Sunesis Advisors, LLC

Est. AUM

$221.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$85.5M	266662	38.66%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$20.3M	204954	9.19%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL A	$19.4M	27	8.76%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.4M	240861	6.98%	SOLE
5	VANGUARD STAR FDS	VG TL INTL STK F	$10.9M	141415	4.93%	SOLE
6	VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.0M	76357	2.71%	SOLE
7	VANGUARD BD INDEX FDS	INTERMED TERM	$6.0M	77395	2.70%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6537	1.92%	SOLE
9	FIRST BUSEY CORP	COM NEW	$4.0M	156862	1.79%	SOLE
10	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.8M	51471	1.71%	SOLE
11	ISHARES TR	CORE UNIVRSL USD	$3.5M	75024	1.57%	SOLE
12	ISHARES TR	MBS ETF	$3.3M	34308	1.47%	SOLE
13	PALMER SQUARE CAPITAL BDC IN	COM SHS	$2.9M	298959	1.32%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	43133	1.10%	SOLE
15	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.4M	48599	1.10%	SOLE
16	BANK NEW YORK MELLON CORP	COM	$2.2M	18436	0.99%	SOLE
17	NVIDIA CORPORATION	COM	$2.2M	12440	0.98%	SOLE
18	ISHARES GOLD TR	ISHARES NEW	$1.8M	20828	0.83%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3009	0.81%	SOLE
20	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.6M	16182	0.73%	SOLE
21	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	25195	0.62%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	9284	0.56%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	12221	0.54%	SOLE
24	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.1M	10674	0.49%	SOLE
25	ISHARES TR	CORE HIGH DV ETF	$1.1M	7859	0.48%	SOLE
26	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$920K	30009	0.42%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$886K	1851	0.40%	SOLE
28	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$861K	16314	0.39%	SOLE
29	FIDELITY WISE ORIGIN BITCOIN	SHS	$812K	13761	0.37%	SOLE
30	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$801K	9718	0.36%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$755K	32395	0.34%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$753K	1306	0.34%	SOLE
33	CHUBB LTD SWITZ	COM	$746K	2292	0.34%	SOLE
34	APPLE INC	COM	$638K	2516	0.29%	SOLE
35	MICROSOFT CORP	COM	$557K	1507	0.25%	SOLE
36	EXXON MOBIL CORP	COM	$517K	3049	0.23%	SOLE
37	ELI LILLY & CO	COM	$510K	555	0.23%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$507K	5601	0.23%	SOLE
39	ALPHABET INC	CAP STK CL A	$448K	1560	0.20%	SOLE
40	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$434K	2982	0.20%	SOLE
41	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$418K	12698	0.19%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$406K	408	0.18%	SOLE
43	RTX CORPORATION	COM	$378K	1961	0.17%	SOLE
44	FIDELITY ETHEREUM FD	SHS	$367K	17596	0.17%	SOLE
45	EMERSON ELEC CO	COM	$365K	2792	0.16%	SOLE
46	REPUBLIC SVCS INC	COM	$351K	1606	0.16%	SOLE
47	ISHARES TR	SHRT NAT MUN ETF	$348K	3275	0.16%	SOLE
48	SHERWIN WILLIAMS CO	COM	$306K	957	0.14%	SOLE
49	ISHARES TR	S&P MC 400VL ETF	$261K	1977	0.12%	SOLE
50	L3HARRIS TECHNOLOGIES INC	COM	$251K	729	0.11%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.