.7%
10.3% of portfolio
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-92.8%
0.2% of portfolio
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
-92.8%
0.2% of portfolio
TMP
TOMPKINS FINL CORP COM
-18.5%
0.3% of portfolio
Sector Breakdown
Other85.3%
Technology7.5%
Consumer2.2%
Financial1.5%
Healthcare1.1%
Industrial0.7%
Energy0.5%
ETF0.5%
🚪 Exited Positionssold since Q3 2025
+1424 more exited positions
Changes from Q3 2025
NEW1 new position
↑35 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022