Institutional Fund
Sunrise Financial Services, LLC
Burien, WACIK 21108912 filings on record
Portfolio Value
$141.09M
Q1 2026
Holdings
622
Reported positions
New Buys
110
Opened this quarter
QoQ Change
+6.4%
from $132.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Group Dividend Value13.3%
- Invesco Exch Traded Fd Tr II8.3%
- Harbor ETF Trust6.8%
- Ishares Tr5.5%
- Invesco Exchange Traded Fd T4.6%
- Bny Mellon ETF Trust4.0%
- Other57.5%
Portfolio Holdings
622 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 440.4K | $18.73M | 13.3% | +46.9K | Added |
| 2 | Invesco Exch Traded Fd Tr II | 49.1K | $11.66M | 8.3% | −15.6K | Reduced |
| 3 | Harbor ETF Trust | 311.4K | $9.66M | 6.8% | +121.3K | Added |
| 4 | Ishares Tr | 31.4K | $7.81M | 5.5% | +2.7K | Added |
| 5 | Invesco Exchange Traded Fd T | 44.8K | $6.50M | 4.6% | +44.8K | Added |
| 6 | Bny Mellon ETF Trust | 60.1K | $5.62M | 4.0% | +60.0K | Added |
| 7 | Blackrock ETF Trust | 94.5K | $5.50M | 3.9% | +93.9K | Added |
| 8 | Legg Mason ETF Invt | 117.6K | $4.77M | 3.4% | +5.1K | Added |
| 9 | Select Sector Spdr Tr | 35.4K | $4.71M | 3.3% | −8.1K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 99.3K | $4.55M | 3.2% | +99.2K | Added |
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