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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 68.48% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: ISTB, HDV, VTES, SUB, VUG, VTV, IJS, AAPL, VXUS, BND.
Started 4 new stock positions in VUG, VTV, IJS, ISTB.
Reduced shares in these 10 stocks: VTI, BNY, VEA, AGG, SHW, HD, LLY, MSFT, COST, RSG.
Sold out of its positions in HD, SHW.
Sunesis Advisors was a net buyer of stock by $278k.
Sunesis Advisors has $242M in assets under management (AUM), dropping by 9.31%.
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 61 positions in its portfolio as reported in the June 2026 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	$97M		263k	370.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	8.4	$20M		27.00	748850.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.2	$20M		201k	98.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.6	$16M	-7%	223k	71.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.0	$12M		142k	85.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.5	$6.0M		76k	77.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.5	$5.9M		77k	76.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$4.8M		6.5k	746.77	View chart
First Busey Corp Com New (BUSE)	1.9	$4.6M		157k	29.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$3.8M		52k	73.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$3.5M		76k	46.15	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$3.2M		34k	94.52	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	1.3	$3.1M		299k	10.42	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.1	$2.7M	NEW	55k	48.25	View chart
Spdr Series Trust St Str P500val (SPYV)	1.1	$2.6M		43k	60.79	View chart
NVIDIA Corporation (NVDA)	1.0	$2.5M		12k	200.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$2.4M	-2%	48k	50.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.0M		3.0k	686.81	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.8	$2.0M		16k	121.42	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.8	$1.9M	+73%	19k	101.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$1.8M		9.3k	190.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.5M		25k	59.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.5M	-4%	20k	75.51	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.6	$1.5M		12k	118.99	View chart
Bank of New York Mellon Corporation (BNY)	0.6	$1.4M	-47%	9.8k	144.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$1.1M	+400%	39k	27.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$962k		1.3k	736.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$952k		30k	31.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$946k	+171%	8.9k	106.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$881k		16k	54.02	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$860k		9.7k	88.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$845k	-8%	1.7k	500.39	View chart
Apple (AAPL)	0.3	$837k	+14%	2.9k	289.36	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.3	$759k		32k	23.44	View chart
Chubb (CB)	0.3	$728k	-6%	2.1k	340.68	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$703k		14k	51.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$558k		1.6k	357.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$541k		5.6k	96.58	View chart
Eli Lilly & Co. (LLY)	0.2	$503k	-24%	419.00	1199.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$460k		13k	36.26	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$460k		3.0k	154.29	View chart
Microsoft Corporation (MSFT)	0.2	$422k	-24%	1.1k	373.02	View chart
Emerson Electric (EMR)	0.2	$400k		2.8k	143.15	View chart
Raytheon Technologies Corp (RTX)	0.2	$372k		2.0k	189.73	View chart
Exxon Mobil Corporation (XOM)	0.2	$372k	-10%	2.7k	136.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$292k		2.0k	147.73	View chart
Costco Wholesale Corporation (COST)	0.1	$285k	-25%	305.00	935.47	View chart
Fidelity Ethereum SHS (FETH)	0.1	$277k		18k	15.74	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$277k		3.0k	93.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$267k		3.2k	82.84	View chart
International Business Machines (IBM)	0.1	$258k		919.00	281.06	View chart
General Dynamics Corporation (GD)	0.1	$258k		729.00	354.24	View chart
Republic Services (RSG)	0.1	$251k	-26%	1.2k	213.08	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$251k		4.4k	57.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$233k	NEW	2.7k	86.14	View chart
Boeing Company (BA)	0.1	$231k		1.1k	216.47	View chart
Johnson & Johnson (JNJ)	0.1	$226k		888.00	253.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$216k	NEW	989.00	217.93	View chart
L3harris Technologies (LHX)	0.1	$212k		729.00	290.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$202k	NEW	1.5k	136.68	View chart
Fidelity Solana Beneficial Int (FSOL)	0.1	$179k		21k	8.66	View chart

Past Filings by Sunesis Advisors

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

Sunesis Advisors 2026 Q2 filed July 10, 2026
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

View all past filings

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