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Sunrise Financial Services, LLC
hedge fundUpdated 15 days agoManaged by Sunrise Financial Services, Llc • Latest filing Q3 2026
Portfolio value
$180.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
50.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $132.7M |
| Q1 2026 | $141.1M |
| Q2 2026 | $168.3M |
| Q3 2026 | $180.4M |
Top holdings
473 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $25.2M | 516.1K | 13.97% | Added(+90439.6%) | |
| 2 | $16.7M | 54.9K | 9.27% | Added(+7.6%) | |
| 3 | ? N/A HARBOR ETF TRUST | $12.2M | 347.1K | 6.78% | Added(+5.6%) |
| 4 | $10.7M | 36.4K | 5.95% | Added(+9.2%) | |
| 5 | $8M | 54.7K | 4.44% | Added(+14.0%) | |
| 6 | $7.8M | 113.0K | 4.34% | Added(+10.3%) | |
| 7 | $7.6M | 39.0K | 4.23% | Added(+6.7%) | |
| 8 | ? N/A PACER FDS TR | $7.1M | 198.0K | 3.91% | — |
| 9 | ? N/A INVESCO EXCHANGE TRADED FD T | $6.3M | 120.6K | 3.50% | Added(+11.8%) |
| 10 | $6.2M | 88.3K | 3.42% | Added(+7.5%) | |
| 11 | ? N/A THE ALGER ETF TRUST | $6.1M | 130.4K | 3.36% | Added(+11.1%) |
| 12 | $6M | 142.9K | 3.30% | Added(+12.0%) | |
| 13 | $5M | 97.1K | 2.77% | Added(+3.6%) | |
| 14 | ? N/A INVESCO EXCH TRADED FD TR II | $4M | 37.5K | 2.20% | Added(+104175.0%) |
| 15 | $3.8M | 78.6K | 2.12% | Trimmed(-0.4%) | |
| 16 | ? N/A VANECK ETF TRUST | $3.7M | 93.5K | 2.06% | Added(+13.5%) |
| 17 | $2.7M | 5.2K | 1.47% | Trimmed(-0.8%) | |
| 18 | ? N/A BLACKROCK ETF TRUST II | $2.6M | 52.1K | 1.47% | Trimmed(-0.5%) |
| 19 | $2.4M | 52.4K | 1.36% | Added(+6.2%) | |
| 20 | ? N/A JOHN HANCOCK EXCHANGE TRADED | $2.3M | 95.1K | 1.30% | Added(+121841.0%) |