Sunesis Advisors, LLC 13F Holdings · Q2 2026
Sunesis Advisors, LLC reported 61 securities worth $241.86M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (40.27%), BRK/A (8.36%), AGG (8.24%). Among its top 25 positions this quarter: 1 new, 7 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $97.4M | 40.27% | 263,225 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $20.2M | 8.36% | 27 | Hold |
| 3 | AGG | ISHARES TR | $19.9M | 8.24% | 201,340 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $15.9M | 6.58% | 223,301 | Trimmed |
| 5 | VXUS | VANGUARD STAR FDS | $12.2M | 5.03% | 142,206 | Added |
| 6 | BSV | VANGUARD BD INDEX FDS | $6.0M | 2.46% | 76,433 | Added |
| 7 | BIV | VANGUARD BD INDEX FDS | $5.9M | 2.45% | 77,398 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.8M | 2.00% | 6,472 | Trimmed |
| 9 | BUSE | FIRST BUSEY CORP | $4.6M | 1.91% | 156,862 | Hold |
| 10 | BND | VANGUARD BD INDEX FDS | $3.8M | 1.59% | 52,221 | Added |
| 11 | IUSB | ISHARES TR | $3.5M | 1.44% | 75,655 | Added |
| 12 | MBB | ISHARES TR | $3.2M | 1.34% | 34,314 | Added |
| 13 | PSBD | PALMER SQUARE CAPITAL BDC IN | $3.1M | 1.29% | 298,959 | Hold |
| 14 | ISTB | ISHARES TR | $2.7M | 1.10% | 55,021 | New |
| 15 | SPYV | SPDR SERIES TRUST | $2.6M | 1.08% | 43,133 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $2.5M | 1.02% | 12,320 | Trimmed |
| 17 | VTEB | VANGUARD MUN BD FDS | $2.4M | 0.99% | 47,568 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $2.0M | 0.84% | 2,965 | Trimmed |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | $2.0M | 0.81% | 16,182 | Hold |
| 20 | VTES | VANGUARD WELLINGTON FD | $1.9M | 0.78% | 18,511 | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $1.8M | 0.73% | 9,284 | Hold |
| 22 | IAU | ISHARES GOLD TR | $1.5M | 0.62% | 19,800 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.62% | 25,195 | Hold |
| 24 | SPYG | SPDR SERIES TRUST | $1.5M | 0.60% | 12,221 | Hold |
| 25 | BNY | BANK OF NY MELLON CORP | $1.4M | 0.58% | 9,762 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR