Sunesis Advisors, Llc Portfolio Stock Holdings
Sunesis Advisors, Llc disclosed 59 stock positions valued at approximately $221.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 59
- Portfolio Value
- $221.3M
Holdings by Sector
Sunesis Advisors, Llc Portfolio Holdings in Q1 2026
57 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 38.66% | 266,662 | +1,019 | +0.38% | $85,547,922 |
| ISHARES TR | AGG | Other | 9.20% | 204,954 | +22,251 | +12.18% | $20,345,790 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 8.76% | 27 | +5 | +22.73% | $19,389,780 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.98% | 240,861 | +3,705 | +1.56% | $15,434,374 |
| VANGUARD STAR FDS | VXUS | Other | 4.93% | 141,415 | -913 | -0.64% | $10,904,516 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.71% | 76,357 | -8,105 | -9.60% | $5,987,146 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.70% | 77,395 | -8,131 | -9.51% | $5,973,377 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.92% | 6,537 | -20 | -0.31% | $4,251,273 |
| FIRST BUSEY CORP | BUSE | Financial Services | 1.79% | 156,862 | - | - | $3,963,903 |
| VANGUARD BD INDEX FDS | BND | Other | 1.71% | 51,471 | +1,015 | +2.01% | $3,790,324 |
| ISHARES TR | IUSB | Other | 1.57% | 75,024 | +2,547 | +3.51% | $3,465,348 |
| ISHARES TR | MBB | Other | 1.47% | 34,308 | -7,479 | -17.90% | $3,257,499 |
| PALMER SQUARE CAPITAL BDC IN | PSBD | Other | 1.32% | 298,959 | - | - | $2,920,829 |
| SPDR SERIES TRUST | SPYV | Other | 1.10% | 43,133 | - | - | $2,440,465 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.10% | 48,599 | -1,847 | -3.66% | $2,424,604 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.99% | 18,436 | - | - | $2,187,063 |
| NVIDIA CORPORATION | NVDA | Technology | 0.98% | 12,440 | -1,187 | -8.71% | $2,169,536 |
| ISHARES GOLD TR | IAU | Other | 0.83% | 20,828 | -7,375 | -26.15% | $1,836,196 |
| VANGUARD INDEX FDS | VOO | Other | 0.81% | 3,009 | -14 | -0.46% | $1,798,028 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.73% | 16,182 | -608 | -3.62% | $1,620,951 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.62% | 25,195 | -25 | -0.10% | $1,361,806 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.56% | 9,284 | - | - | $1,233,844 |
| SPDR SERIES TRUST | SPYG | Other | 0.54% | 12,221 | - | - | $1,196,558 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.49% | 10,674 | - | - | $1,079,568 |
| ISHARES TR | HDV | Other | 0.48% | 7,859 | - | - | $1,066,623 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.42% | 30,009 | - | - | $920,676 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.40% | 1,851 | -474 | -20.39% | $886,999 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.39% | 16,314 | -6,339 | -27.98% | $861,053 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.37% | 13,761 | +7,628 | +124.38% | $812,312 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.36% | 9,718 | - | - | $801,055 |
| SPDR SERIES TRUST | SPHY | Other | 0.34% | 32,395 | - | - | $755,451 |
| INVESCO QQQ TR | QQQ | Other | 0.34% | 1,306 | - | - | $753,797 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.34% | 2,292 | -191 | -7.69% | $746,917 |
| APPLE INC | AAPL | Technology | 0.29% | 2,516 | - | - | $638,536 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 1,507 | +425 | +39.28% | $557,846 |
| EXXON MOBIL CORP | XOM | Energy | 0.23% | 3,049 | - | - | $517,293 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 555 | - | - | $510,472 |
| ISHARES TR | IEFA | Other | 0.23% | 5,601 | +5,601 | +100.00% | $507,059 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 1,560 | - | - | $448,594 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.20% | 2,982 | - | - | $434,746 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.19% | 12,698 | - | - | $418,399 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 408 | +408 | +100.00% | $406,543 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 1,961 | - | - | $378,277 |
| EMERSON ELEC CO | EMR | Industrials | 0.17% | 2,792 | - | - | $365,808 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.16% | 1,606 | +1,606 | +100.00% | $351,746 |
| ISHARES TR | SUB | Other | 0.16% | 3,275 | +3,275 | +100.00% | $348,788 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.14% | 957 | +957 | +100.00% | $306,766 |
| ISHARES TR | IJJ | Other | 0.12% | 1,977 | - | - | $261,953 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.11% | 729 | - | - | $251,614 |
| ISHARES INC | EWJ | Other | 0.11% | 2,964 | - | - | $250,280 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.11% | 729 | - | - | $250,207 |
| WISDOMTREE TR | HEDJ | Other | 0.10% | 4,400 | - | - | $230,120 |
| ISHARES INC | IEMG | Other | 0.10% | 3,219 | - | - | $224,525 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 919 | -7 | -0.76% | $222,636 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 888 | +888 | +100.00% | $217,063 |
| BOEING CO | BA | Industrials | 0.10% | 1,067 | - | - | $212,365 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 616 | +616 | +100.00% | $202,596 |