Sunesis Advisors

Sunesis Advisors as of March 31, 2026

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