§ 13F · FUND PROFILE
Sunrise Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 532Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$132.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 393K | $17.2T | 12.9% | NEW |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 65K | $16.3T | 12.3% | NEW |
| 3 | IWY | ISHARES TR | 29K | $7.9T | 6.0% | NEW |
| 4 | PSH | PGIM ETF TR | 144K | $7.3T | 5.5% | NEW |
| 5 | RWJ | INVESCO EXCH TRADED FD TR II | 132K | $6.5T | 4.9% | NEW |
| 6 | XLK | SELECT SECTOR SPDR TR | 44K | $6.3T | 4.7% | NEW |
| 7 | FLQM | FRANKLIN TEMPLETON ETF TR | 99K | $5.6T | 4.2% | NEW |
| 8 | TBIL | RBB FD INC | 111K | $5.6T | 4.2% | NEW |
| 9 | VTI | VANGUARD INDEX FDS | 15K | $5.1T | 3.9% | NEW |
| 10 | OSEA | HARBOR ETF TRUST | 169K | $5.1T | 3.8% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed