Sunesis Advisors

OVERLAND PARK, KSfiles as Sunesis Advisors, LLC

$242m in 61 US stocks at the end of 30 June 2026. The top 10 are 78.9% of the money. It changed about 4.3% of the portfolio this quarter.

Value

$242m

Stocks

Top 10 share

78.9%

Turnover

4.3%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRISTB
1.1% of the fund
Vanguard Index FDSVUG
<0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund
Ishares TRIJS
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Wellington FDVTES
0.8% of the fund
+73%
Ishares TRSUB
0.4% of the fund
+171%
AppleAAPL
0.3% of the fund
+15%

Cut

Sold some of their stake.

Vanguard Tax-Managed FDSVEA
6.6% of the fund
-7%
Vanguard MUN BD FDSVTEB
1.0% of the fund
-2%
Ishares Gold TRIAU
0.6% of the fund
-5%
Bank of New York MellonBNY
0.6% of the fund
-47%
Berkshire HathawayBRK-B
0.3% of the fund
-9%
ChubbCB
0.3% of the fund
-7%
Eli LillyLLY
0.2% of the fund
-25%
MicrosoftMSFT
0.2% of the fund
-25%
ExxonMobil HoldingsXOM
0.2% of the fund
-11%
Costco WholesaleCOST
0.1% of the fund
-25%
Republic ServicesRSG
0.1% of the fund
-27%

Sold out

Sold their entire stake.

Sherwin-WilliamsSHW
-100%
Home DepotHD
-100%

Holdings

Vanguard Index FDSVTI
Share
40.3%
Value
$97m
Shares
263,225
Held
Berkshire Hathaway INC DELBRK-A
Share
8.4%
Value
$20m
Shares
27
Held
Ishares TRAGG
Share
8.2%
Value
$20m
Shares
201,340
Held
Vanguard Tax-Managed FDSVEA
Share
6.6%
Value
$16m
Shares
223,301
-7%
Vanguard Star FDSVXUS
Share
5.0%
Value
$12m
Shares
142,206
Held
Vanguard BD Index FDSBSV
Share
2.5%
Value
$6m
Shares
76,433
Held
Vanguard BD Index FDSBIV
Share
2.5%
Value
$6m
Shares
77,398
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.0%
Value
$5m
Shares
6,472
Held
First BuseyBUSE
Share
1.9%
Value
$5m
Shares
156,862
Held
Vanguard BD Index FDSBND
Share
1.6%
Value
$4m
Shares
52,221
Held
Ishares TRIUSB
Share
1.4%
Value
$3m
Shares
75,655
Held
Ishares TRMBB
Share
1.3%
Value
$3m
Shares
34,314
Held
Palmer Square Capital BDCPSBD
Share
1.3%
Value
$3m
Shares
298,959
Held
Ishares TRISTB
Share
1.1%
Value
$3m
Shares
55,021
New
Spdr Series TrustSPYV
Share
1.1%
Value
$3m
Shares
43,133
Held
NvidiaNVDA
Share
1.0%
Value
$2m
Shares
12,320
Held
Vanguard MUN BD FDSVTEB
Share
1.0%
Value
$2m
Shares
47,568
-2%
Vanguard Index FDSVOO
Share
0.8%
Value
$2m
Shares
2,965
Held
Vanguard Scottsdale FDSVTWO
Share
0.8%
Value
$2m
Shares
16,182
Held
Vanguard Wellington FDVTES
Share
0.8%
Value
$2m
Shares
18,511
+73%
Select Sector Spdr TRXLK
Share
0.7%
Value
$2m
Shares
9,284
Held
Vanguard Intl Equity Index FVWO
Share
0.6%
Value
$2m
Shares
25,195
Held
Ishares Gold TRIAU
Share
0.6%
Value
$1m
Shares
19,800
-5%
Spdr Series TrustSPYG
Share
0.6%
Value
$1m
Shares
12,221
Held
Bank of New York MellonBNY
Share
0.6%
Value
$1m
Shares
9,762
-47%
Ishares TRHDV
Share
0.4%
Value
$1m
Shares
39,295
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$961,738
Shares
1,306
Held
Schwab Strategic TRSCHD
Share
0.4%
Value
$951,585
Shares
30,009
Held
Ishares TRSUB
Share
0.4%
Value
$945,879
Shares
8,884
+171%
Dimensional ETF TrustDFIV
Share
0.4%
Value
$881,282
Shares
16,314
Held
Vanguard Intl Equity Index FVGK
Share
0.4%
Value
$860,432
Shares
9,718
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$844,658
Shares
1,688
-9%
AppleAAPL
Share
0.3%
Value
$837,118
Shares
2,893
+15%
Spdr Series TrustSPHY
Share
0.3%
Value
$759,339
Shares
32,395
Held
ChubbCB
Share
0.3%
Value
$727,701
Shares
2,136
-7%
Fidelity Wise Origin BitcoinFBTC
Share
0.3%
Value
$702,499
Shares
13,761
Held
AlphabetGOOGL
Share
0.2%
Value
$557,497
Shares
1,560
Held
Ishares TRIEFA
Share
0.2%
Value
$540,945
Shares
5,601
Held
Eli LillyLLY
Share
0.2%
Value
$502,561
Shares
419
-25%
Schwab Strategic TRSCHE
Share
0.2%
Value
$460,429
Shares
12,698
Held
Vanguard Intl Equity Index FVSS
Share
0.2%
Value
$460,093
Shares
2,982
Held
MicrosoftMSFT
Share
0.2%
Value
$421,886
Shares
1,131
-25%
Emerson ElectricEMR
Share
0.2%
Value
$399,675
Shares
2,792
Held
RTXRTX
Share
0.2%
Value
$372,061
Shares
1,961
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$371,468
Shares
2,717
-11%
Ishares TRIJJ
Share
0.1%
Value
$292,062
Shares
1,977
Held
Costco WholesaleCOST
Share
0.1%
Value
$285,318
Shares
305
-25%
Fidelity Ethereum FDFETH
Share
0.1%
Value
$276,961
Shares
17,596
Held
IsharesEWJ
Share
0.1%
Value
$276,452
Shares
2,964
Held
IsharesIEMG
Share
0.1%
Value
$266,662
Shares
3,219
Held
International Business MachinesIBM
Share
0.1%
Value
$258,292
Shares
919
Held
General DynamicsGD
Share
0.1%
Value
$258,241
Shares
729
Held
Republic ServicesRSG
Share
0.1%
Value
$251,434
Shares
1,180
-27%
Wisdomtree TRHEDJ
Share
0.1%
Value
$250,800
Shares
4,400
Held
Vanguard Index FDSVUG
Share
<0.1%
Value
$233,095
Shares
2,706
New
BoeingBA
Share
<0.1%
Value
$230,973
Shares
1,067
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$225,525
Shares
888
Held
Vanguard Index FDSVTV
Share
<0.1%
Value
$215,533
Shares
989
New
L3harris TechnologiesLHX
Share
<0.1%
Value
$211,840
Shares
729
Held
Ishares TRIJS
Share
<0.1%
Value
$201,466
Shares
1,474
New
Fidelity Solana FDFSOL
Share
<0.1%
Value
$179,375
Shares
20,713
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	40.3%	$97m	263,225	Held
Berkshire Hathaway INC DELBRK-A	8.4%	$20m	27	Held
Ishares TRAGG	8.2%	$20m	201,340	Held
Vanguard Tax-Managed FDSVEA	6.6%	$16m	223,301	-7%
Vanguard Star FDSVXUS	5.0%	$12m	142,206	Held
Vanguard BD Index FDSBSV	2.5%	$6m	76,433	Held
Vanguard BD Index FDSBIV	2.5%	$6m	77,398	Held
State STR Spdr S&P 500 ETF TSPY	2.0%	$5m	6,472	Held
First BuseyBUSE	1.9%	$5m	156,862	Held
Vanguard BD Index FDSBND	1.6%	$4m	52,221	Held
Ishares TRIUSB	1.4%	$3m	75,655	Held
Ishares TRMBB	1.3%	$3m	34,314	Held
Palmer Square Capital BDCPSBD	1.3%	$3m	298,959	Held
Ishares TRISTB	1.1%	$3m	55,021	New
Spdr Series TrustSPYV	1.1%	$3m	43,133	Held
NvidiaNVDA	1.0%	$2m	12,320	Held
Vanguard MUN BD FDSVTEB	1.0%	$2m	47,568	-2%
Vanguard Index FDSVOO	0.8%	$2m	2,965	Held
Vanguard Scottsdale FDSVTWO	0.8%	$2m	16,182	Held
Vanguard Wellington FDVTES	0.8%	$2m	18,511	+73%
Select Sector Spdr TRXLK	0.7%	$2m	9,284	Held
Vanguard Intl Equity Index FVWO	0.6%	$2m	25,195	Held
Ishares Gold TRIAU	0.6%	$1m	19,800	-5%
Spdr Series TrustSPYG	0.6%	$1m	12,221	Held
Bank of New York MellonBNY	0.6%	$1m	9,762	-47%
Ishares TRHDV	0.4%	$1m	39,295	Held
Invesco QQQ TRQQQ	0.4%	$961,738	1,306	Held
Schwab Strategic TRSCHD	0.4%	$951,585	30,009	Held
Ishares TRSUB	0.4%	$945,879	8,884	+171%
Dimensional ETF TrustDFIV	0.4%	$881,282	16,314	Held
Vanguard Intl Equity Index FVGK	0.4%	$860,432	9,718	Held
Berkshire HathawayBRK-B	0.3%	$844,658	1,688	-9%
AppleAAPL	0.3%	$837,118	2,893	+15%
Spdr Series TrustSPHY	0.3%	$759,339	32,395	Held
ChubbCB	0.3%	$727,701	2,136	-7%
Fidelity Wise Origin BitcoinFBTC	0.3%	$702,499	13,761	Held
AlphabetGOOGL	0.2%	$557,497	1,560	Held
Ishares TRIEFA	0.2%	$540,945	5,601	Held
Eli LillyLLY	0.2%	$502,561	419	-25%
Schwab Strategic TRSCHE	0.2%	$460,429	12,698	Held
Vanguard Intl Equity Index FVSS	0.2%	$460,093	2,982	Held
MicrosoftMSFT	0.2%	$421,886	1,131	-25%
Emerson ElectricEMR	0.2%	$399,675	2,792	Held
RTXRTX	0.2%	$372,061	1,961	Held
ExxonMobil HoldingsXOM	0.2%	$371,468	2,717	-11%
Ishares TRIJJ	0.1%	$292,062	1,977	Held
Costco WholesaleCOST	0.1%	$285,318	305	-25%
Fidelity Ethereum FDFETH	0.1%	$276,961	17,596	Held
IsharesEWJ	0.1%	$276,452	2,964	Held
IsharesIEMG	0.1%	$266,662	3,219	Held
International Business MachinesIBM	0.1%	$258,292	919	Held
General DynamicsGD	0.1%	$258,241	729	Held
Republic ServicesRSG	0.1%	$251,434	1,180	-27%
Wisdomtree TRHEDJ	0.1%	$250,800	4,400	Held
Vanguard Index FDSVUG	<0.1%	$233,095	2,706	New
BoeingBA	<0.1%	$230,973	1,067	Held
Johnson & JohnsonJNJ	<0.1%	$225,525	888	Held
Vanguard Index FDSVTV	<0.1%	$215,533	989	New
L3harris TechnologiesLHX	<0.1%	$211,840	729	Held
Ishares TRIJS	<0.1%	$201,466	1,474	New
Fidelity Solana FDFSOL	<0.1%	$179,375	20,713	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 13.0% since 30 September 2025.

Where the money is

Financial services3.1%

Technology1.6%

Industrials0.7%

Health care0.3%

Media & telecom0.2%

Energy0.2%

Everyday goods0.1%

Other93.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.