Sunesis Advisors, LLC
Sector Allocation
- Other82.7%$159.3M
- Technology14.3%$27.6M
- Healthcare1.9%$3.7M
- Energy0.6%$1.1M
- Financials0.2%$418,298
- Industrials0.1%$257,743
- Consumer Discretionary0.1%$213,691
AUM History
13fpro.ai/research/fund/sunesis-advisors-llc-1748269
Conviction and streaks
Concentrating · top 10 = 96.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$108.8M
AAPL
$21.2M- ISHARES$20.1M
- VANGUARD$12.2M
META
$5.9M- VANGUARD$5.7M
- VANGUARD$4.2M
- ISHARES$3.1M
- SPDR$2.6M
ABBV
$2.4M- SPDR$1.5M
ABT
$932KDVN
$874K- VANGUARD$463K
- SCHWAB$463K
ACGL
$418KA
$390KADBE
$280KTHO
$258KSWKS
$243K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sunesis-advisors-llc-1748269
Sunesis Advisors, LLC 13F holdings — Q3 2026
$192.6M portfolio (-20.4% QoQ) · 23 holdings · Q3 2026 13F · top 10 are 97% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$108.8M
56.5% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $21.2M
11.0% of stocks
+2105%This quarter+0.9%Since filed10+ qtrsHeld- 3
ISHARES TR - CORE US AGGBD ET
$20.1M
10.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD STAR FDS - VG TL INTL STK F
$12.2M
6.3% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $5.9M
3.0% of stocks
+0.5%This quarter-1.6%Since filed10+ qtrsHeld- 6
VANGUARD BD INDEX FDS - INTERMED TERM
$5.7M
3.0% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$4.2M
2.2% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MBS ETF
$3.1M
1.6% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR P500VAL
$2.6M
1.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $2.4M
1.2% of stocks
NewThis quarter-0.1%Since filedNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $108.8M | 56.5% | +10% | — | — | — | — | |
| 2 | $21.2M | 11.0% | +2105% | +0.9% | 10+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - CORE US AGGBD ET | $20.1M | 10.4% | +5% | — | — | — | — | |
| 4 | VANGUARD STAR FDS - VG TL INTL STK F | $12.2M | 6.3% | +0.8% | — | — | — | — | |
| 5 | $5.9M | 3.0% | +0.5% | -1.6% | 10+ qtrs | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD BD INDEX FDS - INTERMED TERM | $5.7M | 3.0% | +0.6% | — | — | — | — | |
| 7 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $4.2M | 2.2% | +16% | — | — | — | — | |
| 8 | ISHARES TR - MBS ETF | $3.1M | 1.6% | +0.4% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR P500VAL | $2.6M | 1.4% | No change | — | — | — | — | |
| 10 | $2.4M | 1.2% | New | -0.1% | New this quarter | 72.6#144 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Sunesis Advisors, LLC (Q3 2026)
23 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $1.5M | 0.8% | 12K | — | — | — | 13F |
| 12 | ABBOTT LABORATORIES | Healthcare | $932K | 0.5% | 9,431 | New | 1 qtr | 65.3 | 13F | |
| 13 | DEVON ENERGY CORP/DE | Energy | $874K | 0.5% | 19K | New | 1 qtr | 73.1 | 13F | |
| 14 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $463K | 0.2% | 2,982 | — | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $463K | 0.2% | 13K | — | — | — | 13F |
| 16 | ARCH CAPITAL GROUP LTD. | Financials | $418K | 0.2% | 4,529 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AGILENT TECHNOLOGIES, INC. | Healthcare | $390K | 0.2% | 2,266 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ADOBE INC. | Technology | $280K | 0.1% | 1,168 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | THOR INDUSTRIES INC | Industrials | $258K | 0.1% | 3,730 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SKYWORKS SOLUTIONS, INC. | Technology | $243K | 0.1% | 2,848 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EBAY INC | Consumer Discretionary | $214K | 0.1% | 2,015 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EQT Corp | Energy | $211K | 0.1% | 4,344 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $210K | 0.1% | 970 | -2% | — | — | 13F |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 8 added to, 1 trimmed, 48 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
+4 more in the Excel export
Added to (8)
now $21.2M · held 10+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - MRNGSTR TTL STK+10%
now $108.8M
- ISHARES TR - CORE US AGGBD ET+5%
now $20.1M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+16%
now $4.2M
- VANGUARD STAR FDS - VG TL INTL STK F+0.8%
now $12.2M
- VANGUARD BD INDEX FDS - INTERMED TERM+0.6%
now $5.7M
+2 more in the Excel export
Trimmed (1)
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-2%
now $210K
Sold out (48)
$BRK-ABERKSHIRE HATHAWAY INCwas $20.2M
held 5 qtrs
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTwas $15.9M
$SPYSPDR S&P 500 ETF TRUSTwas $4.8M
held 9+ qtrs
$BUSEFIRST BUSEY CORP /NV/was $4.6M
held 3 qtrs
- ISHARES TR - CORE UNIVRSL USDwas $3.5M
$PSBDPalmer Square Capital BDC Inc.was $3.1M
+42 more in the Excel export
Holdings by quarter
Every 13F Sunesis Advisors, LLC has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sunesis Advisors?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Sunesis Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
18%
Last quarter; 24% over the last 4
Top 10 weight
97%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
81%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sunesis Advisors, LLC disclosed 23 positions worth $192.6M in its Form 13F-HR for Q3 2026, followed by $AAPL. During the quarter the fund opened 10 new positions and exited 48 — including a new stake in $ABBV and a full exit from $BRK-A. The portfolio is most concentrated in Other (82.7% of disclosed assets). All figures are sourced directly from Sunesis Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1748269.
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AI-Powered Hedge Fund Analysis: Sunesis Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sunesis Advisors, LLC (SEC CIK: 1748269), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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