Sunesis Advisors, LLC
CIK: 0001748269SEC EDGAR →
Portfolio Value
$220.8M
Holdings
53
As of
Q4 2025
New Positions
53
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 265,643 | $89.1M | 40.33% |
| 2 | ISHARES TR | 182,703 | $18.2M | 8.26% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 22 | $16.6M | 7.52% |
| 4 | VANGUARD TAX-MANAGED FDS | 237,156 | $14.8M | 6.71% |
| 5 | VANGUARD STAR FDS | 142,328 | $10.7M | 4.86% |
| 6 | VANGUARD BD INDEX FDS | 85,526 | $6.7M | 3.02% |
| 7 | VANGUARD BD INDEX FDS | 84,462 | $6.7M | 3.01% |
| 8 | SPDR S&P 500 ETF TR | 6,557 | $4.5M | 2.02% |
| 9 | ISHARES TR | 41,787 | $4.0M | 1.80% |
| 10 | VANGUARD BD INDEX FDS | 50,456 | $3.7M | 1.69% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (53)
$89.1M · 266K shares
$18.2M · 183K shares
$16.6M · 22 shares
$14.8M · 237K shares
$10.7M · 142K shares
$6.7M · 86K shares
$6.7M · 84K shares
$4.5M · 7K shares
$4.0M · 42K shares
$3.7M · 50K shares
$3.7M · 157K shares
$3.6M · 299K shares
$3.4M · 72K shares
$2.5M · 14K shares
$2.5M · 50K shares
$2.5M · 43K shares
$2.3M · 28K shares
$2.1M · 18K shares
$1.9M · 3K shares
$1.7M · 17K shares
$1.4M · 25K shares
$1.3M · 9K shares
$1.3M · 12K shares
$1.2M · 2K shares
$1.1M · 23K shares
$1.1M · 11K shares
$955K · 8K shares
$823K · 30K shares
$812K · 10K shares
$802K · 1K shares
$774K · 2K shares
$766K · 32K shares
$684K · 3K shares
$596K · 555 shares
$523K · 1K shares
$488K · 2K shares
$467K · 6K shares
$427K · 3K shares
$415K · 13K shares
$370K · 3K shares
$366K · 3K shares
$359K · 2K shares
$274K · 926 shares
$260K · 2K shares
$245K · 729 shares
$239K · 3K shares
$233K · 4K shares
$231K · 1K shares
$224K · 8K shares
$220K · 451 shares
$216K · 3K shares
$214K · 729 shares
$207K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $192.8M | 87.3% |
| Unknown | 4 | $20.9M | 9.4% |
| Technology | 5 | $4.2M | 1.9% |
| Industrials | 5 | $1.4M | 0.6% |
| Healthcare | 1 | $596K | 0.3% |
| Communication Services | 1 | $488K | 0.2% |
| Energy | 1 | $366K | 0.2% |