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CIK: 0002110891
Total reported value
$168.3M
$168.3M
532 檔
32.8%
As reported in its official Q4 2025 Form 13F filing, Sunrise Financial Services, LLC's tracked investment portfolio stood at $168.3M with 532 total positions.
During Q4 2025, Sunrise Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 532 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | ETF-Other | 12.94% | +0.50% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 12.32% | +0.93% | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.99% | +0.22% | — | |
| 4 | PSH | Pgim Short Duration High Yld | ETF-Other | 5.48% | -0.24% | — | |
| 5 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 4.86% | -0.03% | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.72% | +0.80% | — | |
| 7 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 4.21% | -0.03% | — | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.19% | -0.12% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.86% | -0.01% | — | |
| 10 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 3.84% | -0.10% | — | |
| 11 | HGER | Harbor Commodity All Weather | ETF-Commodities | 3.56% | -1.12% | — | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.21% | +0.49% | — | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 3.12% | -0.30% | — | |
| 14 | ✓ | Invesco Actively Managed ETF | ETF-Other | 2.35% | — | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.19% | — | |
| 16 | THYF | T Rowe Price US High Yield | ETF-High Yield | 1.95% | -0.18% | — | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.50% | -0.11% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.01% | — | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | +0.13% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.01% | — | |
| 21 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.74% | — | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.16% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.02% | — | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.51% | -0.05% | — | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.47% | -0.05% | — | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.46% | -0.03% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.05% | — | |
| 28 | WOMN | Impact Shares Women's Empowe | ETF-Other | 0.43% | — | — | |
| 29 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.43% | +0.01% | — | |
| 30 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 0.41% | -0.03% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.01% | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | -0.03% | — | |
| 33 | CVSB | Calvert Ult-shrt Inv Grd ETF | ETF-Other | 0.32% | -0.08% | — | |
| 34 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.29% | +0.02% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.07% | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.26% | -0.02% | — | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.25% | -0.02% | — | |
| 39 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.23% | -0.01% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.04% | — | |
| 41 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.20% | — | — | |
| 42 | USB | US Bancorp | Stock-Financials | 0.20% | — | — | |
| 43 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.19% | -0.01% | — | |
| 44 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.19% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | — | |
| 46 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.19% | — | — | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.18% | — | — | |
| 48 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.18% | -0.01% | — | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.17% | -0.02% | — | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.16% | -0.02% | — |
According to official SEC Form 13F filings, Sunrise Financial Services, LLC reported a total U.S. public equity portfolio value of $168.3M across 532 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGDV, QQQM, IWY) accounted for 32.8% of total reported equity market value during Q4 2025.
During Q4 2025, Sunrise Financial Services, LLC's top holdings by market value included CGDV (12.9%)、QQQM (12.3%)、IWY (6.0%). The largest single position, CGDV, represented 12.9% of total portfolio value.
In Q4 2025, Sunrise Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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