Sunrise Financial Services, LLC
Q3 2026 13F filing
Updated 15 days ago473 disclosed positions worth $180.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP DIVIDEND VALUE | $25.2M | 516.1K | 13.97% | Added(+90439.6%) |
| 2 | E INVESCO EXCH TRADED FD TR II | $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 | E ISHARES TR | $10.7M | 36.4K | 5.95% | Added(+9.2%) |
| 5 | I INVESCO EXCHANGE TRADED FD T | $8M | 54.7K | 4.44% | Added(+14.0%) |
| 6 | E BLACKROCK ETF TRUST | $7.8M | 113.0K | 4.34% | Added(+10.3%) |
| 7 | S SELECT SECTOR SPDR TR | $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 | F EA SERIES TRUST | $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 | B LEGG MASON ETF INVT | $6M | 142.9K | 3.30% | Added(+12.0%) |
| 13 | J J P MORGAN EXCHANGE TRADED F | $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 | S PGIM ETF TR | $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 | M MICROSOFT CORP | $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 | J J P MORGAN EXCHANGE TRADED F | $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%) |
| 21 | N NVIDIA CORPORATION | $2.2M | 9.5K | 1.20% | Trimmed(-5.5%) |
| 22 | V VANGUARD WORLD FD | $1.7M | 13.5K | 0.94% | Unchanged |
| 23 | C CAPITAL GRP FIXED INCM ETF T | $1.6M | 63.2K | 0.90% | Added(+6219.8%) |
| 24 | V VANGUARD INDEX FDS | $1.5M | 4.1K | 0.85% | Trimmed(-7.8%) |
| 25 | A AMAZON COM INC | $1.1M | 4.4K | 0.61% | Unchanged |
| 26 | C COSTCO WHOLESALE CORPORATION | $965K | 1.1K | 0.53% | Unchanged |
| 27 | ? N/A HARBOR ETF TRUST | $887K | 30.3K | 0.49% | Trimmed(-14.8%) |
| 28 | ? N/A ETF SER SOLUTIONS | $868K | 11.0K | 0.48% | Added(+5.9%) |
| 29 | C CAPITAL GRP FIXED INCM ETF T | $846K | 32.6K | 0.47% | Added(+5332.7%) |
| 30 | ? N/A RBB FUND TRUST | $718K | 13.4K | 0.40% | Added(+12.4%) |
| 31 | Q INVESCO QQQ TR | $702K | 949 | 0.39% | Unchanged |
| 32 | ? N/A BNY MELLON ETF TRUST | $681K | 20.4K | 0.38% | Trimmed(-68.7%) |
| 33 | A APPLE INC | $601K | 1.8K | 0.33% | Unchanged |
| 34 | ? N/A INVESCO EXCH TRADED FD TR II | $578K | 10.3K | 0.32% | Trimmed(-12.0%) |
| 35 | E FRANKLIN TEMPLETON ETF TR | $566K | 9.8K | 0.31% | Trimmed(-6.9%) |
| 36 | T TESLA INC | $544K | 1.5K | 0.30% | Trimmed(-14.3%) |
| 37 | L BNY MELLON ETF TRUST | $539K | 14.0K | 0.30% | Added(+182.5%) |
| 38 | F FIRST TR EXCHANGE TRADED FD | $522K | 4.6K | 0.29% | Added(+35.3%) |
| 39 | M MORGAN STANLEY ETF TRUST | $492K | 9.7K | 0.27% | Trimmed(-3.5%) |
| 40 | S STARBUCKS CORP | $491K | 5.2K | 0.27% | Trimmed(-0.3%) |
| 41 | W WILLIAMS SONOMA INC | $490K | 2.1K | 0.27% | Unchanged |
| 42 | H VANECK ETF TRUST | $464K | 9.7K | 0.26% | Added(+34.2%) |
| 43 | S SCHWAB STRATEGIC TR | $395K | 11.0K | 0.22% | Unchanged |
| 44 | ? N/A TIDAL TRUST III | $344K | 7.9K | 0.19% | Added(+0.7%) |
| 45 | ? N/A ALPS ETF TR | $323K | 7.0K | 0.18% | Trimmed(-1.8%) |
| 46 | ? N/A INVESCO EXCH TRD SLF IDX FD | $319K | 4.7K | 0.18% | Trimmed(-8.8%) |
| 47 | F FIRST TR EXCHANGE-TRADED FD | $313K | 950 | 0.17% | Unchanged |
| 48 | V VANGUARD INDEX FDS | $308K | 439 | 0.17% | Unchanged |
| 49 | M META PLATFORMS INC | $304K | 419 | 0.17% | Trimmed(-0.9%) |
| 50 | B BERKSHIRE HATHAWAY INC DEL | $283K | 568 | 0.16% | Added(+9.7%) |