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CIK: 0001748269
Total reported value
$241.9M
$241.9M
53 檔
61.8%
In Q4 2025, Sunesis Advisors, LLC's U.S. equity holdings reached a combined market value of $241.9M, distributed across 53 disclosed stock positions.
In Q4 2025, Sunesis Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 9 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 | 40.33% | +1.61% | -1.86% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.26% | -0.96% | +11.16% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.52% | -0.40% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.71% | -0.40% | -3.38% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.86% | +0.10% | +0.01% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.02% | -0.25% | +3.11% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.01% | -0.25% | +3.13% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.02% | +0.08% | -0.55% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 1.80% | -0.13% | +2.69% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.69% | -0.13% | +5.11% | |
| 11 | BUSE | First Busey CORP | Stock-Other | 1.69% | +0.12% | — | |
| 12 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.65% | -0.03% | — | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.53% | -0.13% | +3.08% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.04% | -1.57% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.15% | -0.11% | -1.81% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.11% | -0.02% | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.21% | — | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.97% | -0.41% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | -2.01% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.76% | +0.08% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | — | +0.00% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.17% | +100.00% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.06% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.05% | -3.29% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.51% | -0.03% | — | |
| 26 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.49% | +0.29% | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.43% | -0.03% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.03% | — | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | — | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.06% | — | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.04% | — | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.35% | -0.03% | -61.41% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.06% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | -0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.08% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | — | |
| 37 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.21% | -0.08% | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.19% | -0.01% | — | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | — | — | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.17% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.08% | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -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 | 0.11% | — | — | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.11% | — | — | |
| 47 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.11% | — | — | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.10% | — | — | |
| 49 | FETH | Fidelity Ethereum Fund | ETF-Other | 0.10% | -0.06% | — | |
| 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 53 disclosed positions in Q4 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, AGG, BRK-A) accounted for 61.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BUSE
市值: $3.7M
Top Position Liquidated / Trimmed
EMB
前期市值: $460.7K
During Q4 2025, Sunesis Advisors, LLC's top holdings by market value included VTI (40.3%)、AGG (8.3%)、BRK-A (7.5%). The largest single position, VTI, represented 40.3% of total portfolio value.
In Q4 2025, Sunesis Advisors, LLC made 23 total portfolio adjustments, initiating 4 new buys, adding to 9 positions, trimming 8 holdings, and fully liquidating 2 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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