Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sunrise Financial Services, LLC (CIK 2110891) reported $168.3M across 587 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGDV ($23.2M, 13.78%), QQQM ($15.5M, 9.19%), IWY ($9.7M, 5.76%), HGER ($9.6M, 5.73%), XMMO ($8.2M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.2M | 13.78% | 470,685 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $15.5M | 9.19% | 51,050 | Added |
| 3 | IWY | ISHARES TR | $9.7M | 5.76% | 33,346 | Added |
| 4 | HGER | HARBOR ETF TRUST | $9.6M | 5.73% | 328,814 | Added |
| 5 | XMMO | INVESCO EXCHANGE TRADED FD T | $8.2M | 4.85% | 47,947 | Added |
| 6 | XLK | SELECT SECTOR SPDR TR | $7.0M | 4.14% | 36,547 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.0M | 4.14% | 102,385 | Added |
| 8 | BKIE | BNY MELLON ETF TRUST | $6.5M | 3.89% | 65,061 | Added |
| 9 | PRFZ | INVESCO EXCHANGE TRADED FD T | $6.0M | 3.58% | 107,920 | Added |
| 10 | FRDM | EA SERIES TRUST | $6.0M | 3.55% | 82,066 | Added |
| 11 | ALAI | THE ALGER ETF TRUST | $5.4M | 3.18% | 117,333 | Added |
| 12 | LVHI | LEGG MASON ETF INVT | $5.2M | 3.08% | 127,584 | Added |
| 13 | JPLD | J P MORGAN EXCHANGE TRADED F | $4.9M | 2.91% | 93,755 | Added |
| 14 | OBIL | RBB FD INC | $4.1M | 2.42% | 81,444 | Added |
| 15 | PSH | PGIM ETF TR | $3.9M | 2.34% | 78,991 | Added |
| 16 | RAAX | VANECK ETF TRUST | $3.3M | 1.94% | 82,363 | Added |
| 17 | THYF | T ROWE PRICE EXCHANGE-TRADED | $2.7M | 1.63% | 53,062 | Added |
| 18 | BRLN | BLACKROCK ETF TRUST II | $2.7M | 1.58% | 52,352 | Added |
| 19 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.42% | 49,323 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.0M | 1.19% | 10,053 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.9M | 1.16% | 5,216 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $1.6M | 0.98% | 4,446 | Added |
| 23 | VGT | VANGUARD WORLD FD | $1.6M | 0.96% | 13,489 | Added |
| 24 | CGSM | CAPITAL GRP FIXED INCM ETF T | $1.1M | 0.66% | 41,967 | Added |
| 25 | OSEA | HARBOR ETF TRUST | $1.1M | 0.65% | 35,619 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30