Sunesis Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Sunesis Advisors, LLC reported 51 stock positions worth $214.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 41.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 7.8%) and iShares Core U.S. Aggregate (AGG, 7.7%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001748269
- Portfolio Value
- $214.1M (Q3 2025)
- SEC Filing
- 0001748269-25-000004 ↗ filed Nov 6, 2025
Holdings Value
Holdings 51 stocks · $214.1M
| VTI VG Morningstar TS MKT ETF-US | 41.49% | 270,670 | $88.8M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 7.75% | 22 | $16.6M | — |
| AGG iShares Core U.S. Aggregate | 7.70% | 164,358 | $16.5M | — |
| VEA Vanguard Ftse Developed ETF | 6.87% | 245,450 | $14.7M | — |
| VXUS Vanguard Total Intl Stock | 4.88% | 142,311 | $10.5M | — |
| BIV Vanguard Intermediate-Term B | 3.03% | 82,944 | $6.5M | — |
| BSV Vanguard Short-Term Bond ETF | 3.02% | 81,902 | $6.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.05% | 6,593 | $4.4M | — |
| MBB iShares MBS ETF | 1.81% | 40,692 | $3.9M | — |
| PSBD Palmer Square Capital BDC Inc. | 1.71% | 298,959 | $3.7M | — |
| BND Vanguard Total Bond Market | 1.67% | 48,005 | $3.6M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.53% | 70,312 | $3.3M | — |
| NVDA Nvidia Corp. | 1.21% | 13,845 | $2.6M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.20% | 51,378 | $2.6M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.11% | 43,133 | $2.4M | — |
| IAU iShares Gold Trust | 0.96% | 28,203 | $2.1M | — |
| SPHY SS SPDR P High Yield ETF | 0.94% | 83,957 | $2.0M | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.94% | 18,436 | $2.0M | — |
| VOO Vanguard S&P 500 ETF | 0.88% | 3,085 | $1.9M | — |
| VTWO Vanguard Russell 2000 ETF | 0.77% | 16,790 | $1.6M | — |
| VWO Vanguard Ftse Emerging Marke | 0.64% | 25,219 | $1.4M | — |
| XLK SS Technology Select Sector | 0.61% | 4,642 | $1.3M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.60% | 12,221 | $1.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 2,404 | $1.2M | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.51% | 10,674 | $1.1M | — |
| DFIV Dimensional International Va | 0.49% | 22,653 | $1.0M | — |
| HDV iShares Core High Dividend E | 0.45% | 7,859 | $962K | — |
| SCHD Schwab US DVD Equity ETF | 0.38% | 30,009 | $819K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 1,306 | $784K | — |
| VGK Vanguard Ftse Europe ETF | 0.36% | 9,718 | $775K | — |
| CB Chubb Ltd. | 0.33% | 2,483 | $701K | — |
| AAPL Apple Inc. | 0.30% | 2,516 | $641K | — |
| MSFT Microsoft Corp. | 0.26% | 1,082 | $560K | — |
| EMB iShares JP Morgan Usd Emergi | 0.22% | 4,840 | $461K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.20% | 2,982 | $425K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.20% | 12,698 | $424K | — |
| LLY Eli Lilly & Co. | 0.20% | 555 | $423K | — |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,560 | $379K | — |
| EMR Emerson Electric Co. | 0.17% | 2,792 | $366K | — |
| MUNI PIMCO Intermediate Municipal | 0.16% | 6,638 | $347K | — |
| XOM Exxon Mobil Corp. | 0.16% | 3,049 | $344K | — |
| RTX RTX Corp. | 0.15% | 1,961 | $328K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 926 | $261K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.12% | 1,977 | $256K | — |
| GD General Dynamics Corp. | 0.12% | 729 | $249K | — |
| EWJ iShares MSCI Japan ETF | 0.11% | 2,964 | $238K | — |
| BA The Boeing Co. | 0.11% | 1,067 | $230K | — |
| LHX L3HARRIS Technologies Inc. | 0.10% | 729 | $223K | — |
| HEDJ Wisdomtree Europe Hedged Equ | 0.10% | 4,400 | $222K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 451 | $216K | — |
| IEMG iShares Core MSCI Emerging | 0.10% | 3,219 | $212K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $241.9M | VTI, BRK.A, AGG, VEA, VXUS |
| Q1 2026 | 59 | $221.3M | VTI, AGG, BRK.A, VEA, VXUS |
| Q4 2025 | 53 | $220.8M | VTI, AGG, BRK.A, VEA, VXUS |
| Q3 2025 | 51 | $214.1M | VTI, BRK.A, AGG, VEA, VXUS |
| Q1 2025 | 44 | $184.3M | VTI, BRK.A, AGG, VXUS, VEA |
| Q4 2024 | 40 | $164.5M | VTI, AGG, VXUS, VEA, BSV |
| Q3 2024 | 43 | $165.8M | VTI, AGG, VXUS, VEA, BIV |
| Q2 2024 | 46 | $168.3M | VTI, AGG, VXUS, VEA, BSV |
| Q1 2024 | 49 | $170.9M | VTI, AGG, VXUS, VEA, SPYV |