Sunrise Financial Services, LLC holds a focused book of 587 stocks worth $168.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Harbor Intl Compounders ETF. Their largest long position is Cap Group Dividend Value at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sunrise Financial Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.1B |
| LPL Financial LLC | 77 / 80 | $69.1B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $54.9B |
| Cetera Investment Advisers | 76 / 80 | $17.7B |
| MORGAN STANLEY | 75 / 80 | $417.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $15.4B |
| JPMORGAN CHASE & CO | 74 / 80 | $399.9B |
| ROYAL BANK OF CANADA | 74 / 80 | $113.5B |
Ranked by how many of Sunrise Financial Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value SHS CREAT UNIT | $23.2M | 470.7K | 13.8% | ▲+6.9% Added · +30K sh | |
| 2 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $15.5M | 51.0K | 9.2% | ▲+4.1% Added · +2K sh | |
| 3 | Ishares TR RUS TP200 GR ETF | $9.7M | 33.3K | 5.8% | ▲+6.2% Added · +2K sh | |
| 4 | Harbor ETF Trust COMM ALL WEA ETF | $9.6M | 328.8K | 5.7% | ▲+5.6% Added · +17K sh | |
| 5 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $8.2M | 47.9K | 4.8% | ▲+7.0% Added · +3K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $7.0M | 102.4K | 4.1% | ▲+8.3% Added · +8K sh | |
| 7 | Select Sector SPDR TR ST STR TECHN ETF | $7.0M | 36.5K | 4.1% | ▲+3.2% Added · +1K sh | |
| 8 | Bny Mellon ETF Trust INTERNATIONL EQT | $6.5M | 65.1K | 3.9% | ▲+8.3% Added · +5K sh | |
| 9 | Invesco Exchange Traded FD T RAFI US 1500 | $6.0M | 107.9K | 3.6% | ▲+8.7% Added · +9K sh | |
| 10 | Ea Series Trust FREEDOM 100 EM | $6.0M | 82.1K | 3.6% | ▲+4.0% Added · +3K sh | |
| 11 | The Alger ETF Trust AI ENABLERS ADOP | $5.4M | 117.3K | 3.2% | ▲+5.1% Added · +6K sh | |
| 12 | Legg Mason ETF Invt FRANKLIN INTL LW | $5.2M | 127.6K | 3.1% | ▲+8.4% Added · +10K sh | |
| 13 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $4.9M | 93.8K | 2.9% | ▲+9.3% Added · +8K sh | |
| 14 | RBB FD Inc US TREASRY 12 MT | $4.1M | 81.4K | 2.4% | ▲+9.3% Added · +7K sh | |
| 15 | Pgim ETF TR SHRT DUR HGH YLD | $3.9M | 79.0K | 2.3% | ▲+7.5% Added · +5K sh | |
| 16 | Vaneck ETF Trust REAL ASSETS ETF | $3.3M | 82.4K | 1.9% | ▲+11% Added · +8K sh | |
| 17 | T Rowe Price Exchange-Traded US HIGH YIELD | $2.7M | 53.1K | 1.6% | ▲+6.2% Added · +3K sh | |
| 18 | BlackRock ETF Trust II ISHA FLOA LN ETF | $2.7M | 52.4K | 1.6% | ▲+8.9% Added · +4K sh | |
| 19 | J P Morgan Exchange Traded F INTL BD OPP ETF | $2.4M | 49.3K | 1.4% | ▲+9.0% Added · +4K sh | |
| 20 | Nvidia Corporation COM | $2.0M | 10.1K | 1.2% | ▲+2.5% Added · +250 sh | |
| 21 | Microsoft Corp COM | $1.9M | 5.2K | 1.2% | ▲+1.4% Added · +72 sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.4K | 1.0% | ▲+2.1% Added · +93 sh | |
| 23 | Vanguard World FD INF TECH ETF | $1.6M | 13.5K | 1.0% | ▲+700% Added · +12K sh | |
| 24 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $1.1M | 42.0K | 0.7% | ▲+18% Added · +6K sh | |
| 25 | Harbor ETF Trust INTERNATNAL COMP | $1.1M | 35.6K | 0.6% | ▼−2.6% Reduced · −966 sh | |
| 26 | Amazon Com Inc COM | $1.1M | 4.4K | 0.6% | ▲+1.4% Added · +60 sh | |
| 27 | Costco Wholesale Corporation COM | $992K | 1.1K | 0.6% | —Held | |
| 28 | ETF Ser Solutions US VEGA CLIM ETF | $852K | 10.4K | 0.5% | ▲+12% Added · +1K sh | |
| 29 | Tesla Inc COM | $752K | 1.8K | 0.4% | ▲+0.1% Added · +1 sh | |
| 30 | Invesco QQQ TR UNIT SER 1 | $699K | 949 | 0.4% | ▲+4.6% Added · +42 sh | |
| 31 | Invesco Exch Traded FD TR II S&P SMALLCAP 600 | $696K | 11.7K | 0.4% | ▼−4.4% Reduced · −539 sh | |
| 32 | Capital Grp Fixed Incm ETF T MUN INM ETF | $642K | 23.4K | 0.4% | ▲+4.6% Added · +1K sh | |
| 33 | RBB Fund Trust FIRS EAGL OV ETF | $635K | 11.9K | 0.4% | ▲+17% Added · +2K sh | |
| 34 | Bny Mellon ETF Trust US MDCP CORE EQT | $613K | 4.9K | 0.4% | ▼−1.3% Reduced · −63 sh | |
| 35 | Franklin Templeton ETF TR US MID CP MLTFCT | $612K | 10.6K | 0.4% | ▲+4.6% Added · +462 sh | |
| 36 | Starbucks Corp COM | $535K | 5.2K | 0.3% | ▼−3.8% Reduced · −207 sh | |
| 37 | Apple Inc COM | $522K | 1.8K | 0.3% | ▲+7.3% Added · +123 sh | |
| 38 | Morgan Stanley ETF Trust CALVERT ULT SHR | $512K | 10.1K | 0.3% | ▼−4.4% Reduced · −462 sh | |
| 39 | Williams Sonoma Inc COM | $501K | 2.1K | 0.3% | ▲+0.1% Added · +3 sh | |
| 40 | First TR Exchange Traded FD NASD TECH DIV | $393K | 3.4K | 0.2% | ▲+16% Added · +473 sh | |
| 41 | RBB FD Inc F/M US TREASURY | $388K | 7.8K | 0.2% | ▼−22% Reduced · −2K sh | |
| 42 | Schwab Strategic TR US LCAP GR ETF | $372K | 11.0K | 0.2% | ▼−5.0% Reduced · −576 sh | |
| 43 | Vaneck ETF Trust HIGH YLD MUNIETF | $371K | 7.2K | 0.2% | ▲+6.3% Added · +426 sh | |
| 44 | ALPS ETF TR OSHARES US SMLCP | $340K | 7.2K | 0.2% | ▲+14% Added · +906 sh | |
| 45 | Invesco Exch TRD SLF Idx FD RAFI STRATGIC US | $338K | 5.2K | 0.2% | —Held | |
| 46 | Tidal Trust III IMPA SHS WOM ETF | $331K | 7.8K | 0.2% | ▲+7.3% Added · +535 sh | |
| 47 | First TR Exchange-Traded FD SHS | $318K | 950 | 0.2% | ▼−9.8% Reduced · −103 sh | |
| 48 | Invesco Exchange Traded FD T S&P SMCP VLU MNT | $310K | 4.5K | 0.2% | ▲+0.2% Added · +8 sh | |
| 49 | Vanguard Index FDS S&P 500 ETF SHS | $302K | 439 | 0.2% | —Held | |
| 50 | Ishares TR ESG AWR US AGRGT | $297K | 6.3K | 0.2% | ▼−7.5% Reduced · −508 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110891/holdings"
Use Arkolith to show Sunrise Financial Services, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 591 | $168.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 622 | $141.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.