TWD
SUNS

True Wealth Design’s Sunrise Realty Trust SUNS Stock Holding History

True Wealth Design’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$151 Buy
+19
New +$153 ﹤0.01% 2495

Other funds holding SUNS

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's SUNS Position: Q2 2026 in Review

True Wealth Design opened a new position in Sunrise Realty Trust (SUNS) in Q2 2026: 19 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings.

8 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • True Wealth Design held 19 shares of Sunrise Realty Trust worth $151 as of Q2 2026.
  • Sunrise Realty Trust was a new True Wealth Design position in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2495 holding.
  • 8 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.