Lindsay Fields

Rise Advisors, Llc

Assets Managed

$283.749M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

1.22%(2Q avg: 0.89%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rise Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Rise Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 283.749M in assets, with a quarterly growth rate of 1.22% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Lindsay Fields, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VUG Vanguard Growth Etf Recent Activity Increased 3.3%	16.3%	$46.244M 104,728 shares@ $441.56 avg price	Increased 3.3%
RDVY First Trust Rising Dividend Recent Activity Increased 7.18%	11.47%	$32.524M 472,396 shares@ $68.86 avg price	Increased 7.18%
VTV Vanguard Value Etf Recent Activity Increased 1.56%	10.62%	$30.109M 153,093 shares@ $196.68 avg price	Increased 1.56%
VCRB Vanguard Core Bond Etf Recent Activity Increased 5.08%	8.2%	$23.25M 301,439 shares@ $77.14 avg price	Increased 5.08%
BUFZ Ft Vest Laddered Moderate Bu Recent Activity Increased 6.51%	6.49%	$18.408M 699,118 shares@ $26.34 avg price	Increased 6.51%
LQTI Ft Vest Invst Grd Trgt I Etf Recent Activity Increased 13.19%	6.43%	$18.218M 936,647 shares@ $19.46 avg price	Increased 13.19%
JSMD Janus Small Mid Cap Gr Alp Recent Activity Increased 4.52%	5.43%	$15.398M 191,762 shares@ $80.3 avg price	Increased 4.52%
FBND Fidelity Total Bond Etf Recent Activity Increased 3.34%	5.31%	$15.058M 330,148 shares@ $45.62 avg price	Increased 3.34%
VNLA Janus Henderson Short Durati Recent Activity Increased 0.11%	4.58%	$12.973M 265,576 shares@ $48.86 avg price	Increased 0.11%
XLE Energy Select Sector Spdr Recent Activity Increased 4.36%	2.23%	$6.309M 106,984 shares@ $58.98 avg price	Increased 4.36%

1-10 of 94