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Sunesis Advisors

Latest statistics and disclosures from Sunesis Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BRK.A, AGG, VEA, VXUS, and represent 68.70% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA, BND, VTI, AGG, CB, EMR, XOM, IBM, GD, IUSB.
Started 10 new stock positions in BND, BA, GD, VUG, CB, IBM, EMR, LHX, XOM, IEMG.
Reduced shares in these 10 stocks: PSBD, BAC, PEP, IAU, VOO, BSV, BIV, AMZN, MBB, SPY.
Sold out of its positions in AMZN, BAC, PEP.
Sunesis Advisors was a net buyer of stock by $7.9M.
Sunesis Advisors has $214M in assets under management (AUM), dropping by 16.13%.
Central Index Key (CIK): 0001748269

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Positions held by Sunesis Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	41.5	$89M	+2%	271k	328.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	7.8	$17M		22.00	754200.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.7	$17M	+9%	164k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.9	$15M	+49%	246k	59.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.9	$11M		142k	73.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$6.5M	-3%	83k	78.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$6.5M	-3%	82k	78.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$4.4M	-3%	6.6k	666.18	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$3.9M	-4%	41k	95.15	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	1.7	$3.7M	-36%	299k	12.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$3.6M	NEW	48k	74.37	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$3.3M	+8%	70k	46.71	View chart
NVIDIA Corporation (NVDA)	1.2	$2.6M		14k	186.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$2.6M		51k	50.07	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.1	$2.4M		43k	55.33	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$2.1M	-22%	28k	72.77	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.9	$2.0M		84k	23.94	View chart
Bank of New York Mellon Corporation (BK)	0.9	$2.0M		18k	108.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.9M	-14%	3.1k	612.38	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.8	$1.6M		17k	97.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M		25k	54.18	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.3M	-2%	4.6k	281.86	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.6	$1.3M		12k	104.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M		2.4k	502.74	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.1M	-10%	11k	101.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1.0M		23k	46.12	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$962k	-3%	7.9k	122.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$819k		30k	27.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$784k		1.3k	600.37	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$776k		9.7k	79.80	View chart
Chubb (CB)	0.3	$701k	NEW	2.5k	282.25	View chart
Apple (AAPL)	0.3	$641k		2.5k	254.63	View chart
Microsoft Corporation (MSFT)	0.3	$560k		1.1k	517.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$461k		4.8k	95.19	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$425k		3.0k	142.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$424k		13k	33.37	View chart
Eli Lilly & Co. (LLY)	0.2	$424k	+104%	555.00	763.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$379k		1.6k	243.10	View chart
Emerson Electric (EMR)	0.2	$366k	NEW	2.8k	131.18	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$347k		6.6k	52.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$344k	NEW	3.0k	112.75	View chart
Raytheon Technologies Corp (RTX)	0.2	$328k		2.0k	167.33	View chart
International Business Machines (IBM)	0.1	$261k	NEW	926.00	282.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$257k		2.0k	129.72	View chart
General Dynamics Corporation (GD)	0.1	$249k	NEW	729.00	341.00	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$238k		3.0k	80.21	View chart
Boeing Company (BA)	0.1	$230k	NEW	1.1k	215.83	View chart
L3harris Technologies (LHX)	0.1	$223k	NEW	729.00	305.41	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$222k		4.4k	50.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$216k	NEW	451.00	479.61	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$212k	NEW	3.2k	65.92	View chart

Past Filings by Sunesis Advisors

SEC 13F filings are viewable for Sunesis Advisors going back to 2018

Sunesis Advisors 2025 Q3 filed Nov. 6, 2025
Sunesis Advisors 2025 Q1 filed April 23, 2025
Sunesis Advisors 2024 Q4 filed Jan. 24, 2025
Sunesis Advisors 2024 Q3 filed Oct. 29, 2024
Sunesis Advisors 2024 Q2 filed July 16, 2024
Sunesis Advisors 2024 Q1 filed April 29, 2024
Sunesis Advisors 2023 Q4 filed Jan. 19, 2024
Sunesis Advisors 2023 Q3 filed Oct. 20, 2023
Sunesis Advisors 2023 Q1 filed April 27, 2023
Sunesis Advisors 2022 Q4 filed Feb. 2, 2023
Sunesis Advisors 2022 Q3 filed Nov. 2, 2022
Sunesis Advisors 2022 Q2 filed July 27, 2022
Sunesis Advisors 2022 Q1 filed May 5, 2022
Sunesis Advisors 2021 Q4 filed Feb. 11, 2022
Sunesis Advisors 2021 Q3 filed Oct. 27, 2021
Sunesis Advisors 2021 Q2 filed July 28, 2021

View all past filings

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