Institutional Manager · CIK 0001748269
Sunesis Advisors, LLC
OVERLAND PARK, KS · File #028-18858
Latest AUM
$220.8M
Positions
53
Top-10 Concentration
79.5%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202553 pos · $220.8M
- 13F HOLDINGS REPORTQ/E Sep 202551 pos · $214.1M
- 13F HOLDINGS REPORTQ/E Mar 202544 pos · $184.3M
- 13F HOLDINGS REPORTQ/E Dec 202440 pos · $164.5M
- 13F HOLDINGS REPORTQ/E Sep 202443 pos · $165.8M
- 13F HOLDINGS REPORTQ/E Jun 202446 pos · $168.3M
- 13F HOLDINGS REPORTQ/E Mar 202449 pos · $170.9M
- 13F HOLDINGS REPORTQ/E Dec 202370 pos · $141.0M
- 13F HOLDINGS REPORTQ/E Jun 202373 pos · $139.0M
- 13F HOLDINGS REPORTQ/E Mar 202341 pos · $156.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 265,643 | $89.1M | 40.45% |
| 2 | ISHARES TR | 464287226 | 182,703 | $18.2M | 8.29% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22 | $16.6M | 7.54% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 237,156 | $14.8M | 6.73% |
| 5 | VANGUARD STAR FDS | 921909768 | 142,328 | $10.7M | 4.88% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 85,526 | $6.7M | 3.02% |
| 7 | VANGUARD BD INDEX FDS | 921937827 | 84,462 | $6.7M | 3.02% |
| 8 | SPDR S&P 500 ETF TR | SPY | 6,557 | $4.5M | 2.03% |
| 9 | ISHARES TR | 464288588 | 41,787 | $4.0M | 1.81% |
| 10 | VANGUARD BD INDEX FDS | 921937835 | 50,456 | $3.7M | 1.70% |
| 11 | FIRST BUSEY CORP | BUSEP | 156,862 | $3.7M | 1.69% |
| 12 | PALMER SQUARE CAPITAL BDC IN | PSBD | 298,959 | $3.6M | 1.66% |
| 13 | ISHARES TR | 46434V613 | 72,477 | $3.4M | 1.53% |
| 14 | NVIDIA CORPORATION | NVDA | 13,627 | $2.5M | 1.15% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 50,446 | $2.5M | 1.15% |
| 16 | SPDR SERIES TRUST | 78464A508 | 43,133 | $2.5M | 1.11% |
| 17 | ISHARES GOLD TR | IAU | 28,203 | $2.3M | 1.04% |
| 18 | BANK NEW YORK MELLON CORP | 064058100 | 18,436 | $2.1M | 0.97% |
| 19 | VANGUARD INDEX FDS | 922908363 | 3,023 | $1.9M | 0.86% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C664 | 16,790 | $1.7M | 0.76% |