Holders — by stockHoldings — by fund
Sunesis Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001748269
$241.9M
disclosed book value
61
positions
40.3%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 263,225 | $97.4M | 40.3% |
| 2 | BRK/ABERKSHIRE HATHAWAY INC DEL | 27 | $20.2M | 8.4% |
| 3 | AGGISHARES TR | 201,340 | $19.9M | 8.2% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 223,301 | $15.9M | 6.6% |
| 5 | VXUSVANGUARD STAR FDS | 142,206 | $12.2M | 5% |
| 6 | BSVVANGUARD BD INDEX FDS | 76,433 | $6.0M | 2.5% |
| 7 | BIVVANGUARD BD INDEX FDS | 77,398 | $5.9M | 2.5% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 6,472 | $4.8M | 2% |
| 9 | BUSEFIRST BUSEY CORP | 156,862 | $4.6M | 1.9% |
| 10 | BNDVANGUARD BD INDEX FDS | 52,221 | $3.8M | 1.6% |
| 11 | IUSBISHARES TR | 75,655 | $3.5M | 1.4% |
| 12 | MBBISHARES TR | 34,314 | $3.2M | 1.3% |
| 13 | PSBDPALMER SQUARE CAPITAL BDC IN | 298,959 | $3.1M | 1.3% |
| 14 | ISTBISHARES TR | 55,021 | $2.7M | 1.1% |
| 15 | SPYVSPDR SERIES TRUST | 43,133 | $2.6M | 1.1% |
| 16 | NVDANVIDIA CORPORATION | 12,320 | $2.5M | 1% |
| 17 | VTEBVANGUARD MUN BD FDS | 47,568 | $2.4M | 1% |
| 18 | VOOVANGUARD INDEX FDS | 2,965 | $2.0M | 0.8% |
| 19 | VTWOVANGUARD SCOTTSDALE FDS | 16,182 | $2.0M | 0.8% |
| 20 | VTESVANGUARD WELLINGTON FD | 18,511 | $1.9M | 0.8% |
| 21 | XLKSELECT SECTOR SPDR TR | 9,284 | $1.8M | 0.7% |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 25,195 | $1.5M | 0.6% |
| 23 | IAUISHARES GOLD TR | 19,800 | $1.5M | 0.6% |
| 24 | SPYGSPDR SERIES TRUST | 12,221 | $1.5M | 0.6% |
| 25 | BNYBANK OF NY MELLON CORP | 9,762 | $1.4M | 0.6% |
| 26 | HDVISHARES TR | 39,295 | $1.1M | 0.4% |
| 27 | QQQINVESCO QQQ TR | 1,306 | $961,738 | 0.4% |
| 28 | SCHDSCHWAB STRATEGIC TR | 30,009 | $951,585 | 0.4% |
| 29 | SUBISHARES TR | 8,884 | $945,879 | 0.4% |
| 30 | DFIVDIMENSIONAL ETF TRUST | 16,314 | $881,282 | 0.4% |
| 31 | VGKVANGUARD INTL EQUITY INDEX F | 9,718 | $860,432 | 0.4% |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,688 | $844,658 | 0.3% |
| 33 | AAPLAPPLE INC | 2,893 | $837,118 | 0.3% |
| 34 | SPHYSPDR SERIES TRUST | 32,395 | $759,339 | 0.3% |
| 35 | CBCHUBB LIMITED | 2,136 | $727,701 | 0.3% |
| 36 | FBTCFIDELITY WISE ORIGIN BITCOIN | 13,761 | $702,499 | 0.3% |
| 37 | GOOGLALPHABET INC | 1,560 | $557,497 | 0.2% |
| 38 | IEFAISHARES TR | 5,601 | $540,945 | 0.2% |
| 39 | LLYELI LILLY & CO | 419 | $502,561 | 0.2% |
| 40 | SCHESCHWAB STRATEGIC TR | 12,698 | $460,429 | 0.2% |
| 41 | VSSVANGUARD INTL EQUITY INDEX F | 2,982 | $460,093 | 0.2% |
| 42 | MSFTMICROSOFT CORP | 1,131 | $421,886 | 0.2% |
| 43 | EMREMERSON ELEC CO | 2,792 | $399,675 | 0.2% |
| 44 | RTXRTX CORPORATION | 1,961 | $372,061 | 0.2% |
| 45 | XOMEXXON MOBIL CORP | 2,717 | $371,468 | 0.2% |
| 46 | IJJISHARES TR | 1,977 | $292,062 | 0.1% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 305 | $285,318 | 0.1% |
| 48 | FETHFIDELITY ETHEREUM FD | 17,596 | $276,961 | 0.1% |
| 49 | EWJISHARES INC | 2,964 | $276,452 | 0.1% |
| 50 | IEMGISHARES INC | 3,219 | $266,662 | 0.1% |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 919 | $258,292 | 0.1% |
| 52 | GDGENERAL DYNAMICS CORP | 729 | $258,241 | 0.1% |
| 53 | RSGREPUBLIC SVCS INC | 1,180 | $251,434 | 0.1% |
| 54 | HEDJWISDOMTREE TR | 4,400 | $250,800 | 0.1% |
| 55 | VUGVANGUARD INDEX FDS | 2,706 | $233,095 | 0.1% |
| 56 | BABOEING CO | 1,067 | $230,973 | 0.1% |
| 57 | JNJJOHNSON & JOHNSON | 888 | $225,525 | 0.1% |
| 58 | VTVVANGUARD INDEX FDS | 989 | $215,533 | 0.1% |
| 59 | LHXL3HARRIS TECHNOLOGIES INC | 729 | $211,840 | 0.1% |
| 60 | IJSISHARES TR | 1,474 | $201,466 | 0.1% |
| 61 | FSOLFIDELITY SOLANA FD | 20,713 | $179,375 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.