Sunesis Advisors

Sunesis Advisors as of June 30, 2026

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
Berkshire Hathaway Inc Del Cl A (BRK.A) 8.4 $20M 27.00 748850.00
Ishares Tr Core Us Aggbd Et (AGG) 8.2 $20M 201k 98.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.6 $16M 223k 71.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $12M 142k 85.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $6.0M 76k 77.91
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $5.9M 77k 76.70
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.0 $4.8M 6.5k 746.77
First Busey Corp Com New (BUSE) 1.9 $4.6M 157k 29.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $3.8M 52k 73.41
Ishares Tr Core Univrsl Usd (IUSB) 1.4 $3.5M 76k 46.15
Ishares Tr Mbs Etf (MBB) 1.3 $3.2M 34k 94.52
Palmer Square Capital Bdc In Com Shs (PSBD) 1.3 $3.1M 299k 10.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $2.7M 55k 48.25
Spdr Series Trust St Str P500val (SPYV) 1.1 $2.6M 43k 60.79
NVIDIA Corporation (NVDA) 1.0 $2.5M 12k 200.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.4M 48k 50.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.0M 3.0k 686.81
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $2.0M 16k 121.42
Vanguard Wellington Short Trm Tax Ex (VTES) 0.8 $1.9M 19k 101.31
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.7 $1.8M 9.3k 190.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.5M 25k 59.69
Ishares Gold Tr Ishares New (IAU) 0.6 $1.5M 20k 75.51
Spdr Series Trust ST STR P500GRW (SPYG) 0.6 $1.5M 12k 118.99
Bank of New York Mellon Corporation (BNY) 0.6 $1.4M 9.8k 144.61
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.1M 39k 27.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $962k 1.3k 736.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $952k 30k 31.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $946k 8.9k 106.47
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $881k 16k 54.02
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $860k 9.7k 88.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $845k 1.7k 500.39
Apple (AAPL) 0.3 $837k 2.9k 289.36
Spdr Series Trust St Port High Etf (SPHY) 0.3 $759k 32k 23.44
Chubb (CB) 0.3 $728k 2.1k 340.68
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $703k 14k 51.05
Alphabet Cap Stk Cl A (GOOGL) 0.2 $558k 1.6k 357.37
Ishares Tr Core Msci Eafe (IEFA) 0.2 $541k 5.6k 96.58
Eli Lilly & Co. (LLY) 0.2 $503k 419.00 1199.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $460k 13k 36.26
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $460k 3.0k 154.29
Microsoft Corporation (MSFT) 0.2 $422k 1.1k 373.02
Emerson Electric (EMR) 0.2 $400k 2.8k 143.15
Raytheon Technologies Corp (RTX) 0.2 $372k 2.0k 189.73
Exxon Mobil Corporation (XOM) 0.2 $372k 2.7k 136.72
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $292k 2.0k 147.73
Costco Wholesale Corporation (COST) 0.1 $285k 305.00 935.47
Fidelity Ethereum SHS (FETH) 0.1 $277k 18k 15.74
Ishares Msci Japan Etf (EWJ) 0.1 $277k 3.0k 93.27
Ishares Core Msci Emkt (IEMG) 0.1 $267k 3.2k 82.84
International Business Machines (IBM) 0.1 $258k 919.00 281.06
General Dynamics Corporation (GD) 0.1 $258k 729.00 354.24
Republic Services (RSG) 0.1 $251k 1.2k 213.08
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $251k 4.4k 57.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $233k 2.7k 86.14
Boeing Company (BA) 0.1 $231k 1.1k 216.47
Johnson & Johnson (JNJ) 0.1 $226k 888.00 253.97
Vanguard Index Fds Value Etf (VTV) 0.1 $216k 989.00 217.93
L3harris Technologies (LHX) 0.1 $212k 729.00 290.59
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $202k 1.5k 136.68
Fidelity Solana Beneficial Int (FSOL) 0.1 $179k 21k 8.66