13F HOLDINGS REPORT
Sunesis Advisors, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001748269-25-000004
Total Value
$214.1M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 270,670 | $88.8M | 41.49% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22 | $16.6M | 7.75% |
| 3 | ISHARES TR | 464287226 | 164,358 | $16.5M | 7.70% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 245,450 | $14.7M | 6.87% |
| 5 | VANGUARD STAR FDS | 921909768 | 142,311 | $10.5M | 4.88% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 82,944 | $6.5M | 3.03% |
| 7 | VANGUARD BD INDEX FDS | 921937827 | 81,902 | $6.5M | 3.02% |
| 8 | SPDR S&P 500 ETF TR | SPY | 6,593 | $4.4M | 2.05% |
| 9 | ISHARES TR | 464288588 | 40,692 | $3.9M | 1.81% |
| 10 | PALMER SQUARE CAPITAL BDC IN | PSBD | 298,959 | $3.7M | 1.71% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 48,005 | $3.6M | 1.67% |
| 12 | ISHARES TR | 46434V613 | 70,312 | $3.3M | 1.53% |
| 13 | NVIDIA CORPORATION | NVDA | 13,845 | $2.6M | 1.21% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 51,378 | $2.6M | 1.20% |
| 15 | SPDR SERIES TRUST | 78464A508 | 43,133 | $2.4M | 1.11% |
| 16 | ISHARES GOLD TR | IAU | 28,203 | $2.1M | 0.96% |
| 17 | SPDR SERIES TRUST | 78468R606 | 83,957 | $2.0M | 0.94% |
| 18 | BANK NEW YORK MELLON CORP | 064058100 | 18,436 | $2.0M | 0.94% |
| 19 | VANGUARD INDEX FDS | 922908363 | 3,085 | $1.9M | 0.88% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C664 | 16,790 | $1.6M | 0.77% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 25,219 | $1.4M | 0.64% |
| 22 | SELECT SECTOR SPDR TR | 81369Y803 | 4,642 | $1.3M | 0.61% |
| 23 | SPDR SERIES TRUST | 78464A409 | 12,221 | $1.3M | 0.60% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,404 | $1.2M | 0.56% |
| 25 | VANGUARD WELLINGTON FD | 921935870 | 10,674 | $1.1M | 0.51% |
| 26 | DIMENSIONAL ETF TRUST | 25434V807 | 22,653 | $1.0M | 0.49% |
| 27 | ISHARES TR | 46429B663 | 7,859 | $962,335 | 0.45% |
| 28 | SCHWAB STRATEGIC TR | 808524797 | 30,009 | $819,246 | 0.38% |
| 29 | INVESCO QQQ TR | IVZ | 1,306 | $784,083 | 0.37% |
| 30 | VANGUARD INTL EQUITY INDEX F | 922042874 | 9,718 | $775,496 | 0.36% |
| 31 | CHUBB LIMITED | CB | 2,483 | $700,827 | 0.33% |
| 32 | APPLE INC | AAPL | 2,516 | $640,649 | 0.30% |
| 33 | MICROSOFT CORP | MSFT | 1,082 | $560,422 | 0.26% |
| 34 | ISHARES TR | 464288281 | 4,840 | $460,720 | 0.22% |
| 35 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,982 | $425,084 | 0.20% |
| 36 | SCHWAB STRATEGIC TR | 808524706 | 12,698 | $423,732 | 0.20% |
| 37 | ELI LILLY & CO | LLY | 555 | $423,465 | 0.20% |
| 38 | ALPHABET INC | GOOG | 1,560 | $379,236 | 0.18% |
| 39 | EMERSON ELEC CO | EMR | 2,792 | $366,255 | 0.17% |
| 40 | PIMCO ETF TR | 72201R866 | 6,638 | $347,035 | 0.16% |
| 41 | EXXON MOBIL CORP | XOM | 3,049 | $343,775 | 0.16% |
| 42 | RTX CORPORATION | RTX | 1,961 | $328,134 | 0.15% |
| 43 | INTERNATIONAL BUSINESS MACHS | INTR | 926 | $261,280 | 0.12% |
| 44 | ISHARES TR | 464287705 | 1,977 | $256,456 | 0.12% |
| 45 | GENERAL DYNAMICS CORP | GD | 729 | $248,589 | 0.12% |
| 46 | ISHARES INC | 46434G822 | 2,964 | $237,742 | 0.11% |
| 47 | BOEING CO | BA-PA | 1,067 | $230,291 | 0.11% |
| 48 | L3HARRIS TECHNOLOGIES INC | LHX | 729 | $222,644 | 0.10% |
| 49 | WISDOMTREE TR | WT | 4,400 | $221,760 | 0.10% |
| 50 | VANGUARD INDEX FDS | 922908736 | 451 | $216,304 | 0.10% |
| 51 | ISHARES INC | 46434G103 | 3,219 | $212,196 | 0.10% |