Sunesis Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$221.3M
Q ending 2026-03-31
Prior quarter
$220.8M
Q ending 2025-12-31
Change
+0.2% QoQ · +20.0% YoY
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $85.5M | 267K |
| Ishares Tr | AGG | Shares | $20.3M | 205K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $19.4M | 27 |
| Vanguard Tax-Managed Fds | VEA | Shares | $15.4M | 241K |
| Vanguard Star Fds | VXUS | Shares | $10.9M | 141K |
| Vanguard Bd Index Fds | BSV | Shares | $6.0M | 76K |
| Vanguard Bd Index Fds | BIV | Shares | $6.0M | 77K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.3M | 7K |
| First Busey Corp | BUSE | Shares | $4.0M | 157K |
| Vanguard Bd Index Fds | BND | Shares | $3.8M | 51K |
| Ishares Tr | IUSB | Shares | $3.5M | 75K |
| Ishares Tr | MBB | Shares | $3.3M | 34K |
| Palmer Square Capital Bdc In | PSBD | Shares | $2.9M | 299K |
| Spdr Series Trust | SPYV | Shares | $2.4M | 43K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.4M | 49K |
| Bank New York Mellon Corp | BNY | Shares | $2.2M | 18K |
| Nvidia Corporation | NVDA | Shares | $2.2M | 12K |
| Ishares Gold Tr | IAU | Shares | $1.8M | 21K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Vanguard Scottsdale Fds | VTWO | Shares | $1.6M | 16K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.4M | 25K |
| Select Sector Spdr Tr | XLK | Shares | $1.2M | 9K |
| Spdr Series Trust | SPYG | Shares | $1.2M | 12K |
| Vanguard Wellington Fd | VTES | Shares | $1.1M | 11K |
| Ishares Tr | HDV | Shares | $1.1M | 8K |
| Schwab Strategic Tr | SCHD | Shares | $921K | 30K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $887K | 2K |
| Dimensional Etf Trust | DFIV | Shares | $861K | 16K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $812K | 14K |
| Vanguard Intl Equity Index F | VGK | Shares | $801K | 10K |
| Spdr Series Trust | SPHY | Shares | $755K | 32K |
| Invesco Qqq Tr | QQQ | Shares | $754K | 1K |
| Chubb Ltd Switz | Shares | $747K | 2K | |
| Apple Inc | AAPL | Shares | $639K | 3K |
| Microsoft Corp | MSFT | Shares | $558K | 2K |
| Exxon Mobil Corp | XOM | Shares | $517K | 3K |
| Eli Lilly & Co | LLY | Shares | $510K | 555 |
| Ishares Tr | IEFA | Shares | $507K | 6K |
| Alphabet Inc | GOOGL | Shares | $449K | 2K |
| Vanguard Intl Equity Index F | VSS | Shares | $435K | 3K |
| Schwab Strategic Tr | SCHE | Shares | $418K | 13K |
| Costco Wholesale Corporation | COST | Shares | $407K | 408 |
| Rtx Corporation | RTX | Shares | $378K | 2K |
| Fidelity Ethereum Fd | FETH | Shares | $367K | 18K |
| Emerson Elec Co | EMR | Shares | $366K | 3K |
| Republic Svcs Inc | RSG | Shares | $352K | 2K |
| Ishares Tr | SUB | Shares | $349K | 3K |
| Sherwin Williams Co | SHW | Shares | $307K | 957 |
| Ishares Tr | IJJ | Shares | $262K | 2K |
| L3Harris Technologies Inc | LHX | Shares | $252K | 729 |
| Ishares Inc | EWJ | Shares | $250K | 3K |
| General Dynamics Corp | GD | Shares | $250K | 729 |
| Wisdomtree Tr | HEDJ | Shares | $230K | 4K |
| Ishares Inc | IEMG | Shares | $225K | 3K |
| International Business Machs | IBM | Shares | $223K | 919 |
| Johnson & Johnson | JNJ | Shares | $217K | 888 |
| Boeing Co | BA | Shares | $212K | 1K |
| Home Depot Inc | HD | Shares | $203K | 616 |
| Fidelity Solana Fd | FSOL | Shares | $202K | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.