Rise Advisors Q2 Portfolio Activity: Significant Growth ETF Buys, Steady Bond Holdings

Portfolio Overview

Rise Advisors, Llc managed a substantial portfolio valued at $332.6 million as of June 30th, 2026.

Prominent Purchases in Q2

The most significant buying activity this quarter involved several prominent exchange-traded funds (ETFs). The firm notably increased its stake in Vanguard Growth ETF (VUG) by 48.2% ($5.2 million increase), boosting its portfolio allocation to 14.79%. This was accompanied by substantial purchases of other growth and income-oriented funds.

Vanguard Core Bond ETF (VCRB), valued at $35.5 million, also saw a significant boost with a 52.5% increase in shares ($158k more). Its portfolio weight climbed to nearly 9.99%. Similarly, Fidelity Total Bond ETF (FBND) gained $260k or about 73.8% in shares during the quarter.

The purchase of Janus Henderson Securitized Income ETF (JSI), adding a full position equivalent to its current allocation, further demonstrates the firm's focus on income strategies. Additionally, there were notable increases in positions like First Trust Rising Dividend Achievers ETF (RDVY) and JANUS Henderson Short Duration Income ETF (VNLA).

Janus Henderson's offerings also received strong backing. The firm bought a substantial amount of the company's Small/Mid Cap Growth Alpha ETF (JSMD), increasing its stake by 34.1% ($65k more). Furthermore, they added shares to their existing position in JAAA and purchased a new position in the company's Ultra-Short Income ETF (JPST). The purchase of JSI itself was equivalent to adding an entire position.

Sales or Reductions During Q2

Rise Advisors also reduced exposure across several sectors during the quarter. They sold shares in State Street Energy Select Sector SPDR ETF (XLE), reducing its allocation by 8.99% ($517k less). Vanguard's Value ETF (VTV) saw a reduction of about 7.54% in portfolio weight, though it still remains one of the larger positions at 8.68%. The firm also decreased its position in IWM, albeit slightly.

The overall portfolio held 100 distinct holdings this quarter. While there were reductions, notably in energy-related ETFs and Vanguard's Value fund, the bulk of the activity appeared focused on increasing exposure to growth-oriented vehicles like VUG, JSMD, and FBND, alongside various income strategies.

Portfolio Allocation Context

The portfolio maintained a diverse allocation across sectors. Technology represented 6.83% ($22.7 million) of the total value, while Financial Services accounted for 2.95%. The largest sector allocation by far was categorized as "Unknown", encompassing approximately $278 million or 83.57% of the portfolio.

Despite these changes, the investor maintained a significant portion in fixed income and core holdings like VCRB ($35.5 million) and FBND ($26.1 million). The top five holdings by weight accounted for roughly half (52%) of the total portfolio value as of June 30th.