Sunesis Advisors, LLC

Name: Sunesis Advisors, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in OVERLAND PARK, KS. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 10, 2026. SEC CIK 1748269.

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Reported value$241.9m
Positions61

Holdings: 61 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Sunesis Advisors, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Vanguard Index FDS	TOTAL STK MKT	922908769	97.4	40.3%	263,225	Reduced−3,437
Berkshire Hathaway Inc DelBRK-B	CL A	084670108	20.2	8.4%	27	Unchanged
Ishares TR	CORE US AGGBD ET	464287226	19.9	8.2%	201,340	Reduced−3,614
Vanguard Tax-Managed FDS	VAN FTSE DEV MKT	921943858	15.9	6.6%	223,301	Reduced−17,560
Vanguard Star FDS	VG TL INTL STK F	921909768	12.2	5.0%	142,206	Added+791
Vanguard BD Index FDS	SHORT TRM BOND	921937827	6.0	2.5%	76,433	Added+76
Vanguard BD Index FDS	INTERMED TERM	921937819	5.9	2.5%	77,398	Added+3
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	4.8	2.0%	6,472	Reduced−65
First Busey CorpBUSE	COM NEW	319383204	4.6	1.9%	156,862	Unchanged
Vanguard BD Index FDS	TOTAL BND MRKT	921937835	3.8	1.6%	52,221	Added+750
Ishares TR	CORE UNIVRSL USD	46434V613	3.5	1.4%	75,655	Added+631
Ishares TR	MBS ETF	464288588	3.2	1.3%	34,314	Added+6
Palmer Square Capital BDC inPSBD	COM SHS	69702V107	3.1	1.3%	298,959	Unchanged
Ishares TR	CORE 1 5 YR USD	46432F859	2.7	1.1%	55,021	New+55,021
SPDR Series Trust	ST STR P500VAL	78464A508	2.6	1.1%	43,133	Unchanged
Nvidia CorporationNVDA	COM	67066G104	2.5	1.0%	12,320	Reduced−120
Vanguard Mun BD FDS	TAX EXEMPT BD	922907746	2.4	1.0%	47,568	Reduced−1,031
Vanguard Index FDS	S&P 500 ETF SHS	922908363	2.0	0.8%	2,965	Reduced−44
Vanguard Scottsdale FDS	VNG RUS2000IDX	92206C664	2.0	0.8%	16,182	Unchanged
Vanguard Wellington FD	SHORT TRM TAX EX	921935870	1.9	0.8%	18,511	Added+7,837
Select Sector SPDR TR	ST STR TECHN ETF	81369Y803	1.8	0.7%	9,284	Unchanged
Vanguard International Equity Index F	FTSE EMR MKT ETF	922042858	1.5	0.6%	25,195	Unchanged
Ishares Gold TRIAU	ISHARES NEW	464285204	1.5	0.6%	19,800	Reduced−1,028
SPDR Series Trust	ST STR P500GRW	78464A409	1.5	0.6%	12,221	Unchanged
Bank of Ny Mellon CorpBNY	COM	064058100	1.4	0.6%	9,762	Reduced−8,674
Ishares TR	CORE HIGH DV ETF	46429B663	1.1	0.4%	39,295	Added+31,436
Invesco QQQ TR	UNIT SER 1	46090E103	1.0	0.4%	1,306	Unchanged
Schwab Strategic TR	US DIVIDEND EQ	808524797	1.0	0.4%	30,009	Unchanged
Ishares TR	SHRT NAT MUN ETF	464288158	0.9	0.4%	8,884	Added+5,609
Dimensional ETF Trust	INTERNATNAL VAL	25434V807	0.9	0.4%	16,314	Unchanged
Vanguard International Equity Index F	FTSE EUROPE ETF	922042874	0.9	0.4%	9,718	Unchanged
Berkshire Hathaway Inc DelBRK-B	CL B NEW	084670702	0.8	0.3%	1,688	Reduced−163
Apple IncAAPL	COM	037833100	0.8	0.3%	2,893	Added+377
SPDR Series Trust	ST PORT HIGH ETF	78468R606	0.8	0.3%	32,395	Unchanged
Chubb Limited	COM	H1467J104	0.7	0.3%	2,136	Reduced−156
Fidelity Wise Origin BitcoinFBTC	SHS	315948109	0.7	0.3%	13,761	Unchanged
Alphabet IncGOOGL	CAP STK CL A	02079K305	0.6	0.2%	1,560	Unchanged
Ishares TR	CORE MSCI EAFE	46432F842	0.5	0.2%	5,601	Unchanged
ELI Lilly & CoLLY	COM	532457108	0.5	0.2%	419	Reduced−136
Schwab Strategic TR	EMRG MKTEQ ETF	808524706	0.5	0.2%	12,698	Unchanged
Vanguard International Equity Index F	FTSE SMCAP ETF	922042718	0.5	0.2%	2,982	Unchanged
Microsoft CorpMSFT	COM	594918104	0.4	0.2%	1,131	Reduced−376
Emerson Elec CoEMR	COM	291011104	0.4	0.2%	2,792	Unchanged
RTX CorporationRTX	COM	75513E101	0.4	0.2%	1,961	Unchanged
Exxon Mobil Corp	COM	30231G102	0.4	0.2%	2,717	Reduced−332
Ishares TR	S&P MC 400VL ETF	464287705	0.3	0.1%	1,977	Unchanged
Costco Wholesale CorporationCOST	COM	22160K105	0.3	0.1%	305	Reduced−103
Fidelity Ethereum FDFETH	SHS	31613E103	0.3	0.1%	17,596	Unchanged
Ishares Inc	MSCI JAPAN ETF	46434G822	0.3	0.1%	2,964	Unchanged
Ishares Inc	CORE MSCI EMKT	46434G103	0.3	0.1%	3,219	Unchanged
International Business MachsIBM	COM	459200101	0.3	0.1%	919	Unchanged
General Dynamics CorpGD	COM	369550108	0.3	0.1%	729	Unchanged
Republic SVCS IncRSG	COM	760759100	0.3	0.1%	1,180	Reduced−426
Wisdomtree TR	EUROPE HEDGED EQ	97717X701	0.3	0.1%	4,400	Unchanged
Vanguard Index FDS	GROWTH ETF	922908736	0.2	<0.1%	2,706	New+2,706
Boeing CoBA	COM	097023105	0.2	<0.1%	1,067	Unchanged
Johnson & JohnsonJNJ	COM	478160104	0.2	<0.1%	888	Unchanged
Vanguard Index FDS	VALUE ETF	922908744	0.2	<0.1%	989	New+989
L3HARRIS Technologies IncLHX	COM	502431109	0.2	<0.1%	729	Unchanged
Ishares TR	SP SMCP600VL ETF	464287879	0.2	<0.1%	1,474	New+1,474
Fidelity Solana FDFSOL	BENEFICIAL INT	31641G104	0.2	<0.1%	20,713	Unchanged

Sold out: 2 positions

Held at the end of the quarter before and not reported this quarter.

Sunesis Advisors, LLC, positions sold out
Issuer	Class	CUSIP	Reported value$	Weight	Shares	Put or call	Change on the quarter before
Home Depot IncHD	COM	437076102	0.0	0.0%	0		Sold out−616
Sherwin Williams CoSHW	COM	824348106	0.0	0.0%	0		Sold out−957

Source: SEC EDGAR, Form 13F-HR, accession 0001748269-26-000008 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.