Sunrise Financial Services, LLC
All 13F Filings
- Location
- Burien, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 168,328
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 591 | 168,328 | 13F-HR | Sunrise Financial Services, LLC |
| 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 | 51.36 K | 30.5% | 9.899 K | 0 | 9.899 K |
| ETFs | 117 K | 69.5% | 17.34 K | 0 | 17.34 K |
| Other | 2 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
168,328
Holdings
591
QoQ value change ($000)
27,242
(19.3%)
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.