§ 13F · FUND PROFILE
Sunesis Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $214M (13F)Positions · 51Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 267K | $86M | 38.7% | ±0% |
| 2 | AGG | ISHARES TR | 205K | $20M | 9.2% | +12% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 27 | $19M | 8.8% | +23% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 241K | $15M | 7.0% | +2% |
| 5 | VXUS | VANGUARD STAR FDS | 141K | $11M | 4.9% | −1% |
| 6 | BSV | VANGUARD BD INDEX FDS | 76K | $6M | 2.7% | −10% |
| 7 | BIV | VANGUARD BD INDEX FDS | 77K | $6M | 2.7% | −10% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $4M | 1.9% | ±0% |
| 9 | BUSE | FIRST BUSEY CORP | 157K | $4M | 1.8% | ±0% |
| 10 | BND | VANGUARD BD INDEX FDS | 51K | $4M | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNESIS SIGNAL
AC read
Sunesis Advisors, LLC is a Other fund managing $214 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed