Rise Advisors, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$283.7M
Holdings
99
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
16.3%
02
$RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Held since at least Q1 2024
11.5%
03
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
10.6%
04
$VCRB
VANGUARD CORE BOND ETF
Held since at least Q1 2024
8.2%
05
$BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
Held since at least Q1 2024
6.5%
06
$LQTI
FT VEST INVESTMENT GRADE & TARGET INCOME ETF
Held since at least Q1 2024
6.4%
07
$JSMD
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
Held since at least Q1 2024
5.4%
08
$FBND
FIDELITY TOTAL BOND ETF
Held since at least Q1 2024
5.3%
09
$VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
Held since at least Q1 2024
4.6%
10
$XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.