Sunrise Financial Services, LLC - Portfolio Stock Holdings
Sunrise Financial Services, LLC disclosed 598 stock positions in a recent SEC 13F filing. $180,448,869 of stock holdings were filed, with the largest holdings including CGDV, QQQM, and HGER. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $151,248,727 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
598Est. Stock Holding Value:
$180,448,869Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sunrise Financial Services, LLC
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