Sunrise Financial Services, LLC
•CIK: 2110891•Filing: Q4 2025
**Sunrise Financial Services, LLC** manages $133M across a diversified portfolio of 532 positions. The fund exhibits notable concentration in technology and broad market exposure, highlighted by top holdings such as CGDV ($17.2M) and QQQM ($16.3M). Significant allocations are also maintained in sector-specific plays like IWY ($7.9M) and XLK ($6.3M). This structure suggests a tactical approach blending core index exposure with targeted, high-conviction equity bets.
Total AUM
$132.7M
QoQ Performance
N/A
Positions
466
Top 10 Concentration
62.9%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
QQQM
IWY
PSH
CGDV12.9%
QQQM12.3%
IWY6.0%
PSH5.5%
RWJ4.9%
XLK4.7%
FLQM4.2%
TBIL4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.8%
Technology4.9%
Consumer2.8%
Financial0.5%
ETF0.3%
Industrial0.3%
Healthcare0.2%
Communication0.1%