Sunrise Financial Services, LLC

Est. AUM

$141.1M

13F long equity, this entity only

Positions

622

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$18.7M	440383	13.28%	SOLE
2	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$11.7M	49053	8.26%	SOLE
3	HARBOR ETF TRUST	HARBOR COMMODITY	$9.7M	311446	6.85%	SOLE
4	ISHARES TR	RUS TP200 GR ETF	$7.8M	31399	5.54%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$6.5M	44821	4.61%	SOLE
6	BNY MELLON ETF TRUST	INTERNATIONL EQT	$5.6M	60099	3.98%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.5M	94504	3.90%	SOLE
8	LEGG MASON ETF INVT	FRANKLIN INTL LW	$4.8M	117648	3.38%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.7M	35409	3.34%	SOLE
10	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$4.6M	99279	3.23%	SOLE
11	J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$4.5M	85734	3.17%	SOLE
12	EA SERIES TRUST	FREEDOM 100 EM	$4.3M	78885	3.06%	SOLE
13	RBB FD INC	US TREASRY 12 MT	$3.7M	74504	2.64%	SOLE
14	THE ALGER ETF TRUST	AI ENABLERS ADOP	$3.7M	111650	2.61%	SOLE
15	PGIM ETF TR	SHRT DUR HGH YLD	$3.6M	73506	2.58%	SOLE
16	VANECK ETF TRUST	REAL ASSETS ETF	$3.0M	74455	2.15%	SOLE
17	T ROWE PRICE ETF INC	US HIGH YIELD	$2.5M	49963	1.81%	SOLE
18	BLACKROCK ETF TRUST II	ISHARES FLOATING	$2.4M	48082	1.73%	SOLE
19	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$2.2M	45241	1.53%	SOLE
20	MICROSOFT CORP	COM	$1.9M	5144	1.35%	SOLE
21	NVIDIA CORPORATION	COM	$1.7M	9803	1.21%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4353	0.99%	SOLE
23	VANGUARD WORLD FD	INF TECH ETF	$1.2M	1686	0.83%	SOLE
24	HARBOR ETF TRUST	INTERNATNAL COMP	$1.1M	36585	0.75%	SOLE
25	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1060	0.75%	SOLE
26	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$935K	35561	0.66%	SOLE
27	AMAZON COM INC	COM	$907K	4357	0.64%	SOLE
28	TESLA INC	COM	$664K	1787	0.47%	SOLE
29	INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$617K	12230	0.44%	SOLE
30	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$606K	22328	0.43%	SOLE
31	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$556K	10118	0.39%	SOLE
32	BNY MELLON ETF TRUST	US MDCP CORE EQT	$553K	5009	0.39%	SOLE
33	MORGAN STANLEY ETF TRUST	CALVERT ULT SHR	$535K	10570	0.38%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$524K	907	0.37%	SOLE
35	ETF SER SOLUTIONS	US VEGAN CLIMATE	$523K	9249	0.37%	SOLE
36	RBB FUND TRUST	FIRST EAGLE OVER	$515K	10201	0.37%	SOLE
37	RBB FD INC	F/M US TREASURY	$495K	9926	0.35%	SOLE
38	STARBUCKS CORP	COM	$488K	5444	0.35%	SOLE
39	APPLE INC	COM	$427K	1682	0.30%	SOLE
40	WILLIAMS SONOMA INC	COM	$391K	2146	0.28%	SOLE
41	VANECK ETF TRUST	HIGH YLD MUNIETF	$340K	6773	0.24%	SOLE
42	SCHWAB STRATEGIC TR	US LCAP GR ETF	$337K	11558	0.24%	SOLE
43	ISHARES TR	ESG AWR US AGRGT	$322K	6764	0.23%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$307K	640	0.22%	SOLE
45	INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$299K	5159	0.21%	SOLE
46	TIDAL TRUST III	IMPACT SHARES WO	$288K	7272	0.20%	SOLE
47	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$276K	2947	0.20%	SOLE
48	ALPS ETF TR	OSHARES US SMLCP	$273K	6251	0.19%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$268K	4454	0.19%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$262K	439	0.19%	SOLE

1–50 of 622

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.