Sunrise Financial Services, LLC Top Holdings and 13F Report (2026) About Sunrise Financial Services, LLCInvestment ActivitySunrise Financial Services, LLC has $180.45 million in total holdings as of September 30, 2026.Sunrise Financial Services, LLC owns shares of 473 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 27.89% of the portfolio was purchased this quarter.About 5.28% of the portfolio was sold this quarter.This quarter, Sunrise Financial Services, LLC has purchased 587 new stocks and bought additional shares in 34 stocks.Sunrise Financial Services, LLC sold shares of 80 stocks and completely divested from 130 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $25,210,309Invesco NASDAQ 100 ETF $16,732,985Harbor Commodity All-Weather Strategy ETF $12,239,650iShares Russell Top 200 Growth ETF $10,735,418Invesco S&P MidCap Momentum ETF $8,019,975 Largest New Holdings this Quarter 69374H311 - PACER FDS TR $7,062,944 Holding78433H634 - NEOS ETF TRUST $61,898 Holding35473P371 - FRANKLIN TEMPLETON ETF TR $55,818 Holding12811T837 - CALAMOS ETF TR $39,527 Holding78433H618 - NEOS ETF TRUST $25,905 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 515,506 shares (about $25.18M)PACER FDS TR 198,008 shares (about $7.06M)Invesco Short Term Treasury ETF 37,503 shares (about $3.96M)JOHN HANCOCK EXCHANGE TRADED 95,036 shares (about $2.35M)CAPITAL GRP FIXED INCM ETF T 62,198 shares (about $1.60M) Largest Sales this Quarter US Treasury 12 Month Bill ETF 77,686 shares (about $3.87M)T. Rowe Price U.S. High Yield ETF 50,127 shares (about $2.50M)BNY Mellon International Equity ETF 44,670 shares (about $1.49M)Harbor International Compounders ETF 5,289 shares (about $154.76K)US Treasury 3 Month Bill ETF 2,781 shares (about $138.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSunrise Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$25,210,309$25,182,465 ▲90,439.6%516,07614.0%ETFQQQMInvesco NASDAQ 100 ETF$16,732,985$1,181,091 ▲7.6%54,9279.3%ETFHGERHarbor Commodity All-Weather Strategy ETF$12,239,650$645,680 ▲5.6%347,1266.8%ETFIWYiShares Russell Top 200 Growth ETF$10,735,418$901,254 ▲9.2%36,4025.9%ETFXMMOInvesco S&P MidCap Momentum ETF$8,019,975$983,805 ▲14.0%54,6514.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,824,980$733,808 ▲10.3%112,9804.3%ETFXLKTechnology Select Sector SPDR Fund$7,629,694$475,669 ▲6.6%38,9774.2%ETFPACER FDS TR$7,062,944$7,062,944 ▲New Holding198,0083.9%NASD IN PATE ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$6,310,949$663,492 ▲11.7%120,5993.5%ETFFRDMFreedom 100 Emerging Markets ETF$6,174,227$432,911 ▲7.5%88,2543.4%ETFTHE ALGER ETF TRUST$6,058,247$605,783 ▲11.1%130,3693.4%AI ENABLERS ADOPLVHIFranklin International Low Volatility High Dividend Index ETF$5,960,353$638,830 ▲12.0%142,9003.3%ETFJ P MORGAN EXCHANGE TRADED F$4,994,310$174,382 ▲3.6%97,1472.8%JPMORGAM LTD DURTBLLInvesco Short Term Treasury ETF$3,962,663$3,958,863 ▲104,175.0%37,5392.2%ETFPGIM ETF TR$3,827,794$16,694 ▼-0.4%78,6482.1%SHRT DUR HGH YLDRAAXVanEck Real Assets ETF$3,723,547$443,029 ▲13.5%93,4862.1%ETFMSFTMicrosoft$2,652,719$22,568 ▼-0.8%5,1721.5%TechnologyBRLNiShares Floating Rate Loan Active ETF$2,645,544$13,919 ▼-0.5%52,0781.5%ETFJ P MORGAN EXCHANGE TRADED F$2,445,720$142,341 ▲6.2%52,3711.4%INTL BD OPP ETFJOHN HANCOCK EXCHANGE TRADED$2,347,418$2,345,493 ▲121,841.0%95,1141.3%HIGH YIELD ETFNVDANVIDIA$2,168,925$126,979 ▼-5.5%9,4971.2%TechnologyVGTVanguard Information Technology ETF$1,695,2040.0%13,4890.9%ETFCAPITAL GRP FIXED INCM ETF T$1,624,821$1,599,111 ▲6,219.8%63,1980.9%SHOR DUR MUN ETFVTIVanguard Total Stock Market ETF$1,534,429$129,491 ▼-7.8%4,1000.9%ETFAMZNAmazon.com$1,100,4960.0%4,4170.6%Consumer DiscretionaryCOSTCostco Wholesale$964,9600.0%1,0600.5%Consumer StaplesOSEAHarbor International Compounders ETF$887,456$154,756 ▼-14.8%30,3300.5%ETFETF SER SOLUTIONS$867,691$48,561 ▲5.9%10,9710.5%US VEGA CLIM ETFCGMUCapital Group Municipal Income ETF$845,553$829,989 ▲5,332.7%32,5960.5%ETFRBB FUND TRUST$718,152$79,096 ▲12.4%13,3560.4%FIRS EAGL OV ETFQQQInvesco QQQ$702,0420.0%9490.4%ETFBKIEBNY Mellon International Equity ETF$681,263$1,492,424 ▼-68.7%20,3910.4%ETFAAPLApple$601,1010.0%1,8050.3%TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$578,389$78,876 ▼-12.0%10,2880.3%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$565,597$42,102 ▼-6.9%9,8470.3%ETFTSLATesla$543,924$90,477 ▼-14.3%1,5330.3%Consumer DiscretionaryBKMCBNY Mellon US Mid Cap Core Equity ETF$539,186$348,318 ▲182.5%13,9720.3%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$522,018$136,174 ▲35.3%4,6270.3%ETFCVSBCalvert Ultra-Short Investment Grade ETF$491,740$18,108 ▼-3.6%9,7490.3%ETFSBUXStarbucks$490,565$1,503 ▼-0.3%5,2210.3%Consumer DiscretionaryWSMWilliams-Sonoma$489,8430.0%2,1490.3%Consumer DiscretionaryHYDVanEck High Yield Muni ETF$464,009$118,248 ▲34.2%9,6610.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$394,5830.0%10,9820.2%ETFWOMNImpact Shares Womens Empowerment ETF$343,816$2,231 ▲0.7%7,8580.2%ETFALPS ETF TR$322,888$5,833 ▼-1.8%7,0300.2%OSHARES US SMLCPIUSInvesco RAFI Strategic US ETF$318,973$30,853 ▼-8.8%4,7040.2%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$313,2440.0%9500.2%ETFVOOVanguard S&P 500 ETF$307,6780.0%4390.2%ETFMETAMeta Platforms$303,850$2,901 ▼-0.9%4190.2%Communication ServicesBRK.BBerkshire Hathaway$282,836$24,898 ▲9.7%5680.2%FinanceBBCAJPMorgan BetaBuilders Canada ETF$282,814$15,455 ▼-5.2%2,8180.2%ETFUSBU.S. Bancorp$282,5620.0%4,8920.2%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$278,382$12,109 ▼-4.2%4,2760.2%ETFAVUSAvantis U.S. Equity ETF$272,5760.0%2,1280.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$272,238$10,861 ▼-3.8%6,0160.2%ETFCAPITAL GROUP DIVIDEND GROWE$268,430$7,443 ▼-2.7%7,2490.1%SHS ETFGOOGAlphabet$259,985$13,630 ▼-5.0%7630.1%Communication ServicesVIOGVanguard S&P Small-Cap 600 Growth ETF$254,3800.0%1,8440.1%ETFTBILUS Treasury 3 Month Bill ETF$248,864$138,640 ▼-35.8%4,9920.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$244,0620.0%7,3270.1%ETFXBISPDR S&P Biotech ETF$229,897$221,540 ▲2,650.9%1,4580.1%ETFMUMicron Technology$223,6730.0%2100.1%TechnologyCATCaterpillar$218,1030.0%2690.1%IndustrialsAMDAdvanced Micro Devices$211,057$3,059 ▼-1.4%3450.1%TechnologyACWViShares MSCI Global Min Vol Factor ETF$210,964$21,477 ▼-9.2%1,7190.1%ETFCOHEN & STEERS ETF TRUST$205,929$30,904 ▲17.7%5,7040.1%NATURAL RES ACTIVOTVanguard Mid-Cap Growth ETF$196,2910.0%6720.1%ETFFVALFidelity Value Factor ETF$187,8480.0%2,3260.1%ETFOBILUS Treasury 12 Month Bill ETF$187,167$3,869,147 ▼-95.4%3,7580.1%ETFGOOGLAlphabet$175,1370.0%5090.1%Communication ServicesVHTVanguard Health Care ETF$175,1080.0%5540.1%ETFJNJJohnson & Johnson$167,580$2,647 ▼-1.6%6330.1%HealthcareCSCOCisco Systems$156,2790.0%1,4520.1%TechnologyLAM RESEARCH CORP$155,057$6,570 ▲4.4%4720.1%COM NEWHDHome Depot$150,2110.0%5280.1%Consumer DiscretionaryTHYFT. Rowe Price U.S. High Yield ETF$146,163$2,496,325 ▼-94.5%2,9350.1%ETFSPYINEOS S&P 500 High Income ETF$141,9640.0%2,6700.1%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$141,7740.0%1,6390.1%ETFVOEVanguard Mid-Cap Value ETF$137,8490.0%7050.1%ETFPALANTIR TECHNOLOGIES INC$137,2950.0%7340.1%CL AHYXFiShares ESG Advanced High Yield Corporate Bond ETF$136,224$5,954 ▲4.6%3,0200.1%ETFHYGWiShares High Yield Corporate Bond BuyWrite Strategy ETF$135,6500.0%4,7990.1%ETFIUSGiShares Core S&P U.S. Growth ETF$127,488$9,106 ▼-6.7%6580.1%ETFVOVanguard Mid-Cap ETF$125,4720.0%1,6000.1%ETFVUGVanguard Growth ETF$107,0510.0%1,1880.1%ETFWALMART INC$100,1790.0%9640.1%COMNFLXNetflix$98,1080.0%1,4100.1%Communication ServicesIJTiShares S&P Small-Cap 600 Growth ETF$89,9450.0%5610.0%ETFIJHiShares Core S&P Mid-Cap ETF$85,6210.0%1,1900.0%ETFISRGIntuitive Surgical$83,359$9,759 ▼-10.5%2050.0%HealthcareIBMInternational Business Machines$78,075$7,038 ▼-8.3%3550.0%TechnologyBABoeing$77,3970.0%4160.0%IndustrialsEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$75,269$23,607 ▼-23.9%8290.0%ETFMELIMercadoLibre$74,3270.0%430.0%Consumer DiscretionaryLVHDFranklin U.S. Low Volatility High Dividend Index ETF$73,1610.0%1,7680.0%ETFVDCVanguard Consumer Staples ETF$70,4820.0%3230.0%ETFMRKMerck & Co., Inc.$66,9880.0%4610.0%HealthcareVWOVanguard FTSE Emerging Markets ETF$64,944$6,465 ▼-9.1%1,0950.0%ETFIEFAiShares Core MSCI EAFE ETF$64,5220.0%6660.0%ETFDEDeere & Company$63,1260.0%940.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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