Sunesis Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Sunesis Advisors, LLC reported 59 stock positions worth $221.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 38.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.2%) and Berkshire Hathaway Class A (BRK.A, 8.8%). Compared with Q4 2025, it opened 7 new positions, sold out of 1, added to 10 and reduced 15. The biggest buy was Berkshire Hathaway Class A (BRK.A, shares +23%) and the biggest sale iShares MBS ETF (MBB, shares −18%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001748269
Portfolio Value
$221.3M (Q1 2026)
SEC Filing
0001748269-26-000004 ↗ filed May 14, 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 $221.3M Q1 2026 Q2 2026: $241.9M Q2 2026

Holdings 59 stocks · $221.3M
VTI VG Morningstar TS MKT ETF-US 38.66% 266,662 $85.5M Add +0.4%
AGG iShares Core U.S. Aggregate 9.20% 204,954 $20.3M Add +12.2%
BRK.A Berkshire Hathaway Inc. Class A 8.76% 27 $19.4M Add +22.7%
VEA Vanguard Ftse Developed ETF 6.98% 240,861 $15.4M Add +1.6%
VXUS Vanguard Total Intl Stock 4.93% 141,415 $10.9M Reduce -0.6%
BSV Vanguard Short-Term Bond ETF 2.71% 76,357 $6.0M Reduce -9.6%
BIV Vanguard Intermediate-Term B 2.70% 77,395 $6.0M Reduce -9.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.92% 6,537 $4.3M Reduce -0.3%
BUSE First Busey Corp. 1.79% 156,862 $4.0M No change
BND Vanguard Total Bond Market 1.71% 51,471 $3.8M Add +2.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.57% 75,024 $3.5M Add +3.5%
MBB iShares MBS ETF 1.47% 34,308 $3.3M Reduce -17.9%
PSBD Palmer Square Capital BDC Inc. 1.32% 298,959 $2.9M No change
SPYV SS SPDR P S&P 500 Value ETF 1.10% 43,133 $2.4M No change
VTEB Vanguard Tax-Exempt Bond ETF 1.10% 48,599 $2.4M Reduce -3.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.99% 18,436 $2.2M No change
NVDA Nvidia Corp. 0.98% 12,440 $2.2M Reduce -8.7%
IAU iShares Gold Trust 0.83% 20,828 $1.8M Reduce -26.1%
VOO Vanguard S&P 500 ETF 0.81% 3,009 $1.8M Reduce -0.5%
VTWO Vanguard Russell 2000 ETF 0.73% 16,182 $1.6M Reduce -3.6%
VWO Vanguard Ftse Emerging Marke 0.62% 25,195 $1.4M Reduce -0.1%
XLK SS Technology Select Sector 0.56% 9,284 $1.2M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.54% 12,221 $1.2M No change
VTES Vanguard SH Term Tax-Ex Bond 0.49% 10,674 $1.1M No change
HDV iShares Core High Dividend E 0.48% 7,859 $1.1M No change
SCHD Schwab US DVD Equity ETF 0.42% 30,009 $921K No change
BRK.B Berkshire Hathaway Inc. Class B 0.40% 1,851 $887K Reduce -20.4%
DFIV Dimensional International Va 0.39% 16,314 $861K Reduce -28.0%
FBTC Fidelity Wise Origin Bitcoin 0.37% 13,761 $812K Add +124.4%
VGK Vanguard Ftse Europe ETF 0.36% 9,718 $801K No change
SPHY SS SPDR P High Yield ETF 0.34% 32,395 $755K No change
QQQ Invesco QQQ Trust Series 1 0.34% 1,306 $754K No change
CB Chubb Ltd. 0.34% 2,292 $747K Reduce -7.7%
AAPL Apple Inc. 0.29% 2,516 $639K No change
MSFT Microsoft Corp. 0.25% 1,507 $558K Add +39.3%
XOM Exxon Mobil Corp. 0.23% 3,049 $517K No change
LLY Eli Lilly & Co. 0.23% 555 $510K No change
IEFA iShares Core MSCI Eafe ETF 0.23% 5,601 $507K New
GOOGL Alphabet Inc. Class A 0.20% 1,560 $449K No change
VSS Vanguard Ftse All Wo X-US SC 0.20% 2,982 $435K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.19% 12,698 $418K No change
COST Costco Wholesale Corp. 0.18% 408 $407K New
RTX RTX Corp. 0.17% 1,961 $378K No change
FETH Fidelity Ethereum Fund 0.17% 17,596 $367K Add +132.1%
EMR Emerson Electric Co. 0.17% 2,792 $366K No change
RSG Republic Services Inc. 0.16% 1,606 $352K New
SUB iShares Short-Term National 0.16% 3,275 $349K New
SHW The Sherwin-Williams Co. 0.14% 957 $307K New
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 1,977 $262K No change
LHX L3HARRIS Technologies Inc. 0.11% 729 $252K No change
EWJ iShares MSCI Japan ETF 0.11% 2,964 $250K No change
GD General Dynamics Corp. 0.11% 729 $250K No change
HEDJ Wisdomtree Europe Hedged Equ 0.10% 4,400 $230K No change
IEMG iShares Core MSCI Emerging 0.10% 3,219 $225K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 919 $223K Reduce -0.8%
JNJ Johnson & Johnson 0.10% 888 $217K New
BA The Boeing Co. 0.10% 1,067 $212K No change
HD Home Depot Inc. 0.09% 616 $203K New
FSOL Fidelity Solana Fund 0.09% 20,713 $202K Add +45.7%

Portfolio Sells Q4 2025 → Q1 2026
MBB iShares MBS ETF Reduce -17.9% 1.47% −0.33
BIV Vanguard Intermediate-Term B Reduce -9.5% 2.70% −0.32
BSV Vanguard Short-Term Bond ETF Reduce -9.6% 2.71% −0.31
IAU iShares Gold Trust Reduce -26.1% 0.83% −0.21
NVDA Nvidia Corp. Reduce -8.7% 0.98% −0.17
BRK.B Berkshire Hathaway Inc. Class B Reduce -20.4% 0.40% −0.13
DFIV Dimensional International Va Reduce -28.0% 0.39% −0.12
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 1.92% −0.10
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Reduce -3.7% 1.10% −0.05
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.81% −0.05
VTWO Vanguard Russell 2000 ETF Reduce -3.6% 0.73% −0.02
IBM Intl Business Machines Corp. Reduce -0.8% 0.10% −0.02
CB Chubb Ltd. Reduce -7.7% 0.34% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 0.62% +0.00
VXUS Vanguard Total Intl Stock Reduce -0.6% 4.93% +0.07

Portfolio Buys Q4 2025 → Q1 2026
BRK.A Berkshire Hathaway Inc. Class A Add +22.7% 8.76% +1.24
AGG iShares Core U.S. Aggregate Add +12.2% 9.20% +0.93
VEA Vanguard Ftse Developed ETF Add +1.6% 6.98% +0.27
IEFA iShares Core MSCI Eafe ETF New 0.23% +0.23
COST Costco Wholesale Corp. New 0.18% +0.18
RSG Republic Services Inc. New 0.16% +0.16
SUB iShares Short-Term National New 0.16% +0.16
FBTC Fidelity Wise Origin Bitcoin Add +124.4% 0.37% +0.16
SHW The Sherwin-Williams Co. New 0.14% +0.14
JNJ Johnson & Johnson New 0.10% +0.10
HD Home Depot Inc. New 0.09% +0.09
FETH Fidelity Ethereum Fund Add +132.1% 0.17% +0.06
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +3.5% 1.57% +0.04
BND Vanguard Total Bond Market Add +2.0% 1.71% +0.02
MSFT Microsoft Corp. Add +39.3% 0.25% +0.02
FSOL Fidelity Solana Fund Add +45.7% 0.09% −0.00
VTI VG Morningstar TS MKT ETF-US Add +0.4% 38.66% −1.67

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