Sunrise Financial Services, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$132.7M

Holdings

532

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (532 positions)

#StockSharesValue% PortfolioType
101
AMGNAMGEN INC
140$45K0.03%
102
GMGENERAL MTRS CO
535$43K0.03%
103
SPYDSPDR SERIES TRUST
1,000$43K0.03%
104
SCHFSCHWAB STRATEGIC TR
1,822$43K0.03%
105
BDXBECTON DICKINSON & CO
219$42K0.03%
106
ZIMZIM INTEGRATED SHIPPING SERV
2,000$42K0.03%
107
ORCLORACLE CORP
212$41K0.03%
108
VWOVANGUARD INTL EQUITY INDEX F
775$41K0.03%
109
JEPIJ P MORGAN EXCHANGE TRADED F
700$40K0.03%
110
FFORD MTR CO
3,124$40K0.03%
111
DVYEISHARES INC
1,263$39K0.03%
112
RTHVANECK ETF TRUST
158$39K0.03%
113
ESGFLEXSHARES TR
243$38K0.03%
114
LMTLOCKHEED MARTIN CORP
80$38K0.03%
115
MAINMAIN STR CAP CORP
632$38K0.03%
116
RHRH
211$37K0.03%
117
DYNFBLACKROCK ETF TRUST
614$37K0.03%
118
DEDEERE & CO
80$37K0.03%
119
CVXCHEVRON CORP NEW
248$37K0.03%
120
BCCCGLOBAL X FDS
759$36K0.03%
121
TJXTJX COS INC NEW
231$35K0.03%
122
OUSMALPS ETF TR
821$35K0.03%
123
KOCOCA COLA CO
483$33K0.02%
124
SIVRABRDN SILVER ETF TRUST
496$33K0.02%
125
UNFIUNITED NAT FOODS INC
992$33K0.02%
126
GQ9SPDR GOLD TR
81$32K0.02%
127
DISDISNEY WALT CO
284$32K0.02%
128
BKNGBOOKING HOLDINGS INC
6$32K0.02%
129
LHXL3HARRIS TECHNOLOGIES INC
107$31K0.02%
130
WMWASTE MGMT INC DEL
139$30K0.02%
131
TAXXBONDBLOXX ETF TRUST
595$30K0.02%
132
RACEFERRARI N V
81$29K0.02%
133
SPHDINVESCO EXCH TRADED FD TR II
611$29K0.02%
134
REETISHARES TR
1,157$28K0.02%
135
DALDELTA AIR LINES INC DEL
398$27K0.02%
136
RCLROYAL CARIBBEAN GROUP
100$27K0.02%
137
IMCVISHARES TR
330$27K0.02%
138
IBKRINTERACTIVE BROKERS GROUP IN
404$25K0.02%
139
QCOMQUALCOMM INC
147$25K0.02%
140
SYFSYNCHRONY FINANCIAL
291$24K0.02%
141
AJGGALLAGHER ARTHUR J & CO
95$24K0.02%
142
NOBLPROSHARES TR
231$24K0.02%
143
VSSVANGUARD INTL EQUITY INDEX F
162$23K0.02%
144
VVISA INC
68$23K0.02%
145
VBRVANGUARD INDEX FDS
111$23K0.02%
146
IAU*ISHARES GOLD TR
291$23K0.02%
147
SWXSOUTHWEST GAS HLDGS INC
286$22K0.02%
148
BLKBLACKROCK INC
21$22K0.02%
149
REGLPROSHARES TR
270$22K0.02%
150
VXUSVANGUARD STAR FDS
294$22K0.02%
151
TSMTAIWAN SEMICONDUCTOR MFG LTD
75$22K0.02%
152
APHAMPHENOL CORP NEW
162$21K0.02%
153
INTUINTUIT
32$21K0.02%
154
CRWDCROWDSTRIKE HLDGS INC
45$21K0.02%
155
SLBSLB LIMITED
543$20K0.02%
156
GLWCORNING INC
233$20K0.02%
157
RYROYAL BK CDA
118$20K0.02%
158
ADBEADOBE INC
58$20K0.02%
159
LOWLOWES COS INC
81$19K0.01%
160
SCHWSCHWAB CHARLES CORP
192$19K0.01%
161
ECLECOLAB INC
73$19K0.01%
162
WELLWELLTOWER INC
100$18K0.01%
163
PGPROCTER AND GAMBLE CO
126$18K0.01%
164
SHWSHERWIN WILLIAMS CO
57$18K0.01%
165
FASTFASTENAL CO
446$17K0.01%
166
FIVEFIVE BELOW INC
92$17K0.01%
167
SMDVPROSHARES TR
272$17K0.01%
168
LINLINDE PLC
40$17K0.01%
169
IHIISHARES TR
276$17K0.01%
170
PCARPACCAR INC
150$16K0.01%
171
MNSTMONSTER BEVERAGE CORP NEW
214$16K0.01%
172
GEGE AEROSPACE
53$16K0.01%
173
NXPINXP SEMICONDUCTORS N V
77$16K0.01%
174
PBAUPGIM ROCK ETF TR
520$15K0.01%
175
SPYSPDR S&P 500 ETF TR
23$15K0.01%
176
GTOSINVESCO ACTIVELY MANAGED EXC
600$15K0.01%
177
LVLNSPDR SERIES TRUST
477$15K0.01%
178
MMCANEW YORK LIFE INVTS ACTIVE E
700$15K0.01%
179
BUFRFIRST TR EXCHNG TRADED FD VI
420$14K0.01%
180
OREALTY INCOME CORP
250$14K0.01%
181
ABTABBOTT LABS
117$14K0.01%
182
UPSUNITED PARCEL SERVICE INC
137$13K0.01%
183
PYPLPAYPAL HLDGS INC
225$13K0.01%
184
AVGOBROADCOM INC
39$13K0.01%
185
HYLBDBX ETF TR
378$13K0.01%
186
FCPIFIDELITY COVINGTON TRUST
250$12K0.01%
187
XOMEXXON MOBIL CORP
103$12K0.01%
188
AIZASSURANT INC
50$12K0.01%
189
AMANTERO MIDSTREAM CORP
700$12K0.01%
190
FDNFIRST TR EXCHANGE-TRADED FD
46$12K0.01%
191
NEENEXTERA ENERGY INC
154$12K0.01%
192
VIGIVANGUARD WHITEHALL FDS
133$12K0.01%
193
VCRVANGUARD WORLD FD
31$12K0.01%
194
VIGVANGUARD SPECIALIZED FUNDS
59$12K0.01%
195
VDEVANGUARD WORLD FD
102$12K0.01%
196
ABBVABBVIE INC
54$12K0.01%
197
EPDENTERPRISE PRODS PARTNERS L
400$12K0.01%
198
BMYBRISTOL-MYERS SQUIBB CO
240$12K0.01%
199
PFEPFIZER INC
455$11K0.01%
200
TRVCCITIGROUP INC
97$11K0.01%
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