DOSSIER · 13F-HR · Q1 2026

Sunrise Financial Services, LLC

$141M in tracked AUM across 622 positions as of Q1 2026.

SF
CIK 0002110891 · last filed Mar 31, 2026
Total AUM
$141M
as of Q1 2026
Holdings
622
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$19M440K13.3%
02
QQQM
INVESCO EXCH TRADED FD TR II
$12M49K8.3%
03
HGER
HARBOR ETF TRUST
$10M311K6.8%
04
IWY
ISHARES TR
$8M31K5.5%
05
XMMO
INVESCO EXCHANGE TRADED FD T
$6M45K4.6%
06
BKIE
BNY MELLON ETF TRUST
$6M60K4.0%
07
DYNF
BLACKROCK ETF TRUST
$5M95K3.9%
08
LVHI
LEGG MASON ETF INVT
$5M118K3.4%
09
XLK
SELECT SECTOR SPDR TR
$5M35K3.3%
10
PRFZ
INVESCO EXCHANGE TRADED FD T
$5M99K3.2%

Filing history

2026Q1Mar 31
$141M 6.4%
622 positionsView →
2025Q4Dec 31
$133M
532 positionsView →