DOSSIER · 13F-HR · Q3 2026

Sunrise Financial Services, LLC

$180M in tracked AUM across 473 positions as of Q3 2026.

SF
CIK 0002110891 · last filed Sep 30, 2026
Total AUM
$180M
as of Q3 2026
Holdings
473
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Sunrise Financial Services, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$25M516K14.0%
02
QQQM
INVESCO EXCH TRADED FD TR II
$17M55K9.3%
03
HGER
HARBOR ETF TRUST
$12M347K6.8%
04
IWY
ISHARES TR
$11M36K5.9%
05
XMMO
INVESCO EXCHANGE TRADED FD T
$8M55K4.4%
06
DYNF
BLACKROCK ETF TRUST
$8M113K4.3%
07
XLK
SELECT SECTOR SPDR TR
$8M39K4.2%
08
69374H311
PACER FDS TR
$7M198K3.9%
09
PRFZ
INVESCO EXCHANGE TRADED FD T
$6M121K3.5%
10
FRDM
EA SERIES TRUST
$6M88K3.4%

Filing history

2026Q3Sep 30
$180M▲ 7.2%
473 positionsView →
2026Q2Jun 30
$168M▲ 19.3%
591 positionsView →
2026Q1Mar 31
$141M▲ 6.4%
622 positionsView →
2025Q4Dec 31
$133M—
532 positionsView →