DOSSIER · 13F-HR · Q2 2026

Sunrise Financial Services, LLC

$168M in tracked AUM across 591 positions as of Q2 2026.

SF
CIK 0002110891 · last filed Jun 30, 2026
Total AUM
$168M
as of Q2 2026
Holdings
591
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sunrise Financial Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$23M471K13.8%
02
QQQM
INVESCO EXCH TRADED FD TR II
$15M51K9.2%
03
IWY
ISHARES TR
$10M33K5.8%
04
HGER
HARBOR ETF TRUST
$10M329K5.7%
05
XMMO
INVESCO EXCHANGE TRADED FD T
$8M48K4.8%
06
DYNF
BLACKROCK ETF TRUST
$7M102K4.1%
07
XLK
SELECT SECTOR SPDR TR
$7M37K4.1%
08
BKIE
BNY MELLON ETF TRUST
$7M65K3.9%
09
PRFZ
INVESCO EXCHANGE TRADED FD T
$6M108K3.6%
10
FRDM
EA SERIES TRUST
$6M82K3.6%

Filing history

2026Q2Jun 30
$168M 19.3%
591 positionsView →
2026Q1Mar 31
$141M 6.4%
622 positionsView →
2025Q4Dec 31
$133M
532 positionsView →