Rise Advisors
Rise Advisors reported 104 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VUG (15.6%), RDVY (11.1%) and VCRB (9.9%). Compared with Q2 2026, the fund opened new positions in DFAC, NTAP and LIN, added to VUG, RDVY and VCRB, trimmed BUFZ, VNLA and BRK.B and sold out of FLOT, ABBV and UNH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $55.3M | 15.6% | 613K | +3,267 (+1%) | 8 of 8 | |
| 2 |  RDVY First TR Exchange Traded FD | $39.3M | 11.1% | 503K | +12K (+2%) | 7 of 8 | |
| 3 |  VCRB Vanguard Malvern Fds | $35M | 9.9% | 476K | +16K (+3%) | 5 of 8 | |
| 4 |  VTV Vanguard Index Fds | $30.8M | 8.7% | 142K | +817 (+1%) | 8 of 8 | |
| 5 |  FBND Fidelity Total Bond ETF | $25M | 7.0% | 577K | +3,133 (+1%) | 8 of 8 | |
| 6 |  JSMD Janus Detroit | $23.6M | 6.7% | 265K | +7,464 (+3%) | 5 of 8 | |
| 7 |  BUFZ First TR Exchng Traded FD VI | $20.1M | 5.7% | 704K | −1,698 (−0%) | 7 of 8 | |
| 8 |  LQTI First TR Exchange-Traded FD | $19M | 5.3% | 1M | +70K (+7%) | 5 of 8 | |
| 9 |  VNLA Janus Henderson Shrt | $13.5M | 3.8% | 278K | −710 (−0%) | 8 of 8 | |
| 10 |  JSI Janus Detroit Str TR | $10.2M | 2.9% | 205K | +18K (+10%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.5M | 33K |
 FLOT Ishares TR | $629K | 12K |
 ABBV Abbvie Inc | $335K | 1,330 |
 UNH Unitedhealth Group Inc | $266K | 641 |
 KLAC Kla Corp | $262K | 868 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rise Advisors 13F FAQ
What does Rise Advisors own?
Rise Advisors reported 104 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VUG (15.6%), RDVY (11.1%) and VCRB (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did Rise Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 67 added to, 24 trimmed and 9 sold out. New positions include DFAC, NTAP and LIN. It sold all of FLOT, ABBV and UNH.
When will Rise Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rise Advisors's portfolio worth?
The Q3 2026 filing reports $355M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.