Sunesis Advisors, LLC
CIK: 1748269SEC EDGAR →
Portfolio Value
$96.7B
Holdings
61
As of
Q2 2026
New Positions
61
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 201,340 | $19.9B | 20.60% |
| 2 | VANGUARD TAX-MANAGED FDS | 223,301 | $15.9B | 16.45% |
| 3 | VANGUARD STAR FDS | 142,206 | $12.2B | 12.57% |
| 4 | VANGUARD BD INDEX FDS | 76,433 | $6.0B | 6.16% |
| 5 | VANGUARD BD INDEX FDS | 77,398 | $5.9B | 6.14% |
| 6 | FIRST BUSEY CORP | 156,862 | $4.6B | 4.78% |
| 7 | VANGUARD BD INDEX FDS | 52,221 | $3.8B | 3.96% |
| 8 | ISHARES TR | 75,655 | $3.5B | 3.61% |
| 9 | ISHARES TR | 34,314 | $3.2B | 3.35% |
| 10 | PALMER SQUARE CAPITAL BDC IN | 298,959 | $3.1B | 3.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $94.5B | 97.7% |
| Unknown | 5 | $2.1B | 2.1% |
| Technology | 5 | $183.4M | 0.2% |
| Industrials | 6 | $1.7M | 0.0% |
| Healthcare | 2 | $728K | 0.0% |
| Communication Services | 1 | $557K | 0.0% |
| Energy | 1 | $371K | 0.0% |
| Consumer Defensive | 1 | $285K | 0.0% |