Sunrise Financial Services, LLC

CIK

2110891

Location

BURIEN, WA

Portfolio Value

Micro $44,311,190

Diversification

Highly concentrated

Filing Date

Global Rank

#7,344 / 8,700 ▼ 126

Top Industry

Semiconductors 18.4%

Period ended 2 months ago

Filed Aug 12, 2026 · 32d

3 quarters · since Dec 2025

Portfolio Concentration

438 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

52.3%

+38.5 pts

Top 5

75.7%

+33.9 pts

Top 10

83.6%

+22.2 pts

HHI

2,951

Highly concentrated+2,412

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.2%	$29,756,471	20
Technology	13.6%	$6,028,667	62
Consumer Cyclical	7.8%	$3,454,829	44
Consumer Defensive	3.0%	$1,318,951	31
Financial Services	2.5%	$1,094,959	64
Communication Services	1.9%	$839,764	16
Industrials	1.9%	$835,206	59
Healthcare	1.3%	$571,082	45
Energy	0.4%	$157,401	27
Real Estate	0.2%	$102,271	26
Utilities	0.2%	$75,999	21
Basic Materials	0.2%	$75,590	23

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGDV	Capital Group Dividend Value ETF	+30,302	470,685	$23,195,356
ALAI	Alger AI Enablers & Adopters ETF	+5,683	117,333	$5,355,078
CGDG	Capital Group Dividend Growers ETF	+677	7,450	$279,449
WMT	Walmart Inc.	+376	964	$109,182
NVDA	Nvidia Corp	+250	10,053	$2,011,504
BKNG	Booking Holdings Inc.	+144	150	$26,736
AAPL	Apple Inc.	+123	1,805	$522,294
GOOGL	Alphabet Inc.	+115	1,312	$465,624
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+95	119	$56,830
AMD	Advanced Micro Devices Inc	+89	350	$203,318
MSFT	Microsoft Corp	+72	5,216	$1,945,672
AMZN	Amazon Com Inc	+60	4,417	$1,052,747
VEA	Vanguard FTSE Developed Markets ETF	+55	759	$54,078
T	At&T Inc.	+53	177	$3,663
QQQ	Invesco Qqq Trust, Series 1	+42	949	$698,843
ISRG	Intuitive Surgical Inc	+40	229	$91,068
VZ	Verizon Communications Inc	+21	82	$3,471
SPY	Spdr S&P 500 ETF Trust	+21	23	$17,175
SYF	Synchrony Financial	+18	309	$23,499
VICI	Vici Properties Inc.	+15	174	$4,619
QCOM	Qualcomm Inc/De	+15	170	$31,414
CMCSA	Comcast Corp	+14	329	$8,076
EIX	Edison International	+7	16	$1,191
UAL	United Airlines Holdings, Inc.	+6	13	$1,767
AVGO	Broadcom Inc.	+5	44	$16,621
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	−260	133	$12,419
TEI	Templeton Emerging Markets Income Fund	−208	38	$256
SBUX	Starbucks Corp	−207	5,237	$535,169
DIS	Walt Disney Co	−201	107	$10,298
STT	State Street Corp	−150	26	$4,409
AG	First Majestic Silver Corp	−144	30	$508
BRK-B	Berkshire Hathaway Inc	−122	518	$259,202
DDD	3D Systems Corp	−100	6,200	$18,724
ABT	Abbott Laboratories	−97	20	$1,814
PCG	PG&E Corp	−96	52	$874
PYPL	PayPal Holdings, Inc.	−83	74	$3,195
DD	DuPont de Nemours, Inc.	−82	22	$2,984
PFE	Pfizer Inc	−79	455	$10,956
SCHW	Schwab Charles Corp	−75	192	$17,715
ETHE	Grayscale Ethereum Staking ETF	−66	12	$153
CVS	CVS HEALTH Corp	−63	35	$3,620
HAL	Halliburton Co	−60	34	$1,154
MA	Mastercard Inc	−53	71	$36,465
LHX	L3harris Technologies, Inc. /De/	−52	55	$15,982
NEE	Nextera Energy Inc	−51	154	$13,516
CCL	Carnival Corp Ltd.	−49	141	$4,028
MDT	Medtronic plc	−47	52	$4,067
NEM	NEWMONT Corp /DE/	−41	22	$2,054
MRK	Merck & Co., Inc.	−37	461	$59,238
AMGN	Amgen Inc	−34	106	$38,384
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	45	$34,341
VMRK	Vivmark Residential	255	$17,322
RKLB	Rocket Lab Corp	100	$10,165
VLO	Valero Energy Corp/Tx	33	$8,594
VRTX	Vertex Pharmaceuticals Inc / Ma	10	$4,967
KLAC	Kla Corp	10	$3,017
CRM	Salesforce, Inc.	18	$2,819
HONA	Honeywell Aerospace Inc.	7	$1,547
MO	Altria Group, Inc.	18	$1,295
UTHR	UNITED THERAPEUTICS Corp	2	$1,083
FOXA	Fox Corp	19	$991
CFG	Citizens Financial Group Inc/Ri	11	$770
EXEL	Exelixis, Inc.	9	$489
TROW	Price T Rowe Group Inc	4	$454
ED	Consolidated Edison Inc	4	$442
OHI	Omega Healthcare Investors Inc	9	$429
PEG	Public Service Enterprise Group Inc	5	$405
CDNS	Cadence Design Systems Inc	1	$375
NXT	Nextpower Inc.	3	$357
EG	Everest Group, Ltd.	1	$357
TSN	Tyson Foods, Inc.	3	$171
FDXF	FedEx Freight Holding Company, Inc.	1	$151
GIS	General Mills Inc	4	$139
CTSH	Cognizant Technology Solutions Corp	3	$116
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IVZ	Invesco Ltd.	61,894	$12,303,654
ACOM	Harbor Active Commodity ETF	348,031	$10,717,075
—		31,399	$7,813,327
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	135,725	$7,028,018
ABI	VictoryShares Pioneer Asset-Based Income ETF	49,275	$6,768,339
BAI	iShares A.I. Innovation and Tech Active ETF	94,504	$5,498,242
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	118,993	$4,826,692
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	36,048	$4,735,179
CVY	Invesco Zacks Multi-Asset Income ETF	99,279	$4,553,927
AAAA	Amplius Aggressive Asset Allocation ETF	78,885	$4,311,065
DYTA	SGI Dynamic Tactical ETF	84,430	$4,225,697
AAAD	PGIM AAA CLO Aggregate Duration ETF	73,506	$3,645,530
AFK	VanEck Africa Index ETF	82,606	$3,443,783
TACN	T. Rowe Price Active Core International Equity ETF	49,963	$2,548,362
BCLO	iShares BBB-B CLO Active ETF	49,132	$2,492,872
VB	Vanguard Morningstar Small-Cap ETF	7,138	$2,059,510
BKAG	BNY Mellon Core Bond ETF	65,108	$2,055,855
AAXJ	iShares MSCI All Country Asia ex Japan ETF	32,188	$1,810,430
CGCB	Capital Group Core Bond ETF	57,889	$1,540,748
FNDA	Schwab Fundamental U.S. Small Company ETF	21,751	$634,918
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	10,966	$563,679
—		9,249	$522,550
ACVT	Advent Convertible Bond ETF	10,201	$514,742
EDV	Vanguard World Funds Extended Duration ETF	2,687	$396,784
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	9,662	$387,987
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

438 tracked positions · $44,311,190 total · filing declares 591 positions · $168,328,131 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 438 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CGDV	Capital Group Dividend Value ETF	Added	470,685	+30,302	$23,195,356	+23.8%	52.35%
ALAI	Alger AI Enablers & Adopters ETF	Added	117,333	+5,683	$5,355,078	+45.2%	12.09%
NVDA	Nvidia Corp Technology	Added	10,053	+250	$2,011,504	+17.7%	4.54%
MSFT	Microsoft Corp Technology	Added	5,216	+72	$1,945,672	+2.2%	4.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,417	+60	$1,052,747	+16.0%	2.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,060	0	$991,598	−6.1%	2.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,788	+1	$752,032	+13.2%	1.70%
QQQ	Invesco Qqq Trust, Series 1	Added	949	+42	$698,843	+33.5%	1.58%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,237	-207	$535,169	+9.7%	1.21%
AAPL	Apple Inc. Technology	Added	1,805	+123	$522,294	+22.4%	1.18%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	2,149	+3	$500,931	+28.0%	1.13%
GOOGL	Alphabet Inc. Communication Services	Added	1,312	+115	$465,624	+35.5%	1.05%
USB	US Bancorp De Financial Services	Held	4,892	0	$295,476	+16.1%	0.67%
CAT	Caterpillar Inc Industrials	Held	269	0	$286,458	+50.3%	0.65%
CGDG	Capital Group Dividend Growers ETF	Added	7,450	+677	$279,449	+14.9%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	518	-122	$259,202	−15.5%	0.58%
MU	Micron Technology Inc Technology	Reduced	210	-2	$242,400	+238.4%	0.55%
META	Meta Platforms, Inc. Communication Services	Reduced	423	-22	$238,271	−6.4%	0.54%
AMD	Advanced Micro Devices Inc Technology	Added	350	+89	$203,318	+282.9%	0.46%
LRCX	Lam Research Corp Technology	Added	452	+2	$195,865	+103.7%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	528	-11	$186,215	+5.0%	0.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,452	-1	$170,551	+51.3%	0.38%
JNJ	Johnson & Johnson Healthcare	Reduced	643	-20	$163,302	+0.8%	0.37%
WMT	Walmart Inc. Consumer Defensive	Added	964	+376	$109,182	+49.4%	0.25%
IBM	International Business Machines Corp Technology	Reduced	387	-15	$108,828	+11.7%	0.25%
NFLX	Netflix Inc Communication Services	Held	1,410	0	$100,674	−25.7%	0.23%
ISRG	Intuitive Surgical Inc Healthcare	Added	229	+40	$91,068	+4.5%	0.21%
BA	Boeing Co Industrials	Reduced	416	-14	$90,051	+5.2%	0.20%
PLTR	Palantir Technologies Inc. Technology	Added	734	+2	$85,635	−20.0%	0.19%
ALK	Alaska Air Group, Inc. Industrials	Held	1,474	0	$76,942	+41.9%	0.17%
MELI	Mercadolibre Inc Consumer Cyclical	Held	43	0	$72,987	−1.8%	0.16%
DE	Deere & Co Industrials	Held	94	0	$59,627	+12.6%	0.13%
GLW	Corning Inc /Ny Technology	Held	233	0	$59,515	+87.9%	0.13%
MRK	Merck & Co., Inc. Healthcare	Reduced	461	-37	$59,238	−1.1%	0.13%
MAIN	Main Street Capital CORP Financial Services	Reduced	1,125	-27	$58,365	−4.3%	0.13%
APH	Amphenol Corp /De/ Technology	Held	162	0	$57,127	+39.5%	0.13%
NVO	Novo Nordisk A S Healthcare	Reduced	1,190	-19	$57,048	+28.4%	0.13%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	119	+95	$56,830	+600.7%	0.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	168	+2	$54,991	+12.6%	0.12%
VEA	Vanguard FTSE Developed Markets ETF	Added	759	+55	$54,078	+19.9%	0.12%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	186	-21	$50,277	−21.8%	0.11%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	865	-19	$49,287	+14.4%	0.11%
WFC	Wells Fargo & Company/Mn Financial Services	Held	559	0	$46,195	+3.8%	0.10%
UNFI	United Natural Foods Inc Consumer Defensive	Held	992	0	$45,304	+1.4%	0.10%
GM	General Motors Co Consumer Cyclical	Held	535	0	$41,237	+3.5%	0.09%
CVX	Chevron Corp Energy	Reduced	248	-25	$41,108	−27.2%	0.09%
LMT	Lockheed Martin Corp Industrials	Held	80	0	$40,756	−15.7%	0.09%
KO	Coca Cola Co Consumer Defensive	Held	483	0	$39,253	+6.9%	0.09%
AMGN	Amgen Inc Healthcare	Reduced	106	-34	$38,384	−22.1%	0.09%
DAL	Delta Air Lines, Inc. Industrials	Held	398	0	$37,276	+40.9%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.