Notify me when Rise Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $280,345,712 | +$76,261,573 | -$75,923,735 | +$337,838 | VUG, RDVY, VTV, VCRB, BUFZ | 13F-HR | 11 Feb 2026, 13:52 |
| Q3 2025 | 1,526 | $278,821,992 | +$57,049,292 | -$44,340,980 | +$12,708,312 | VUG, VTV, VCRB, JMBS, FBND | 13F-HR | 08 Oct 2025, 13:33 |
| Q2 2025 | 1,538 | $251,855,995 | +$13,887,077 | -$2,303,901 | +$11,583,176 | VUG, VTV, DFCF, JMBS, DFAT | 13F-HR | 08 Jul 2025, 15:26 |
| Q1 2025 | 1,500 | $226,311,422 | +$38,945,242 | -$15,118,773 | +$23,826,469 | VTV, VUG, DFCF, JMBS, DFAT | 13F-HR | 15 May 2025, 13:52 |
| Q4 2024 | 1,117 | $207,895,308 | +$6,525,416 | -$6,819,298 | -$293,882 | VTV, VUG, DFCF, JMBS, VNLA | 13F-HR | 07 Jan 2025, 12:55 |
| Q3 2024 | 1,231 | $208,667,202 | +$12,266,230 | -$3,104,134 | +$9,162,096 | VTV, VUG, DFCF, JMBS, VNLA | 13F-HR | 11 Oct 2024, 10:10 |
| Q2 2024 | 1,238 | $188,706,420 | +$11,148,379 | -$7,867,773 | +$3,280,606 | VTV, VUG, DFCF, JMBS, VNLA | 13F-HR | 09 Jul 2024, 10:58 |
| Q1 2024 | 1,264 | $187,598,092 | +$37,085,538 | -$1,212,484 | +$35,873,054 | VUG, VTV, DFCF, JMBS, VNLA | 13F-HR | 09 Apr 2024, 15:02 |
| Q4 2023 | 617 | $121,534,124 | +$17,008,555 | -$12,367,099 | +$4,641,456 | VTV, DFCF, JMBS, VNLA, DFAT | 13F-HR | 10 Jan 2024, 14:39 |
| Q3 2023 | 650 | $126,141,211 | +$9,587,386 | -$8,375,749 | +$1,211,637 | DFCF, VTV, VUG, VNLA, DFAT | 13F-HR | 10 Oct 2023, 10:00 |
| Q2 2023 | 674 | $129,356,065 | +$8,673,659 | -$16,735,945 | -$8,062,286 | DFCF, VTV, VUG, VNLA, DFAT | 13F-HR | 10 Jul 2023, 15:09 |
| Q1 2023 | 806 | $132,416,024 | +$8,288,103 | -$5,569,419 | +$2,718,684 | DFCF, VUG, VTV, VNLA, FLOT | 13F-HR | 05 Apr 2023, 16:00 |
| Q4 2022 | 765 | $124,475,471 | +$6,829,680 | -$9,266,547 | -$2,436,867 | DFCF, VTV, VUG, FLOT, VNLA | 13F-HR | 06 Jan 2023, 11:20 |
| Q3 2022 | 697 | $120,634,000 | +$29,525,231 | -$4,325,672 | +$25,199,559 | VTV, VUG, DFCF, FLOT, VNLA | 13F-HR | 11 Oct 2022, 08:12 |
| Q2 2022 | 695 | $99,079,000 | +$3,734,643 | -$1,526,655 | +$2,207,988 | DFCF, FLOT, VNLA, JAAA, DFAT | 13F-HR | 28 Jul 2022, 14:59 |
| Q1 2022 | 647 | $110,975,000 | +$20,779,439 | -$7,807,099 | +$12,972,340 | DFCF, FLOT, JAAA, VNLA, DFAT | 13F-HR | 22 Apr 2022, 12:04 |
| Q4 2021 | 650 | $104,956,753 | $0 | $0 | $0 | DFCF, VNLA, XSOE, FLOT, JAAA | 13F-HR | 24 Feb 2022, 13:52 |