Sunesis Advisors, LLC

CIK 0001748269 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

Sunesis Advisors, LLC reported 61 positions worth $241.9M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: VTI (40.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$241.9M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.9%
Est. Net Flow (Q)
2026 Q2
10 / 61 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$97.4M40.27%263,225
2BRK-ABERKSHIRE HATHAWAY INC DELSH$20.2M8.36%27
3AGGISHARES TRSH$19.9M8.24%201,340
4VEAVANGUARD TAX-MANAGED FDSSH$15.9M6.58%223,301
5VXUSVANGUARD STAR FDSSH$12.2M5.03%142,206
6BSVVANGUARD BD INDEX FDSSH$6.0M2.46%76,433
7BIVVANGUARD BD INDEX FDSSH$5.9M2.45%77,398
8SPYSTATE STR SPDR S&P 500 ETF TSH$4.8M2.00%6,472
9BUSEFIRST BUSEY CORPSH$4.6M1.91%156,862
10BNDVANGUARD BD INDEX FDSSH$3.8M1.59%52,221

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sunesis Advisors, LLC hold as of Q2 2026?

Sunesis Advisors, LLC reported 61 positions worth $241.9M in its Q2 2026 13F filing. Largest positions: VTI (40.3%), BRK-A (8.4%), AGG (8.2%), VEA (6.6%) and VXUS (5.0%).

What did Sunesis Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sunesis Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.