Sunesis Advisors, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$220.8M
Holdings
53
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 265,643 | $89.1M | 40.33% | |
| 2 | AGGISHARES TR | 182,703 | $18.2M | 8.26% | |
| 3 | BRK-BBERKSHIRE HATHAWAY INC DEL | 22 | $16.6M | 7.52% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 237,156 | $14.8M | 6.71% | |
| 5 | VXUSVANGUARD STAR FDS | 142,328 | $10.7M | 4.86% | |
| 6 | BIVVANGUARD BD INDEX FDS | 85,526 | $6.7M | 3.02% | |
| 7 | BSVVANGUARD BD INDEX FDS | 84,462 | $6.7M | 3.01% | |
| 8 | SPYSPDR S&P 500 ETF TR | 6,557 | $4.5M | 2.02% | |
| 9 | MBBISHARES TR | 41,787 | $4.0M | 1.80% | |
| 10 | BNDVANGUARD BD INDEX FDS | 50,456 | $3.7M | 1.69% | |
| 11 | BUSEFIRST BUSEY CORP | 156,862 | $3.7M | 1.69% | |
| 12 | PSBDPALMER SQUARE CAPITAL BDC IN | 298,959 | $3.6M | 1.65% | |
| 13 | IUSBISHARES TR | 72,477 | $3.4M | 1.53% | |
| 14 | NVDANVIDIA CORPORATION | 13,627 | $2.5M | 1.15% | |
| 15 | VTEBVANGUARD MUN BD FDS | 50,446 | $2.5M | 1.15% | |
| 16 | SPYVSPDR SERIES TRUST | 43,133 | $2.5M | 1.11% | |
| 17 | IAU*ISHARES GOLD TR | 28,203 | $2.3M | 1.04% | |
| 18 | BKBANK NEW YORK MELLON CORP | 18,436 | $2.1M | 0.97% | |
| 19 | VOOVANGUARD INDEX FDS | 3,023 | $1.9M | 0.86% | |
| 20 | VTWOVANGUARD SCOTTSDALE FDS | 16,790 | $1.7M | 0.76% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 25,220 | $1.4M | 0.61% | |
| 22 | XLKSELECT SECTOR SPDR TR | 9,284 | $1.3M | 0.60% | |
| 23 | SPYGSPDR SERIES TRUST | 12,221 | $1.3M | 0.59% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,325 | $1.2M | 0.53% | |
| 25 | DFIVDIMENSIONAL ETF TRUST | 22,653 | $1.1M | 0.51% | |
| 26 | VTESVANGUARD WELLINGTON FD | 10,674 | $1.1M | 0.49% | |
| 27 | HDVISHARES TR | 7,859 | $955K | 0.43% | |
| 28 | SCHDSCHWAB STRATEGIC TR | 30,009 | $823K | 0.37% | |
| 29 | VGKVANGUARD INTL EQUITY INDEX F | 9,718 | $812K | 0.37% | |
| 30 | NDQINVESCO QQQ TR | 1,306 | $802K | 0.36% | |
| 31 | CBCHUBB LIMITED | 2,483 | $774K | 0.35% | |
| 32 | SPHYSPDR SERIES TRUST | 32,395 | $766K | 0.35% | |
| 33 | AAPLAPPLE INC | 2,516 | $684K | 0.31% | |
| 34 | LLYELI LILLY & CO | 555 | $596K | 0.27% | |
| 35 | MSFTMICROSOFT CORP | 1,082 | $523K | 0.24% | |
| 36 | GOOGLALPHABET INC | 1,560 | $488K | 0.22% | |
| 37 | FBTCFIDELITY WISE ORIGIN BITCOIN | 6,133 | $467K | 0.21% | |
| 38 | VSSVANGUARD INTL EQUITY INDEX F | 2,982 | $427K | 0.19% | |
| 39 | SCHESCHWAB STRATEGIC TR | 12,698 | $415K | 0.19% | |
| 40 | EMREMERSON ELEC CO | 2,792 | $370K | 0.17% | |
| 41 | XOMEXXON MOBIL CORP | 3,049 | $366K | 0.17% | |
| 42 | RTXRTX CORPORATION | 1,961 | $359K | 0.16% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 926 | $274K | 0.12% | |
| 44 | IJJISHARES TR | 1,977 | $260K | 0.12% | |
| 45 | GDGENERAL DYNAMICS CORP | 729 | $245K | 0.11% | |
| 46 | EWJISHARES INC | 2,964 | $239K | 0.11% | |
| 47 | HEDJWISDOMTREE TR | 4,400 | $233K | 0.11% | |
| 48 | BABOEING CO | 1,067 | $231K | 0.10% | |
| 49 | FETHFIDELITY ETHEREUM FD | 7,580 | $224K | 0.10% | |
| 50 | VUGVANGUARD INDEX FDS | 451 | $220K | 0.10% | |
| 51 | IEMGISHARES INC | 3,219 | $216K | 0.10% | |
| 52 | LHXL3HARRIS TECHNOLOGIES INC | 729 | $214K | 0.10% | |
| 53 | FSOLFIDELITY SOLANA FD | 14,212 | $207K | 0.09% |