Sunesis Advisors, LLC Top Holdings and 13F Report (2026) About Sunesis Advisors, LLCInvestment ActivitySunesis Advisors, LLC has $221.27 million in total holdings as of March 31, 2026.Sunesis Advisors, LLC owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Sunesis Advisors, LLC has purchased 53 new stocks and bought additional shares in 10 stocks.Sunesis Advisors, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $85,547,922iShares Core U.S. Aggregate Bond ETF $20,345,790Berkshire Hathaway $19,389,780Vanguard FTSE Developed Markets ETF $15,434,374Vanguard Total International Stock ETF $10,904,516 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $507,059 Holding22160K105 - Costco Wholesale $406,543 Holding760759100 - Republic Services $351,746 Holding464288158 - iShares Short-Term National Muni Bond ETF $348,788 Holding824348106 - Sherwin-Williams $306,766 Holding Largest Purchases this Quarter Berkshire Hathaway 5 shares (about $3.59M)iShares Core U.S. Aggregate Bond ETF 22,251 shares (about $2.21M)iShares Core MSCI EAFE ETF 5,601 shares (about $507.06K)FIDELITY WISE ORIGIN BITCOIN 7,628 shares (about $450.28K)Costco Wholesale 408 shares (about $406.54K) Largest Sales this Quarter iShares MBS ETF 7,479 shares (about $710.12K)iShares Gold Trust 7,375 shares (about $650.18K)Vanguard Short-Term Bond ETF 8,105 shares (about $635.51K)Vanguard Intermediate-Term Bond ETF 8,131 shares (about $627.55K)Dimensional International Value ETF 6,339 shares (about $334.57K) 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$85,547,922$326,906 â–²0.4%266,66238.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$20,345,790$2,208,857 â–²12.2%204,9549.2%FinanceBRK.ABerkshire Hathaway$19,389,780$3,590,700 â–²22.7%278.8%FinanceVEAVanguard FTSE Developed Markets ETF$15,434,374$237,416 â–²1.6%240,8617.0%ETFVXUSVanguard Total International Stock ETF$10,904,516$70,401 â–¼-0.6%141,4154.9%ETFBSVVanguard Short-Term Bond ETF$5,987,146$635,512 â–¼-9.6%76,3572.7%ETFBIVVanguard Intermediate-Term Bond ETF$5,973,377$627,554 â–¼-9.5%77,3952.7%ETFSPYSPDR S&P 500 ETF Trust$4,251,273$13,007 â–¼-0.3%6,5371.9%FinanceBUSEFirst Busey$3,963,9030.0%156,8621.8%FinanceBNDVanguard Total Bond Market ETF$3,790,324$74,745 â–²2.0%51,4711.7%ETFIUSBiShares Core Total USD Bond Market ETF$3,465,348$117,646 â–²3.5%75,0241.6%ManufacturingMBBiShares MBS ETF$3,257,499$710,121 â–¼-17.9%34,3081.5%ETFPALMER SQUARE CAPITAL BDC IN$2,920,8290.0%298,9591.3%COM SHSSPYVSPDR Portfolio S&P 500 Value ETF$2,440,4650.0%43,1331.1%ETFVTEBVanguard Tax-Exempt Bond ETF$2,424,604$92,147 â–¼-3.7%48,5991.1%ETFBKBNY$2,187,0630.0%18,4361.0%FinanceNVDANVIDIA$2,169,536$207,013 â–¼-8.7%12,4401.0%Computer and TechnologyIAUiShares Gold Trust$1,836,196$650,180 â–¼-26.1%20,8280.8%FinanceVOOVanguard S&P 500 ETF$1,798,028$8,366 â–¼-0.5%3,0090.8%ETFVTWOVanguard Russell 2000 ETF$1,620,951$60,903 â–¼-3.6%16,1820.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,361,806$1,351 â–¼-0.1%25,1950.6%ETFXLKTechnology Select Sector SPDR Fund$1,233,8440.0%9,2840.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,196,5580.0%12,2210.5%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,079,5680.0%10,6740.5%ETFHDViShares Core High Dividend ETF$1,066,6230.0%7,8590.5%ETFSCHDSchwab US Dividend Equity ETF$920,6760.0%30,0090.4%ETFBRK.BBerkshire Hathaway$886,999$227,141 â–¼-20.4%1,8510.4%FinanceDFIVDimensional International Value ETF$861,053$334,572 â–¼-28.0%16,3140.4%ETFFIDELITY WISE ORIGIN BITCOIN$812,312$450,281 â–²124.4%13,7610.4%SHSVGKVanguard FTSE Europe ETF$801,0550.0%9,7180.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$755,4510.0%32,3950.3%ETFQQQInvesco QQQ$753,7970.0%1,3060.3%FinanceCBChubb$746,917$62,243 â–¼-7.7%2,2920.3%FinanceAAPLApple$638,5360.0%2,5160.3%Computer and TechnologyMSFTMicrosoft$557,846$157,322 â–²39.3%1,5070.3%Computer and TechnologyXOMExxonMobil$517,2930.0%3,0490.2%EnergyLLYEli Lilly and Company$510,4720.0%5550.2%MedicalIEFAiShares Core MSCI EAFE ETF$507,059$507,059 â–²New Holding5,6010.2%ETFGOOGLAlphabet$448,5940.0%1,5600.2%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$434,7460.0%2,9820.2%ETFSCHESchwab Emerging Markets Equity ETF$418,3990.0%12,6980.2%ETFCOSTCostco Wholesale$406,543$406,543 â–²New Holding4080.2%Retail/WholesaleRTXRTX$378,2770.0%1,9610.2%AerospaceFIDELITY ETHEREUM FD$367,404$209,134 â–²132.1%17,5960.2%SHSEMREmerson Electric$365,8080.0%2,7920.2%IndustrialsRSGRepublic Services$351,746$351,746 â–²New Holding1,6060.2%Business ServicesSUBiShares Short-Term National Muni Bond ETF$348,788$348,788 â–²New Holding3,2750.2%ETFSHWSherwin-Williams$306,766$306,766 â–²New Holding9570.1%Basic MaterialsIJJiShares S&P Mid-Cap 400 Value ETF$261,9530.0%1,9770.1%ETFLHXL3Harris Technologies$251,6140.0%7290.1%AerospaceEWJiShares MSCI Japan ETF$250,2800.0%2,9640.1%ETFGDGeneral Dynamics$250,2070.0%7290.1%AerospaceHEDJWisdomTree Europe Hedged Equity Fund$230,1200.0%4,4000.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$224,5250.0%3,2190.1%ETFIBMInternational Business Machines$222,636$1,696 â–¼-0.8%9190.1%Computer and TechnologyJNJJohnson & Johnson$217,063$217,063 â–²New Holding8880.1%MedicalBABoeing$212,3650.0%1,0670.1%AerospaceHDHome Depot$202,596$202,596 â–²New Holding6160.1%Retail/WholesaleFIDELITY SOLANA FD$201,952$63,385 â–²45.7%20,7130.1%BENEFICIAL INTVUGVanguard Growth ETF$0$220,025 â–¼-100.0%00.0%ETFShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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