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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 68.52% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: BRK.A, AGG, IEFA, FBTC, COST, RSG, SUB, VTI, SHW, VEA.
Started 7 new stock positions in HD, JNJ, SHW, IEFA, RSG, SUB, COST.
Reduced shares in these 10 stocks: MBB, IAU, BSV, BIV, DFIV, BRK.B, VUG, NVDA, VTEB, VXUS.
Sold out of its position in VUG.
Sunesis Advisors was a net buyer of stock by $5.9M.
Sunesis Advisors has $221M in assets under management (AUM), dropping by 0.20%.
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 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	38.7	$86M		267k	320.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	9.2	$20M	+12%	205k	99.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	8.8	$19M	+22%	27.00	718140.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.0	$15M		241k	64.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.9	$11M		141k	77.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.7	$6.0M	-9%	76k	78.41	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.7	$6.0M	-9%	77k	77.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$4.3M		6.5k	650.34	View chart
First Busey Corp Com New (BUSE)	1.8	$4.0M		157k	25.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$3.8M	+2%	52k	73.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$3.5M	+3%	75k	46.19	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$3.3M	-17%	34k	94.95	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	1.3	$2.9M		299k	9.77	View chart
Spdr Series Trust State Street Spd (SPYV)	1.1	$2.4M		43k	56.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$2.4M	-3%	49k	49.89	View chart
Bank of New York Mellon Corporation (BK)	1.0	$2.2M		18k	118.63	View chart
NVIDIA Corporation (NVDA)	1.0	$2.2M	-8%	12k	174.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.8M	-26%	21k	88.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.8M		3.0k	597.55	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.7	$1.6M	-3%	16k	100.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M		25k	54.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.2M		9.3k	132.90	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$1.2M		12k	97.91	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.1M		11k	101.14	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$1.1M		7.9k	135.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$921k		30k	30.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$887k	-20%	1.9k	479.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$861k	-27%	16k	52.78	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$812k	+124%	14k	59.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$801k		9.7k	82.43	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$756k		32k	23.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$754k		1.3k	577.18	View chart
Chubb (CB)	0.3	$747k	-7%	2.3k	325.88	View chart
Apple (AAPL)	0.3	$639k		2.5k	253.79	View chart
Microsoft Corporation (MSFT)	0.3	$558k	+39%	1.5k	370.17	View chart
Exxon Mobil Corporation (XOM)	0.2	$517k		3.0k	169.66	View chart
Eli Lilly & Co. (LLY)	0.2	$511k		555.00	919.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$507k	NEW	5.6k	90.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$449k		1.6k	287.56	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$435k		3.0k	145.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$418k		13k	32.95	View chart
Costco Wholesale Corporation (COST)	0.2	$407k	NEW	408.00	996.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$378k		2.0k	192.90	View chart
Fidelity Ethereum SHS (FETH)	0.2	$367k	+132%	18k	20.88	View chart
Emerson Electric (EMR)	0.2	$366k		2.8k	131.02	View chart
Republic Services (RSG)	0.2	$352k	NEW	1.6k	219.02	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$349k	NEW	3.3k	106.50	View chart
Sherwin-Williams Company (SHW)	0.1	$307k	NEW	957.00	320.55	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$262k		2.0k	132.50	View chart
L3harris Technologies (LHX)	0.1	$252k		729.00	345.15	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$250k		3.0k	84.44	View chart
General Dynamics Corporation (GD)	0.1	$250k		729.00	343.22	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$230k		4.4k	52.30	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$225k		3.2k	69.75	View chart
International Business Machines (IBM)	0.1	$223k		919.00	242.26	View chart
Johnson & Johnson (JNJ)	0.1	$217k	NEW	888.00	244.44	View chart
Boeing Company (BA)	0.1	$212k		1.1k	199.03	View chart
Home Depot (HD)	0.1	$203k	NEW	616.00	328.89	View chart
Fidelity Solana Beneficial Int (FSOL)	0.1	$202k	+45%	21k	9.75	View chart

Past Filings by Sunesis Advisors

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

Sunesis Advisors 2026 Q1 filed May 14, 2026
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

View all past filings

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