SEC Form 13F

Sunrise Financial Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$168,328,131
Positions591

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$23,167,271470,115
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$15,466,76251,050
ISHARES TRIWYRUS TP200 GR ETF$9,690,88633,346
HARBOR ETF TRUSTHGERCOMM ALL WEA ETF$9,647,392328,814
INVESCO EXCHANGE TRADED FD TXMMOS&P MDCP MOMNTUM$8,157,74747,947
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$6,963,234102,385
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$6,962,87636,547
BNY MELLON ETF TRUSTBKIEINTERNATIONL EQT$6,545,13065,061
INVESCO EXCHANGE TRADED FD TPRFZRAFI US 1500$6,018,682107,920
EA SERIES TRUSTFRDMFREEDOM 100 EM$5,982,60782,066

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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