Sunesis Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Sunesis Advisors, LLC held in its portfolio 51 assets valued at $220,829,075 (i.e. $220.83M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($89.06M), ISHARES TR ($18.25M), and BERKSHIRE HATHAWAY INC DEL ($16.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sunesis Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 265643 | 89062111 | TOTAL STK MKT |
| ISHARES TR | 182703 | 18248418 | CORE US AGGBD ET |
| BERKSHIRE HATHAWAY INC DEL | 22 | 16605600 | CL A |
| VANGUARD TAX-MANAGED FDS | 237156 | 14815149 | VAN FTSE DEV MKT |
| VANGUARD STAR FDS | 142328 | 10737229 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 85526 | 6660757 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 84462 | 6656452 | SHORT TRM BOND |
| SPDR SERIES TRUST | 87749 | 4521157 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 6557 | 4471349 | TR UNIT |
| ISHARES TR | 41787 | 3978983 | MBS ETF |
| VANGUARD BD INDEX FDS | 50456 | 3737276 | TOTAL BND MRKT |
| FIRST BUSEY CORP | 156862 | 3731747 | COM NEW |
| PALMER SQUARE CAPITAL BDC IN | 298959 | 3644310 | COM SHS |
| ISHARES TR | 72477 | 3373101 | CORE UNIVRSL USD |
| NVIDIA CORPORATION | 13627 | 2541436 | COM |
| VANGUARD MUN BD FDS | 50446 | 2536929 | TAX EXEMPT BD |
| ISHARES GOLD TR | 28203 | 2289238 | ISHARES NEW |
| BANK NEW YORK MELLON CORP | 18436 | 2140235 | COM |
| VANGUARD INDEX FDS | 3023 | 1895814 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 16790 | 1670941 | VNG RUS2000IDX |
| VANGUARD INTL EQUITY INDEX F | 25220 | 1355844 | FTSE EMR MKT ETF |
| SELECT SECTOR SPDR TR | 9284 | 1336617 | STATE STREET TEC |
| BERKSHIRE HATHAWAY INC DEL | 2325 | 1168661 | CL B NEW |
| DIMENSIONAL ETF TRUST | 22653 | 1130385 | INTERNATNAL VAL |
| VANGUARD WELLINGTON FD | 10674 | 1084212 | SHORT TRM TAX EX |
| ISHARES TR | 7859 | 955733 | CORE HIGH DV ETF |
| SCHWAB STRATEGIC TR | 30009 | 823147 | US DIVIDEND EQ |
| VANGUARD INTL EQUITY INDEX F | 9718 | 812522 | FTSE EUROPE ETF |
| INVESCO QQQ TR | 1306 | 802289 | UNIT SER 1 |
| CHUBB LIMITED | 2483 | 774994 | COM |
| APPLE INC | 2516 | 684000 | COM |
| ELI LILLY & CO | 555 | 596447 | COM |
| MICROSOFT CORP | 1082 | 523277 | COM |
| ALPHABET INC | 1560 | 488280 | CAP STK CL A |
| FIDELITY WISE ORIGIN BITCOIN | 6133 | 467519 | SHS |
| VANGUARD INTL EQUITY INDEX F | 2982 | 427410 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 12698 | 415860 | EMRG MKTEQ ETF |
| EMERSON ELEC CO | 2792 | 370554 | COM |
| EXXON MOBIL CORP | 3049 | 366917 | COM |
| RTX CORPORATION | 1961 | 359647 | COM |
| INTERNATIONAL BUSINESS MACHS | 926 | 274290 | COM |
| ISHARES TR | 1977 | 260153 | S&P MC 400VL ETF |
| GENERAL DYNAMICS CORP | 729 | 245425 | COM |
| ISHARES INC | 2964 | 239313 | MSCI JAPAN ETF |
| WISDOMTREE TR | 4400 | 233464 | EUROPE HEDGED EQ |
| BOEING CO | 1067 | 231667 | COM |
| FIDELITY ETHEREUM FD | 7580 | 224444 | SHS |
| VANGUARD INDEX FDS | 451 | 220025 | GROWTH ETF |
| ISHARES INC | 3219 | 216381 | CORE MSCI EMKT |
| L3HARRIS TECHNOLOGIES INC | 729 | 214013 | COM |
| FIDELITY SOLANA FD | 14212 | 207353 | BENEFICIAL INT |
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