Sunesis Advisors, LLC

Portfolio Overview

Sunesis Advisors, LLC disclosed 61 positions worth $241.9M in its Form 13F-HR for Q2 2026, followed by $BRK.A. During the quarter the fund opened 4 new positions and exited 2 and a full exit from $SHW. The portfolio is most concentrated in Other (81.7% of disclosed assets). All figures are sourced directly from Sunesis Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1748269.

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $97.4M263,225 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.A

  64.5#634

  Quality

  $20.2M27 sh

• ISHARES TR - CORE US AGGBD ET

  —

  Quality

  $19.9M201,340 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $15.9M223,301 sh

• VANGUARD STAR FDS - VG TL INTL STK F

  —

  Quality

  $12.2M142,206 sh
• 

  Meta Platforms, Inc.

  $META

  80.9

  Quality

  $6.0M76,433 sh

• VANGUARD BD INDEX FDS - INTERMED TERM

  —

  Quality

  $5.9M77,398 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $4.8M6,472 sh
• 

  FIRST BUSEY CORP /NV/

  $BUSE

  52.6

  Quality

  $4.6M156,862 sh

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

  —

  Quality

  $3.8M52,221 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - TOTAL STK MKT	—	$97.4M	263,225
BERKSHIRE HATHAWAY INC$BRK.A	64.5#634	$20.2M	27
ISHARES TR - CORE US AGGBD ET	—	$19.9M	201,340
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$15.9M	223,301
VANGUARD STAR FDS - VG TL INTL STK F	—	$12.2M	142,206
Meta Platforms, Inc.$META	80.9	$6.0M	76,433
VANGUARD BD INDEX FDS - INTERMED TERM	—	$5.9M	77,398
SPDR S&P 500 ETF TRUST$SPY	—	$4.8M	6,472
FIRST BUSEY CORP /NV/$BUSE	52.6	$4.6M	156,862
VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$3.8M	52,221

Showing top 10 of 61 holdings.

Full Holdings — Sunesis Advisors, LLC (Q2 2026)

All 61 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - TOTAL STK MKT	$97.4M	40.3%	-1%	—
2	$BRK.A	BERKSHIRE HATHAWAY INC	$20.2M	8.4%	+0%	64.5
3	—	ISHARES TR - CORE US AGGBD ET	$19.9M	8.2%	-2%	—
4	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$15.9M	6.6%	-7%	—
5	—	VANGUARD STAR FDS - VG TL INTL STK F	$12.2M	5.0%	+1%	—
6	$META	Meta Platforms, Inc.	$6.0M	2.5%	+0%	80.9
7	—	VANGUARD BD INDEX FDS - INTERMED TERM	$5.9M	2.5%	+0%	—
8	$SPY	SPDR S&P 500 ETF TRUST	$4.8M	2.0%	-1%	—
9	$BUSE	FIRST BUSEY CORP /NV/	$4.6M	1.9%	+0%	52.6
10	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$3.8M	1.6%	+1%	—
11	—	ISHARES TR - CORE UNIVRSL USD	$3.5M	1.4%	+1%	—
12	—	ISHARES TR - MBS ETF	$3.2M	1.3%	+0%	—
13	$PSBD	Palmer Square Capital BDC Inc.	$3.1M	1.3%	+0%	—
14	—	ISHARES TR - CORE 1 5 YR USD	$2.7M	1.1%	NEW	—
15	—	SPDR SERIES TRUST - ST STR P500VAL	$2.6M	1.1%	+0%	—
16	$NVDA	NVIDIA CORP	$2.5M	1.0%	-1%	90.2
17	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$2.4M	1.0%	-2%	—
18	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$2.0M	0.8%	-1%	—
19	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	$2.0M	0.8%	+0%	—
20	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	$1.9M	0.8%	+73%	—
21	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$1.8M	0.7%	+0%	—
22	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$1.5M	0.6%	+0%	—
23	$IAU	ISHARES GOLD TRUST	$1.5M	0.6%	-5%	—
24	—	SPDR SERIES TRUST - ST STR P500GRW	$1.5M	0.6%	+0%	—
25	$__PARK_1390777	Bank of New York Mellon Corp	$1.4M	0.6%	-47%	36.7
26	—	ISHARES TR - CORE HIGH DV ETF	$1.1M	0.5%	+400%	—
27	$QQQ	INVESCO QQQ TRUST, SERIES 1	$961,738	0.4%	+0%	—
28	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$951,585	0.4%	+0%	—
29	—	ISHARES TR - SHRT NAT MUN ETF	$945,879	0.4%	+171%	—
30	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$881,282	0.4%	+0%	—
31	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	$860,432	0.4%	+0%	—
32	$BRK.B	BERKSHIRE HATHAWAY INC	$844,658	0.3%	-9%	64.5
33	$AAPL	Apple Inc.	$837,118	0.3%	+15%	76.1
34	—	SPDR SERIES TRUST - ST PORT HIGH ETF	$759,339	0.3%	+0%	—
35	$CB	Chubb Ltd	$727,701	0.3%	-7%	—
36	$FBTC	Fidelity Wise Origin Bitcoin Fund	$702,499	0.3%	+0%	—
37	$GOOG	Alphabet Inc.	$557,497	0.2%	+0%	80.2
38	—	ISHARES TR - CORE MSCI EAFE	$540,945	0.2%	+0%	—
39	$LLY	ELI LILLY & Co	$502,561	0.2%	-25%	89.3
40	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$460,429	0.2%	+0%	—
41	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$460,093	0.2%	+0%	—
42	$MSFT	MICROSOFT CORP	$421,886	0.2%	-25%	83.7
43	$EMR	EMERSON ELECTRIC CO	$399,675	0.2%	+0%	65.9
44	$RTX	RTX Corp	$372,061	0.1%	+0%	70
45	$XOM	EXXON MOBIL CORP	$371,468	0.1%	-11%	61.8
46	—	ISHARES TR - S&P MC 400VL ETF	$292,062	0.1%	+0%	—
47	$COST	COSTCO WHOLESALE CORP /NEW	$285,318	0.1%	-25%	67
48	$FETH	Fidelity Ethereum Fund	$276,961	0.1%	+0%	—
49	—	ISHARES INC - MSCI JAPAN ETF	$276,452	0.1%	+0%	—
50	—	ISHARES INC - CORE MSCI EMKT	$266,662	0.1%	+0%	—
51	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$258,292	0.1%	+0%	66.7
52	$GD	GENERAL DYNAMICS CORP	$258,241	0.1%	+0%	73
53	$RSG	REPUBLIC SERVICES, INC.	$251,434	0.1%	-27%	72
54	$WT	WisdomTree, Inc.	$250,800	0.1%	+0%	62.9
55	—	VANGUARD INDEX FDS - GROWTH ETF	$233,095	0.1%	NEW	—
56	$BA	BOEING CO	$230,973	0.1%	+0%	51.8
57	$JNJ	JOHNSON & JOHNSON	$225,525	0.1%	+0%	72.8
58	—	VANGUARD INDEX FDS - VALUE ETF	$215,533	0.1%	NEW	—
59	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	$211,840	0.1%	+0%	66.5
60	—	ISHARES TR - SP SMCP600VL ETF	$201,466	0.1%	NEW	—
61	$FSOL	Fidelity Solana Fund	$179,375	0.1%	+0%	—