Sunrise Financial Services, LLC: 13F holdings
CIK 21108912026Q2
| Positions | 587 |
|---|---|
| Reported value | $167.7m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 470,685 | $23.2m | 13.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 51,050 | $15.5m | 9.2% |
| IWY ISHARES TR | 33,346 | $9.7m | 5.8% |
| FXNC HARBOR ETF TRUST | 328,814 | $9.6m | 5.8% |
| XMMO INVESCO EXCHANGE TRADED FD T | 47,947 | $8.2m | 4.9% |
| DYNF BLACKROCK ETF TRUST | 102,385 | $7.0m | 4.2% |
| XLK SELECT SECTOR SPDR TR | 36,547 | $7.0m | 4.2% |
| BNY MELLON ETF TRUST | 65,061 | $6.5m | 3.9% |
| PRFZ INVESCO EXCHANGE TRADED FD T | 107,920 | $6.0m | 3.6% |
| EA SERIES TRUST | 82,066 | $6.0m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110891")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.