Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGDVCapital Group Dividend Value | $23.2M | 13.8% | +6.9% |
| QQQMInvesco Exch Traded Fd Tr II | $15.5M | 9.2% | +4.1% |
| IWYIshares Tr | $9.7M | 5.8% | +6.2% |
| HGERHarbor Etf Trust | $9.6M | 5.7% | +5.6% |
| XMMOInvesco Exchange Traded Fd T | $8.2M | 4.8% | +7.0% |
| DYNFBlackrock Etf Trust | $7.0M | 4.1% | +8.3% |
| XLKSelect Sector Spdr Tr | $7.0M | 4.1% | +3.2% |
| BKIEBny Mellon Etf Trust | $6.5M | 3.9% | +8.3% |
| PRFZInvesco Exchange Traded Fd T | $6.0M | 3.6% | +8.7% |
| FRDMEa Series Trust | $6.0M | 3.6% | +4.0% |
| ALAIThe Alger Etf Trust | $5.4M | 3.2% | +5.1% |
| LVHILegg Mason Etf Invt | $5.2M | 3.1% | +8.4% |
| JPLDJ P Morgan Exchange Traded F | $4.9M | 2.9% | +9.4% |
| OBILRbb Fd Inc | $4.1M | 2.4% | +9.3% |
| PSHPgim Etf Tr | $3.9M | 2.3% | +7.5% |
| RAAXVaneck Etf Trust | $3.3M | 1.9% | +10.6% |
| THYFT Rowe Price Exchange-traded | $2.7M | 1.6% | +6.2% |
| BRLNBlackrock Etf Trust II | $2.7M | 1.6% | +8.9% |
| JPIBJ P Morgan Exchange Traded F | $2.4M | 1.4% | +9.0% |
| NVDANvidia Corporation | $2.0M | 1.2% | +2.6% |
| MSFTMicrosoft Corp | $1.9M | 1.2% | +1.4% |
| VTIVanguard Index Fds | $1.6M | 1.0% | +2.1% |
| VGTVanguard World Fd | $1.6M | 1.0% | |
| CGSMCapital Grp Fixed Incm Etf T | $1.1M | 0.7% | +18.0% |
| OSEAHarbor Etf Trust | $1.1M | 0.6% | −2.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VEGNEtf Ser Solutions | March 31, 2026 | +45.6% | $852K |
| FRDMEa Series Trust | December 31, 2025 | +42.2% | $6.0M |
| ALAIThe Alger Etf Trust | March 31, 2026 | +38.1% | $5.4M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $7.0M |
| WSMWilliams Sonoma Inc | December 31, 2025 | +30.5% | $501K |
| VGTVanguard World Fd | December 31, 2025 | +26.8% | $1.6M |
| XMMOInvesco Exchange Traded Fd T | December 31, 2025 | +22.9% | $8.2M |
| TDIVFirst Tr Exchange Traded Fd | March 31, 2026 | +22.7% | $393K |
| RWJInvesco Exch Traded Fd Tr II | December 31, 2025 | +22.1% | $696K |
| PRFZInvesco Exchange Traded Fd T | December 31, 2025 | +21.5% | $6.0M |
Sold off last quarter
- SPABSpdr Series Trust was $75K
- VCSHVanguard Scottsdale Fds was $74K
- EMLCVaneck Etf Trust was $30K
- Exxon Mobil CorpCUSIP 30231G102 was $24K
- ECLEcolab Inc was $19K
- GVAGranite Constr Inc was $12K
- VCRVanguard World Fd was $11K
- VWOBVanguard Whitehall Fds was $6,175
- SCHOSchwab Strategic Tr was $5,534
- Qiagen NvCUSIP N72482156 was $5,325
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.4% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sunrise Financial Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2110891&type=13F-HR&dateb=&owner=include&count=40CIK 2110891
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2110891/000211089126000003/Filed August 12, 2026 · accession 0002110891-26-000003