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CIK: 0001748269
Total reported value
$241.9M
$241.9M
51 檔
60.8%
According to the latest 13F quarterly dataset, Sunesis Advisors, LLC managed an equity portfolio of $241.9M at the end of Q3 2025, spanning 51 distinct U.S. exchange-listed positions.
Sunesis Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 3 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 41.49% | +1.61% | +2.20% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.75% | -0.40% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.70% | -0.96% | +9.99% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.87% | -0.40% | +49.49% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.88% | +0.10% | -0.06% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.03% | -0.25% | -3.87% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.02% | -0.25% | -3.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.05% | +0.08% | -3.75% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 1.81% | -0.13% | -4.27% | |
| 10 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.71% | -0.03% | -36.67% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.67% | -0.13% | — | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.53% | -0.13% | +8.11% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.04% | -0.66% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.20% | -0.11% | -0.67% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.11% | -0.02% | — | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 0.96% | -0.21% | -22.67% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.94% | -0.03% | -0.18% | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.94% | -0.41% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.03% | -14.28% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.77% | +0.08% | -0.61% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | — | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.17% | -2.31% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.06% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.05% | -0.83% | |
| 25 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.51% | +0.29% | -10.93% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.49% | -0.03% | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.45% | -0.03% | -3.19% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | -0.03% | -1.33% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.06% | -1.21% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.36% | — | — | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.33% | -0.04% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.06% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.08% | — | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.22% | — | — | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.20% | -0.01% | — | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.20% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | -0.02% | +104.80% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | — | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.17% | — | — | |
| 40 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.16% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.08% | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.15% | -0.02% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | +0.01% | — | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.12% | — | — | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.12% | — | — | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.11% | — | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.11% | — | — | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.10% | -0.02% | — | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.10% | — | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | +0.10% | NEW |
According to official SEC Form 13F filings, Sunesis Advisors, LLC reported a total U.S. public equity portfolio value of $241.9M across 51 disclosed positions in Q3 2025.
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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 60.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BND
市值: $3.6M
Top Position Liquidated / Trimmed
BAC
前期市值: $1.9M
During Q3 2025, Sunesis Advisors, LLC's top holdings by market value included VTI (41.5%)、BRK-A (7.8%)、AGG (7.7%). The largest single position, VTI, represented 41.5% of total portfolio value.
In Q3 2025, Sunesis Advisors, LLC made 35 total portfolio adjustments, initiating 10 new buys, adding to 5 positions, trimming 17 holdings, and fully liquidating 3 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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