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CIK: 0001748269
Total reported value
$241.9M
$241.9M
59 檔
62.7%
The Q1 2026 SEC filing reveals that Sunesis Advisors, LLC held a total portfolio value of $241.9M, covering 59 public equity positions.
Sunesis Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 1 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AGG, BRK-A) accounted for 62.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 38.66% | +1.61% | +0.38% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.20% | -0.96% | +12.18% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.76% | -0.40% | +22.73% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.98% | -0.40% | +1.56% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.93% | +0.10% | -0.64% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.71% | -0.25% | -9.60% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.70% | -0.25% | -9.51% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | +0.08% | -0.30% | |
| 9 | BUSE | First Busey CORP | Stock-Other | 1.79% | +0.12% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.71% | -0.13% | +2.01% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.57% | -0.13% | +3.51% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.47% | -0.13% | -17.90% | |
| 13 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.32% | -0.03% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.02% | — | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.10% | -0.11% | -3.66% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.99% | -0.41% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.04% | -8.71% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.83% | -0.21% | -26.15% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | -0.46% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.73% | +0.08% | -3.62% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | — | -0.10% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.17% | — | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.06% | — | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.49% | +0.29% | — | |
| 25 | HDV | Ishares Core High Dividend E | ETF-Other | 0.48% | -0.03% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.03% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.05% | -20.39% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.39% | -0.03% | -27.98% | |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.37% | -0.08% | +124.38% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.36% | — | — | |
| 31 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.34% | -0.03% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.06% | — | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.34% | -0.04% | -7.69% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.06% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.08% | +39.28% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.08% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | -0.02% | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.03% | — | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.20% | -0.01% | — | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.06% | — | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.17% | -0.02% | — | |
| 44 | FETH | Fidelity Ethereum Fund | ETF-Other | 0.17% | -0.06% | +132.14% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.17% | — | — | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.16% | -0.06% | — | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.16% | +0.23% | — | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.14% | -0.14% | EXIT | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.12% | — | — | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.11% | -0.02% | — |
According to official SEC Form 13F filings, Sunesis Advisors, LLC reported a total U.S. public equity portfolio value of $241.9M across 59 disclosed positions in Q1 2026.
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Top New Position Initiated
IEFA
市值: $507.1K
Top Position Liquidated / Trimmed
VUG
前期市值: $220.0K
During Q1 2026, Sunesis Advisors, LLC's top holdings by market value included VTI (38.7%)、AGG (9.2%)、BRK-A (8.8%). The largest single position, VTI, represented 38.7% of total portfolio value.
In Q1 2026, Sunesis Advisors, LLC made 33 total portfolio adjustments, initiating 7 new buys, adding to 10 positions, trimming 15 holdings, and fully liquidating 1 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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