StockDriftsStockDriftsTop 50 Sunrise Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13.78% | 470.7K | $23.2M | +6.88%(+30.30K) | $43.02(+18.23%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.19% | 51.0K | $15.5M | +4.07%(+2.00K) | $250.66(+20.25%) | 2026-06-30 | |
| IWY | ISHARES TR | 5.76% | 33.3K | $9.7M | +6.20%(+1.95K) | $273.70(+7.08%) | 2026-06-30 | |
| HGER | HARBOR ETF TRUST | 5.73% | 328.8K | $9.6M | +5.58%(+17.37K) | $26.53(+25.83%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 4.85% | 47.9K | $8.2M | +6.97%(+3.13K) | $142.57(+14.35%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.14% | 102.4K | $7.0M | +8.34%(+7.88K) | $59.71(+17.51%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.14% | 36.5K | $7.0M | +3.21%(+1.14K) | $142.95(+33.43%) | 2026-06-30 | |
| BKIE | BNY MELLON ETF TRUST | 3.89% | 65.1K | $6.5M | +8.26%(+4.96K) | $93.19(-62.44%) | 2026-06-30 | |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 3.58% | 107.9K | $6.0M | +8.70%(+8.64K) | $46.22(+22.39%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 3.55% | 82.1K | $6.0M | +4.03%(+3.18K) | $48.36(+41.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.19% |
Sunrise Financial Services LLC reports $168.33M in US-listed equity holdings across 587 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (13.8%), QQQM (9.2%) and IWY (5.8%). The top 20 holdings account for 80.3% of reported assets. Its disclosed equity book has returned +11.27% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sunrise Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110891). View Sunrise Financial Services LLC’s 13F filings on SEC