Sunesis Advisors, LLC Top Holdings and 13F Report (2026) About Sunesis Advisors, LLCInvestment ActivitySunesis Advisors, LLC has $241.86 million in total holdings as of June 30, 2026.Sunesis Advisors, LLC owns shares of 61 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.41% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Sunesis Advisors, LLC has purchased 59 new stocks and bought additional shares in 10 stocks.Sunesis Advisors, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $97,403,958Berkshire Hathaway $20,218,950iShares Core U.S. Aggregate Bond ETF $19,928,604Vanguard FTSE Developed Markets ETF $15,910,171Vanguard Total International Stock ETF $12,157,166 Largest New Holdings this Quarter 46432F859 - iShares Core 1-5 Year USD Bond ETF $2,654,763 Holding922908736 - Vanguard Growth ETF $233,095 Holding922908744 - Vanguard Value ETF $215,533 Holding464287879 - iShares S&P Small-Cap 600 Value ETF $201,466 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 55,021 shares (about $2.65M)iShares Core High Dividend ETF 31,436 shares (about $861.66K)Vanguard Short-Term Tax-Exempt Bond ETF 7,837 shares (about $793.97K)iShares Short-Term National Muni Bond ETF 5,609 shares (about $597.19K)Vanguard Growth ETF 2,706 shares (about $233.10K) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,437 shares (about $1.27M)BANK OF NY MELLON CORP 8,674 shares (about $1.25M)Vanguard FTSE Developed Markets ETF 17,560 shares (about $1.25M)iShares Core U.S. Aggregate Bond ETF 3,614 shares (about $357.71K)Eli Lilly and Company 136 shares (about $163.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSunesis Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$97,403,958$1,271,830 â–¼-1.3%263,22540.3%ETFBRK.ABerkshire Hathaway$20,218,9500.0%278.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$19,928,604$357,713 â–¼-1.8%201,3408.2%FinanceVEAVanguard FTSE Developed Markets ETF$15,910,171$1,251,148 â–¼-7.3%223,3016.6%ETFVXUSVanguard Total International Stock ETF$12,157,166$67,622 â–²0.6%142,2065.0%ETFBSVVanguard Short-Term Bond ETF$5,954,891$5,921 â–²0.1%76,4332.5%ETFBIVVanguard Intermediate-Term Bond ETF$5,936,450$230 â–²0.0%77,3982.5%ETFSPYSPDR S&P 500 ETF Trust$4,833,095$48,540 â–¼-1.0%6,4722.0%FinanceBUSEFirst Busey$4,627,4290.0%156,8621.9%FinanceBNDVanguard Total Bond Market ETF$3,833,544$55,058 â–²1.5%52,2211.6%ETFIUSBiShares Core Total USD Bond Market ETF$3,491,486$29,121 â–²0.8%75,6551.4%ManufacturingMBBiShares MBS ETF$3,243,366$567 â–²0.0%34,3141.3%ETFPALMER SQUARE CAPITAL BDC IN$3,115,1530.0%298,9591.3%COM SHSISTBiShares Core 1-5 Year USD Bond ETF$2,654,763$2,654,763 â–²New Holding55,0211.1%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$2,622,0550.0%43,1331.1%ETFNVDANVIDIA$2,465,110$24,011 â–¼-1.0%12,3201.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,405,989$52,148 â–¼-2.1%47,5681.0%ETFVOOVanguard S&P 500 ETF$2,036,392$30,220 â–¼-1.5%2,9650.8%ETFVTWOVanguard Russell 2000 ETF$1,964,8180.0%16,1820.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,875,349$793,966 â–²73.4%18,5110.8%ETFXLKTechnology Select Sector SPDR Fund$1,768,7880.0%9,2840.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,503,9160.0%25,1950.6%ETFIAUiShares Gold Trust$1,495,098$77,624 â–¼-4.9%19,8000.6%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,454,1770.0%12,2210.6%ETFBANK OF NY MELLON CORP$1,411,683$1,254,347 â–¼-47.0%9,7620.6%COMHDViShares Core High Dividend ETF$1,077,076$861,661 â–²400.0%39,2950.4%ETFQQQInvesco QQQ$961,7380.0%1,3060.4%FinanceSCHDSchwab US Dividend Equity ETF$951,5850.0%30,0090.4%ETFSUBiShares Short-Term National Muni Bond ETF$945,879$597,190 â–²171.3%8,8840.4%ETFDFIVDimensional International Value ETF$881,2820.0%16,3140.4%ETFVGKVanguard FTSE Europe ETF$860,4320.0%9,7180.4%ETFBRK.BBerkshire Hathaway$844,658$81,564 â–¼-8.8%1,6880.3%FinanceAAPLApple$837,118$109,089 â–²15.0%2,8930.3%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$759,3390.0%32,3950.3%ETFCBChubb$727,701$53,147 â–¼-6.8%2,1360.3%FinanceFIDELITY WISE ORIGIN BITCOIN$702,4990.0%13,7610.3%SHSGOOGLAlphabet$557,4970.0%1,5600.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$540,9450.0%5,6010.2%ETFLLYEli Lilly and Company$502,561$163,122 â–¼-24.5%4190.2%MedicalSCHESchwab Emerging Markets Equity ETF$460,4290.0%12,6980.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$460,0930.0%2,9820.2%ETFMSFTMicrosoft$421,886$140,256 â–¼-25.0%1,1310.2%Computer and TechnologyEMREmerson Electric$399,6750.0%2,7920.2%IndustrialsRTXRTX$372,0610.0%1,9610.2%AerospaceXOMExxonMobil$371,468$45,391 â–¼-10.9%2,7170.2%EnergyIJJiShares S&P Mid-Cap 400 Value ETF$292,0620.0%1,9770.1%ETFCOSTCostco Wholesale$285,318$96,353 â–¼-25.2%3050.1%Retail/WholesaleFIDELITY ETHEREUM FD$276,9610.0%17,5960.1%SHSEWJiShares MSCI Japan ETF$276,4520.0%2,9640.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$266,6620.0%3,2190.1%ETFIBMInternational Business Machines$258,2920.0%9190.1%Computer and TechnologyGDGeneral Dynamics$258,2410.0%7290.1%AerospaceRSGRepublic Services$251,434$90,772 â–¼-26.5%1,1800.1%Business ServicesHEDJWisdomTree Europe Hedged Equity Fund$250,8000.0%4,4000.1%FinanceVUGVanguard Growth ETF$233,095$233,095 â–²New Holding2,7060.1%ETFBABoeing$230,9730.0%1,0670.1%AerospaceJNJJohnson & Johnson$225,5250.0%8880.1%MedicalVTVVanguard Value ETF$215,533$215,533 â–²New Holding9890.1%ETFLHXL3Harris Technologies$211,8400.0%7290.1%AerospaceIJSiShares S&P Small-Cap 600 Value ETF$201,466$201,466 â–²New Holding1,4740.1%ETFFIDELITY SOLANA FD$179,3750.0%20,7130.1%BENEFICIAL INTSHWSherwin-Williams$0$306,766 â–¼-100.0%00.0%Basic MaterialsHDHome Depot$0$202,596 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
