Sunrise Financial Services, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 21, 2026, lists 473 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the majority of the holdings. Notable ETF positions include the ALPS ETF Trust OShares US SmallCap (holding 322,888 shares), the BlackRock ETF Trust iShares US Equity (holding 7,824,980 shares), and the Invesco Exchange Traded Fund TR II NASDAQ 100 ETF (holding 16,732,985 shares).
Among individual common stock holdings, NVIDIA Corporation is the largest position, with 2,168,925 shares. Other significant individual stock holdings include Meta Platforms Inc. Class A (303,850 shares), Costco Wholesale Corporation (964,960 shares), and Prologis Inc. (2,597 shares). The filing also lists positions in companies such as Microsoft, Amazon, Apple, and Berkshire Hathaway, alongside various energy and financial services companies.
