Lindsay Fields

Rise Advisors, Llc

Assets Managed

$355.346M

Holdings

103

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

25.24%(2Q avg: 13.23%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Rise Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 355.346M in assets, with a quarterly growth rate of 25.24% and a 2-quarter average growth rate of 13.23%. The portfolio is managed by Lindsay Fields, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VUG Vanguard Growth Etf Recent Activity Increased 482.43%	14.79%	$52.542M 609,959 shares@ $86.14 avg price	Increased 482.43%
RDVY First Trust Rising Dividend Recent Activity Increased 3.86%	11.2%	$39.768M 490,602 shares@ $81.07 avg price	Increased 3.86%
VCRB Vanguard Core Bond Etf Recent Activity Increased 52.54%	10%	$35.511M 459,797 shares@ $77.24 avg price	Increased 52.54%
VTV Vanguard Value Etf Recent Activity Decreased -7.53%	8.69%	$30.849M 141,554 shares@ $217.93 avg price	Decreased -7.53%
FBND Fidelity Total Bond Etf Recent Activity Increased 73.81%	7.35%	$26.102M 573,804 shares@ $45.5 avg price	Increased 73.81%
JSMD Janus Small Mid Cap Gr Alp Recent Activity Increased 34.13%	7.33%	$26.039M 257,207 shares@ $101.24 avg price	Increased 34.13%
BUFZ Ft Vest Laddered Moderate Bu Recent Activity Increased 1%	5.55%	$19.721M 706,069 shares@ $27.94 avg price	Increased 1%
LQTI Ft Vest Invst Grd Trgt I Etf Recent Activity Increased 4.61%	5.33%	$18.92M 979,814 shares@ $19.31 avg price	Increased 4.61%
VNLA Janus Henderson Short Durati Recent Activity Increased 4.95%	3.84%	$13.62M 278,720 shares@ $48.87 avg price	Increased 4.95%
JSI Jh Securitized Income Etf Recent Activity New Position	2.7%	$9.562M 186,724 shares@ $51.21 avg price	New Position

1-10 of 103