Sunrise Financial Services, LLC
All 13F Filings
- Location
- Burien, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 141,086
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 622 | 141,086 | 13F-HR | Sunrise Financial Services, LLC |
| Q4 2025 | 2/11/2026 | 532 | 132,662 | 13F-HR | Sunrise Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.47 K | 29.4% | 0 | 61.02 K | -61.02 K |
| ETFs | 99.62 K | 70.6% | 69.6 K | 0 | 69.6 K |
| Other | 2 | 0.0% | 0 | 148 | -148 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
141,086
Holdings
622
QoQ value change ($000)
8,424
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.