Sunesis Advisors

Sunesis Advisors as of Dec. 31, 2025

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