Portfolio (Quarterly) Guide ↗

Sunrise Financial Services, LLC

· CIK 0002110891

13F Portfolio $141M AUM 622 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 110 New 73 Added 75 Reduced

Page 2 of 4 · 73 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	SPYI	NEOS ETF TRUST	—	2,938.0	$145K	0.10%	+417.0	+16.5%	$49.37	+9.1%
22	BA	BOEING CO	Industrials	430.0	$86K	0.06%	+21.0	+5.1%	$199.03	+6.6%
23	VCSH	VANGUARD SCOTTSDALE FDS	—	935.0	$74K	0.05%	+262.0	+38.9%	$79.27	-1.4%
24	MU	MICRON TECHNOLOGY INC	Technology	212.0	$72K	0.05%	+4.0	+1.9%	$337.84	+200.9%
25	IJR	ISHARES TR	—	562.0	$70K	0.05%	+560.0	+10000.0%	$124.31	+16.9%
26	MCD	MCDONALDS CORP	Consumer Cyclical	207.0	$64K	0.05%	+21.0	+11.3%	$310.79	-17.7%
27	MAIN	MAIN STR CAP CORP	Financial Services	1,152.0	$61K	0.04%	+520.0	+82.3%	$52.96	+8.9%
28	MRK	MERCK & CO INC	Healthcare	498.0	$60K	0.04%	+37.0	+8.0%	$120.29	+25.0%
29	VWO	VANGUARD INTL EQUITY INDEX F	—	1,108.0	$60K	0.04%	+333.0	+43.0%	$54.05	+13.7%
30	CVX	CHEVRON CORPORATION	Energy	273.0	$56K	0.04%	+25.0	+10.1%	$206.90	+0.8%
31	CALI	BLACKROCK ETF TRUST II	—	1,050.0	$53K	0.04%	+50.0	+5.0%	$50.43	-0.3%
32	DE	DEERE & CO	Industrials	94.0	$53K	0.04%	+14.0	+17.5%	$563.30	+23.1%
33	IGSB	ISHARES TR	—	935.0	$49K	0.04%	+912.0	+3965.2%	$52.56	-1.3%
34	JPM	JPMORGAN CHASE & CO	Financial Services	166.0	$49K	0.04%	+19.0	+12.9%	$294.16	+21.9%
35	SIVR	ABRDN SILVER ETF TRUST	Financial Services	611.0	$44K	0.03%	+115.0	+23.2%	$71.61	-12.1%
36	BDX	BECTON DICKINSON & CO	Healthcare	235.0	$37K	0.03%	+16.0	+7.3%	$157.23	+17.5%
37	GLD	SPDR GOLD TR	Financial Services	85.0	$37K	0.03%	+4.0	+4.9%	$430.29	-5.5%
38	VSS	VANGUARD INTL EQUITY INDEX F	—	242.0	$35K	0.03%	+80.0	+49.4%	$145.79	+10.7%
39	MMCA	NEW YORK LIFE INVTS ACTIVE E	—	1,450.0	$31K	0.02%	+750.0	+107.1%	$21.56	-1.5%
40	DIS	DISNEY WALT CO	Communication Services	308.0	$30K	0.02%	+24.0	+8.4%	$96.38	+9.3%

Page 2 of 4 · 73 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 37.3%

Consumer Cyclical 23.5%

Financial Services 11.1%

Consumer Defensive 10.2%

Industrials 5.5%

Healthcare 4.5%

Communication Services 4.3%

Energy 1.5%

Basic Materials 0.8%

Utilities 0.7%