Universe · entity
Sunesis Advisors, LLC
Institutional manager (13F) · CIK 1748269
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $219M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $86M | 266,662 |
| 2 | ISHARES TR | $20M | 204,954 |
| 3 | BERKSHIRE HATHAWAY INC DEL | $19M | 27 |
| 4 | VANGUARD TAX-MANAGED FDS | $15M | 240,861 |
| 5 | VANGUARD STAR FDS | $11M | 141,415 |
| 6 | VANGUARD BD INDEX FDS | $6M | 76,357 |
| 7 | VANGUARD BD INDEX FDS | $6M | 77,395 |
| 8 | STATE STR SPDR S&P 500 ETF T | $4M | 6,537 |
| 9 | FIRST BUSEY CORP | $4M | 156,862 |
| 10 | VANGUARD BD INDEX FDS | $4M | 51,471 |
| 11 | ISHARES TR | $3M | 75,024 |
| 12 | ISHARES TR | $3M | 34,308 |
| 13 | PALMER SQUARE CAPITAL BDC IN | $3M | 298,959 |
| 14 | SPDR SERIES TRUST | $2M | 43,133 |
| 15 | VANGUARD MUN BD FDS | $2M | 48,599 |
| 16 | BANK NEW YORK MELLON CORP | $2M | 18,436 |
| 17 | NVIDIA CORPORATION | $2M | 12,440 |
| 18 | ISHARES GOLD TR | $2M | 20,828 |
| 19 | VANGUARD INDEX FDS | $2M | 3,009 |
| 20 | VANGUARD SCOTTSDALE FDS | $2M | 16,182 |
| 21 | VANGUARD INTL EQUITY INDEX F | $1M | 25,195 |
| 22 | SELECT SECTOR SPDR TR | $1M | 9,284 |
| 23 | SPDR SERIES TRUST | $1M | 12,221 |
| 24 | VANGUARD WELLINGTON FD | $1M | 10,674 |
| 25 | ISHARES TR | $1M | 7,859 |
| 26 | SCHWAB STRATEGIC TR | $921k | 30,009 |
| 27 | BERKSHIRE HATHAWAY INC DEL | $887k | 1,851 |
| 28 | DIMENSIONAL ETF TRUST | $861k | 16,314 |
| 29 | FIDELITY WISE ORIGIN BITCOIN | $812k | 13,761 |
| 30 | VANGUARD INTL EQUITY INDEX F | $801k | 9,718 |
| 31 | SPDR SERIES TRUST | $755k | 32,395 |
| 32 | INVESCO QQQ TR | $754k | 1,306 |
| 33 | CHUBB LTD SWITZ | $747k | 2,292 |
| 34 | APPLE INC | $639k | 2,516 |
| 35 | MICROSOFT CORP | $558k | 1,507 |
| 36 | EXXON MOBIL CORP | $517k | 3,049 |
| 37 | ELI LILLY & CO | $510k | 555 |
| 38 | ISHARES TR | $507k | 5,601 |
| 39 | ALPHABET INC | $449k | 1,560 |
| 40 | VANGUARD INTL EQUITY INDEX F | $435k | 2,982 |
| 41 | SCHWAB STRATEGIC TR | $418k | 12,698 |
| 42 | COSTCO WHOLESALE CORPORATION | $407k | 408 |
| 43 | RTX CORPORATION | $378k | 1,961 |
| 44 | FIDELITY ETHEREUM FD | $367k | 17,596 |
| 45 | EMERSON ELEC CO | $366k | 2,792 |
| 46 | REPUBLIC SVCS INC | $352k | 1,606 |
| 47 | ISHARES TR | $349k | 3,275 |
| 48 | SHERWIN WILLIAMS CO | $307k | 957 |
| 49 | ISHARES TR | $262k | 1,977 |
| 50 | L3HARRIS TECHNOLOGIES INC | $252k | 729 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.