Sunesis Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Sunesis Advisors, Llc disclosed 61 stock positions valued at approximately $241.86M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, BERKSHIRE HATHAWAY INC DEL, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $241.86M
Holdings by Sector
Sunesis Advisors, Llc Portfolio Holdings in Q2 2026
59 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 40.27% | 263,225 | -3,437 | -1.29% | $97,403,958 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 8.36% | 27 | - | - | $20,218,950 |
| ISHARES TR | AGG | Other | 8.24% | 201,340 | -3,614 | -1.76% | $19,928,604 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.58% | 223,301 | -17,560 | -7.29% | $15,910,171 |
| VANGUARD STAR FDS | VXUS | Other | 5.03% | 142,206 | +791 | +0.56% | $12,157,166 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.46% | 76,433 | +76 | +0.10% | $5,954,891 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.45% | 77,398 | +3 | +0.00% | $5,936,450 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.00% | 6,472 | -65 | -0.99% | $4,833,095 |
| FIRST BUSEY CORP | BUSE | Financial Services | 1.91% | 156,862 | - | - | $4,627,429 |
| VANGUARD BD INDEX FDS | BND | Other | 1.59% | 52,221 | +750 | +1.46% | $3,833,544 |
| ISHARES TR | IUSB | Other | 1.44% | 75,655 | +631 | +0.84% | $3,491,486 |
| ISHARES TR | MBB | Other | 1.34% | 34,314 | +6 | +0.02% | $3,243,366 |
| PALMER SQUARE CAPITAL BDC IN | PSBD | Other | 1.29% | 298,959 | - | - | $3,115,153 |
| ISHARES TR | ISTB | Other | 1.10% | 55,021 | +55,021 | +100.00% | $2,654,763 |
| SPDR SERIES TRUST | SPYV | Other | 1.08% | 43,133 | - | - | $2,622,055 |
| NVIDIA CORPORATION | NVDA | Technology | 1.02% | 12,320 | -120 | -0.96% | $2,465,110 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.99% | 47,568 | -1,031 | -2.12% | $2,405,989 |
| VANGUARD INDEX FDS | VOO | Other | 0.84% | 2,965 | -44 | -1.46% | $2,036,392 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.81% | 16,182 | - | - | $1,964,818 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.78% | 18,511 | +7,837 | +73.42% | $1,875,349 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.73% | 9,284 | - | - | $1,768,788 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.62% | 25,195 | - | - | $1,503,916 |
| ISHARES GOLD TR | IAU | Other | 0.62% | 19,800 | -1,028 | -4.94% | $1,495,098 |
| SPDR SERIES TRUST | SPYG | Other | 0.60% | 12,221 | - | - | $1,454,177 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.58% | 9,762 | -8,674 | -47.05% | $1,411,683 |
| ISHARES TR | HDV | Other | 0.45% | 39,295 | +31,436 | +400.00% | $1,077,076 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 1,306 | - | - | $961,738 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.39% | 30,009 | - | - | $951,585 |
| ISHARES TR | SUB | Other | 0.39% | 8,884 | +5,609 | +171.27% | $945,879 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.36% | 16,314 | - | - | $881,282 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.36% | 9,718 | - | - | $860,432 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.35% | 1,688 | -163 | -8.81% | $844,658 |
| APPLE INC | AAPL | Technology | 0.35% | 2,893 | +377 | +14.98% | $837,118 |
| SPDR SERIES TRUST | SPHY | Other | 0.31% | 32,395 | - | - | $759,339 |
| CHUBB LIMITED | CB | Financial Services | 0.30% | 2,136 | -156 | -6.81% | $727,701 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.29% | 13,761 | - | - | $702,499 |
| ALPHABET INC | GOOGL | Communication Services | 0.23% | 1,560 | - | - | $557,497 |
| ISHARES TR | IEFA | Other | 0.22% | 5,601 | - | - | $540,945 |
| ELI LILLY & CO | LLY | Healthcare | 0.21% | 419 | -136 | -24.50% | $502,561 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.19% | 12,698 | - | - | $460,429 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.19% | 2,982 | - | - | $460,093 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 1,131 | -376 | -24.95% | $421,886 |
| EMERSON ELEC CO | EMR | Industrials | 0.17% | 2,792 | - | - | $399,675 |
| RTX CORPORATION | RTX | Industrials | 0.15% | 1,961 | - | - | $372,061 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 2,717 | -332 | -10.89% | $371,468 |
| ISHARES TR | IJJ | Other | 0.12% | 1,977 | - | - | $292,062 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 305 | -103 | -25.25% | $285,318 |
| ISHARES INC | EWJ | Other | 0.11% | 2,964 | - | - | $276,452 |
| ISHARES INC | IEMG | Other | 0.11% | 3,219 | - | - | $266,662 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 919 | - | - | $258,292 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.11% | 729 | - | - | $258,241 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.10% | 1,180 | -426 | -26.53% | $251,434 |
| WISDOMTREE TR | HEDJ | Other | 0.10% | 4,400 | - | - | $250,800 |
| VANGUARD INDEX FDS | VUG | Other | 0.10% | 2,706 | +2,255 | +500.00% | $233,095 |
| BOEING CO | BA | Industrials | 0.10% | 1,067 | - | - | $230,973 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 888 | - | - | $225,525 |
| VANGUARD INDEX FDS | VTV | Other | 0.09% | 989 | +989 | +100.00% | $215,533 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.09% | 729 | - | - | $211,840 |
| ISHARES TR | IJS | Other | 0.08% | 1,474 | +1,474 | +100.00% | $201,466 |