Sunesis Advisors, LLC — 13F Holdings & Portfolio
CIK 1748269 · latest 13F-HR filed 2026-07-10
Sunesis Advisors, LLC manages $241.9M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (40.27%), BRK.A (8.36%), AGG (8.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 2, added to 28, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 250
OVERLAND PARK, KS 66212
$241.9M
Long-equity book
61
Distinct positions
2026-06-30
Filed 2026-07-10
+4 / −2 / ↑28 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$11.9M +13.9%
- VANGUARD STAR FDS$1.3M +11.5%
- VANGUARD WELLINGTON FD$795.8K +73.7%
- FIRST BUSEY CORP$663.5K +16.7%
- ISHARES TR$597.1K +171.2%
Top Trims
- BANK OF NY MELLON CORP-$775.4K -35.5%
- ISHARES GOLD TR-$341.1K -18.6%
- EXXON MOBIL CORP-$145.8K -28.2%
- MICROSOFT CORP-$136.0K -24.4%
- COSTCO WHOLESALE CORPORATION-$121.2K -29.8%
New Positions
- ISHARES TR$2.7M
- VANGUARD INDEX FDS$233.1K
- VANGUARD INDEX FDS$215.5K
- ISHARES TR$201.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $97.4M | 40.27% | 263,225 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $20.2M | 8.36% | 27 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $19.9M | 8.24% | 201,340 | SH |
| 4 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $15.9M | 6.58% | 223,301 | SH |
| 5 | VANGUARD STAR FDS | VXUS | 921909768 | $12.2M | 5.03% | 142,206 | SH |
| 6 | VANGUARD BD INDEX FDS | BSV | 921937827 | $6.0M | 2.46% | 76,433 | SH |
| 7 | VANGUARD BD INDEX FDS | BIV | 921937819 | $5.9M | 2.45% | 77,398 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.8M | 2.00% | 6,472 | SH |
| 9 | FIRST BUSEY CORP | BUSE | 319383204 | $4.6M | 1.91% | 156,862 | SH |
| 10 | VANGUARD BD INDEX FDS | BND | 921937835 | $3.8M | 1.59% | 52,221 | SH |
| 11 | ISHARES TR | IUSB | 46434V613 | $3.5M | 1.44% | 75,655 | SH |
| 12 | ISHARES TR | MBB | 464288588 | $3.2M | 1.34% | 34,314 | SH |
| 13 | PALMER SQUARE CAPITAL BDC IN | PSBD | 69702V107 | $3.1M | 1.29% | 298,959 | SH |
| 14 | ISHARES TR | ISTB | 46432F859 | $2.7M | 1.10% | 55,021 | SH |
| 15 | SPDR SERIES TRUST | SPYV | 78464A508 | $2.6M | 1.08% | 43,133 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.5M | 1.02% | 12,320 | SH |
| 17 | VANGUARD MUN BD FDS | VTEB | 922907746 | $2.4M | 0.99% | 47,568 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $2.0M | 0.84% | 2,965 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $2.0M | 0.81% | 16,182 | SH |
| 20 | VANGUARD WELLINGTON FD | VTES | 921935870 | $1.9M | 0.78% | 18,511 | SH |
| 21 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $1.8M | 0.73% | 9,284 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.5M | 0.62% | 25,195 | SH |
| 23 | ISHARES GOLD TR | IAU | 464285204 | $1.5M | 0.62% | 19,800 | SH |
| 24 | SPDR SERIES TRUST | SPYG | 78464A409 | $1.5M | 0.60% | 12,221 | SH |
| 25 | BANK OF NY MELLON CORP | BNY | 064058100 | $1.4M | 0.58% | 9,762 | SH |
| 26 | ISHARES TR | HDV | 46429B663 | $1.1M | 0.45% | 39,295 | SH |
| 27 | INVESCO QQQ TR | QQQ | 46090E103 | $961.7K | 0.40% | 1,306 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $951.6K | 0.39% | 30,009 | SH |
| 29 | ISHARES TR | SUB | 464288158 | $945.9K | 0.39% | 8,884 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $881.3K | 0.36% | 16,314 | SH |
| 31 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $860.4K | 0.36% | 9,718 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $844.7K | 0.35% | 1,688 | SH |
| 33 | APPLE INC | AAPL | 037833100 | $837.1K | 0.35% | 2,893 | SH |
| 34 | SPDR SERIES TRUST | SPHY | 78468R606 | $759.3K | 0.31% | 32,395 | SH |
| 35 | CHUBB LIMITED | CB | H1467J104 | $727.7K | 0.30% | 2,136 | SH |
| 36 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $702.5K | 0.29% | 13,761 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $557.5K | 0.23% | 1,560 | SH |
| 38 | ISHARES TR | IEFA | 46432F842 | $540.9K | 0.22% | 5,601 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $502.6K | 0.21% | 419 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $460.4K | 0.19% | 12,698 | SH |
| 41 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $460.1K | 0.19% | 2,982 | SH |
| 42 | MICROSOFT CORP | MSFT | 594918104 | $421.9K | 0.17% | 1,131 | SH |
| 43 | EMERSON ELEC CO | EMR | 291011104 | $399.7K | 0.17% | 2,792 | SH |
| 44 | RTX CORPORATION | RTX | 75513E101 | $372.1K | 0.15% | 1,961 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $371.5K | 0.15% | 2,717 | SH |
| 46 | ISHARES TR | IJJ | 464287705 | $292.1K | 0.12% | 1,977 | SH |
| 47 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $285.3K | 0.12% | 305 | SH |
| 48 | FIDELITY ETHEREUM FD | FETH | 31613E103 | $277.0K | 0.11% | 17,596 | SH |
| 49 | ISHARES INC | EWJ | 46434G822 | $276.5K | 0.11% | 2,964 | SH |
| 50 | ISHARES INC | IEMG | 46434G103 | $266.7K | 0.11% | 3,219 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-10 | $241.9M | 61 | 0001748269-26-000008 |
| 2026-03-31 | 2026-05-14 | $221.3M | 59 | 0001748269-26-000004 |
| 2025-12-31 | 2026-02-02 | $220.8M | 53 | 0001748269-26-000002 |
| 2025-09-30 | 2025-11-06 | $214.1M | 51 | 0001748269-25-000004 |