SEC Form 13F

Rise Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$355,345,692
Positions103

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD GROWTH ETFVUGETF$52,541,853609,959
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFRDVYETF$39,768,211490,602
VANGUARD CORE BOND ETFVCRBETF$35,511,343459,797
VANGUARD VALUE ETFVTVETF$30,848,812141,554
FIDELITY TOTAL BOND ETFFBNDETF$26,102,359573,804
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETFJSMDETF$26,039,343257,207
FT VEST LADDERED MODERATE BUFFER ETFBUFZETF$19,720,511706,069
FT VEST INVESTMENT GRADE & TARGET INCOME ETFLQTIETF$18,920,206979,814
JANUS HENDERSON SHORT DURATION INCOME ETFVNLAETF$13,619,672278,720
JANUS HENDERSON SECURITIZED INCOME ETFJSIETF$9,562,119186,724

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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