Sunrise Financial Services, LLC

Q3 2026 13F-HR Holdings

Location
Burien, WA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
473
Total value ($000)
$180,449
Net value change ($000)
+12,121 (7.2%)
New positions
16
Sold out positions
130
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
PATN 7,063 NEW
TBLL 3,959 98975.0%
HGER 2,593 26.9%
JHHY 2,345 117250.0%
CGDV 2,043 8.8%
QQQM 1,266 8.2%
IWY 1,044 10.8%
DYNF 862 12.4%
LVHI 782 15.1%
MSFT 707 36.3%
Top Reduces (Value $000, Stocks/ETFs)
BKIE -5,864 -89.6%
OBIL -3,883 -95.4%
THYF -2,590 -94.7%
TSLA -208 -27.7%
OSEA -201 -18.5%
TBIL -139 -35.8%
XMMO -138 -1.7%
RWJ -118 -17.0%
PSH -112 -2.8%
VTI -111 -6.7%
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