Sunesis Advisors, LLC
- SEC CIK
- 0001748269
- Latest filing
- Jul 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only.
- Positions
- 51
- No filing for Q2 2025
- Portfolio value
- $214.1M
- No filing for Q2 2025
Sunesis Advisors, LLC did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 270,670 | $88.8M | 41.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 22 | $16.6M | 7.8% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 164,358 | $16.5M | 7.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 245,450 | $14.7M | 6.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 142,311 | $10.5M | 4.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 82,944 | $6.48M | 3.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 81,902 | $6.46M | 3.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,593 | $4.39M | 2.1% | – | – | History |
| iShares Tr464288588 | MBS ETF | 40,692 | $3.87M | 1.8% | – | – | – |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 298,959 | $3.67M | 1.7% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 48,005 | $3.57M | 1.7% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 70,312 | $3.28M | 1.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,845 | $2.58M | 1.2% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 51,378 | $2.57M | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 43,133 | $2.39M | 1.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 28,203 | $2.05M | 1.0% | – | – | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 83,957 | $2.01M | 0.9% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 18,436 | $2.01M | 0.9% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,085 | $1.89M | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,790 | $1.64M | 0.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,219 | $1.37M | 0.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,642 | $1.31M | 0.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,221 | $1.28M | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,404 | $1.21M | 0.6% | – | – | History |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 10,674 | $1.09M | 0.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 22,653 | $1.04M | 0.5% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,859 | $962.3K | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,009 | $819.2K | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,306 | $784.1K | 0.4% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 9,718 | $775.5K | 0.4% | – | – | – |
| CBChubb Ltd | Stock | 2,483 | $700.8K | 0.3% | – | – | History |
| AAPLApple Inc. | Stock | 2,516 | $640.6K | 0.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,082 | $560.4K | 0.3% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,840 | $460.7K | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,982 | $425.1K | 0.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 12,698 | $423.7K | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 555 | $423.5K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,560 | $379.2K | 0.2% | – | – | History |
| EMREmerson Electric Co | Stock | 2,792 | $366.3K | 0.2% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 6,638 | $347.0K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,049 | $343.8K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 1,961 | $328.1K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 926 | $261.3K | 0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,977 | $256.5K | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 729 | $248.6K | 0.1% | – | – | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,964 | $237.7K | 0.1% | – | – | – |
| BABoeing Co | Stock | 1,067 | $230.3K | 0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 729 | $222.6K | 0.1% | – | – | History |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 4,400 | $221.8K | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 451 | $216.3K | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,219 | $212.2K | 0.1% | – | – | – |