Sunesis Advisors

Sunesis Advisors as of Sept. 30, 2025

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