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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, AGG, BRK.A, VEA, VXUS, and represent 67.69% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: BUSE, AGG, XLK, FBTC, FETH, FSOL, BSV, BIV, BND, MBB.
Started 4 new stock positions in BUSE, FSOL, FBTC, FETH.
Reduced shares in these 10 stocks: VTI, SPHY, VEA, EMB, , VTEB, NVDA, BRK.B, VOO, SPY.
Sold out of its positions in EMB, MUNI.
Sunesis Advisors was a net buyer of stock by $3.5M.
Sunesis Advisors has $221M in assets under management (AUM), dropping by 3.16%.
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 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	40.3	$89M		266k	335.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.3	$18M	+11%	183k	99.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	7.5	$17M		22.00	754800.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.7	$15M	-3%	237k	62.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.9	$11M		142k	75.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$6.7M	+3%	86k	77.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$6.7M	+3%	85k	78.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$4.5M		6.6k	681.92	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$4.0M	+2%	42k	95.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$3.7M	+5%	51k	74.07	View chart
First Busey Corp Com New (BUSE)	1.7	$3.7M	NEW	157k	23.79	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	1.7	$3.6M		299k	12.19	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.5	$3.4M	+3%	73k	46.54	View chart
NVIDIA Corporation (NVDA)	1.2	$2.5M		14k	186.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$2.5M		50k	50.29	View chart
Spdr Series Trust State Street Spd (SPYV)	1.1	$2.5M		43k	56.81	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$2.3M		28k	81.17	View chart
Bank of New York Mellon Corporation (BK)	1.0	$2.1M		18k	116.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.9M	-2%	3.0k	627.13	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.8	$1.7M		17k	99.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M		25k	53.76	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.3M	+100%	9.3k	143.97	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$1.3M		12k	106.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.2M	-3%	2.3k	502.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1.1M		23k	49.90	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.1M		11k	101.58	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$956k		7.9k	121.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$823k		30k	27.43	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$813k		9.7k	83.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$802k		1.3k	614.31	View chart
Chubb (CB)	0.4	$775k		2.5k	312.12	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$767k	-61%	32k	23.67	View chart
Apple (AAPL)	0.3	$684k		2.5k	271.86	View chart
Eli Lilly & Co. (LLY)	0.3	$596k		555.00	1074.68	View chart
Microsoft Corporation (MSFT)	0.2	$523k		1.1k	483.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$488k		1.6k	313.00	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$468k	NEW	6.1k	76.23	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$427k		3.0k	143.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$416k		13k	32.75	View chart
Emerson Electric (EMR)	0.2	$371k		2.8k	132.72	View chart
Exxon Mobil Corporation (XOM)	0.2	$367k		3.0k	120.34	View chart
Raytheon Technologies Corp (RTX)	0.2	$360k		2.0k	183.40	View chart
International Business Machines (IBM)	0.1	$274k		926.00	296.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$260k		2.0k	131.59	View chart
General Dynamics Corporation (GD)	0.1	$245k		729.00	336.66	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$239k		3.0k	80.74	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$234k		4.4k	53.06	View chart
Boeing Company (BA)	0.1	$232k		1.1k	217.12	View chart
Fidelity Ethereum SHS (FETH)	0.1	$224k	NEW	7.6k	29.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$220k		451.00	487.86	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$216k		3.2k	67.22	View chart
L3harris Technologies (LHX)	0.1	$214k		729.00	293.57	View chart
Fidelity Solana Beneficial Int (FSOL)	0.1	$207k	NEW	14k	14.59	View chart

Past Filings by Sunesis Advisors

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

Sunesis Advisors 2025 Q4 filed Feb. 2, 2026
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

View all past filings

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