Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sunesis Advisors, LLC (CIK 1748269) reported $221.3M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($85.5M, 38.66%), AGG ($20.3M, 9.20%), BRK/A ($19.4M, 8.76%), VEA ($15.4M, 6.98%), VXUS ($10.9M, 4.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $85.5M | 38.66% | 266,662 | Added |
| 2 | AGG | ISHARES TR | $20.3M | 9.20% | 204,954 | Added |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $19.4M | 8.76% | 27 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $15.4M | 6.98% | 240,861 | Added |
| 5 | VXUS | VANGUARD STAR FDS | $10.9M | 4.93% | 141,415 | Trimmed |
| 6 | BSV | VANGUARD BD INDEX FDS | $6.0M | 2.71% | 76,357 | Trimmed |
| 7 | BIV | VANGUARD BD INDEX FDS | $6.0M | 2.70% | 77,395 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 1.92% | 6,537 | Trimmed |
| 9 | BUSE | FIRST BUSEY CORP | $4.0M | 1.79% | 156,862 | Hold |
| 10 | BND | VANGUARD BD INDEX FDS | $3.8M | 1.71% | 51,471 | Added |
| 11 | IUSB | ISHARES TR | $3.5M | 1.57% | 75,024 | Added |
| 12 | MBB | ISHARES TR | $3.3M | 1.47% | 34,308 | Trimmed |
| 13 | PSBD | PALMER SQUARE CAPITAL BDC IN | $2.9M | 1.32% | 298,959 | Hold |
| 14 | VTEB | VANGUARD MUN BD FDS | $2.4M | 1.10% | 48,599 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $2.4M | 1.10% | 43,133 | Hold |
| 16 | BK | BANK NEW YORK MELLON CORP | $2.2M | 0.99% | 18,436 | Hold |
| 17 | NVDA | NVIDIA CORPORATION | $2.2M | 0.98% | 12,440 | Trimmed |
| 18 | IAU | ISHARES GOLD TR | $1.8M | 0.83% | 20,828 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.8M | 0.81% | 3,009 | Trimmed |
| 20 | VTWO | VANGUARD SCOTTSDALE FDS | $1.6M | 0.73% | 16,182 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.62% | 25,195 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $1.2M | 0.56% | 9,284 | Hold |
| 23 | SPYG | SPDR SERIES TRUST | $1.2M | 0.54% | 12,221 | Hold |
| 24 | VTES | VANGUARD WELLINGTON FD | $1.1M | 0.49% | 10,674 | Hold |
| 25 | HDV | ISHARES TR | $1.1M | 0.48% | 7,859 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31