Sunrise Financial Services, LLC

Q1 2026 13F-HR Holdings

Location
Burien, WA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
622
Total value ($000)
$141,086
Net value change ($000)
+8,424 (6.3%)
New positions
110
Sold out positions
19
Turnover %
15.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XMMO 6,495 129900.0%
BKIE 5,609 93483.3%
DYNF 5,461 14759.5%
HGER 4,940 104.7%
PRFZ 4,550 113750.0%
JPLD 4,474 NEW
OBIL 3,731 NEW
ALAI 3,689 NEW
RAAX 3,031 NEW
BRLN 2,327 2059.3%
Top Reduces (Value $000, Stocks/ETFs)
RWJ -5,833 -90.4%
TBIL -5,065 -91.1%
FLQM -5,028 -90.0%
QQQM -4,693 -28.7%
OSEA -4,040 -79.2%
VTI -3,730 -72.8%
PSH -3,617 -49.8%
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST -3,112 -100.0%
XLK -1,560 -24.9%
MSFT -906 -32.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type