Sunesis Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Sunesis Advisors, LLC reported 61 stock positions worth $241.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 8.4%) and iShares Core U.S. Aggregate (AGG, 8.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 9 and reduced 16. The biggest buy was a new position in iShares Core 1-5 Year Usd Bo (ISTB) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −2%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001748269
Portfolio Value
$241.9M (Q2 2026)
SEC Filing
0001748269-26-000008 ↗ filed Jul 10, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $170.9M Q1 2024 Q2 2024: $168.3M Q2 2024 Q3 2024: $165.8M Q3 2024 Q4 2024: $164.5M Q4 2024 Q1 2025: $184.3M Q1 2025 Q3 2025: $214.1M Q3 2025 Q4 2025: $220.8M Q4 2025 Q1 2026: $221.3M Q1 2026 Q2 2026: $241.9M $241.9M Q2 2026

Holdings 61 stocks · $241.9M
VTI VG Morningstar TS MKT ETF-US 40.27% 263,225 $97.4M Reduce -1.3%
BRK.A Berkshire Hathaway Inc. Class A 8.36% 27 $20.2M No change
AGG iShares Core U.S. Aggregate 8.24% 201,340 $19.9M Reduce -1.8%
VEA Vanguard Ftse Developed ETF 6.58% 223,301 $15.9M Reduce -7.3%
VXUS Vanguard Total Intl Stock 5.03% 142,206 $12.2M Add +0.6%
BSV Vanguard Short-Term Bond ETF 2.46% 76,433 $6.0M Add +0.1%
BIV Vanguard Intermediate-Term B 2.45% 77,398 $5.9M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.00% 6,472 $4.8M Reduce -1.0%
BUSE First Busey Corp. 1.91% 156,862 $4.6M No change
BND Vanguard Total Bond Market 1.58% 52,221 $3.8M Add +1.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.44% 75,655 $3.5M Add +0.8%
MBB iShares MBS ETF 1.34% 34,314 $3.2M Add +0.0%
PSBD Palmer Square Capital BDC Inc. 1.29% 298,959 $3.1M No change
ISTB iShares Core 1-5 Year Usd Bo 1.10% 55,021 $2.7M New
SPYV SS SPDR P S&P 500 Value ETF 1.08% 43,133 $2.6M No change
NVDA Nvidia Corp. 1.02% 12,320 $2.5M Reduce -1.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.99% 47,568 $2.4M Reduce -2.1%
VOO Vanguard S&P 500 ETF 0.84% 2,965 $2.0M Reduce -1.5%
VTWO Vanguard Russell 2000 ETF 0.81% 16,182 $2.0M No change
VTES Vanguard SH Term Tax-Ex Bond 0.78% 18,511 $1.9M Add +73.4%
XLK SS Technology Select Sector 0.73% 9,284 $1.8M No change
VWO Vanguard Ftse Emerging Marke 0.62% 25,195 $1.5M No change
IAU iShares Gold Trust 0.62% 19,800 $1.5M Reduce -4.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.60% 12,221 $1.5M No change
BNY Bank of New York Mellon Corp. 0.58% 9,762 $1.4M Reduce -47.0%
HDV iShares Core High Dividend E 0.45% 39,295 $1.1M No change
QQQ Invesco QQQ Trust Series 1 0.40% 1,306 $962K No change
SCHD Schwab US DVD Equity ETF 0.39% 30,009 $952K No change
SUB iShares Short-Term National 0.39% 8,884 $946K Add +171.3%
DFIV Dimensional International Va 0.36% 16,314 $881K No change
VGK Vanguard Ftse Europe ETF 0.36% 9,718 $860K No change
BRK.B Berkshire Hathaway Inc. Class B 0.35% 1,688 $845K Reduce -8.8%
AAPL Apple Inc. 0.35% 2,893 $837K Add +15.0%
SPHY SS SPDR P High Yield ETF 0.31% 32,395 $759K No change
CB Chubb Ltd. 0.30% 2,136 $728K Reduce -6.8%
FBTC Fidelity Wise Origin Bitcoin 0.29% 13,761 $702K No change
GOOGL Alphabet Inc. Class A 0.23% 1,560 $557K No change
IEFA iShares Core MSCI Eafe ETF 0.22% 5,601 $541K No change
LLY Eli Lilly & Co. 0.21% 419 $503K Reduce -24.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.19% 12,698 $460K No change
VSS Vanguard Ftse All Wo X-US SC 0.19% 2,982 $460K No change
MSFT Microsoft Corp. 0.17% 1,131 $422K Reduce -24.9%
EMR Emerson Electric Co. 0.17% 2,792 $400K No change
RTX RTX Corp. 0.15% 1,961 $372K No change
XOM Exxon Mobil Corp. 0.15% 2,717 $371K Reduce -10.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 1,977 $292K No change
COST Costco Wholesale Corp. 0.12% 305 $285K Reduce -25.3%
FETH Fidelity Ethereum Fund 0.11% 17,596 $277K No change
EWJ iShares MSCI Japan ETF 0.11% 2,964 $276K No change
IEMG iShares Core MSCI Emerging 0.11% 3,219 $267K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 919 $258K No change
GD General Dynamics Corp. 0.11% 729 $258K No change
RSG Republic Services Inc. 0.10% 1,180 $251K Reduce -26.5%
HEDJ Wisdomtree Europe Hedged Equ 0.10% 4,400 $251K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,706 $233K New
BA The Boeing Co. 0.10% 1,067 $231K No change
JNJ Johnson & Johnson 0.09% 888 $226K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 989 $216K New
LHX L3HARRIS Technologies Inc. 0.09% 729 $212K No change
IJS iShares S&P Small-Cap 600 Va 0.08% 1,474 $201K New
FSOL Fidelity Solana Fund 0.07% 20,713 $179K No change

Portfolio Sells Q1 2026 → Q2 2026
AGG iShares Core U.S. Aggregate Reduce -1.8% 8.24% −0.96
BNY Bank of New York Mellon Corp. Reduce -47.0% 0.58% −0.40
VEA Vanguard Ftse Developed ETF Reduce -7.3% 6.58% −0.40
IAU iShares Gold Trust Reduce -4.9% 0.62% −0.21
SHW The Sherwin-Williams Co. Sold out 0.00% −0.14
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.1% 0.99% −0.10
HD Home Depot Inc. Sold out 0.00% −0.09
XOM Exxon Mobil Corp. Reduce -10.9% 0.15% −0.08
MSFT Microsoft Corp. Reduce -24.9% 0.17% −0.08
COST Costco Wholesale Corp. Reduce -25.3% 0.12% −0.07
RSG Republic Services Inc. Reduce -26.5% 0.10% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.8% 0.35% −0.05
CB Chubb Ltd. Reduce -6.8% 0.30% −0.04
LLY Eli Lilly & Co. Reduce -24.5% 0.21% −0.02
VOO Vanguard S&P 500 ETF Reduce -1.5% 0.84% +0.03
NVDA Nvidia Corp. Reduce -1.0% 1.02% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 2.00% +0.08
VTI VG Morningstar TS MKT ETF-US Reduce -1.3% 40.27% +1.61

Portfolio Buys Q1 2026 → Q2 2026
ISTB iShares Core 1-5 Year Usd Bo New 1.10% +1.10
VTES Vanguard SH Term Tax-Ex Bond Add +73.4% 0.78% +0.29
SUB iShares Short-Term National Add +171.3% 0.39% +0.23
VXUS Vanguard Total Intl Stock Add +0.6% 5.03% +0.10
VUG Vanguard Mrngstar GR ETF-Sui New 0.10% +0.10
VTV Vanguard Mrngstr Val ETF-Aui New 0.09% +0.09
IJS iShares S&P Small-Cap 600 Va New 0.08% +0.08
AAPL Apple Inc. Add +15.0% 0.35% +0.06
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +0.8% 1.44% −0.12
BND Vanguard Total Bond Market Add +1.5% 1.58% −0.13
MBB iShares MBS ETF Add +0.0% 1.34% −0.13
BSV Vanguard Short-Term Bond ETF Add +0.1% 2.46% −0.24
BIV Vanguard Intermediate-Term B Add +0.0% 2.45% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 61$241.9MVTI, BRK.A, AGG, VEA, VXUS
Q1 2026 59$221.3MVTI, AGG, BRK.A, VEA, VXUS
Q4 2025 53$220.8MVTI, AGG, BRK.A, VEA, VXUS
Q3 2025 51$214.1MVTI, BRK.A, AGG, VEA, VXUS
Q1 2025 44$184.3MVTI, BRK.A, AGG, VXUS, VEA
Q4 2024 40$164.5MVTI, AGG, VXUS, VEA, BSV
Q3 2024 43$165.8MVTI, AGG, VXUS, VEA, BIV
Q2 2024 46$168.3MVTI, AGG, VXUS, VEA, BSV
Q1 2024 49$170.9MVTI, AGG, VXUS, VEA, SPYV