# Sunesis Advisors, LLC: Form 13F holdings

An institutional investment manager in OVERLAND PARK, KS. SEC CIK 1748269.

- Quarter ended: 2026-06-30
- Filed: 2026-07-10
- Reported value: $241.9m
- Positions: 61 (61 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1748269/000174826926000008/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | TOTAL STK MKT | $97.4m | 40.3% | 263,225 |  | Reduced −3,437 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $20.2m | 8.4% | 27 |  | Unchanged |
| ISHARES TR | CORE US AGGBD ET | $19.9m | 8.2% | 201,340 |  | Reduced −3,614 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.9m | 6.6% | 223,301 |  | Reduced −17,560 |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.2m | 5.0% | 142,206 |  | Added +791 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $6.0m | 2.5% | 76,433 |  | Added +76 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $5.9m | 2.5% | 77,398 |  | Added +3 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $4.8m | 2.0% | 6,472 |  | Reduced −65 |
| [FIRST BUSEY CORP (BUSE)](/companies/buse.md) | COM NEW | $4.6m | 1.9% | 156,862 |  | Unchanged |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.8m | 1.6% | 52,221 |  | Added +750 |
| ISHARES TR | CORE UNIVRSL USD | $3.5m | 1.4% | 75,655 |  | Added +631 |
| ISHARES TR | MBS ETF | $3.2m | 1.3% | 34,314 |  | Added +6 |
| [PALMER SQUARE CAPITAL BDC IN (PSBD)](/companies/psbd.md) | COM SHS | $3.1m | 1.3% | 298,959 |  | Unchanged |
| ISHARES TR | CORE 1 5 YR USD | $2.7m | 1.1% | 55,021 |  | New +55,021 |
| SPDR SERIES TRUST | ST STR P500VAL | $2.6m | 1.1% | 43,133 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $2.5m | 1.0% | 12,320 |  | Reduced −120 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.4m | 1.0% | 47,568 |  | Reduced −1,031 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0m | 0.8% | 2,965 |  | Reduced −44 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $2.0m | 0.8% | 16,182 |  | Unchanged |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.9m | 0.8% | 18,511 |  | Added +7,837 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $1.8m | 0.7% | 9,284 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5m | 0.6% | 25,195 |  | Unchanged |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $1.5m | 0.6% | 19,800 |  | Reduced −1,028 |
| SPDR SERIES TRUST | ST STR P500GRW | $1.5m | 0.6% | 12,221 |  | Unchanged |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $1.4m | 0.6% | 9,762 |  | Reduced −8,674 |
| ISHARES TR | CORE HIGH DV ETF | $1.1m | 0.4% | 39,295 |  | Added +31,436 |
| INVESCO QQQ TR | UNIT SER 1 | $961.7k | 0.4% | 1,306 |  | Unchanged |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $951.6k | 0.4% | 30,009 |  | Unchanged |
| ISHARES TR | SHRT NAT MUN ETF | $945.9k | 0.4% | 8,884 |  | Added +5,609 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $881.3k | 0.4% | 16,314 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $860.4k | 0.4% | 9,718 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $844.7k | 0.3% | 1,688 |  | Reduced −163 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $837.1k | 0.3% | 2,893 |  | Added +377 |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $759.3k | 0.3% | 32,395 |  | Unchanged |
| CHUBB LIMITED | COM | $727.7k | 0.3% | 2,136 |  | Reduced −156 |
| [FIDELITY WISE ORIGIN BITCOIN (FBTC)](/companies/fbtc.md) | SHS | $702.5k | 0.3% | 13,761 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $557.5k | 0.2% | 1,560 |  | Unchanged |
| ISHARES TR | CORE MSCI EAFE | $540.9k | 0.2% | 5,601 |  | Unchanged |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $502.6k | 0.2% | 419 |  | Reduced −136 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $460.4k | 0.2% | 12,698 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $460.1k | 0.2% | 2,982 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $421.9k | 0.2% | 1,131 |  | Reduced −376 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $399.7k | 0.2% | 2,792 |  | Unchanged |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $372.1k | 0.2% | 1,961 |  | Unchanged |
| EXXON MOBIL CORP | COM | $371.5k | 0.2% | 2,717 |  | Reduced −332 |
| ISHARES TR | S&P MC 400VL ETF | $292.1k | 0.1% | 1,977 |  | Unchanged |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $285.3k | 0.1% | 305 |  | Reduced −103 |
| [FIDELITY ETHEREUM FD (FETH)](/companies/feth.md) | SHS | $277.0k | 0.1% | 17,596 |  | Unchanged |
| ISHARES INC | MSCI JAPAN ETF | $276.5k | 0.1% | 2,964 |  | Unchanged |
| ISHARES INC | CORE MSCI EMKT | $266.7k | 0.1% | 3,219 |  | Unchanged |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $258.3k | 0.1% | 919 |  | Unchanged |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $258.2k | 0.1% | 729 |  | Unchanged |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $251.4k | 0.1% | 1,180 |  | Reduced −426 |
| WISDOMTREE TR | EUROPE HEDGED EQ | $250.8k | 0.1% | 4,400 |  | Unchanged |
| VANGUARD INDEX FDS | GROWTH ETF | $233.1k | <0.1% | 2,706 |  | New +2,706 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $231.0k | <0.1% | 1,067 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $225.5k | <0.1% | 888 |  | Unchanged |
| VANGUARD INDEX FDS | VALUE ETF | $215.5k | <0.1% | 989 |  | New +989 |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $211.8k | <0.1% | 729 |  | Unchanged |
| ISHARES TR | SP SMCP600VL ETF | $201.5k | <0.1% | 1,474 |  | New +1,474 |
| [FIDELITY SOLANA FD (FSOL)](/companies/fsol.md) | BENEFICIAL INT | $179.4k | <0.1% | 20,713 |  | Unchanged |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $0 | 0.0% | 0 |  | Sold out −616 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $0 | 0.0% | 0 |  | Sold out −957 |

Source: SEC EDGAR, Form 13F-HR, accession 0001748269-26-000008. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.