What does Sunrise Financial Services, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Sunrise Financial Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CAPITAL GROUP DIVIDEND VALUE

$19M440K13.3%

INVESCO EXCH TRADED FD TR II

$12M49K8.3%

HARBOR ETF TRUST

$10M311K6.8%

ISHARES TR

$8M31K5.5%

INVESCO EXCHANGE TRADED FD T

$6M45K4.6%

BNY MELLON ETF TRUST

$6M60K4.0%

BLACKROCK ETF TRUST

$5M95K3.9%

LEGG MASON ETF INVT

$5M118K3.4%

SELECT SECTOR SPDR TR

$5M35K3.3%

INVESCO EXCHANGE TRADED FD T

$5M99K3.2%

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