Investor
Sunesis Advisors, LLC
CIK 0001748269 · filed 2026-05-14 · SEC filing
13F book
$221.3M
Positions
59
7 new · 1 sold
Largest name
38.7%
Vanguard Index Fds
Est. mark
−$5.45M
Price effect on 52 names still held. Flow $5.89M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 266.7K | $85.5M | 38.7% | −$3.84M | Added−$3.51M |
| Ishares Tr | — | 205K | $20.3M | 9.2% | −$111.5K | Added$2.1M |
| Berkshire Hathaway Inc Del | — | 27 | $19.4M | 8.8% | −$806.5K | Added$2.78M |
| Vanguard Tax-Managed Fds | — | 240.9K | $15.4M | 7.0% | $381.8K | Added$619.2K |
| Vanguard Star Fds | — | 141.4K | $10.9M | 4.9% | $236.2K | Cut$167.3K |
| Vanguard Bd Index Fds | — | 76.4K | $5.99M | 2.7% | −$30.6K | Cut−$669.3K |
| Vanguard Bd Index Fds | — | 77.4K | $5.97M | 2.7% | −$54.1K | Cut−$687.4K |
| Spdr S&P 500 Etf Tr | — | 6.54K | $4.25M | 1.9% | −$206.4K | Cut−$220.1K |
| First Busey Corp | — | 156.9K | $3.96M | 1.8% | $232.2K | Held |
| Vanguard Bd Index Fds | — | 51.5K | $3.79M | 1.7% | −$21.7K | Added$53K |
| Ishares Tr | — | 75K | $3.47M | 1.6% | −$25.4K | Added$92.2K |
| Ishares Tr | — | 34.3K | $3.26M | 1.5% | −$9.33K | Cut−$721.5K |
| Palmer Square Capital Bdc In | — | 299K | $2.92M | 1.3% | −$723.5K | Held |
| Spdr Series Trust | — | 43.1K | $2.44M | 1.1% | −$9.92K | Held |
| Vanguard Mun Bd Fds | — | 48.6K | $2.42M | 1.1% | −$19.4K | Cut−$112.3K |
| Bank New York Mellon Corp | — | 18.4K | $2.19M | 1.0% | $46.8K | Held |
| Nvidia Corp | NVDA | 12.4K | $2.17M | 1.0% | −$150.5K | Cut−$371.9K |
| Ishares Gold Tr | — | 20.8K | $1.84M | 0.8% | $145.6K | Cut−$453K |
| Vanguard Index Fds | — | 3.01K | $1.8M | 0.8% | −$89K | Cut−$97.8K |
| Vanguard Scottsdale Fds | — | 16.2K | $1.62M | 0.7% | $10.5K | Cut−$50K |
| Vanguard Intl Equity Index F | — | 25.2K | $1.36M | 0.6% | $7.31K | Cut$5.96K |
| Select Sector Spdr Tr | — | 9.28K | $1.23M | 0.6% | −$102.8K | Held |
| Spdr Series Trust | — | 12.2K | $1.2M | 0.5% | −$107.4K | Held |
| Vanguard Wellington Fd | — | 10.7K | $1.08M | 0.5% | −$4.64K | Held |
| Ishares Tr | — | 7.86K | $1.07M | 0.5% | $110.9K | Held |
| Schwab Strategic Tr | — | 30K | $920.7K | 0.4% | $97.5K | Held |
| Berkshire Hathaway Inc Del | — | 1.85K | $887K | 0.4% | −$43.4K | Cut−$281.7K |
| Dimensional Etf Trust | — | 16.3K | $861.1K | 0.4% | $47K | Cut−$269.3K |
| Fidelity Wise Origin Bitcoin | — | 13.8K | $812.3K | 0.4% | −$105.5K | Added$344.8K |
| Vanguard Intl Equity Index F | — | 9.72K | $801.1K | 0.4% | −$11.5K | Held |
| State Srt Spdr Prtfl Hgh | — | 32.4K | $755.5K | 0.3% | −$11.3K | Held |
| Invesco Qqq Tr | — | 1.31K | $753.8K | 0.3% | −$48.5K | Held |
| Chubb Limited | — | 2.29K | $746.9K | 0.3% | $31.5K | Cut−$28.1K |
| Apple Inc. | AAPL | 2.52K | $638.5K | 0.3% | −$45.5K | Held |
| Microsoft Corp | MSFT | 1.51K | $557.8K | 0.3% | −$122.8K | Added$34.6K |
| Exxon Mobil Corp | — | 3.05K | $517.3K | 0.2% | $150.4K | Held |
| Eli Lilly & Co | LLY | 555 | $510.5K | 0.2% | −$86K | Held |
| Ishares Tr | — | 5.6K | $507.1K | 0.2% | — | New |
| Alphabet Inc | — | 1.56K | $448.6K | 0.2% | −$39.7K | Held |
| Vanguard Intl Equity Index F | — | 2.98K | $434.7K | 0.2% | $7.34K | Held |
| Schwab Strategic Tr | — | 12.7K | $418.4K | 0.2% | $2.54K | Held |
| Costco Whsl Corp New | — | 408 | $406.5K | 0.2% | — | New |
| RTX Corp | RTX | 1.96K | $378.3K | 0.2% | $18.6K | Held |
| Fidelity Ethereum Fd | — | 17.6K | $367.4K | 0.2% | −$66.2K | Added$143K |
| Emerson Elec Co | — | 2.79K | $365.8K | 0.2% | −$4.75K | Held |
| Republic Svcs Inc | — | 1.61K | $351.7K | 0.2% | — | New |
| Ishares Tr | — | 3.27K | $348.8K | 0.2% | — | New |
| Sherwin Williams Co | SHW | 957 | $306.8K | 0.1% | — | New |
| Ishares Tr | — | 1.98K | $262K | 0.1% | $1.8K | Held |
| L3harris Technologies Inc | — | 729 | $251.6K | 0.1% | $37.6K | Held |
| Ishares Inc | — | 2.96K | $250.3K | 0.1% | $11K | Held |
| General Dynamics Corp | GD | 729 | $250.2K | 0.1% | $4.78K | Held |
| Wisdomtree Tr | — | 4.4K | $230.1K | 0.1% | −$3.34K | Held |
| Ishares Inc | — | 3.22K | $224.5K | 0.1% | $8.14K | Held |
| International Business Machs | — | 919 | $222.6K | 0.1% | −$49.6K | Cut−$51.7K |
| Johnson & Johnson | JNJ | 888 | $217.1K | 0.1% | — | New |
| Boeing Co | — | 1.07K | $212.4K | 0.1% | −$19.3K | Held |
| Home Depot, Inc. | HD | 616 | $202.6K | 0.1% | — | New |
| Fidelity Solana Fd | — | 20.7K | $202K | 0.1% | −$68.8K | Added−$5.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.