§ 13F · FUND PROFILE
Sunrise Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 622Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 440K | $19M | 13.3% | +12% |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 49K | $12M | 8.3% | −24% |
| 3 | HGER | HARBOR ETF TRUST | 311K | $10M | 6.8% | +64% |
| 4 | IWY | ISHARES TR | 31K | $8M | 5.5% | +9% |
| 5 | XMMO | INVESCO EXCHANGE TRADED FD T | 45K | $6M | 4.6% | +117850% |
| 6 | BKIE | BNY MELLON ETF TRUST | 60K | $6M | 4.0% | +93805% |
| 7 | DYNF | BLACKROCK ETF TRUST | 95K | $5M | 3.9% | +15292% |
| 8 | LVHI | LEGG MASON ETF INVT | 118K | $5M | 3.4% | +5% |
| 9 | XLK | SELECT SECTOR SPDR TR | 35K | $5M | 3.3% | −19% |
| 10 | PRFZ | INVESCO EXCHANGE TRADED FD T | 99K | $5M | 3.2% | +115341% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNRISE SIGNAL
AC read
Sunrise Financial Services, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed