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CIK: 0001748269
Total reported value
$241.9M
$241.9M
44 檔
50.6%
As reported in its official Q1 2025 Form 13F filing, Sunesis Advisors, LLC's tracked investment portfolio stood at $241.9M with 44 total positions.
In Q1 2025, Sunesis Advisors, LLC displayed an active expansion posture, initiating 44 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.49% | +1.61% | -1.72% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 9.53% | -0.40% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.02% | -0.96% | -0.31% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.80% | +0.10% | -0.06% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.53% | -0.40% | -2.28% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.62% | -0.25% | +0.01% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.58% | -0.25% | +0.01% | |
| 8 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 3.41% | -0.03% | — | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.16% | -0.13% | +0.01% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.08% | -4.95% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.63% | -0.13% | +4.42% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.39% | -0.11% | -0.39% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.02% | — | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.21% | — | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.07% | -0.03% | — | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | — | -0.09% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.03% | — | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.84% | -0.41% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.04% | -0.25% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.74% | +0.08% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.05% | — | |
| 22 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.65% | +0.29% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | — | — | |
| 24 | HDV | Ishares Core High Dividend E | ETF-Other | 0.53% | -0.03% | -3.16% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.06% | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.17% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | — | — | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.48% | -0.03% | — | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.03% | +0.01% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | — | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.06% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.06% | -0.98% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.24% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.08% | — | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | — | — | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.19% | -0.01% | — | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.19% | — | — | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.14% | -0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.03% | — | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.13% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | -0.02% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 43 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.11% | — | — | |
| 44 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Sunesis Advisors, LLC reported a total U.S. public equity portfolio value of $241.9M across 44 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BRK-A, AGG) accounted for 50.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $72.8M
During Q1 2025, Sunesis Advisors, LLC's top holdings by market value included VTI (39.5%)、BRK-A (9.5%)、AGG (8.0%). The largest single position, VTI, represented 39.5% of total portfolio value.
In Q1 2025, Sunesis Advisors, LLC made 44 total portfolio adjustments, initiating 44 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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